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PWPPerella Weinberg Partners
$13.34$1.3B
Overview & Tools
OverviewChart Terminal ↗Visualize
Valuation & Forecasts
Valuation ModelsEstimatesDCF Model
Price & Analyst Data
Analyst TargetsPrice History
Financial Statements
Income StatementBalance SheetCash FlowRatios & Margins
Performance
P/E HistoryRevenue HistoryEarnings HistoryDividend HistoryTotal Return
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PWP logo

Perella Weinberg Partners

PWP
NASDAQ · Capital Markets
$13.34
At close - Sep 22, 4:00 PM EDT - USD
Market Cap$1.35B
P/E24.3x
52W High$25.93
Volume2.04M
OverviewTerminalAnalysisFinancialsValuationEarningsBreakoutsOwnership
VCP Research Verdict2026Q2

Advisory Fee Volatility Masks Backlog Inflection Potential

Perella Weinberg Partners is navigating a prolonged M&A downturn, with revenue down 14.5% year-over-year to $156.5M in Q2 2026, yet management's commentary on backlog suggests a potential inflection. The firm's earnings are highly volatile due to lumpy success...

GrowthDecelerating
ProfitabilityStrained
ValuationExpensive
TechnicalsWeak
Explore valuation models
MARKET ACTION

PWP price & volume

Price trend, volume and key moving averages

Launch Terminal
Loading chart...
Decision Checklist4 Core Signals

What matters now

The signals most likely to change the investment case.

01

Earnings momentum

7/12 Beats

EPS beat 7 of last 12 quarters

02

Valuation risk

+30% Peers

P/E is 30% above peer median

03

Market leadership

RS 18 · Lag

Laggard (Underperforming 82% of market)

04

Weak Trend

Below 200DMA

Price < 200DMA

Next CatalystConfirmed earnings · Nov 6

Market performance

Price History →

Trailing total returns as of 9/23/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).

YTD Return
PWP-22.79%
S&P 500 (^GSPC)+13.20%
1-Year Return
PWP-38.68%
S&P 500 (^GSPC)+15.98%
3-Year Return
PWP+37.67%
S&P 500 (^GSPC)+80.31%
5-Year Return
PWP+12.18%
S&P 500 (^GSPC)+74.57%
02

Test the fundamentals

Check whether operating performance supports the current valuation.

VALUATION & INTRINSIC VALUE

Valuation Scenarios

Valuation Analysis
Trailing P/E5Y Low
24.3x
Forward P/EExpansion
13.4x
EV/EBITDA100th %ile
21.0x
FCF YieldCash Flow
2.3%

Valuation vs 5-Year History

Multiple Range
Metric
Current
5Y Median
Historical Range
Percentile
P/E
24.3x
31.5x
0th· Low
EV/EBITDA
21.0x
17.6x
100th· High
Price/FCF
44.3x
12.0x
100th· High
Current Multiple
5Y Median (50th %ile)

Intrinsic Value Scenarios

DCF Projection
Bear$3.65-72.6%
Base (Fair)$4.19-67.7%
Bull$4.83-63.8%
$3.65 Bear$4.19 Base$4.83 Bull
Current Market Price: $13.34
Trades at a 218.4% premium to Base DCF ($4.19)
Open DCF & Valuation Models →Chart Terminal ↗

Growth & profitability

Annual revenue & EPS trend
Revenue
$751M-14.5% YoY
Net income
$35M+154.8% YoY
Free cash flow
$30M-85.3% YoY
Operating margin
6.4%+15.3 pts YoY
ROIC (TTM)7%
Avg ROIC 5Y-
ROE (TTM)14.5%
Piotroski Score4 / 9
Financial Statements →
03

Monitor what changed

Recent results and news deserve attention only when they alter the forward view.

OPERATING RESULTS

Recent Earnings

Earnings History
EPS Beat Rate7/12 (58%)
Revenue Beat Rate8/12 (67%)
QuarterEPS (Act vs Est)Revenue (Act vs Est)
Q3 2026Latest
Jul 31, 2026
$0.20+263.6%
vs $0.06
$157M+8.1%
vs $145M
Q2 2026
May 1, 2026
$0.05-69.7%
vs $0.17
$149M-6.2%
vs $159M
Q1 2026
Feb 6, 2026
$0.17+65.9%
vs $0.10
$219M+27.7%
vs $172M
Q4 2025
Nov 7, 2025
$0.13-38.1%
vs $0.21
$165M-26.9%
vs $225M
Historical baseline: 12 quarters analyzedGAAP / Adjusted
MARKET COVERAGE

Latest News

5 Stories
GuruFocus·Aug 14, 2026
Perella Weinberg Partners (PWP) Shares Fall 3.5% -- What GF Score of 66 Tells Investors

On August 14, 2026, Perella Weinberg Partners (PWP) shares fell 3.5% to $17.39, reflecting a challenging performance over the past year with a significant drop

Seeking Alpha·Jul 31, 2026
Perella Weinberg Partners (PWP) Q2 2026 Earnings Call Transcript

Perella Weinberg Partners (PWP) Q2 2026 Earnings Call Transcript

MarketBeat·Jul 31, 2026
Perella Weinberg Partners Q2 Earnings Call Highlights

Perella Weinberg Partners NASDAQ: PWP reported second-quarter revenue of $157 million, up 1% from a year earlier, as the independent advisory firm said transaction announcements and its revenue backlog accelerated heading into the second half of 2026.

