Educational research only—not investment advice or a recommendation. Scores and estimates may use delayed, incomplete, restated, or corrected market and filing data. Independently verify information before making an investment decision.

Perella Weinberg Partners

PWPNASDAQ
Wall Street Score · overall investment21/100
$12.80USD+$0.03 (+0.23%)
Company website www.pwpartners.com
Headquarters767 Fifth Avenue, New York City, NY, 10153, US
Financial statement currencyUSD · no FX conversion applied
Financial Services · Financial - Capital Markets
Price updated todayFinancials updated Oct 15, 2026

PWP · Price history

Price at last available close

$12.83

−$1.81 (-12.36%) 1M

2026-10-28

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Company & revenue

About Perella Weinberg Partners

Primary reporting period: 2025-12-31 · Research updated Oct 12, 2026. A research update is not a new financial filing.

Who they are

Perella Weinberg Partners operates as an independent investment banking firm, furnishing strategic and financial advisory services to clients both in the United States and internationally. The company's offerings encompass guidance on crucial strategic and financial decisions, the execution of mergers and acquisitions, shareholder and defense counsel, capital raising initiatives, corporate structuring and restructuring advice, capital markets insights, energy underwriting, and equity research. Its extensive client base includes large multinational corporations, medium-sized public and private businesses, individual entrepreneurs, private and institutional investors, creditor committees, and governmental bodies.

How they make money

Perella Weinberg Partners is a global independent advisory firm that generates revenue primarily through fees earned from providing strategic and financial advisory services. These services include mergers and acquisitions, restructuring, capital raising, and private placements for a diverse client base including corporations, financial sponsors, governments, and sovereign wealth funds.

Products & services

Strategic advisory services, restructuring advisory, capital raising, private placements, and equity research and sales.

Brands & revenue mix

No separate brand or brand-level revenue disclosure was confirmed in the reviewed sources. This does not mean the company has no brands.

Product / operating segments

No reconciled product or operating-segment revenue breakdown is available for the current research period. Company-wide revenue remains separate from segment disclosure.

Geographic revenue

No reconciled geographic revenue breakdown was confirmed for the current research period.

Customer types

Customer concentration

No quantified customer-concentration disclosure is available in the current saved research.

Suppliers, materials & equipment

No supplier relationships were confirmed in the sources reviewed. This does not mean the company has no suppliers.

Strengths

  • Global independent advisory platform with experienced advisory professionalsSource

Risks

  • Dependence on advisory fees which are subject to market volatility and client activitySource
  • Competition for talent and advisory mandatesSource

Wall Street Score

Overall investment score · Quality, value, risk and opportunity

21

Poor

PoorElite

View category scores →

Company Quality

How good is the actual business—regardless of today’s stock price?

25

Poor

Financial Strength

19

Business Quality / Moat

43

Management

34

Growth Quality

4

Risk / Durability

15

Weak Company · Expensive Stock

Uses financial strength, moat, management, growth quality and durability. It excludes share price, P/E, market cap, intrinsic value and margin of safety.

Opportunity

Opportunity Score · How does the current price compare with estimated value?

26

Avoid

Based on current valuation, company quality, recent trends, and available market signals.

View score details →

Model Outlook

12-month model · What does the model think happens next?

35/100

Building Historical Record

Model Score 35/100 — estimates relative performance potential, distinct from the overall Wall Street Score and the separate Company Quality score.

Probability unavailable — the model has not produced a calibrated probability yet.

Click for full breakdown →

WSS View

The quick read

The overall Wall Street Score is low across its combined quality, valuation and risk inputs. This can reflect an expensive share price, business weaknesses, or both; check Company Quality and the category breakdown before drawing a conclusion.

At today’s price, the WSS valuation framework currently reads as less attractive based on the available valuation and market data.

The model outlook is currently cautious.

