Perella Weinberg Partners stock
PWPNASDAQFinancial ServicesISIN US71367G1022
26Score 26 out of 100, Weak
Price and trend
42 / 100
Price history
−31% in one yearThe chart shows daily closes over 6 years, adjusted for stock splits and without dividends. Click into the chart to set a price alert at that price.
Below the 200-day line: the price is 21% below it.
Since March 2026 the 50-day line has been below the 200-day line; the trend has turned down.
Normal: the price is neither overheated nor sold off (RSI 59).
The price is 45% below its 52-week high. Largest decline in 6 years: 61% (September 2021 to July 2022).
Chart figures for advanced users
- SMA 50$14.30
- Average price of the last 50 trading days, shows the short-term trend.
- SMA 200$17.07
- Average price of the last 200 trading days, shows the long-term trend.
- RSI (14)59
- Relative strength over the last 14 days on a scale from 0 to 100. Above 70 the price counts as overheated, below 30 as sharply fallen.
- MACDabove the signal line
- Compares a fast and a slow price average. Above its signal line momentum is rising, below it momentum is fading.
- Support$12.38
- The lowest closing price of the last twelve months.
- Resistance$24.34
- The highest closing price of the last twelve months.
Snapshot
Computed from the data by fixed rules, no AI
- Perella Weinberg Partners belongs to the Financial (Capital Markets) industry (United States) and, with a market value of $1.55B, is number 63 of 81 companies in its industry on MEQIRI.
- For fiscal 2026, analysts expect on average revenue of $798.25M (up 6.3%) and adjusted earnings per share of $0.90 (up 34%).
- MEQIRI Score 26 out of 100 (Weak): rank 966 of 976 in Financial Services, median 68.
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- The P/E is 41.2 (Financial (Capital Markets) median 13.7, own median of recent years 27.7).
- Our model puts fair value at $4.76, with the price 192% above it.
In plain words
The numbers on this page in plain words, written by an AI
Strengths
- Analysts expect strong earnings growthUp 28.4% a year through 2028 (estimates from 4 analysts).Growth 56
Weaknesses
- Above fair valuePrice 192% above the fair value of $4.76.Valuation 18
- DilutionShare count up 38% since 2020.Capital allocation 17
- Richly valuedP/E 41.2, Financial (Capital Markets) median 13.7, own median 27.7.Valuation 18
The score is held back by momentum and profitability.
Daily figure as of 12 Nov 2026
How the score is calculatedScore overview
Fundamental quality fluctuates.
Score history
The full history of up to 20 years comes with MEQIRI Pro.
See plansCrash risk high
How well MEQIRI warnsOne of the 30% with the highest crash risk among smaller stocks.
From 2016 to 2025, 36 in 100 such stocks fell 30% or more within a year, against a group average of 23 in 100.
What drives the risk
- weak fundamentals
- price far below its 52-week high
- high price swings
Valuation
Valuation signal
Significantly overvaluedClosing price of 11 Nov 2026, used by the daily score.
In our model the price counts as cheap below $3.40 and expensive above $7.93 (uncertainty high, based on the price swings of the past year).
The two parts of the fair value come to $5.03 (cash-flow model) and $4.48 (industry comparison), and the gap between them shows how uncertain the estimate is. The price is above both.
Calculated with a cost of equity of 11.2%. At 12.2% the fair value would be $4.46, at 10.2% it would be $5.15.
Valuation metrics
Half from the dividend model, half from earnings times the industry P/E (13.7).
Calculate with your own assumptionsCompany performance
This shows several years of history with an automatic assessment.
Revenue
In the twelve months to 30 Sep 2026, revenue rose 2.5% on the twelve months before. Revenue has changed sharply in recent years: $750.9M in 2025 after $631.51M in 2022.
Margins
- Operating margin
- Net margin
In fiscal 2025: operating 6%, net 5%. Banks and insurers have no gross margin, and their net margin is not comparable with other industries. The score leaves both out.
Debt & balance sheet
latest quarterFor banks and insurers, deposits and liabilities are the business. Debt to equity and the current ratio say little here, and the score does not rate them.
Earnings
- Next earnings
- 11 Feb 2027in 91 days
- Last reported
- 29 Oct 2026EPS reported $0.39 (expected $0.17)above expectations
Analyst estimates
Analysts have cut their 2026 earnings estimate by 4.8% since 15 Oct 2026. Falling estimates often precede bad news.
- Earnings per share
- $0.90−4.8%
- Revenue
- $798.25M−1.8%
- Earnings per share
- $1.43+4.1%
- Revenue
- $1.05B+4.0%
MEQIRI has stored the estimates since 15 Oct 2026. Until 30 days are available, the card shows the change since that day. Mean estimate according to Financial Modeling Prep. No price target and no recommendation.
Company outlook confirmed
Share price after the results: +13.8%Perella Weinberg reaffirmed its full year 67% compensation margin target and a single-digit decline in non-compensation expense, with no raise or cut to guidance.
