Stock Scorecard



Stock Summary for Perella Weinberg Partners - Class A (PWP) - $18.00 as of 4/2/2026 6:20:27 PM EST

Total Score

16 out of 30

Safety Score

43 out of 100

Currently on the following lists
None
Tim's Recommendation
Possible Buy

Growth List Algorithm Criteria for PWP

Positive Quarterly and Annual earnings growth
P/E ratio less than Industry P/E Ratio
P/E ratio less than Sector P/E Ratio
P/E ratio that is half the Annual earnings growth rate (or less)
Positive net cash position the past year and most recent quarter
Equity to debt ratio greater than 0.75 for past year and most recent quarter
Positive net income past year and 12 trailing months
Free cash flow ratio greater than 0 and less than 10

Small Cap List Algorithm Criteria for PWP

Revenue growing by at least 20% average per year over the last 5 years
Market Capitalization under 2 billion
Price to Sales (P/S) ratio 12 trailing months less than Industry P/S ratio twelve trailing months
Price to Sales (P/S) ratio 12 trailing months less than Sector P/S ratio twelve trailing months
Net Income past year > Net Income prior year OR Net Income 12 trailing months > Net Income prior year OR Net Income 12 trailing months > Net Income past year

Dividend List Algorithm Criteria for PWP

Declared an ex-dividend date
Forward annual dividend rate greater than 2
Positive net cash position the past year and most recent quarter
Equity to debt ratio greater than 0.75 for past year and most recent quarter
Current ratio most recent quarter greater than 2
Cash Flow per Share greater than Trailing Dividend Rate

Bonus Criteria for PWP

P/E ratio less than five-year Average P/E ratio
Last Price to 52 Week Low Ratio Less Than 1
Total Cash Per Share > Last Day Price
P/S Ratio < 1
P/B Ratio < 1

Safety Rating Criteria for PWP (43 out of 100)

Stock Price Rating (Max of 10) 6
Historical Stock Price Rating (Max of 10) 4
Stock Price Trend (Max of 10) 9
Book Value (Max of 10) 1
Book Value to Price (Max of 10) 0
Analyst Buy Ratings (Max of 5) 2
Analyst Strong Buy Ratings (Max of 5) 3
Dividend Yield Percentage (Max of 10) 4
Operating Margin (Max of 10) 2
Trading Volume (Max of 10) 8
Price to Earnings (Max of 10) 4
Geopolitical Risk Adjustment (Always 0 for USA or a Negative Number for Non-USA) 0

Latest News for for PWP

Vanguard realignment leads to disaggregated reporting for Perella Weinberg (PWP) 3/28/2026 1:40:00 PM
PWP SEC Filings - Perella Weinberg Partners 10-K, 10-Q, 8-K Forms 3/22/2026 9:40:00 AM
PWP SEC Filings - Perella Weinberg Partners 10-K, 10-Q, 8-K Forms 3/22/2026 9:09:00 AM
Perella Weinberg Partners (NASDAQ:PWP) Q3 2025 Earnings Call Transcript 3/21/2026 1:09:00 AM
Perella Weinberg (NYSE: PWP) CFO surrenders 1,609 shares for RSU tax withholding 3/12/2026 9:39:00 AM
Perella Weinberg Partners files to sell Class A common stock 3/11/2026 9:38:00 PM
Perella Weinberg (NYSE: PWP) director uses 15,301 shares to satisfy tax withholding 3/10/2026 9:52:00 AM
PWP VoteCo Professionals LP shifts 215,000 PWP Class B-1 shares 3/5/2026 9:39:00 AM
Perella Weinberg Partners (PWP) director gains 30,000 shares from PSU exercise 3/3/2026 11:53:00 PM
PWP (PWP) CFO Alexandra Gottschalk gains 4,000 shares from PSU vesting 3/3/2026 11:53:00 PM

Financial Details for PWP

Company Overview

Ticker PWP
Company Name Perella Weinberg Partners - Class A
Country USA
Description Perella Weinberg Partners (PWP) is a leading independent advisory and asset management firm noted for its deep expertise in mergers and acquisitions, restructuring, and capital raising across a variety of sectors. Leveraging its extensive global reach and strong client relationships, PWP delivers customized solutions that drive value and enhance outcomes for its clients. Committed to a client-first philosophy, the firm has established itself as a trusted partner in the financial landscape, making it an attractive investment opportunity for those seeking exposure to a well-respected player poised for growth in favorable market conditions.
Sector Name FINANCIAL SERVICES
Industry Name CAPITAL MARKETS
Most Recent Quarter 12/31/2025
Next Earnings Date 5/1/2026