What we like
  • •Recent buyback activity is present
What to watch
  • •Valuation is a weaker part of the current profile
  • •Revenue fundamentals are weak
  • •Debt / balance-sheet profile needs attention
  • •Asset quality is a weaker factor

Company-specific research

Questions worth answering for PWP

Research inputs 100% complete

These questions are generated from this company's current financial and score data so the page adds context instead of treating the headline score as a stand-alone conclusion.

  • •What is driving PWP's revenue decline, and does the latest company filing suggest the weakness is temporary or structural?
  • •Is PWP's positive free cash flow repeatable, or is the current level being helped by temporary working-capital or spending changes?
  • •Does PWP's balance between cash and debt leave enough flexibility if business conditions weaken?
  • •What future growth or profitability would be needed to justify PWP's current valuation?
Business analysis: 16 days ago · Fresh

Essential Investment Snapshot

Wall Street Score

21

0–100 · Poor

Opportunity Score

26

0–100 · Poor

Market Cap

$1.41B

P/E Ratio

39.9

EPS

$0.33

52-Week High

$25.93

52-Week Low

$12.52

Beta

1.63

Intrinsic Value

$6.65

Analyst Target

$16.00

Shares Outstanding

64.2M

Total Revenue

$689.2M

Total Debt

$179.3M

Dividend Yield (TTM)

2.19%

View dividend history

Liquidation Value / Share

$4.12

Estimated net asset value per share

Dividend / Share (TTM)

$0.28

Trailing 12 months by ex-date; not a forecast

Momentum & Volatility Signals

Two different market-behavior signals. Momentum measures direction and trend strength. Volatility measures how large and unstable the price moves are, regardless of direction.

0–100 market signals
Momentum
18/ 100
-1 pts / 5d

Strong downward momentum

5D +2.9% · 20D -21.3% · RSI 31 · Price vs 20D avg -8.9%
Volatility
73/ 100
-11 pts / 5d

High movement

20D realized vol 82.1% · 60D 65.2% · Acceleration 1.26x
Momentum = Where is it going?

A high momentum score means price has been trending upward with confirming short- and medium-term strength. A low score means downward or weakening momentum.

Volatility = How violently is it moving?

A high volatility score means larger, less stable price swings. It can happen while a stock is rising or falling, so high volatility is not automatically bullish or bearish.

Important: the volatility score above is based on realized price volatility. Implied volatility (IV) comes from options prices and represents the market's expected future movement. Wall Street Score will keep IV separate and will only display it when a verified options-chain feed is available.

Notices for PWP

Detected from reported data — verify before acting.

Dividend history reported

Dividend payments are recorded. Review the dates and regular/special classification below; past payments do not guarantee future dividends.

Historical repurchase activity

Reported cash flows or share-count measures indicate past repurchase activity. This does not verify an active buyback authorization or future purchases.

Community Sentiment

0 active · 0 total calls
0% Bullish (0) 0% Bearish (0)

No personal call yet on PWP.

Potential upside factors

  • +Growth opportunities may come from revenue expansion, margin improvement, new products, market-share gains, and stronger cash flow.
  • +Global independent advisory platform with experienced advisory professionals.
  • +Positive free cash flow may provide capacity to invest in growth.

Potential downside factors

  • −Key risks may include competition, margin pressure, debt levels, valuation risk, and changes in demand within the Financial - Capital Markets industry.
  • −Dependence on advisory fees which are subject to market volatility and client activity.
  • −Competition for talent and advisory mandates.

These research factors come from saved company research and financial data, not community votes. They are starting points to verify against filings, not buy or sell recommendations.

Create a free account to make a call.

