PWP

NEUTRAL

$21.56 Live

Perella Weinberg Partners · NASDAQ

Target $23.62 (+9.6%)

$14.98 52W Range $25.93

PWP Perella Weinberg Partners - Fundamental Analysis

NEUTRAL

Console Chart News

PWP Stock | Fundamental Analysis & Investment Insights

NASDAQ • Financial Services • Capital Markets

Current Price Live

$21.56

Analyst Target

$23.62

+9.6% Upside

52W High

$25.93

52W Low

$14.98

Overview AI Snowflake Price Valuation Profitability Growth Health Statements Peers Insiders SEC Filings

At a glance

Key valuation, profitability, growth, and risk metrics.

Updated Apr 18, 2026

Market cap

$2.0B

P/E

45.87

ROE

19.6%

Profit margin

4.7%

Debt/Equity

0.71

Dividend yield

1.3%

AI Analysis

AI-powered fundamental assessment

Confidence

80%

PWP presents a dichotomy between strong market sentiment and deteriorating fundamental growth. While the Piotroski F-Score of 5/9 indicates stable financial health, the company is facing significant headwinds with YoY earnings growth plummeting by 50.70% and revenue declining by 2.90%. The stock trades at a massive premium to its growth-based intrinsic value of $3.29, though a low forward P/E of 13.62 suggests analysts expect a sharp earnings recovery. Overall, the bullish analyst consensus is countered by negative growth metrics and a concerning negative Price/Book ratio.

Key Strengths

Strong historical track record of beating earnings estimates

Stable financial health as indicated by a Piotroski F-Score of 5/9

Attractive forward P/E ratio (13.62) compared to trailing P/E (45.87)

Positive ROE of 19.57% demonstrating efficient use of equity

Strong short-term price momentum with a 27.4% increase over the last month

Key Risks

Severe YoY earnings contraction of -50.70%

Negative Price/Book ratio (-11.30) suggesting potential balance sheet irregularities or deficit in equity

Significant overvaluation relative to growth-based intrinsic value ($21.56 vs $3.29)

Negative revenue growth trends both YoY and Q/Q

Technical trend indicator is currently bearish (0/100)

AI Fair Value Estimate

Based on comprehensive analysis

$14.5

-32.7% below current price

Performance Snowflake

Multi-dimensional analysis across 5 key categories

Overall

Moderate

Value

Future

Past

Health

Dividend

AI Verdict

Speculative Hold

Key drivers: Earnings recovery expectations, Negative growth trends, Extreme valuation premium

Confidence

85%

Value

20/100

Ref P/E 45.87, Intrinsic Value $3.29

Positives

Low forward P/E

Watchpoints

Price far exceeds intrinsic value
Negative Price/Book ratio
High trailing P/E

Future

30/100

Ref Growth rates

Positives

Analyst target price of $23.62

Watchpoints

YoY Earnings Growth -50.70%
YoY Revenue Growth -2.90%

Past

75/100

Ref Historical trends

Positives

Strong 5Y change (+117.7%)
Consistent history of EPS surprises

Watchpoints

Recent quarterly earnings decline

Health

60/100

Ref Piotroski F-Score

Positives

Piotroski F-Score 5/9 (Stable)
Current Ratio 1.34

Watchpoints

Negative Book Value

Dividend

50/100

Ref Yield, Payout

Positives

Consistent dividend payout

Watchpoints

Low yield (1.30%)
Moderate payout ratio (59.57%)

Stock Price & Analyst Targets

Real-time price movements and analyst price targets

Current Price

$21.56

Analyst Target

$23.62

Upside/Downside

+9.6%

Multi-Horizon Performance vs Peers

Price momentum across 5Y → 1W horizons for PWP and closest competitors.

Updated 2026-04-17

Company	5Y	3Y	1Y	6M	1M	1W
PWP Perella Weinberg Partners Primary	+117.7%	+158.2%	+38.4%	+13.0%	+27.4%	+5.5%
AAMI Acadian Asset Management Inc. Peer	+169.4%	+146.4%	+115.3%	+38.3%	+14.0%	+1.4%
NWBI Northwest Bancshares, Inc. Peer	+27.5%	+38.9%	+26.4%	+9.7%	+8.8%	-1.3%
BWIN The Baldwin Insurance Group, Inc. Peer	-27.1%	-17.1%	-47.8%	-25.7%	+7.5%	-2.0%
PAX Patria Investments Limited Peer	+11.0%	+1.3%	+38.5%	-6.7%	+15.2%	+5.2%

PWP

Perella Weinberg Partners

Primary

+117.7%

+158.2%

+38.4%

+13.0%

+27.4%

+5.5%

AAM

Acadian Asset Management Inc.

