DashboardPortfoliosWatchlistCommunityDiscoverScreener
NOT FOR DISTRIBUTION
Loading...
  • Stocks
  • /
  • Diversified Financials
Updated 1m ago
PWP logo

Perella Weinberg PartnersNasdaqGS:PWP Stock Report

Market Cap US$1.4b
Updated 1m ago
Share Price
n/a
1Y-34.1%
7D-13.3%
1D-2.8%
Portfolio Value
​
View

Perella Weinberg Partners

NasdaqGS:PWP Stock Report

Market Cap: US$1.4b

  • Company Overview
    • Valuation
    • Future Growth
    • Past Performance
    • Financial Health
    • Dividend
  • Management
  • Ownership
  • Other Information
  • Stock Community

Perella Weinberg Partners (PWP) Stock Overview

An independent advisory firm, provides strategic and financial advice services in the United States, the United Kingdom, and internationally. More details

PWP fundamental analysis
Snowflake Score
Valuation0/6
Future Growth2/6
Past Performance1/6
Financial Health5/6
Dividends3/6

Rewards

Revenue is forecast to grow 22.03% per year

Risk Analysis

Large one-off items impacting financial results

Profit margins (3.2%) are lower than last year (6.6%)

Significant insider selling over the past 3 months


PWP Community Fair Values

Create Narrative

See what others think this stock is worth. Follow their fair value or set your own to get alerts.

NEW443,467 members

Join community and earn perks

Gain real feedbackFrom our editorial team, personally. Not silence.
Grow your followingReal investors. The kind who actually invest, not scroll past.
Unlock free accessFree premium subscription for consistent and quality authors.
Learn moreCreate Narrative
B
BlackGoat
R
RockeTeller
I
Investingwilly
D
davidlsander
443,467 investors already sharing narratives
US$
Current Price
US$14.372.6% undervalued intrinsic discount
%/yr
Decrease
Increase
PastFuture-158m2b2016201920222025202620282031Revenue US$1.9bEarnings US$60.0m
Advanced
View all narratives

Perella Weinberg Partners Competitors

Oppenheimer Holdings

Symbol: NYSE:OPY
Market cap: US$1.3b

eToro Group

Symbol: NasdaqGS:ETOR
Market cap: US$2.4b

Lincoln International

Symbol: NYSE:LCLN
Market cap: US$2.7b

Lazard

Symbol: NYSE:LAZ
Market cap: US$4.0b

Price History & Performance

Summary of share price highs, lows and changes for Perella Weinberg Partners
Historical stock prices
Current Share PriceUS$14.37
52 Week HighUS$25.93
52 Week LowUS$13.99
Beta1.62
1 Month Change-17.32%
3 Month Change-10.08%
1 Year Change-34.11%
3 Year Change33.92%
5 Year Change9.95%
Change since IPOn/a

Recent News & Updates

Recent updates

Seeking Alpha • Jul 18

Perella Weinberg Partners: No Reason To Buy

Summary Perella Weinberg Partners faces limited earnings visibility, with revenue growth unlikely before 2H26 amid persistent private equity and mid-sized M&A market challenges. PWP trades at a premium valuation—forward P/E of 17.5x, 55.6% above the sector median—despite forecasted EPS growth 24% below its five-year average. Weak 1Q26 results, a muted 2Q26 outlook, and a recent 10% workforce reduction support my SELL rating for PWP. While PWP maintains strong cash flow and consistent dividends, I favor larger competitors like PJT for scale and earnings resilience. Read the full article on Seeking Alpha
Analysis Article • Jun 20

Perella Weinberg Partners (PWP) Stock Looks Expensive As Revenue And Profit Pressure Raise Valuation Questions

Perella Weinberg Partners (PWP) is facing increased investor scrutiny after recent data showed a sharp year over year decline in revenue and net profit, along with weaker returns on capital and earnings per share. See our latest analysis for Perella Weinberg Partners. At a share price of $15.85, Perella Weinberg Partners has seen its 30 day share price return fall 10.5% and its year to date share price return decline 9.69%. By contrast, the 3 year total shareholder return of 107.79% points to...
Analysis Article • Jan 23

