Comprehensive Stock Comparison
Compare Perella Weinberg Partners (PWP) vs JPMorgan Chase & Co. (JPM) Stock
Analyze side-by-side fundamentals, valuation, growth, and profitability to decide which stock is the better buy.
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Quick Verdict
| Category | Winner | Why |
|---|---|---|
| Growth | PWP | 35.4% revenue growth vs JPM's 14.6% |
| Value | JPM | Lower P/E (13.9x vs 14.3x) |
| Quality / Margins | JPM | 21.6% net margin vs PWP's -7.4% |
| Stability / Safety | JPM | Beta 1.00 vs PWP's 1.62 |
| Dividends | PWP | 2.1% yield, 1-year raise streak, vs JPM's 1.7% |
| Momentum (1Y) | JPM | +15.7% vs PWP's -18.7% |
| Efficiency (ROA) | PWP | 7.2% ROA vs JPM's 1.3%, ROIC -13.7% vs 5.4% |
Who Each Stock Is For
Income & stability
Growth exposure
Long-term compounding (10Y)
Sleep-well-at-night portfolio
Defensive / Recession hedge
Business Model
What each company does and how it makes money
Perella Weinberg Partners is an independent investment bank that provides strategic advisory services for mergers, acquisitions, and capital markets transactions. It generates revenue primarily from advisory fees — roughly 80% from M&A and restructuring work — with the remainder from capital markets and other financial advisory services. The firm's key advantage is its boutique partnership model, which attracts top talent and fosters deep client relationships without the conflicts of interest common at larger universal banks.
JPMorgan Chase is a global financial services giant that operates as a universal bank offering consumer banking, investment banking, commercial banking, and asset management services. It generates revenue primarily through net interest income from lending activities (about 50% of total revenue) and non-interest income from investment banking fees, trading, asset management, and card services. The company's key competitive advantage lies in its massive scale, diversified revenue streams, and fortress balance sheet—which together create significant barriers to entry and provide stability through economic cycles.
Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Segment breakdown not available.
Financial Metrics Comparison
Side-by-side fundamentals across 2 stocks. BestLagging
Financial Scorecard
JPM leads in 3 of 6 categories (Financial Metrics, Total Returns). PWP leads in 1 (Profitability & Efficiency). 2 tied.
Financial Metrics (TTM)
JPM is the larger business by revenue, generating $270.8B annually — 308.4x PWP's $878M. JPM is the more profitable business, keeping 21.6% of every revenue dollar as net income compared to PWP's -7.4%.
| Metric | PWPPerella Weinberg … | JPMJPMorgan Chase & … |
|---|---|---|
| RevenueTrailing 12 months | $878M | $270.8B |
| EBITDAEarnings before interest/tax | $71M | $81.3B |
| Net IncomeAfter-tax profit | $47M | $58.0B |
| Free Cash FlowCash after capex | $74M | -$119.7B |
| Gross MarginGross profit ÷ Revenue | +40.1% | +58.6% |
| Operating MarginEBIT ÷ Revenue | -8.9% | +27.7% |
| Net MarginNet income ÷ Revenue | -7.4% | +21.6% |
| FCF MarginFCF ÷ Revenue | +23.6% | -15.5% |
| Rev. Growth (YoY)Latest quarter vs prior year | — | — |
| EPS Growth (YoY)Latest quarter vs prior year | -66.2% | +16.0% |
Valuation Metrics
| Metric | PWPPerella Weinberg … | JPMJPMorgan Chase & … |
|---|---|---|
| Market CapShares × price | $434M | $809.7B |
| Enterprise ValueMkt cap + debt − cash | $289M | $1.09T |
| Trailing P/EPrice ÷ TTM EPS | -15.17x | 15.21x |
| Forward P/EPrice ÷ next-FY EPS est. | 14.35x | 13.93x |
| PEG RatioP/E ÷ EPS growth rate | — | 1.17x |
| EV / EBITDAEnterprise value multiple | — | 13.15x |
| Price / SalesMarket cap ÷ Revenue | 0.49x | 2.99x |
| Price / BookPrice ÷ Book value/share | 4.28x | 2.51x |
| Price / FCFMarket cap ÷ FCF | 2.10x | — |
Profitability & Efficiency
PWP delivers a 23.4% return on equity — every $100 of shareholder capital generates $23 in annual profit, vs $16 for JPM. PWP carries lower financial leverage with a 0.82x debt-to-equity ratio, signaling a more conservative balance sheet compared to JPM's 2.18x. On the Piotroski fundamental quality scale (0–9), PWP scores 6/9 vs JPM's 5/9, reflecting solid financial health.
