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Perella Weinberg Partners

PWP

Last
$15.67
Day
+3.1%
1y
-22.9%
5y
+15.2%
52w
-41.4%
SPY YTD
+13.3%
XLF
-1.3%
Earnings
2026-11-0626d
EMA 21
15.17
EMA 50
15.52
EMA 200
17.22
20d high
-12.0%
5y high
-43.8%
5y range
45th
Website · 700 employees · United States

Positions held

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Score
8
Hold
watch
Signal
Neutral
Target
$16.74
Stop
$13.92
Stop distance
11.2%
Target vs last
+6.8%

Bull / bear case

Site-generated summary from fundamentals, news, and score — not investment advice. As of 2026-10-08.

Bull case
  • Perella Weinberg Partners is well-positioned in the capital markets industry, benefiting from a growing demand for advisory services as companies navigate complex financial landscapes.
  • Revenue increased by 5% compared to the prior quarter, reaching $157 million.
  • Gross margin improved to 49.1%, up from 38.7% in the previous quarter.
Bear case
  • The company's high trailing P/E ratio of 59.73 may indicate overvaluation compared to industry peers, raising concerns for potential investors.
  • Operating margin remains low at 3.2%, indicating challenges in profitability despite revenue growth.
  • The company reported a negative operating margin of 8.9% for the year 2024, reflecting ongoing financial difficulties.

Fundamentals

Market cap$1.48BEnterprise value$1.50BTrailing P/E58.46Forward P/E11.36
PEG—Price / book-24.48Beta1.63Dividend yield1.84%
Revenue growth0.8%Earnings growth52.2%Gross margin96.6%Operating margin14.7%
Profit margin3.2%ROE12.7%ROA4.5%Debt / equity0.68
Current ratio1.94Free cash flow—Analyst recommendationbuyMean target$21.13
52w high$25.9352w low$12.52

Quarterly

2026-Q22026-Q12025-Q42025-Q32025-Q2
Revenue$157M$149M$219M$165M$155M
Op margin3.2%-8.7%8.5%5.4%5.8%
Net income$5.3M$1.5M$9.4M$6.0M$2.7M
Gross margin49.1%38.7%39.1%46.1%48.3%
Gross profit$76.9M$57.6M$85.6M$75.9M$75.0M
Operating income$5.1M-$12.9M$18.5M$8.9M$8.9M
  • Revenue +5% vs prior quarter ($157M vs $149M).
  • Gross margin 49.1% (was 38.7% prior quarter).
  • Operating margin expanded to 3.2%.

Yearly (6y)

20252024202320222021
Revenue$751M$878M$649M$632M—
Op margin6.4%-8.9%-17.7%-7.6%—
Net income$35.5M-$64.7M-$17.2M$17.9M—
Gross margin43.3%40.1%34.2%38.0%—
Gross profit$325M$352M$222M$240M—
Operating income$48.0M-$78.5M-$115M-$47.7M—
Headline scan

No flags

• No distress or material-risk keywords in recent headlines (keyword scan only — not a guarantee).

News

PWP · daily+13.9% over 13 sessions
Close EMA21 EMA50 EMA200
12.5913.8215.0516.2817.502026-092026-092026-092026-092026-102026-102026-10
Quarterly · revenue, net income, margins
Revenue Net income Gross margin Op margin
$0M$55M$110M$164M$219M-9%20%49%2025-Q22025-Q32025-Q42026-Q12026-Q2