Scores

Click any score for full breakdown
Wall Street Score
Very Weak21/ 100
Weak (0–50)Fair (51–71)Strong (72+)

Poor

21

Tap for breakdown →

Poor

11

Debt Cost—
Debt Reduction YoY-88.8%
Debt / Equity-2.78x

Tap for breakdown →

Poor

14

Revenue YoY-8.2%
Revenue CAGR7.6%
Net Margin3.2%

Tap for breakdown →

Poor

27

Asset Growth YoY-9.0%
Liquidation/Share$4.12
Net Assets/MCap0.33x

Tap for breakdown →

Poor

27

Earnings Yield1.6%
Buyback Yield3.1%
Debt Cost—

Tap for breakdown →

Poor

34

ROIC253.6%
ROE-48.5%
ROA3.4%

Tap for breakdown →

Weak

43

EPS Growth10.5%
FCF/Share Growth-49.6%
Rev/Share Growth3.4%

Tap for breakdown →

Poor

10

Intrinsic Value$6.65
Value Reference$3.99
MOS-91.2%

Tap for breakdown →

Poor

22

Revenue14
Moat43
Valuation10

Tap for breakdown →

Poor

0

MOS %-91.2%
Value Reference$3.99
Deep Discount Reference$2.66

Tap for breakdown →

Poor

26

Interest Coverage—
ROIC253.6%
FCF Yield2.1%

Tap for breakdown →

Poor

17

Financial26
Valuation10
Debt11

Tap for breakdown →

Weak

41

Survival Years0.4 yrs
Current Ratio1.15x
FCF Margin4.1%

Tap for breakdown →

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Score Changes

3 historical score records available

Previous Score

20

Oct 1, 2026

Change

+0.9

points

Current Score

21

Oct 15, 2026

Category Changes

Revenue+0.4
Debt0
Assets+0.7
Capital+2.0
Management0
Moat0
Valuation+5.9
Buffett+0.8

PWP increased 0.9 points because Capital improved by 2 points, Valuation improved by 5.9 points.

Positive Contributors

  • + Capital improved by 2 points
  • + Valuation improved by 5.9 points

Projected Score

Projected Score

24

Projected Change

+3.2 points

Preliminary comparable-period financial changes suggest improvement of approximately 3.2 points. This is a projected estimate, not the official WallStreetScore.

Price vs. Value

Overvalued

Current Price

$12.80

Model Intrinsic Value

$6.65

Difference

+$6.15

+92.4% vs IV

Margin of Safety

-92.4%

UndervaluedFair ValueOvervalued
Value Reference: $3.99
Deep Discount Reference: $2.66

Financial Charts

Revenue

20182019202020212022202320242025$0$250M$500M$750M$1.0B

Additional Metrics

Operating Cash Flow

202020212022202320242025-$80M$0$80M$160M$240M

Total Debt

2019202020212022202320242025$0$90M$180M$270M$360M

Total Assets

2019202020212022202320242025$0$250M$500M$750M$1.0B

Net Margin %

No data
Monetary values in USD. Share counts in raw units.

Free includes 3 annual periods plus available TTM; Premium includes up to 10 annual periods. History depends on available company filings. Swipe the table horizontally to see older periods. A dash means unavailable, not zero.

Line ItemTTM20252024202320222021202020192018
Revenue$689.2M$750.9M$878.0M$648.7M····················
Cost of Revenue-$170.8M$20.8M$525.9M$426.6M····················
Gross Profit$860.0M$730.1M$352.1M$222.1M····················
Research & Development$0.00$0.00$0.00$0.00····················
SG&A Expenses$79.1M$61.5M$354.7M$269.0M····················
Operating Expenses$840.5M$682.1M$430.6M$337.2M····················
EBITDA$45.2M$72.3M-$58.2M-$100.4M····················
Operating Income$19.5M$48.0M-$78.5M-$115.1M····················
Interest Expense$0.00$0.00$0.00$276K····················
Income Before Tax$28.8M$51.5M-$68.3M-$112.8M····················
Income Tax Expense$862K$3.5M$21.1M-$980K····················
Net Income$22.2M$35.5M-$64.7M-$17.2M····················
Basic EPS$0.33$0.55$-1.22$-0.40····················
Basic Shares74.16M64.21M53.19M43.27M····················
Diluted Shares101M64.21M53.19M86.78M····················
Upgrade to Premium for up to 10 annual periods, where available.
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Earnings Summary

Estimated earnings date:Nov 6, 2026
Estimated EPS: $0.17Estimated revenue: $172.8M
Jun 30, 2026Q2FY2026

Revenue

$156.5M

Estimate unavailable.