| Metric | PWPPerella Weinberg … | JPMJPMorgan Chase & … |
|---|---|---|
| ROE (TTM)Return on equity | +23.4% | +16.1% |
| ROA (TTM)Return on assets | +7.2% | +1.3% |
| ROICReturn on invested capital | -13.7% | +5.4% |
| ROCEReturn on capital employed | -16.7% | +8.2% |
| Piotroski ScoreFundamental quality 0–9 | 6 | 5 |
| Debt / EquityFinancial leverage | 0.82x | 2.18x |
| Net DebtTotal debt minus cash | -$145M | $281.8B |
| Cash & Equiv.Liquid assets | $333M | $469.3B |
| Total DebtShort + long-term debt | $187M | $751.1B |
| Interest CoverageEBIT ÷ Interest expense | — | 0.74x |
Total Returns (with DRIP)
A $10,000 investment in JPM five years ago would be worth $21,449 today (with dividends reinvested), compared to $18,682 for PWP. Over the past 12 months, JPM leads with a +15.7% total return vs PWP's -18.7%. The 3-year compound annual growth rate (CAGR) favors JPM at 30.0% vs PWP's 24.2% — a key indicator of consistent wealth creation.
| Metric | PWPPerella Weinberg … | JPMJPMorgan Chase & … |
|---|---|---|
| YTD ReturnYear-to-date | +5.9% | -7.3% |
| 1-Year ReturnPast 12 months | -18.7% | +15.7% |
| 3-Year ReturnCumulative with dividends | +91.4% | +119.7% |
| 5-Year ReturnCumulative with dividends | +86.8% | +114.5% |
| 10-Year ReturnCumulative with dividends | +100.4% | +497.7% |
| CAGR (3Y)Annualised 3-year return | +24.2% | +30.0% |
Risk & Volatility
JPM is the less volatile stock with a 1.00 beta — it tends to amplify market swings less than PWP's 1.62 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. JPM currently trades 89.0% from its 52-week high vs PWP's 71.4% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | PWPPerella Weinberg … | JPMJPMorgan Chase & … |
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.62x | 1.00x |
| 52-Week HighHighest price in past year | $25.93 | $337.25 |
| 52-Week LowLowest price in past year | $14.12 | $202.16 |
| % of 52W HighCurrent price vs 52-week peak | +71.4% | +89.0% |
| RSI (14)Momentum oscillator 0–100 | 38.9 | 48.1 |
| Avg Volume (50D)Average daily shares traded | 875K | 9.0M |
Analyst Outlook
Wall Street rates PWP as "Buy" and JPM as "Buy". Consensus price targets imply 14.8% upside for PWP (target: $21) vs 11.9% for JPM (target: $336). For income investors, PWP offers the higher dividend yield at 2.06% vs JPM's 1.71%.
| Metric | PWPPerella Weinberg … | JPMJPMorgan Chase & … |
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy |
| Price TargetConsensus 12-month target | $21.25 | $336.10 |
| # AnalystsCovering analysts | 3 | 60 |
| Dividend YieldAnnual dividend ÷ price | +2.1% | +1.7% |
| Dividend StreakConsecutive years of raises | 1 | 14 |
| Dividend / ShareAnnual DPS | $0.38 | $5.13 |
| Buyback YieldShare repurchases ÷ mkt cap | +3.5% | +3.5% |
Historical Charts
Charts are rendered on first load. Hover for details.
Chart 1Total Return — 5 Years (Rebased to 100)
| Stock | Nov 20 | Feb 26 | Change |
|---|---|---|---|
| Perella Weinberg Pa… (PWP) | 100 | 223.33 | +123.3% |
| JPMorgan Chase & Co. (JPM) | 100 | 257.34 | +157.3% |
JPMorgan Chase & Co. (JPM) returned +114% over 5 years vs Perella Weinberg Pa… (PWP)'s +87%. A $10,000 investment in JPM 5 years ago would be worth $21,449 today (including dividends reinvested).
