Perella Weinberg Partners (PWP) fair value: what the stock is really worth
As of Nov 6, 2026: fair value (intrinsic value) of Perella Weinberg Partners stock $2.43, price $13.68, that is 82.2% below the price, quality 62 out of 100. Rating: strongly overvalued. Calculated from audited financials with 9 of our 26 valuation models and 37 quality factors, updated daily.
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Perella Weinberg Partners
PWP · USOur calculation puts a fair price 82% below what the stock costs today.
What runs behind every stock
69 individual criteria per stock, every one traceable See the method →
Price vs Fair Value
White line = price, green steps = our fair value per fiscal year. As of Nov 7, 2026.
How to read this chart
60‑month range $5.13 – $25.76 · fair‑value band $1.72 – $3.21 · the $13.68 price screens above the $2.43 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). 1 fiscal year is left out: there the valuation rested on only a fraction of the usual models. As of Nov 7, 2026.
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Company profile
Perella Weinberg Partners, an independent advisory firm, provides strategic and financial advice services in the United States, the United Kingdom, and internationally.
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It offers advisory services related to strategic and financial decisions, mergers and acquisition execution, shareholder engagement advisory, and financing and capital solutions advice with a focus on restructuring, liability management, capital markets advisory, and private capital placement, as well as underwriting and research services primarily for the energy and related industries.
The company serves public multinational corporations, mid-sized public and private companies, financial sponsors, individual entrepreneurs, private and institutional investors, creditor committees, and government institutions in consumer and retail; energy and energy transition; financial services and FinTech; healthcare; industrials and infrastructure; and technology, telecommunication, and media industries.
Perella Weinberg Partners is headquartered in New York, New York.
Stock analysis
Perella Weinberg Partners (PWP) currently trades at $13.68, while our model-based Fair Value estimate is $2.43, 82% below the price, so the stock looks overvalued today.
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Valuation
Bull case: the Earnings-Based group reads highest at a median of $5.07 per share, and 0 of the 9 models we run sit above the $13.68 price.
Bear case: the Dividend Discount group reads lowest at $1.50, and 9 of the 9 models stay below the price. Data coverage for this calculation is medium.
Scenario range: $1.72 (bear) to $3.21 (bull), the price of $13.68 sits above it. Bear and bull are the same models on cautious and optimistic assumptions, a range, not a price target.
Quality & growth
The Quality Score stands at 62/100 (solid quality), in the Financial Services sector.
Mixed Growth: Revenue is growing, but margins or cash flow do not fully confirm the trend.
Perella Weinberg Partners reported revenue of $751M in FY2025 versus $802M in FY2021, a compound −1.6%/yr. Reported net income was $35.5M in FY2025, compounding +72.3%/yr from FY2021.
Key figures
Market cap $1.4B Small · P/E ratio 37.8 · P/S ratio 1.38 · EPS (TTM) $0.3900 · Dividend yield 0.5% · Net margin 4.4% · Return on equity 12.7% · Return on assets (EBIT) −3.1% (5-year average).
Competitive moat
Our AI-assisted moat analysis scores the competitive advantage at 40 out of 100 (low confidence).
What moves the price
The share trades about 43% below its 52-week high and 11% above its 52-week low, currently below its 200-day average.
For context, the median of 10 Financial Services peers we cover trades at −11% fair-value upside, at −82%, PWP screens richer than that median.
Fair Value models
All 9 models by family
The fair value above starts from this blend and is adjusted for dilution from new shares.
Quality Score breakdown
It rates the business: profits, how they develop, real cash, balance sheet, investing and share count.
Insider trades
In the last 6 months, 3 officers or directors sold shares worth $6.7M and none bought.
- SaleAndrew BednarChairman and CEO, Director235,697 shares at $17.31$4.1MAug 7, 2026
- SaleRobert K SteelDirector100,000 shares at $15.76$1.6MJun 12, 2026
- SaleAlexandra GottschalkChief Financial Officer2× since May 5, 2026: 109,477 shares, avg. $18.58$2.0MMay 20, 2026
Plus 15 other filings such as grants, option exercises or tax withholding. They are not market purchases or sales.
Sales are often planned (taxes, diversification, 10b5-1 plans). Purchases with their own money are seen as the stronger sign. For information only: not part of the quality score or Fair Value.
Source: SEC Form 4, as of Nov 6, 2026. All filings at the SEC ↗
Revenue & earnings trend
PWP screens overvalued: fair value 82% below the price. Compare with Morgan Stanley →
Recent news
- Perella Weinberg Partners (PWP) Earnings Strength Raises Fresh Questions About Valuation
- Perella Weinberg Partners (PWP) Stock Rallies As Q3 Results Expose Margin Strain
- Earnings Beat Might Change The Case For Investing In Perella Weinberg Partners Stock (PWP)
- Why Perella Weinberg (PWP) stock is trading up today
Compare Perella Weinberg Partners with another stock
Price, fair value, quality and upside side by side.
Peer GroupⓘHow this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.Capital Markets · 384 stocks
Valuation Multiplesvs Capital Markets median · lower = cheaper
Strength profile in five axes (Snowflake)
VALUE 0: the price sits above our fair-value range.
PAST 0: with negative equity (buybacks among others) return on equity is not meaningfully computable.
HEALTH: for banks, insurers and similar financial firms borrowed money is part of the business, so we do not rate debt here.
Context: sector, industry, market
- Is the Financials sector expensive or cheap?
- P/E, EV/EBITDA and margins by industry (reference tables)
- Return on assets by industry
- Fair value gap by industry
- Piotroski F-Score screener with fair value
- Undervalued stocks: US Stocks
- Valuation of the USA market
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
Similar stocks
10 more Capital Markets stocks, each showing price versus our Fair Value estimate.
| Stock | Price | Fair Value | vs Fair Value | Compare |
|---|---|---|---|---|
| Morgan Stanley MS | $181.44 | $260.72 | +44% | vs PWP |
| The Charles Schwab Corporation SCHW | $91.49 | $117.60 | +29% | vs PWP |
| Guotai Haitong Securities Co 601211 | ¥16.46 | ¥18.02 | +9% | vs PWP |
| Nomura Holdings NMR | $9.42 | $10.17 | +8% | vs PWP |
| The Goldman Sachs Group GS | $865.82 | $766.86 | −11% | vs PWP |
| CITIC Securities Company 600030 | ¥25.72 | ¥20.42 | −21% | vs PWP |
| Robinhood Markets, Inc HOOD | $80.91 | $47.60 | −41% | vs PWP |
| Macquarie Group MQG | A$247.94 | A$123.84 | −50% | vs PWP |
| East Money Information Co 300059 | ¥18.78 | ¥6.72 | −64% | vs PWP |
| Interactive Brokers Group IBKR | $75.82 | $17.48 | −77% | vs PWP |
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Key figures of Perella Weinberg Partners
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