“Our adjusted compensation margin for the first 9 months was 67%, in line with last year and with our full year target. The third quarter margin of 62.5% reflects bringing our year-to-date accrual in line with that target.”The outlook is not part of the score and not a recommendation to buy or sell.
From the earnings call on 29 Oct 2026 (fiscal Q3 2026), read by AI.
Insiders
Open-market purchases and sales by executives, board members and major holders
No open-market purchases in the last 6 months. 3 insiders sold, $7.21M in total.
Sales say less than purchases: many insiders sell on a fixed plan, for taxes or to diversify.
- Steel Robert KSale
5 Nov 2026, Board
- Shares
- 40,000
- Price
- $13.47
- Value
- $538,800
- Bednar AndrewSale
7 Aug 2026, Chairman and CEO
- Shares
- 77,753
- Price
- $17.41
- Value
- $1.35M
- Bednar AndrewSale
6 Aug 2026, Chairman and CEO
- Shares
- 80,045
- Price
- $17.17
- Value
- $1.37M
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- Bednar AndrewSale
5 Aug 2026, Chairman and CEO
- Shares
- 77,899
- Price
- $17.36
- Value
- $1.35M
- Steel Robert KSale
12 Jun 2026, Board
- Shares
- 100,000
- Price
- $15.76
- Value
- $1.58M
- Gottschalk AlexandraSale
20 May 2026, Chief Financial Officer
- Shares
- 14,018
- Price
- $17.46
- Value
- $244,754
- Gottschalk AlexandraSale
19 May 2026, Chief Financial Officer
- Shares
- 43,788
- Price
- $17.58
- Value
- $769,793
Source: Form 4 filings with the US Securities and Exchange Commission. Grants, option exercises, gifts and tax withholdings are hidden. Not a recommendation to buy.
What happened at Perella Weinberg Partners
The key events of the last six months from our own data. A click takes you to the matching card.
Sector comparison
976 rated companies in Financial Services
- This company
- 26
- Sector median
- 68
Categories against the sector median
The median is the middle value: half of the companies in the sector lie above it, half below. Categories with too few comparable companies are left out.
Competitors in Financial (Capital Markets)
The next larger and next smaller companies by market value
- Compagnie Financière TraditionCFT.SW $2.3B75
- eToro GroupETOR $1.86B57
- TOP Financial GroupTOP $1.78B40
- CleanSparkCLSK $1.77B27
- VIEL & CieVIL.PA $1.37B86
- SharplinkSBET $1.31B23
- Flow TradersFLOW.AS $1.1B48
- Gold.comGOLD $1.08B56
ETFs that hold Perella Weinberg Partners
Held by 10 ETFs on Xetra. Shown per index: the ETF with the largest weight.
| ETF | Weight | Cost | Fund size |
|---|---|---|---|
| L&G Russell 2000 US Small Cap Quality UCITS ETFETLZ | 0.04% | 0.30% | €185.82M |
| Xtrackers Russell 2000 UCITS ETF 1CXRS2 | 0.03% | 0.30% | €2.17B |
| State Street SPDR Russell 2000 U.S. Small Cap UCITS ETF (Acc)ZPRR | 0.03% | 0.30% | €4.22B |
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| State Street SPDR MSCI World Small Cap UCITS ETF (Acc)ZPRS | 0.01% | 0.45% | €1.53B |
| iShares MSCI USA Small Cap CTB Enhanced ESG UCITS ETFSXRG | 0.01% | 0.43% | €2.48B |
| iShares MSCI World Small Cap CTB Enhanced ESG UCITS ETFCBUG | 0.00% | 0.35% | €434.1M |
| State Street SPDR MSCI USA Small Cap Value Weighted UCITS ETFZPRV | 0.00% | 0.30% | €944.34M |
| UBS MSCI USA Select Factor Mix UCITS ETF USD accUSUE | 0.00% | 0.25% | €175.89M |
Holdings as reported by the funds via FMP, excluding swap ETFs (their holdings are only collateral).
Data status and sources
- Score
- Daily value of 12 Nov 2026, recalculated nightly
- Price
- Closing price of 12 Nov 2026
- Latest annual report
- Fiscal year 2025, period end 31 Dec 2025
- Source
- Financial statements, ratios and prices from Financial Modeling Prep (FMP), based on the company's reports. MEQIRI calculates the score and fair value from them.
Mandatory disclosures for this rating
- ; time horizon around 12 months
- Rated Weak, published since 7 Nov 2026 (in the score history since 11 Jul 2025)
- Valuation signal Overvalued since 7 Nov 2026
- End-of-day prices, metrics cached for up to 24 hours
- Score and fair value are estimates from a disclosed model. They are not facts and not a price target.
- Produced by SSM Ventures UG (haftungsbeschränkt), responsible person Sven Brostmeyer, Managing Director, automatically according to the disclosed model.
- Not investment advice. Losses up to and including a total loss are possible. Personal circumstances are not considered.