Perella Weinberg Partners (PWP) AI Stock Analysis

Founded in 2006 and based in New York, Perella Weinberg Partners is an independent investment banking firm specializing in strategic and financial advisory services in the United States and globally. Its capabilities encompass mergers and acquisitions execution, shareholder and defense advisory, capital raising, and structuring and restructuring. It also provides capital markets advisory, energy underwriting, and equity research services. The firm advises multinational corporations, mid-sized companies, individual entrepreneurs, private and institutional investors, creditor committees, and government institutions. Its sector coverage includes consumer and retail, energy, financial institutions, healthcare, industrials, and technology, media, and telecommunications.

Between FY2020 and FY2025, Perella Weinberg Partners achieved a 5-year revenue CAGR of 7.7%. Revenue rose 54.5% to $801.7M in FY2021 before dropping 21.2% to $631.5M in FY2022, reaching $878.0M in FY2024 and declining 14.5% to $750.9M in FY2025. Operating margins ranged from 8.3% in FY2021 to -17.7% in FY2023, recovering to 6.4% in FY2025. After net losses of -$17.2M in FY2023 and -$64.7M in FY2024, net income reached $35.5M in FY2025. For the trailing twelve months, revenue was $689.2M with diluted EPS of $0.26. In the quarter ended June 30, 2026, revenue increased 0.8% year-over-year while quarterly earnings expanded 52.2%.

As of June 30, 2026, Perella Weinberg Partners held $115.8M in cash and short-term investments against total debt of $179.3M, leaving net debt at $63.4M. Total assets stood at $645.0M alongside negative shareholders' equity of -$45.8M and a current ratio of 1.44. In FY2025, the firm produced $34.8M in operating cash flow and $30.5M in free cash flow. For FY2025, cash deployment included $4.3M in capital expenditures, $33.7M in share buybacks, and $22.9M in dividend payments.

At $13.26 per share, Perella Weinberg Partners has a market capitalization of $1.29B and an enterprise value of $1.10B. The stock trades at a trailing P/E of 51.0x, above the 12.1x median of its US-listed Financial Services peers. Its EV to EBITDA ratio of 26.2x is also higher than the peer median of 11.7x, though its price-to-sales ratio of 1.9x is lower than the peer median of 3.2x. Over the past year, PWP fell 31.0%, trailing the 16.8% gain of the S&P 500 (SPY). Over five years, the stock gained 5.6% versus 83.0% for the benchmark.

Perella Weinberg Partners pays a quarterly dividend with a forward annual rate of $0.28 per share, yielding 2.11% as of October 16, 2026. The firm has paid dividends for 6 consecutive years and carries a payout ratio of 50.9%. Its most recent ex-dividend date was August 28, 2026.

Wall Street analysts cover Perella Weinberg Partners with 1 Strong Buy, 2 Buys, 0 Holds, 0 Sells, and 1 Strong Sell rating. The mean price target is $21.62, which is 63.1% above the last close of $13.26. For FY2026 ending December 31, 2026, consensus estimates project revenue of $812.5M and EPS of $0.92, representing 35.3% EPS growth. Over the last 4 quarters, the firm beat EPS estimates 2 times. The next earnings date is November 6, 2026.

This page is an AI-written research summary of Perella Weinberg Partners (PWP). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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