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Stock Comparison

PWP vs MC

Revenue, margins, valuation, and 5-year total return — side by side.

Live fundamentals10-year financials5-year price chart
PWP
Perella Weinberg Partners

Financial - Capital Markets

Financial ServicesNASDAQ • US
Market Cap$1.98B
5Y Perf.+86.6%
MC
Moelis & Company

Financial - Capital Markets

Financial ServicesNYSE • US
Market Cap$4.66B
5Y Perf.+61.8%

PWP vs MC — Key Financials

Market cap, revenue, margins, and valuation side-by-side.

Company Snapshot
PWP logoPWP
MC logoMC
IndustryFinancial - Capital MarketsFinancial - Capital Markets
Market Cap$1.98B$4.66B
Revenue (TTM)$751M$1.52B
Net Income (TTM)$20M$233M
Gross Margin97.2%99.2%
Operating Margin6.4%18.1%
Forward P/E17.7x20.7x
Total Debt$354M$267M
Cash & Equiv.$256M$509M

PWP vs MCLong-Term Stock Performance

Price return indexed to 100 at period start. Dividends excluded.

PWP
MC
StockNov 20May 26Return
Perella Weinberg Pa… (PWP)100186.6+86.6%
Moelis & Company (MC)100161.8+61.8%

Price return only. Dividends and distributions are not included.

Quick Verdict: PWP vs MC

Each card shows where this stock fits in a portfolio — not just who wins on paper.

Bottom line: MC leads in 6 of 7 categories, making it the strongest pick for growth and revenue expansion and profitability and margin quality. Perella Weinberg Partners is the stronger pick specifically for valuation and capital efficiency. As sector peers, any of these can serve as alternatives in the same allocation.
PWP
Perella Weinberg Partners
The Banking Pick

PWP is the clearest fit if your priority is value.

  • Lower P/E (17.7x vs 20.7x)
Best for: value
MC
Moelis & Company
The Banking Pick

MC carries the broadest edge in this set and is the clearest fit for income & stability and growth exposure.

  • Dividend streak 1 yrs, beta 1.75, yield 4.1%
  • Rev growth 27.0%, EPS growth 65.2%
  • 260.6% 10Y total return vs PWP's 111.0%
Best for: income & stability and growth exposure
See the full category breakdown
CategoryWinnerWhy
GrowthMC logoMC27.0% NII/revenue growth vs PWP's -14.5%
ValuePWP logoPWPLower P/E (17.7x vs 20.7x)
Quality / MarginsMC logoMCEfficiency ratio 0.8% vs PWP's 0.9% (lower = leaner)
Stability / SafetyMC logoMCBeta 1.75 vs PWP's 1.85, lower leverage
DividendsMC logoMC4.1% yield, 1-year raise streak, vs PWP's 1.8%
Momentum (1Y)MC logoMC+23.6% vs PWP's +17.1%
Efficiency (ROA)MC logoMCEfficiency ratio 0.8% vs PWP's 0.9%

PWP vs MC — Financial Metrics

Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.

BEST OVERALLMCLAGGINGPWP

Income & Cash Flow (Last 12 Months)

MC leads this category, winning 5 of 5 comparable metrics.

MC is the larger business by revenue, generating $1.5B annually — 2.0x PWP's $751M. MC is the more profitable business, keeping 15.4% of every revenue dollar as net income compared to PWP's 4.7%.

MetricPWP logoPWPPerella Weinberg …MC logoMCMoelis & Company
RevenueTrailing 12 months$751M$1.5B
EBITDAEarnings before interest/tax$45M$286M
Net IncomeAfter-tax profit$20M$233M
Free Cash FlowCash after capex$96M$540M
Gross MarginGross profit ÷ Revenue+97.2%+99.2%
Operating MarginEBIT ÷ Revenue+6.4%+18.1%
Net MarginNet income ÷ Revenue+4.7%+15.4%
FCF MarginFCF ÷ Revenue+4.1%+35.6%
Rev. Growth (YoY)Latest quarter vs prior year
EPS Growth (YoY)Latest quarter vs prior year-91.7%-4.3%
MC leads this category, winning 5 of 5 comparable metrics.

Valuation Metrics

Evenly matched — PWP and MC each lead in 3 of 6 comparable metrics.

At 21.6x trailing earnings, MC trades at a 39% valuation discount to PWP's 35.6x P/E. On an enterprise value basis, MC's 15.5x EV/EBITDA is more attractive than PWP's 30.2x.