Chart 2Revenue Growth — 10 Years
| Stock | 2015 | 2024 | Change |
|---|---|---|---|
| Perella Weinberg Pa… (PWP) | $519M | $878M | +69.2% |
| JPMorgan Chase & Co. (JPM) | $101.0B | $270.8B | +168.1% |
JPMorgan Chase & Co.'s revenue grew from $101.0B (2015) to $270.8B (2024) — a 11.6% CAGR.
Chart 3Net Margin Trend — 10 Years
| Stock | 2015 | 2024 | Change |
|---|---|---|---|
| Perella Weinberg Pa… (PWP) | -4.7% | -7.4% | -57.2% |
| JPMorgan Chase & Co. (JPM) | 24.2% | 21.6% | -10.8% |
JPMorgan Chase & Co.'s net margin went from 24% (2015) to 22% (2024).
Chart 4P/E Ratio History — 8 Years
| Stock | 2017 | 2024 | Change |
|---|---|---|---|
| JPMorgan Chase & Co. (JPM) | 16.9 | 12.1 | -28.4% |
JPMorgan Chase & Co. has traded in a 10x–17x P/E range over 8 years; current trailing P/E is ~15x.
Chart 5EPS Growth — 10 Years
| Stock | 2015 | 2024 | Change |
|---|---|---|---|
| Perella Weinberg Pa… (PWP) | -0.26 | -1.22 | -365.1% |
| JPMorgan Chase & Co. (JPM) | 6 | 19.75 | +229.2% |
JPMorgan Chase & Co.'s EPS grew from $6.00 (2015) to $19.75 (2024) — a 14% CAGR.
Chart 6Free Cash Flow — 5 Years
Perella Weinberg Partners generated $207M FCF in 2024 (-11% vs 2021). JPMorgan Chase & Co. generated $-42B FCF in 2024 (-154% vs 2021).
PWP vs JPM: Frequently Asked Questions
9 questions · data-driven answers · updated daily
01Is PWP or JPM a better buy right now?
JPMorgan Chase & Co. (JPM) offers the better valuation at 15.2x trailing P/E (13.9x forward), making it the more compelling value choice. Analysts rate Perella Weinberg Partners (PWP) a "Buy" — based on 3 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.
02Which has the better valuation — PWP or JPM?
On forward P/E, JPMorgan Chase & Co. is actually cheaper at 13.9x.
03Which is the better long-term investment — PWP or JPM?
Over the past 5 years, JPMorgan Chase & Co. (JPM) delivered a total return of +114.5%, compared to +86.8% for Perella Weinberg Partners (PWP). A $10,000 investment in JPM five years ago would be worth approximately $21K today (assuming dividends reinvested). Over 10 years, the gap is even starker: JPM returned +497.7% versus PWP's +100.4%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — PWP or JPM?
By beta (market sensitivity over 5 years), JPMorgan Chase & Co. (JPM) is the lower-risk stock at 1.00β versus Perella Weinberg Partners's 1.62β — meaning PWP is approximately 62% more volatile than JPM relative to the S&P 500. On balance sheet safety, Perella Weinberg Partners (PWP) carries a lower debt/equity ratio of 82% versus 2% for JPMorgan Chase & Co. — giving it more financial flexibility in a downturn.
05Which has better profit margins — PWP or JPM?
JPMorgan Chase & Co. (JPM) is the more profitable company, earning 21.6% net margin versus -7.4% for Perella Weinberg Partners — meaning it keeps 21.6% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: JPM leads at 27.7% versus -8.9% for PWP. At the gross margin level — before operating expenses — JPM leads at 58.6%, 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.
06Is PWP or JPM more undervalued right now?
On forward earnings alone, JPMorgan Chase & Co. (JPM) trades at 13.9x forward P/E versus 14.3x for Perella Weinberg Partners — 0.4x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for PWP: 14.8% to $21.25.
07Which pays a better dividend — PWP or JPM?
All stocks in this comparison pay dividends. Perella Weinberg Partners (PWP) offers the highest yield at 2.1%, versus 1.7% for JPMorgan Chase & Co. (JPM).
08Is PWP or JPM better for a retirement portfolio?
For long-horizon retirement investors, JPMorgan Chase & Co. (JPM) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 1.00), 1.7% yield, +497.7% 10Y return). Perella Weinberg Partners (PWP) carries a higher beta of 1.62 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (JPM: +497.7%, PWP: +100.4%), 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.
09What are the main differences between PWP and JPM?
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; JPM is a large-cap deep-value 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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