A Piece Of The Puzzle Missing From Perella Weinberg Partners' (NASDAQ:PWP) 27% Share Price Climb

Perella Weinberg Partners ( NASDAQ:PWP ) shares have had a really impressive month, gaining 27% after a shaky period...
Analysis Article • Jun 26

There Is A Reason Perella Weinberg Partners' (NASDAQ:PWP) Price Is Undemanding

Perella Weinberg Partners' ( NASDAQ:PWP ) price-to-sales (or "P/S") ratio of 1.2x might make it look like a strong buy...
Analysis Article • Nov 29

Even With A 25% Surge, Cautious Investors Are Not Rewarding Perella Weinberg Partners' (NASDAQ:PWP) Performance Completely

The Perella Weinberg Partners ( NASDAQ:PWP ) share price has done very well over the last month, posting an excellent...
Analysis Article • Nov 12

Perella Weinberg Partners (NASDAQ:PWP) Is Due To Pay A Dividend Of $0.07

The board of Perella Weinberg Partners ( NASDAQ:PWP ) has announced that it will pay a dividend on the 18th of...
Seeking Alpha • Nov 10

Perella Weinberg: Aggressive Hiring Past And Present Paying Off

Summary Perella Weinberg reported a strong topline result, driven by aggressive senior banker hiring and corporate activity growth, despite lagging sponsor recovery. Revenues surged 100% in Q3, outpacing other boutiques, ahead also of significant increases in comp expenses allowing for a strong income lift. Trump's incoming presidency could boost Q4 and Q1 advisory business, though potential tariffs could impact inflation and sponsor recovery. Crudely predicting $170+ million in operating profits by 2025, with a forward PE of 16.5x, but caution on potential 60% dilution remains. Read the full article on Seeking Alpha
Analysis Article • Aug 22

Perella Weinberg Partners (NASDAQ:PWP) Will Pay A Dividend Of $0.07

Perella Weinberg Partners' ( NASDAQ:PWP ) investors are due to receive a payment of $0.07 per share on 16th of...
Seeking Alpha • Aug 05

Perella Weinberg: Management Downplaying Q2 Outperformance

Summary PWP had a great quarter, but management is playing it down because the timing effects of big and idiosyncratic closures have quite a bit to do with it. Perella Weinberg is likely to have a strong performance this year on the back of solid M&A positioning and restructuring, but the hope is for a sponsor market pickup. Valuation is alright, but it's not great due to substantial dilutive effects. It's relatively expensive within the pack, although not the most expensive. So it's a pass for now. Read the full article on Seeking Alpha

Shareholder Returns

PWPUS Capital MarketsUS Market
7D-13.3%-3.3%-0.9%
1Y-34.1%1.7%13.9%

Return vs Industry: PWP underperformed the US Capital Markets industry which returned 1.7% over the past year.

Return vs Market: PWP underperformed the US Market which returned 13.9% over the past year.

Price Volatility

Is PWP's price volatile compared to industry and market?
PWP volatility
PWP Average Weekly Movement8.9%
Capital Markets Industry Average Movement3.3%
Market Average Movement6.9%
10% most volatile stocks in US Market15.3%
10% least volatile stocks in US Market2.9%

Stable Share Price: PWP has not had significant price volatility in the past 3 months compared to the US market.

Volatility Over Time: PWP's weekly volatility (9%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
n/a736Andrew Bednarpwpartners.com

Perella Weinberg Partners, an independent advisory firm, provides strategic and financial advice services in the United States, the United Kingdom, and internationally. It offers advisory services related to strategic and financial decisions, mergers and acquisition execution, shareholder engagement advisory, and financing and capital solutions advice with a focus on restructuring, liability management, capital markets advisory, and private capital placement, as well as underwriting and research services primarily for the energy and related industries. The company serves public multinational corporations, mid-sized public and private companies, financial sponsors, individual entrepreneurs, private and institutional investors, creditor committees, and government institutions in consumer and retail; energy and energy transition; financial services and FinTech; healthcare; industrials and infrastructure; and technology, telecommunication, and media industries.