Stock Price History

Last Day Price 18.00
Price 4 Years Ago 9.24
Last Day Price Updated 4/2/2026 6:20:27 PM EST
Last Day Volume 993,021
Average Daily Volume 793,281
52-Week High 25.84
52-Week Low 13.93
Last Price to 52 Week Low 29.22%

Valuation Measures

Trailing PE 38.30
Industry PE 17.48
Sector PE 60.85
5-Year Average PE 19.28
Free Cash Flow Ratio 4.69
Industry Free Cash Flow Ratio 421.39
Sector Free Cash Flow Ratio 74.17
Current Ratio Most Recent Quarter 1.15
Total Cash Per Share 3.84
Book Value Per Share Most Recent Quarter -1.91
Price to Book Ratio 5.89
Industry Price to Book Ratio 3.47
Sector Price to Book Ratio 2.09
Price to Sales Ratio Twelve Trailing Months 2.20
Industry Price to Sales Ratio Twelve Trailing Months 4.66
Sector Price to Sales Ratio Twelve Trailing Months 3.85
Analyst Buy Ratings 1
Analyst Strong Buy Ratings 1

Share Statistics

Total Shares Outstanding 69,652,000
Market Capitalization 1,253,736,000
Institutional Ownership 100.52%

Dividends

Ex-Dividend Date 2/17/2026
Previous Dividend Amount 0.0700
Current Dividend Amount 0.0700
Total Years Dividend Increasing 0
Trailing Annual Dividend Rate 0.28
Trailing Annual Dividend Yield 1.54%
Forward Annual Dividend Rate 0.28
Forward Annual Dividend Yield 1.54%
5-Year Dividend Payments Count 19
3-Year Average Dividend Yield 1.62%
5-Year Average Dividend Yield 0.00%
1-Year Dividend Growth Rate Percentage 0.00%
3-Year Dividend Growth Rate Percentage 0.00%
5-Year Dividend Growth Rate Percentage 0.00%
All-Time Dividend Growth Rate Percentage 0.00%
Dividend Payout Ratio 59.57%

Income Statement

Quarterly Earnings Growth YOY -50.70%
Annual Earnings Growth 154.81%
Reported EPS 12 Trailing Months 0.47
Reported EPS Past Year 0.67
Reported EPS Prior Year 0.93
Net Income Twelve Trailing Months 35,477,000
Net Income Past Year 35,477,000
Net Income Prior Year -64,728,000
Quarterly Revenue Growth YOY -2.90%
5-Year Revenue Growth 7.67%
Operating Margin Twelve Trailing Months 8.86%

Balance Sheet

Total Cash Most Recent Quarter 255,906,000
Total Cash Past Year 255,906,000
Total Cash Prior Year 332,771,000
Net Cash Position Most Recent Quarter 228,101,000
Net Cash Position Past Year 255,906,000
Long Term Debt Past Year 0
Long Term Debt Prior Year 0
Total Debt Most Recent Quarter 27,805,000
Equity to Debt Ratio Past Year 1.00
Equity to Debt Ratio Most Recent Quarter 0.00
Total Stockholder Equity Past Year 260,740,000
Total Stockholder Equity Prior Year 229,765,000
Total Stockholder Equity Most Recent Quarter -127,359,000

Free Cash Flow

Free Cash Flow Twelve Trailing Months 30,476,000
Free Cash Flow Per Share Twelve Trailing Months 0.44
Free Cash Flow Past Year 30,476,000
Free Cash Flow Prior Year 206,984,000

Options

Put/Call Ratio 0.00
Has Options Options Chain
Liquidity Rating

Technical Analysis

Yahoo Finance Chart Yahoo Finance Chart
MACD 0.00
MACD Signal 0.00
20-Day Bollinger Lower Band 0.00
20-Day Bollinger Middle Band 0.00
20-Day Bollinger Upper Band 0.00
Beta 1.69
RSI 0.00
50-Day SMA 0.00
150-Day SMA 0.00
200-Day SMA 0.00

System

Modified 4/2/2026 6:51:54 AM EST