Perella Weinberg Partners (PWP) stock analysis
Close on Nov 11, 2026Market cap $1.37BP/E 34.7Yield –
StockData Score
Prices as of Nov 11, 2026How the score works
Mixed11 of 30 checks passed
Perella Weinberg Partners passes 11 of the 30 checks behind our score; 11 could not be run for lack of data and count as not passed. Each dot in the shape is one check — hover it for the numbers.
- Valuation
- 2/6
- Growth
- 0/6
- Past performance
- 2/6
- Financial health
- 4/6
- Dividend
- 3/6
What stands out
No debt
Perella Weinberg Partners has no borrowings on its latest balance sheet.
Interest well covered
No meaningful interest expense to cover.
Debt covered by cash flow
There is no debt to cover.
Covered by free cash flow
Dividends take 27.0% of free cash flow.
What to watch
Margin of safety under 20%
The price is 47.8% above fair value, so there is no margin of safety.
Trading above fair value
The share price of $13.87 is above our fair value estimate of $9.38.
Revenue growing under 10% a year
Revenue grew 5.9% a year over the last three fiscal years, short of the 10% we look for.
Bankruptcy risk in the grey zone
The Altman Z-score is 2.67; above 3 is the safe zone and below 1.8 the distress zone.
Valuation2/6
P/E against its history
Not enough price and earnings history to compare.
P/E above the industry
Perella Weinberg Partners's P/E of 34.7 is above the Finance services median of 11.8.
EV/EBITDA below its 5-year median
Perella Weinberg Partners's EV/EBITDA of 17.6 is below its 5-year median of 22.1.
P/S below the industry
Perella Weinberg Partners's price-to-sales of 1.77 is below the Finance services median of 4.01 (book value is negative, so we use sales).
Trading above fair value
The share price of $13.87 is above our fair value estimate of $9.38.
Margin of safety under 20%
The price is 47.8% above fair value, so there is no margin of safety.
Growth0/6
Revenue growing under 10% a year
Revenue grew 5.9% a year over the last three fiscal years, short of the 10% we look for.
EPS growth over 3 years
Needs positive EPS three years ago and today.
Earnings acceleration
Needs positive net income now, a year ago and five years ago.
Growing slower than the industry
Revenue grew 2.5% over the last twelve months; the Finance services median is 9.8%.
Company guidance
No outlook found in earnings releases from the last twelve months.
Gross margin trend
This company does not report gross profit.
Past performance2/6
Return on equity
Needs positive equity and five years of results.
Return on invested capital
Needs operating income and invested capital.
Return on equity against the industry
Needs positive equity.
Earnings over 5 years
Needs positive net income five years ago and in the latest year.
Net margin above its 5-year average
Net margin was 4.3% over the last twelve months, against a 5-year average of -0.7%.
Net margin above the industry
Perella Weinberg Partners's net margin of 4.3% is above the Finance services median of -72.1%.
Financial health4/6
No debt
Perella Weinberg Partners has no borrowings on its latest balance sheet.
Debt not rising
With no debt today, leverage cannot have risen.
Debt covered by cash flow
There is no debt to cover.
Interest well covered
No meaningful interest expense to cover.
Short-term liquidity
The balance sheet is not split into current and non-current items.
Bankruptcy risk in the grey zone
The Altman Z-score is 2.67; above 3 is the safe zone and below 1.8 the distress zone.
Dividend3/6
Pays a dividend
Perella Weinberg Partners paid dividends worth 2.0% of the share price over the last twelve months.
Yield below Treasuries
The 2.0% yield is below the 4.4% on a 1-year Treasury.
Yield below the top quarter
The top quarter of US dividend payers yield 3.8% or more; Perella Weinberg Partners yields 2.0%.
Dividend stability
Fewer than five years of dividend history.
Covered by earnings
Dividends take 81.1% of net income.
Covered by free cash flow
Dividends take 27.0% of free cash flow.
Fair value
How we estimate itOur estimate per share
$9.38
The share price is 48% above this estimate.
| Method | Multiple used | Own 5Y median | Industry median | Value per share | Weight |
|---|---|---|---|---|---|
| P/E | 11.8× | – | 11.8× | $4.74 | 44% |
| EV/EBITDA | 17.8× | 22.1× | 13.8× | $14.01 | 39% |
| Earnings power | 11.3% cost of equity | – | – | $10.98 | 17% |
| Fair value | $9.38 | 100% | |||
Valuation over time
Using the earnings and balance sheet published at each date, not today's.
- EV/EBITDA at month end
- Own 5-year median 22.1
- Finance services median 13.8
An estimate from reported numbers and market multiples, not a price target or investment advice. It can be far off for companies whose profits are about to change sharply.
Market risk
From the past year of daily prices.
Liquidity
Low risk
- Average value traded per day
- $28.19M
- Value traded per 1% price move
- $8.73M
Downside
High risk
- Typical loss in a bad month
- 25.7%
- Volatility (annualized)
- 56%
- Sharpe ratio, 1 year
- -0.56
- Beta to the S&P 500 (5Y)
- 1.28
Typical bad-month loss, week by week
Margins
Share of revenue, fiscal years 2018 to 2025
Operating margin
Net margin
Growth rates
Compound annual growth to fiscal 2025
| Per year | 1 year | 3 years | 5 years | 10 years | Five-year pace |
|---|---|---|---|---|---|
| Revenue | -14.5% | +5.9% | +7.7% | – | |
| Net income | – | +25.7% | – | – | |
| Free cash flow | -85.3% | – | -17.6% | – |
Returns and balance sheet
8 fiscal years. Hover a measure to see how it is calculated.
| Measure | FY2018 | FY2020 | FY2025 | Trend |
|---|---|---|---|---|
| Return on equity | – | -13.8% | -12.9% | |
| Return on assets | – | -1.9% | 4.2% | |
| Current ratio | – | 1.81 | – | |
| Interest coverage | – | -0.9× | – | |
| Capex to revenue | – | 1.1% | 0.6% | |
| Diluted shares | – | – | 101M |
Where the cash went
Fiscal 2021 to 2025, five years combined
Perella Weinberg Partners generated $656.71M from operations and spent $333.07M on capital expenditure, dividends and share buybacks. 32% of that went back into the business.
DuPont analysis
Return on equity split into margin, efficiency and leverage
| Fiscal year | Net margin | Asset turnover | Equity multiplier | Return on equity |
|---|---|---|---|---|
| FY2025 | 4.7% | 0.90× | -3.05× | -12.9% |
| FY2024 | -7.4% | 1.07× | -6.10× | 48.2% |
| FY2023 | -2.7% | 0.88× | 5.10× | -11.9% |
| FY2022 | 2.8% | 0.88× | 5.44× | 13.6% |
| FY2021 | -1.2% | 1.27× | 6.29× | -9.4% |
| FY2020 | -1.0% | 1.91× | 7.32× | -13.8% |
Piotroski F-Score
Nine tests of profitability, balance sheet and efficiency, fiscal 2025 against fiscal 2024
- ProfitableNet income above zero$35.48M
- Cash generatingOperating cash flow above zero$34.79M
- Return on assets improvedROA up on the prior year-8.5% → 4.0%
- Earnings backed by cashOperating cash flow above net income$34.79M vs $35.48M
- Less leverageLong-term debt to assets fell– → –
- Better liquidityCurrent ratio rose– → –
- No dilutionShare count did not rise53M → 101M
- Gross margin improvedGross margin up on the prior year– → –
- More efficientAsset turnover rose1.15 → 0.86
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