Peer

+169.4%

+146.4%

+115.3%

+38.3%

+14.0%

+1.4%

NWB

Northwest Bancshares, Inc.

Peer

+27.5%

+38.9%

+26.4%

+9.7%

+8.8%

-1.3%

BWI

The Baldwin Insurance Group, Inc.

Peer

-27.1%

-17.1%

-47.8%

-25.7%

+7.5%

-2.0%

PAX

Patria Investments Limited

Peer

+11.0%

+1.3%

+38.5%

-6.7%

+15.2%

+5.2%

Positive values indicate cumulative gains over the specified period. Comparables pulled from the same sector to highlight whether momentum is stock-specific or industry-wide.

Historical Performance Trends

Long-term financial metrics and growth patterns

Revenue & Net Income

Profit & Operating Margins

Return on Equity (ROE)

Quarterly Revenue Growth

Historical data shows last 12 quarters (3 years)

Valuation Metrics

Key valuation ratios and pricing indicators

45.87

13.62

N/A

-11.3

2.66

2.42

N/A

$2.0B

Profitability

Profit margins and return metrics

Profit Margin 4.72%

Operating Margin 8.86%

Gross Margin 96.97%

ROE 19.57%

ROA 5.73%

Growth

Revenue and earnings growth rates

Revenue Growth -2.9%

Earnings Growth -50.7%

Q/Q Revenue Growth -2.89%

Q/Q Earnings Growth -54.8%

Financial Health

Balance sheet strength and liquidity metrics

Debt/Equity

0.71

Moderate

Current Ratio

1.34

Good

Quick Ratio

1.17

Good

Cash/Share

$3.67

Financial Statement Flow

Interactive flow visualization showing how money moves through the company Q4 2025

Revenue

$0.2B

Gross Margin

39.1%

Op. Margin

8.5%

Net Margin

4.3%

Total Assets

$0.8B

Liabilities

$0.5B

Equity

$-0.1B

Debt/Equity

-4.22x

Operating CF

$0.1B

CapEx

$-0.0B

Free Cash Flow

$0.1B

FCF Yield

99%

Quarterly Earnings History

EPS performance vs analyst estimates

2026-05-01

$N/A

2026-02-06

$0.17

+65.8% surprise

2025-11-07

$0.13

-10.3% surprise

2025-08-01

$0.09

+71.4% surprise

Financial Services Sector Comparison

Comparing PWP against 500 companies in the Financial Services sector (90 bullish, 207 neutral, 203 bearish)

P/E Ratio

45.87

This Stock

45.14

Sector Avg

+1.6% (Premium)

Return on Equity (ROE)

19.57%

This Stock

-0.0%

Sector Avg

-456664.7% (Below Avg)

Profit Margin

4.72%

This Stock

48.63%

Sector Avg

-90.3% (Weaker)

Debt to Equity

0.71

This Stock

1.45

Sector Avg

-50.7% (Less Debt)

Revenue Growth

-2.9%

This Stock

36.71%

Sector Avg

-107.9% (Slower)

Current Ratio

1.34

This Stock

3.31

Sector Avg

-59.4% (Weaker)

Similar Companies

Peer comparison within the same industry

Company	AI Rating	Market Cap	P/E	ROE	Profit Margin	Price
PWP Perella Weinberg Partners	NEUTRAL	$2.0B	45.87	19.6%	4.7%	$21.56
AAMI Acadian Asset Management Inc.	NEUTRAL	$1.98B	23.49	205.6%	15.7%	$55.19	Compare
NWBI Northwest Bancshares, Inc.	BULLISH	$1.94B	14.6	7.2%	21.0%	$13.29	Compare
BWIN The Baldwin Insurance Group, Inc.	BEARISH	$2.08B	-	-5.2%	-2.2%	$21.51	Compare
PAX Patria Investments Limited	NEUTRAL	$2.09B	19.26	16.0%	22.4%	$13.1	Compare

PWP Perella Weinberg Partners

NEUTRAL

Mkt Cap

$2.0B

P/E

45.9

ROE

19.6%

Price

$21.56

AAMI Acadian Asset...