GlobeNewsWire·Jul 31, 2026
Perella Weinberg Reports Second Quarter 2026 Results

Financial Overview - Second Quarter Revenues of $157 Million, Up 1% From a Year Ago GAAP Pre-Tax Income of $6 Million, Adjusted Pre-Tax Income of $27 Million GAAP Diluted EPS of $0.06, Adjusted EPS of $0.20 Financial Overview - First Half Revenues of $305 Million, Down 17% From a Year Ago GAAP Pre-Tax Loss of $(5) Million, Adjusted Pre-Tax Income of $23 Million GAAP Diluted EPS of $0.08, Adjusted EPS of $0.25 Talent Investment Year-To-Date Added Ten Partners and Eleven Managing Directors Six Additional Partners and Three Additional Managing Directors to Join Firm in Coming Months Capital Management Strong Balance Sheet with $116 Million of Cash and No Debt Year-To-Date Retired More Than Two Million Shares and Share Equivalents through Net Settlement Year-To-Date Returned $73 Million in Aggregate to Equity Holders Declared Quarterly Dividend of $0.07 Per Share   “Momentum continues to build across our business – the pace of our announced transactions has accelerated and our booked revenue plus announced and pending backlog stands well above the level this time last year. We remain focused on our clear and simple strategy to scale our business by continuing to add senior talent, and we expect to close our acquisition of Gleacher Shacklock in the third quarter,” stated Andrew Bednar, Chief Executive Officer and Chairman.

Filtered for Perella Weinberg PartnersMore Headlines
04

Compare before deciding

Benchmark PWP against direct peers instead of judging its metrics in isolation.

Peers Comparison

Key metrics vs top competitors for Perella Weinberg Partners (PWP)

Full Screener →
CompanyPriceMarket CapP/E RatioRev Growth (1Y)Net MarginROEDiv Yield
PWP logoPWPPerella Weinberg PartnersCurrent
$13.34$1.35B24.25-14.48%4.72%14.47%2.67%
EVR logoEVREvercore Inc.
$263.20$10.18B18.7329.41%15.74%45.81%—
LAZ logoLAZLazard Inc
$36.60$3.57B16.873.36%6.89%23.85%—
MC logoMCMoelis & Company
$58.88$4.36B20.0326.98%14.5%35.63%—
PJT logoPJTPJT Partners Inc.
$150.23$3.88B22.4914.77%10.58%20.72%—
HLI logoHLIHoulihan Lokey, Inc.
$130.97$9.15B21.069.55%16.1%17.36%—

Compare PWP vs Peers

Perella Weinberg Partners (PWP) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.

Closest Rival

vs EVR

Most directly comparable listed peer for PWP.

Scale Benchmark

vs JPM

Larger-name benchmark to compare PWP against a more recognizable public peer.

Peer Set

Compare Top 5

vs EVR, LAZ, MC, PJT

05

Keep researching

Verify the primary filings, follow material updates, and answer the remaining questions.

PWP SEC Filings & Documents

Perella Weinberg Partners (PWP) SEC filings — annual & quarterly reports (10-K, 10-Q)

8-K Announcements

6
Material company update

Jul 31, 2026·SEC

Material company update

May 29, 2026·SEC

Material company update

May 21, 2026·SEC

10-K Annual Reports

3
FY 2026

Feb 27, 2026·SEC

FY 2025

Feb 27, 2025·SEC

FY 2024

Feb 23, 2024·SEC

10-Q Quarterly Reports

6
FY 2026

Jul 31, 2026·SEC

FY 2026

May 1, 2026·SEC

FY 2025

Nov 7, 2025·SEC

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PWP Frequently Asked Questions

Perella Weinberg Partners (PWP) stock FAQ — growth, dividends, profitability & financials explained

Growth & Financials
How fast is Perella Weinberg Partners growing?

Perella Weinberg Partners (PWP) saw revenue decline by 14.5% over the past year.

Is PWP profitable?

Yes, Perella Weinberg Partners (PWP) is profitable, generating $22.2M in net income for fiscal year 2025 (4.7% net margin).

Dividend & Returns
Does PWP pay dividends?

Yes, Perella Weinberg Partners (PWP) pays a dividend with a yield of 2.67%. This makes it attractive for income-focused investors.

What is PWP's return on equity?

Perella Weinberg Partners (PWP) has a return on equity (ROE) of 14.5%. This is reasonable for most industries.

Industry Metrics
What is Perella Weinberg Partners's efficiency ratio?

Perella Weinberg Partners (PWP) has an efficiency ratio of 90.8%. This is higher than peers, suggesting room for cost optimization.

What if you invested $1,000 in PWP back in 2020?

Total return calculator · dividends reinvested · 6+ years of data

See returns →