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Company Analysis

Perella Weinberg Partners PWP

A comprehensive view of key metrics, scores, and financial health for Perella Weinberg Partners

Overview of Perella Weinberg Partners

PWP NMS
Financial Services Capital Markets Small Cap
Perella Weinberg Partners (PWP), is a Small Cap company, in the Capital Markets industry, last closed at $16.09, about 0.0% overvalued vs fair value, -17.0% 1Y return, placing in the top 25% of its sector.
$16.09
0.37%
As of March 13, 2026
Previous close • Vol 90d: 45.5%
52-Week Range
Market Cap
$1.20B
Enterprise Value
$1.13B
Overall Score
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Top Beats

Quick Facts

Website https://pwpartners.com
HQ New York, NY
Employees 700
Fiscal year Dec 31

Next Events

Earnings May 1 Estimated

Fair Value Snapshot

Bear Base Bull
$0
$0
$0
Current: $16.09

Engine Room Money Flow™

Small Cap

Financial Services - Where revenue goes and how value is created

Flow Steps
Interest Expense
$276.0K
Net Interest Income
$-276.0K
Total Revenue
$750.9M
-14.5%%
Fee/Non-Interest Income
$751.2M
Money Flow Bridge
Flow Direction: Money moves from left to right
Components: Breakdown shows composition of each stage
Industry-Specific: Financial Services

Quality & Reliability Indicators

Return on Assets
-8.11%
Poor

Net Income / Assets - efficiency of asset utilization

Locked Metric
-
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Where It Leaks

Cash Flow Health critical
Significant cash flow inefficiencies identified. Multiple high-impact leaks require attention.
1
Active Leaks
0/1
Improving
0
High Impact
1
Critical
Moat Analysis Corporate Default

Competitive Advantage Assessment

Evaluating Perella Weinberg Partners's durable competitive advantages across 6 defense dimensions

Overall Moat Strength
60
/100
Moderate
Scores based on quantitative metrics and qualitative factors

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Pricing Power

Moderate
67
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For informational purposes only. Not investment advice.

Trade-Off Ledger™

Where management spends the performance budget - Growth, Profitability, or Safety

Generic Industrial / Default vs Industry Peers 88% Coverage
Trade-Off Triangle Visualization A ternary plot showing PWP's balance between Growth (18.1%), Profitability (45.7%), and Safety (36.2%). Growth 18% Safety 36% Profitability 46%

Click axes to expand details. Marker shows current allocation.

3-Year Trend Analysis Locked
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Growth

22th percentile vs peers
23
Key Signals
Revenue CAGR 3Y 5.9% 39p Rev Growth YoY -14.5% 22p TSR -26.0% 18p EPS Growth YoY -5.13 4p
Strengths
  • Superior capital returns - 2 return metrics above peer median
  • Roic in top 20% of peers (14.7%, 80th percentile)
  • Gross Profit Margin in top 20% of peers (97.2%, 90th percentile)
  • Current Ratio in top 20% of peers (7.01, 81th percentile)
  • Strong liquidity position vs peers
Risks
  • Eps Growth Yoy in bottom 20% of peers (-5.13)

Profitability

57th percentile vs peers
57
Key Signals
Strengths
Risks
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Safety

45th percentile vs peers
45
Key Signals
Strengths
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Two Futures

Scenario-based fair value ranges for Perella Weinberg Partners.

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Unable to Compute Fair Value

This company cannot be valued using standard models.

What this means: The Scenario Theatre requires financial data (revenue, cash flow, shares outstanding) to calculate fair value estimates. This data may be unavailable for:

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  • Shell companies or holding companies
  • Companies that haven't filed recent financials
  • Foreign companies with limited data coverage
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Snapshot base estimate
Bull
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Fair Value Range Current: $-
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