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Recent Insider Trading

Insider buy and sell transactions from the last 6 months

Date	Insider	Position	Transaction	Shares	Value
2026-02-27	STEEL ROBERT KING	Director	Stock Award	30,000	-
2026-02-27	GOTTSCHALK ALEXANDRA	Chief Financial Officer	Stock Award	4,000	-
2026-02-24	BEDNAR ANDREW J.D.	Chief Executive Officer	Stock Award	474,850	-
2026-02-13	STEEL ROBERT KING	Director	Stock Award	96,089	-
2026-02-13	BEDNAR ANDREW J.D.	Chief Executive Officer	Stock Award	224,206	-
2026-02-13	GOTTSCHALK ALEXANDRA	Chief Financial Officer	Stock Award	32,243	-
2026-02-13	BECKER DIETRICH CLAUS	President	Stock Award	106,617	-

STEEL ROBERT KING

Director

Stock Award

2026-02-27

30,000 shares

GOTTSCHALK ALEXANDRA

Chief Financial Officer

Stock Award

2026-02-27

4,000 shares

BEDNAR ANDREW J.D.

Chief Executive Officer

Stock Award

2026-02-24

474,850 shares

STEEL ROBERT KING

Director

Stock Award

2026-02-13

96,089 shares

BEDNAR ANDREW J.D.

Chief Executive Officer

Stock Award

2026-02-13

224,206 shares

GOTTSCHALK ALEXANDRA

Chief Financial Officer

Stock Award

2026-02-13

32,243 shares

BECKER DIETRICH CLAUS

President

Stock Award

2026-02-13

106,617 shares

Insider transactions can signal confidence or concerns about company prospects

SEC Filings

Recent regulatory filings from the SEC EDGAR database

8-K

2026-04-13

Perella Weinberg Partners Inc. likely reported its first-quarter financial results for 2026.

DEF 14A

2026-04-10

Perella Weinberg Partners (PWP) filed a definitive proxy statement on April 10, 2026, providing shareholders with necessary information and voting materials for its annual meeting.

10-K

2026-02-27

PWP filed its annual 10-K on February 27, 2026, providing a comprehensive overview of its business operations and financial condition. The filing includes detailed sections on risk factors and management's discussion and analysis of results of operations.

8-K

2026-02-06

Perella Weinberg Partners Inc. filed an 8-K on February 6, 2026, likely to announce its fourth quarter and full-year financial results.

8-K

2026-01-13

8-K

2025-11-18

Perella Weinberg Partners Inc. filed an 8-K, likely announcing its third-quarter financial results for 2025.

10-Q

2025-11-07

PWP filed its 10-Q on November 7, 2025, providing updates on its business operations and risk factors. Due to the limited content provided in the excerpts, specific financial highlights and detailed risk disclosures are unavailable.

8-K

2025-11-07

Perella Weinberg Partners Inc. filed an 8-K on November 7, 2025, likely to report its third quarter 2025 financial results.

8-K

2025-09-04

10-Q

2025-08-01

8-K/A

2025-08-01

8-K

2025-08-01

Perella Weinberg Partners Inc. reported its second-quarter financial results for 2025.

8-K

2025-05-30

8-K

2025-05-19

10-Q

2025-05-02

Data sourced from SEC EDGAR. AI summaries generated automatically.

Wall Street Analysts

Professional analyst ratings and price targets

Consensus

BUY

4 analysts

Goldman Sachs

2026-04-14

Maintains

Sell Sell

Citizens

2026-04-10

Maintains

Market Outperform Market Outperform

Keefe, Bruyette & Woods

2026-04-08

Market Perform Outperform

Goldman Sachs

2026-03-12

Maintains

Sell Sell

Goldman Sachs

2026-02-09

Maintains

Sell Sell

Keefe, Bruyette & Woods

2026-02-09

Maintains

Market Perform Market Perform

Keefe, Bruyette & Woods

2025-12-17

Maintains

Market Perform Market Perform

Keefe, Bruyette & Woods

2025-11-10

Maintains

Market Perform Market Perform

Past News Coverage

Recent headlines mentioning PWP from our newsroom.

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PWP

PWP Perella Weinberg Partners - Fundamental Analysis

At a glance

AI Analysis

Key Strengths

Key Risks

Performance Snowflake

Stock Price & Analyst Targets

Multi-Horizon Performance vs Peers

Historical Performance Trends

Revenue & Net Income

Profit & Operating Margins

Return on Equity (ROE)

Quarterly Revenue Growth

Valuation Metrics

Profitability

Growth

Financial Health

Financial Statement Flow

Quarterly Earnings History

Financial Services Sector Comparison

Similar Companies

Recent Insider Trading

SEC Filings

Wall Street Analysts

Past News Coverage

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