Perella Weinberg Partners Fundamentals Summary

How do Perella Weinberg Partners's earnings and revenue compare to its market cap?
PWP fundamental statistics
Market capUS$1.36b
Earnings (TTM)US$22.19m
Revenue (TTM)US$689.25m
47.9x
P/E Ratio
1.5x
P/S Ratio

Is PWP overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
PWP income statement (TTM)
RevenueUS$689.25m
Cost of RevenueUS$23.25m
Gross ProfitUS$666.00m
Other ExpensesUS$643.80m
EarningsUS$22.19m

Last Reported Earnings

Jun 30, 2026

Next Earnings Date

n/a

Earnings per share (EPS)0.30
Gross Margin96.63%
Net Profit Margin3.22%
Debt/Equity Ratio0%

How did PWP perform over the long term?

See historical performance and comparison

Dividends

1.9%
Current Dividend Yield
87%
Payout Ratio

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/09/15 01:24
End of Day Share Price 2026/09/14 00:00
Earnings2026/06/30
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
  • SEC Form 10-K
  • SEC Form 10-Q
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
  • Analyst Research Reports
  • Blue Matrix
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
  • ICE Market Data
  • SEC Form S-1
Ownership10 years
  • Top shareholders
  • Insider trading
  • SEC Form 4
  • SEC Form 13D
Management10 years
  • Leadership team
  • Board of directors
  • SEC Form 10-K
  • SEC Form DEF 14A
Key Developments10 years
  • Company announcements
  • SEC Form 8-K

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Perella Weinberg Partners is covered by 5 analysts. 4 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Devin RyanCitizens JMP Securities, LLC
James YaroGoldman Sachs
Alexander BondKeefe, Bruyette, & Woods

Make Better Investing Decisions Anywhere

Scan to download
Open AppStoreOpen Google Play
Chrome Web Store
Level 5, 320 Pitt Street, Sydney
Financial Data provided by S&P Global Market Intelligence LLC, analysis provided by Simply Wall Street Pty Ltd. Copyright © 2026, S&P Global Market Intelligence LLC. All rights reserved.
View Data Sources
Markets
  • US: NYSE & NASDAQ
  • UK: FTSE
  • Australia: ASX
  • India: NIFTY
  • Canada: TSX
  • South Africa: JSE
  • Japan: NIKKEI
  • South Korea: KOSPI
  • Germany: DAX
Investing Ideas
  • Undervalued Companies
  • Dividend Powerhouses
  • Insider Buying
  • Nuclear Energy
  • Autonomous Vehicles
  • Artificial Intelligence
  • Crypto and Blockchain
  • Cybersecurity
  • More ideas
Stock Communities
  • AstraZeneca
  • HSBC Holdings
  • Shell
  • Unilever
  • Diageo
  • Rio Tinto Group
  • RELX
  • BP
  • Barclays
Features & Tools
  • Portfolio Tracker
  • Stock Screener & Alerts
  • Narratives & Fair Values
  • Dividend Calculator
News & Discovery
  • Latest Stock News
  • Global Market Insights
  • The Foxhole
  • Investing Ideas
  • Community Narratives
  • What's New
Simply Wall St
  • Plans & Pricing
  • Advertising
  • About Us
  • Contact Us
  • Careers
  • Help Center
  • Learn Stock Investing
  • Affiliate Program
  • Business & Enterprise
  • Charlie AI
Simply Wall Street Pty Ltd (ACN 600 056 611), is a Corporate Authorised Representative (Authorised Representative Number: 467183) of Sanlam Private Wealth Pty Ltd (AFSL No. 337927). Any advice contained in this website is general advice only and has been prepared without considering your objectives, financial situation or needs. You should not rely on any advice and/or information contained in this website and before making any investment decision we recommend that you consider whether it is appropriate for your situation and seek appropriate financial, taxation and legal advice. Please read our Financial Services Guide before deciding whether to obtain financial services from us.
© 2026 Simply Wall Street Pty Ltd, US Design Patent #29/544/281, Community and European Design Registration #2845206
  • Terms and Conditions
  • Privacy Policy
  • AI Terms
  • Financial Services Guide