Revenue Beat/Miss

Not available (no estimate stored)

EPS

$0.06

Estimate unavailable.

EPS Beat/Miss

Not available (no estimate stored)

Debt Change

-3.1%

Cash Change

-20.1%

Margin Change

+1.6 pp

Debt and cash show percentage changes versus the comparison period; margin shows the change in percentage points (pp). These are company-wide changes, not per-share amounts.

Financial Changes Since Prior Period

What Improved

  • Margins expanded
  • Debt reduced

What Weakened

  • Cash position declined

Potential Score Impact

Positive indicators included revenue growth, EPS growth, debt levels, net income margin. Pressure indicators included cash levels. These factors may support or pressure the Revenue, Management, Financial, and Debt categories; this summary does not claim that the stored scores changed.

Stored Earnings Analysis

Revenue increased 0.8%. EPS increased 48.5%. Cash declined 20.1%. Total debt declined 3.1%. Net income margin improved by 1.6 percentage points.

Earnings-Call Transcript

Earnings-call transcript analysis is not currently available.

These results may influence future scores when the next evaluation is completed.

Upgrade to Premium to unlock all earnings history.View plans
Earnings data: 120 days ago · Stale

Insider Activity

Guru / Smart Money

Guru Score

Smart Money

Number of Gurus

Total Guru Value

Avg Portfolio Weight

Largest Holder

Largest Holder %

New Positions

Increased Positions

Reduced Positions

Exited Positions

Net Guru Sentiment

Loading data...

Short Interest

Government disclosed trading activity is available on the Smart Money directory. Filings may be delayed and may not represent complete current holdings.

Dividend History

Log in to view dividend history.

Conservative Projected Values

3 Years

$———.——

Premium

5 Years

$———.——

Premium

10 Years

$———.——

Premium

Conservative Projection Rate

——%

Premium

Conservative Projected Values — price projections derived from actual 10-year adjusted historical returns, conservatively adjusted and capped at 8% annually. These are distinct from the Outperformance Model Score and WallStreetScore.

Conservative Projected Values

Premium unlocks the 3-year, 5-year, and 10-year conservative projected values with full calculation breakdowns based on actual historical returns.

Start 7-Day Free Trial

Historical Outperformance Record

Premium includes stored forecasts and any available evaluated results. Completed results, win rates and calibrated probabilities are shown only when supported records exist; access does not create historical outcomes.

Start 7-Day Free Trial

Historical Trends

3 historical records
Jul 24, 26Oct 1, 26Oct 15, 260255075100

Historical Score Chart

3 of 3 records shown

Wall Street Score

Jul 24, 26Oct 1, 26Oct 15, 260255075100

Debt Score

Jul 24, 26Oct 1, 26Oct 15, 260255075100

Revenue Score

Jul 24, 26Oct 1, 26Oct 15, 260255075100

Asset Score

Jul 24, 26Oct 1, 26Oct 15, 260255075100

Capital Score

Jul 24, 26Oct 1, 26Oct 15, 260255075100

Management Score

Jul 24, 26Oct 1, 26Oct 15, 260255075100

Moat Score

Jul 24, 26Oct 1, 26Oct 15, 260255075100

Valuation Score

Jul 24, 26Oct 1, 26Oct 15, 260255075100

Buffett Score

Jul 24, 26Oct 1, 26Oct 15, 260255075100

Intrinsic Value

Jul 24, 26Oct 1, 26Oct 15, 26$6.00$8.00$10.00$12.00$14.00

Value Reference

Jul 24, 26Oct 1, 26Oct 15, 26$3.75$4.50$5.25$6.00$6.75

Margin of Safety %

Jul 24, 26Oct 1, 26Oct 15, 26-1.0%-0.8%-0.6%-0.4%-0.2%

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News

Rumor Mill · PWP

Corporate developments & opportunities

Explore market →

No reviewed developments match this filter.

Evidence credibility is not a forecast of stock performance. Rumor Mill is separate from the WSS score.

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