Skip to content
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 Mid Cap
Perella Weinberg Partners (PWP), is a Mid Cap company, in the Capital Markets industry, last closed at $21.86, about 18.1% overvalued vs fair value, +28.5% 1Y return, placing in the top 25% of its sector.
Metrics Rev Growth -14.5% ROE -12.9% Gross Margin 97.2% Div Yield 1.99%
$21.86
0.91%
As of April 28, 2026
Previous close • Vol 90d: 43.9%
52-Week Range
Market Cap
$2.01B
Enterprise Value
$1.94B
Overall Score
View breakdown
Overall
Growth
Fair
Profitability
Fair
Health
Weak
Efficiency
Fair
Valuation
Good
Growth
Fair
Profitability
Fair
Health
Weak
Efficiency
Fair
Valuation
Good
Completeness: 82%
Confidence: 90%
Updated: Mar 8
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
$14
$18
$24
Current: $21.86 -18% vs base

Engine Room Money Flow™

Mid Cap

Asset Management & Capital Markets - Where revenue goes and how value is created

Flow Steps
Total Revenue
$750.9M
-14.5%%
Operating Income (FRE Proxy)
$48.0M
161.1%%
EBITDA
$72.3M
224.4%%
Net Income
$35.5M
154.8%%
Money Flow Bridge
Flow Direction: Money moves from left to right
Components: Breakdown shows composition of each stage
Industry-Specific: Asset Management & Capital Markets

Quality & Reliability Indicators

Operating Margin (FRE Proxy)
6.4%
Poor

Operating Income / Revenue — proxy for Fee-Related Earnings margin

Locked Metric
-
Premium
Locked Metric
-
Premium
Locked Metric
-
Premium
Locked Metric
-
Premium
Locked Metric
-
Premium

Owner's Pocket - Capital Allocation

Total Returned to Shareholders

Combined dividends, buybacks, and debt reduction

$56.6M
159.4% of Net Income

Where It Leaks

Cash Flow Health critical
Significant cash flow inefficiencies identified. Multiple high-impact leaks require attention.
2
Active Leaks
0/2
Improving
0
High Impact
2
Critical
Locked Leak
Upgrade to view details
Premium
Moat Analysis Asset Management Specialized

Competitive Advantage Assessment

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

Overall Moat Strength
53
/100
Moderate
Scores based on quantitative metrics and qualitative factors

Upgrade to unlock interactive defense details

Premium access

Unlock full defense analysis

Get key signals, strengths, and risks for every moat dimension.

Upgrade to Premium Unlock all moat defenses and evidence.

Fee Revenue Quality

Moderate
56
Premium
Unlock full defense details

See key signals plus strengths and risks for this moat dimension.

Upgrade for full defense analysis Premium-only evidence and insights.
For informational purposes only. Not investment advice.

Trade-Off Ledger™

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

Asset Managers, Capital Markets & Exchanges vs Industry Peers 95% Coverage
Trade-Off Triangle Visualization A ternary plot showing PWP's balance between Growth (20.6%), Profitability (42.9%), and Safety (36.5%). Growth 21% Safety 37% Profitability 43%

Click axes to expand details. Marker shows current allocation.

3-Year Trend Analysis Locked
Upgrade to unlock the full 3-year trend analysis and deltas.

Growth

20th percentile vs peers
20
Key Signals
Revenue CAGR 3Y 5.9% 39p Rev Growth YoY -14.5% 22p EPS Growth YoY -5.13 4p
Strengths
  • Current Ratio in top 20% of peers (7.01, 81th percentile)
  • Strong liquidity position vs peers
Risks
  • Growth in bottom 20% of peers (percentile: 20)
  • EPS Growth YoY in bottom 20% of peers (-5.13)

Profitability

41th percentile vs peers
42
Key Signals
Strengths
Risks
Premium
Unlock full Profitability drilldowns

See the signal-level drivers and insights behind this axis. Upgrade to reveal the full Trade-Off Ledger.

Upgrade Now

Safety

35th percentile vs peers
36
Key Signals
Strengths
Safety drilldowns are available to premium members.

Two Futures

Scenario-based fair value ranges for Perella Weinberg Partners.

Loading valuation model...
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:

  • Recently listed companies (IPOs, SPACs)
  • Shell companies or holding companies
  • Companies that haven't filed recent financials
  • Foreign companies with limited data coverage
X.X%
X%XX%
X.X%
-XX%XX%
XX.X%
-XX%XX%
Adjust the sliders above to explore different valuation scenarios.
Unlock Premium
Reveal the full Scenario Theatre
See live sliders, narratives, and full Bear/Base/Bull outcomes.
Upgrade Now
Bear
-
- - -
- upside
-
Base
$17.91
- - -
-18.1% vs current
Snapshot base estimate
Bull
-
- - -
- upside
-
Fair Value Range Current: $-
$- $- $-
Actions & Info