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Perella Weinberg Partners logo

Perella Weinberg Partners

PWP

NASDAQFinancial ServicesFinancial - Capital Markets

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Previous close

$16.61

+$0.64 · +4.01%

Aug 21, 4:00 PM ET

PWP company overview

Regular session · ET · Market data may be delayed.

GoAI snapshot

AI-powered factor overview

Jul 10, 2026

GoAI score

Sell

Trim exposure — unfavorable risk-reward

Valuation

33

Expensive

Momentum

24

Weakening

Sentiment

56

Mixed

Risk resilience

32

High Risk

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Company profile

Company website

Perella Weinberg Partners operates as an independent investment banking firm, furnishing strategic and financial advisory services to clients both in the United States and internationally. The company's offerings encompass guidance on crucial strategic and financial decisions, the execution of mergers and acquisitions, shareholder and defense counsel, capital raising initiatives, corporate structuring and restructuring advice, capital markets insights, energy underwriting, and equity research. Its extensive client base includes large multinational corporations, medium-sized public and private businesses, individual entrepreneurs, private and institutional investors, creditor committees, and governmental bodies. These clients hail from various industries, such as consumer and retail, energy, financial institutions, healthcare, industrials, and technology, media, and telecommunications. Founded in 2006, the firm's main office is located in New York, New York.

Industry
Financial - Capital Markets
Sector
Financial Services
Headquarters
US
CEO
Andrew Bednar
Listed since
Nov 24, 2020
Employees
736

Market position

Day range

Current $16.61

52-week range

Current $16.61

Open
$15.96
Previous close
$15.97
Volume
841.46K
0.67× average
Average volume
1.26M
Average daily volume
Market cap
1.63B USD
Beta
1.63
Market reference 1
50-day average
$16.2075
+2.48% above average
200-day average
$18.2834
-9.15% below average

Financials

Financial snapshot

Latest / TTM

Valuation & yield

Enterprise value
1.68B USD
P/E (TTM)
50.9×
P/B (TTM)
-26.9×
P/S (TTM)
2.37×
EV / EBITDA
23.19×
Earnings yield
3.19%
Free cash flow yield
2.74%
Dividend yield
1.69%

Profitability & efficiency

Gross margin
124.78%
Operating margin
2.84%
Net margin
3.22%
Return on equity
-27.86%
Return on assets
4.45%
Return on invested capital
9.10%

Financial health

Debt / equity
-3.92×
Current ratio
1.15×

Financial statements

Margin trends

Profitability as a percentage of reported revenue.

Gross marginOperating marginNet margin
Gross, operating, and net margin trends109%63%17%-29%Gross margin, FY2021: 37.09%Gross margin, FY2022: 38.03%Gross margin, FY2023: 34.24%Gross margin, FY2024: 40.10%Gross margin, FY2025: 97.23%Operating margin, FY2021: 8.31%Operating margin, FY2022: -7.56%Operating margin, FY2023: -17.74%Operating margin, FY2024: -8.94%Operating margin, FY2025: 6.39%Net margin, FY2021: -1.18%Net margin, FY2022: 2.83%Net margin, FY2023: -2.66%Net margin, FY2024: -7.37%Net margin, FY2025: 4.72%FY2021FY2022FY2023FY2024FY2025
Gross margin FY2021 37.09%. Gross margin FY2022 38.03%. Gross margin FY2023 34.24%. Gross margin FY2024 40.10%. Gross margin FY2025 97.23%. Operating margin FY2021 8.31%. Operating margin FY2022 -7.56%. Operating margin FY2023 -17.74%. Operating margin FY2024 -8.94%. Operating margin FY2025 6.39%. Net margin FY2021 -1.18%. Net margin FY2022 2.83%. Net margin FY2023 -2.66%. Net margin FY2024 -7.37%. Net margin FY2025 4.72%.