MetricPWP logoPWPPerella Weinberg …MC logoMCMoelis & Company
Market CapShares × price$2.0B$4.7B
Enterprise ValueMkt cap + debt − cash$2.1B$4.4B
Trailing P/EPrice ÷ TTM EPS35.56x21.60x
Forward P/EPrice ÷ next-FY EPS est.17.74x20.69x
PEG RatioP/E ÷ EPS growth rate
EV / EBITDAEnterprise value multiple30.24x15.47x
Price / SalesMarket cap ÷ Revenue2.64x3.07x
Price / BookPrice ÷ Book value/share4.82x7.39x
Price / FCFMarket cap ÷ FCF65.09x8.63x
Evenly matched — PWP and MC each lead in 3 of 6 comparable metrics.

Profitability & Efficiency

MC leads this category, winning 8 of 8 comparable metrics.

MC delivers a 37.9% return on equity — every $100 of shareholder capital generates $38 in annual profit, vs $16 for PWP. MC carries lower financial leverage with a 0.39x debt-to-equity ratio, signaling a more conservative balance sheet compared to PWP's 1.36x. On the Piotroski fundamental quality scale (0–9), MC scores 6/9 vs PWP's 4/9, reflecting solid financial health.

MetricPWP logoPWPPerella Weinberg …MC logoMCMoelis & Company
ROE (TTM)Return on equity+16.3%+37.9%
ROA (TTM)Return on assets+3.0%+15.9%
ROICReturn on invested capital+7.0%+24.9%
ROCEReturn on capital employed+9.7%+22.0%
Piotroski ScoreFundamental quality 0–946
Debt / EquityFinancial leverage1.36x0.39x
Net DebtTotal debt minus cash$98M-$241M
Cash & Equiv.Liquid assets$256M$509M
Total DebtShort + long-term debt$354M$267M
Interest CoverageEBIT ÷ Interest expense
MC leads this category, winning 8 of 8 comparable metrics.

Total Returns (Dividends Reinvested)

PWP leads this category, winning 4 of 6 comparable metrics.

A $10,000 investment in PWP five years ago would be worth $17,962 today (with dividends reinvested), compared to $14,428 for MC. Over the past 12 months, MC leads with a +23.6% total return vs PWP's +17.1%. The 3-year compound annual growth rate (CAGR) favors PWP at 37.2% vs MC's 26.6% — a key indicator of consistent wealth creation.

MetricPWP logoPWPPerella Weinberg …MC logoMCMoelis & Company
YTD ReturnYear-to-date+11.9%-9.9%
1-Year ReturnPast 12 months+17.1%+23.6%
3-Year ReturnCumulative with dividends+158.2%+102.8%
5-Year ReturnCumulative with dividends+79.6%+44.3%
10-Year ReturnCumulative with dividends+111.0%+260.6%
CAGR (3Y)Annualised 3-year return+37.2%+26.6%
PWP leads this category, winning 4 of 6 comparable metrics.

Risk & Volatility

MC leads this category, winning 2 of 2 comparable metrics.

MC is the less volatile stock with a 1.75 beta — it tends to amplify market swings less than PWP's 1.85 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. MC currently trades 81.2% from its 52-week high vs PWP's 75.4% drawdown — a narrower gap to the peak suggests stronger recent price momentum.

MetricPWP logoPWPPerella Weinberg …MC logoMCMoelis & Company
Beta (5Y)Sensitivity to S&P 5001.85x1.75x
52-Week HighHighest price in past year$25.93$78.22
52-Week LowLowest price in past year$15.74$51.06
% of 52W HighCurrent price vs 52-week peak+75.4%+81.2%
RSI (14)Momentum oscillator 0–10043.344.2
Avg Volume (50D)Average daily shares traded841K1.3M
MC leads this category, winning 2 of 2 comparable metrics.

Analyst Outlook

MC leads this category, winning 2 of 2 comparable metrics.

Wall Street rates PWP as "Buy" and MC as "Hold". Consensus price targets imply 15.6% upside for MC (target: $73) vs 3.5% for PWP (target: $20). For income investors, MC offers the higher dividend yield at 4.15% vs PWP's 1.82%.

MetricPWP logoPWPPerella Weinberg …MC logoMCMoelis & Company
Analyst RatingConsensus buy/hold/sellBuyHold
Price TargetConsensus 12-month target$20.25$73.40
# AnalystsCovering analysts422
Dividend YieldAnnual dividend ÷ price+1.8%+4.1%
Dividend StreakConsecutive years of raises01
Dividend / ShareAnnual DPS$0.36$2.63
Buyback YieldShare repurchases ÷ mkt cap+1.7%+1.6%
MC leads this category, winning 2 of 2 comparable metrics.
Key Takeaway

MC leads in 4 of 6 categories (Income & Cash Flow, Profitability & Efficiency). PWP leads in 1 (Total Returns). 1 tied.

Best OverallMoelis & Company (MC)Leads 4 of 6 categories
Loading custom metrics...

PWP vs MC: Frequently Asked Questions

10 questions · data-driven answers · updated daily

01

Is PWP or MC a better buy right now?

For growth investors, Moelis & Company (MC) is the stronger pick with 27.

0% revenue growth year-over-year, versus -14. 5% for Perella Weinberg Partners (PWP). Moelis & Company (MC) offers the better valuation at 21. 6x trailing P/E (20. 7x forward), making it the more compelling value choice. Analysts rate Perella Weinberg Partners (PWP) a "Buy" — based on 4 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.

02

Which has the better valuation — PWP or MC?

On trailing P/E, Moelis & Company (MC) is the cheapest at 21.

6x versus Perella Weinberg Partners at 35. 6x. On forward P/E, Perella Weinberg Partners is actually cheaper at 17. 7x — notably different from the trailing picture, reflecting expected earnings growth.

03

Which is the better long-term investment — PWP or MC?

Over the past 5 years, Perella Weinberg Partners (PWP) delivered a total return of +79.

6%, compared to +44. 3% for Moelis & Company (MC). Over 10 years, the gap is even starker: MC returned +260. 6% versus PWP's +111. 0%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.

04

Which is safer — PWP or MC?

By beta (market sensitivity over 5 years), Moelis & Company (MC) is the lower-risk stock at 1.

75β versus Perella Weinberg Partners's 1. 85β — meaning PWP is approximately 6% more volatile than MC relative to the S&P 500. On balance sheet safety, Moelis & Company (MC) carries a lower debt/equity ratio of 39% versus 136% for Perella Weinberg Partners — giving it more financial flexibility in a downturn.

05

Which is growing faster — PWP or MC?

By revenue growth (latest reported year), Moelis & Company (MC) is pulling ahead at 27.

0% versus -14. 5% for Perella Weinberg Partners (PWP). On earnings-per-share growth, the picture is similar: Perella Weinberg Partners grew EPS 145. 1% year-over-year, compared to 65. 2% for Moelis & Company. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.

06

Which has better profit margins — PWP or MC?

Moelis & Company (MC) is the more profitable company, earning 15.

4% net margin versus 4. 7% for Perella Weinberg Partners — meaning it keeps 15. 4% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: MC leads at 18. 1% versus 6. 4% for PWP. At the gross margin level — before operating expenses — MC leads at 99. 2%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.

07

Is PWP or MC more undervalued right now?

On forward earnings alone, Perella Weinberg Partners (PWP) trades at 17.

7x forward P/E versus 20. 7x for Moelis & Company — 3. 0x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for MC: 15. 6% to $73. 40.

08

Which pays a better dividend — PWP or MC?

All stocks in this comparison pay dividends.

Moelis & Company (MC) offers the highest yield at 4. 1%, versus 1. 8% for Perella Weinberg Partners (PWP).

09

Is PWP or MC better for a retirement portfolio?

For long-horizon retirement investors, Moelis & Company (MC) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (4.

1% yield, +260. 6% 10Y return). Perella Weinberg Partners (PWP) carries a higher beta of 1. 85 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (MC: +260. 6%, PWP: +111. 0%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.

10

What are the main differences between PWP and MC?

Both stocks operate in the Financial Services sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.

In terms of investment character: PWP is a small-cap quality compounder stock; MC is a small-cap high-growth stock. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.

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Stocks Like

PWP

Income & Dividend Stock

  • Sector: Financial Services
  • Market Cap > $100B
  • Gross Margin > 58%
  • Dividend Yield > 0.7%
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MC

High-Growth Compounder

  • Sector: Financial Services
  • Market Cap > $100B
  • Revenue Growth > 13%
  • Net Margin > 9%
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Beat Both

Find stocks that outperform PWP and MC on the metrics below

Revenue Growth>
%
(PWP: -14.5% · MC: 27.0%)
Net Margin>
%
(PWP: 4.7% · MC: 15.4%)
P/E Ratio<
x
(PWP: 35.6x · MC: 21.6x)

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