Income trends

Revenue

750.9M USD-14.48%

Operating income

48.01M USD+126.54M USD

Net income

35.48M USD+100.21M USD
Income trends across reported periods977.35M USD580.1M USD182.84M USD−214.41M USDRevenue, FY2021: 801.66M USDRevenue, FY2022: 631.51M USDRevenue, FY2023: 648.65M USDRevenue, FY2024: 878.04M USDRevenue, FY2025: 750.9M USDOperating income, FY2021: 66.58M USDOperating income, FY2022: −47.73M USDOperating income, FY2023: −115.1M USDOperating income, FY2024: −78.53M USDOperating income, FY2025: 48.01M USDNet income, FY2021: −9.42M USDNet income, FY2022: 17.88M USDNet income, FY2023: −17.22M USDNet income, FY2024: −64.73M USDNet income, FY2025: 35.48M USDFY2021FY2022FY2023FY2024FY2025
Revenue FY2021 801.66M USD. Revenue FY2022 631.51M USD. Revenue FY2023 648.65M USD. Revenue FY2024 878.04M USD. Revenue FY2025 750.9M USD. Operating income FY2021 66.58M USD. Operating income FY2022 −47.73M USD. Operating income FY2023 −115.1M USD. Operating income FY2024 −78.53M USD. Operating income FY2025 48.01M USD. Net income FY2021 −9.42M USD. Net income FY2022 17.88M USD. Net income FY2023 −17.22M USD. Net income FY2024 −64.73M USD. Net income FY2025 35.48M USD.
Metric (USD)FY2025FY2024FY2023FY2022FY2021
Revenue750.9M USD878.04M USD648.65M USD631.51M USD801.66M USD
Cost of goods sold20.83M USD525.94M USD426.57M USD391.33M USD504.36M USD
Gross profit730.07M USD352.1M USD222.08M USD240.17M USD297.3M USD
Selling, general, and administrative61.45M USD354.71M USD269.01M USD234.1M USD181.61M USD
Operating expenses682.06M USD430.63M USD337.18M USD287.91M USD230.71M USD
Interest income—10.3M USD———
Interest expense——276K USD276K USD7.61M USD
Depreciation and amortization20.83M USD20.38M USD14.68M USD10.69M USD14.49M USD
Operating income48.01M USD−78.53M USD−115.1M USD−47.73M USD66.58M USD
Net income35.48M USD−64.73M USD−17.22M USD17.88M USD−9.42M USD

Company facts updated Aug 24, 2026.

PWP news

gurufocus.com

Perella Weinberg Partners (PWP) Shares Fall 3.5% -- What GF Score of 66 Tells Investors

On August 14, 2026, Perella Weinberg Partners (PWP) shares fell 3.5% to $17.39, reflecting a challenging performance over the past year with a significant drop

Read source
seekingalpha.com

Perella Weinberg Partners (PWP) Q2 2026 Earnings Call Transcript

Perella Weinberg Partners (PWP) Q2 2026 Earnings Call Transcript

Read source
marketbeat.com

Perella Weinberg Partners Q2 Earnings Call Highlights

Perella Weinberg Partners NASDAQ: PWP reported second-quarter revenue of $157 million, up 1% from a year earlier, as the independent advisory firm said transaction announcements and its revenue backlog accelerated…

Read source
globenewswire.com

Perella Weinberg Reports Second Quarter 2026 Results

Financial Overview - Second Quarter Revenues of $157 Million, Up 1% From a Year Ago GAAP Pre-Tax Income of $6 Million, Adjusted Pre-Tax Income of $27 Million GAAP Diluted EPS of $0.06, Adjusted EPS of $0.20 Financial…

Read source
globenewswire.com

Perella Weinberg Announces Partner Promotions

NEW YORK, July 31, 2026 (GLOBE NEWSWIRE) -- Perella Weinberg Partners (NASDAQ:PWP), a leading global independent advisory firm, today announced the promotion of eight Managing Directors to Partners of the Firm.

Read source
globenewswire.com

Perella Weinberg to Announce Second Quarter 2026 Financial Results and to Host Conference Call on July 31, 2026

NEW YORK, July 21, 2026 (GLOBE NEWSWIRE) -- Perella Weinberg Partners (NASDAQ:PWP), a leading global independent advisory firm, today announced that it plans to release its financial results for the second quarter 2026…

Read source

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ETFs holding PWP

Funds reporting this stock among their holdings, ordered by reported position size.

Vanguard Morningstar Total Stock Market ETF logoVanguard Morningstar Total Stock Market ETFVTI
Market value
37.93M
Weight
0.00%
AUM
2.3T USD
Expense ratio
0.03%
Price / 1D
$378.24+0.44%
iShares Russell 2000 ETF logoiShares Russell 2000 ETFIWM
Market value
29.01M
Weight
0.04%
AUM
81.62B USD
Expense ratio
0.19%
Price / 1D
$299.96+0.77%
Vanguard Extended Market ETF logoVanguard Extended Market ETFVXF
Market value
14.45M
Weight
0.02%
AUM
93.7B USD
Expense ratio
0.05%
Price / 1D
$245.53+0.82%
iShares Russell 2000 Growth ETF logoiShares Russell 2000 Growth ETFIWO
Market value
10.58M
Weight
0.07%
AUM
15.16B USD
Expense ratio
0.24%
Price / 1D
$387.37+1.24%
State Street SPDR S&P Capital Markets ETF logoState Street SPDR S&P Capital Markets ETFKCE
Market value
7.4M
Weight
1.56%
AUM
473.06M USD
Expense ratio
0.35%
Price / 1D
$169.63+2.14%
Vanguard Russell 2000 ETF logoVanguard Russell 2000 ETFVTWO
Market value
6.96M
Weight
0.04%
AUM
17.4B USD
Expense ratio
0.06%
Price / 1D
$121.25+0.74%
Schwab U.S. Small-Cap ETF logoSchwab U.S. Small-Cap ETFSCHA
Market value
5.38M
Weight
0.02%
AUM
23.1B USD
Expense ratio
0.03%
Price / 1D
$34.83+0.52%
Dimensional - US Small Cap ETF logoDimensional - US Small Cap ETFDFAS
Market value
4.01M
Weight
0.03%
AUM
15.92B USD
Expense ratio
0.26%
Price / 1D
$83.02+0.73%

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