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PWPPerella Weinberg PartnersSell5.7·$14.47
SellModerate Confidence
Investment thesis

Perella Weinberg Partners trades at a PEG of 0.02 and forward P/E of 10.6x with a Piotroski F-Score of 8/9, but has experienced a -30% revenue decline, two consecutive recent earnings misses, and an RSI of 28 with a confirmed downtrend in its 200-day moving average slope.

Thesis pillars

  • Deep Value At Current Price→Stable
  • Revenue Decline Earnings Inconsistency→Stable
  • Oversold Capitulation Setup↓Deteriorating
  • +1 more pillar — see the Why tab for full reasoning

Full reasoning →

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Perella Weinberg Partners (PWP) Stock Analysis

Falling Knife setup · Inst Constrain edge

SellVALUE-TRAP 1/5GrowthQualityModerate Confidence

Financial Services · Capital Markets

Sell if holding. Multiple concerning factors at $14.47: Consecutive earnings misses (2); Elevated risk factors.

Perella Weinberg Partners provides independent M&A, restructuring, capital markets, and private funds advisory services to corporations, sponsors, and institutions across 12 offices in five countries. The firm generated $750.9 million in revenue in 2025 from advisory fees earned... Read more

$14.47+30.7% A.UpsideScore 5.7/10#36 of 48 Capital Markets
QualityF-score9 / 9FCF yield—
IncomeYield2.09%Payout107.69%at-risk
Stop $13.46Target $18.91(analyst − 15%)A.R:R 2.3:1
Analyst target$22.25+53.8%4 analysts
$18.91our TP
$14.47price
$22.25mean
$30

Sell if holding. Multiple concerning factors at $14.47: Consecutive earnings misses (2); Elevated risk factors. Chart setup: Death cross, below all MAs, RSI 31, MACD bearish. Score 5.7/10, moderate confidence.

Passes 7/10 gates (positive momentum, favorable risk/reward ratio, no SEC red flags, news events none recent, earnings proximity 41d clear, semi cycle peak clear, materials cycle peak clear). Fails on clean insider activity and death cross (50MA < 200MA). Suitability: speculative.

10-K grounded · weekly refresh

About Perella Weinberg Partners

About Perella Weinberg Partners

Perella Weinberg Partners generated $750.9 million in advisory fee revenue in 2025, down from $878.0 million in 2024, earned from 187 fee-paying clients through M&A advisory, restructuring, financing and capital solutions, and private funds placement services. The firm operates 12 offices in five countries—the US, Canada, the UK, France, and Germany—employing 736 people including 549 advisory professionals and 75 advisory partners as of December 31, 2025. The SEC and FINRA regulate its US broker-dealer subsidiaries, while UK operations are authorized by the FCA.

PWP generates revenue almost entirely from contingent advisory fees; unlike diversified investment banks, the company has minimal contribution from recurring asset management or commercial lending revenue. M&A mandates, restructuring assignments, and private capital placements generate fees only upon transaction completion or key milestones, making quarterly results highly volatile. In 2025, 136 of 187 fee-paying clients generated fees of $1.0 million or more; no single client exceeded 10% of aggregate revenues that year, although one client exceeded 10% in 2024. The firm competes with large financial institutions that cross-subsidize advisory with commercial lending, and with independent boutiques where barriers to entry are relatively low. Revenue gains in the M&A practice during favorable conditions may be partially offset by concurrent declines in restructuring activity, and vice versa in downturns.

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PWP's US broker-dealers—Perella Weinberg Partners LP and Devon Park Securities, LLC—are registered with the SEC and are members of FINRA, subject to uniform net capital requirements under Rule 15c3-1 and restrictions on capital withdrawals. Internationally, PWP UK is authorized by the FCA as a Small Non-Interconnected investment firm; PWP France is regulated by the ACPR and AMF as a class 3 investment firm; and TPH Canada is registered with provincial securities regulators under CIRO membership, with the Alberta Securities Commission as principal regulator. Cross-border advisory in over 55 countries exposes the firm to anti-corruption and sanctions enforcement regimes across each jurisdiction.

See also: Financial Services · Capital Markets

From Perella Weinberg Partners's most recent 10-K filing, extracted June 11, 2026.

news + 30-day 8-K events · 5-min refresh

Recent developments

updated 2026-09-26
TrendMatrix Research · upcoming catalyst calendar

Upcoming dated catalysts

Fri, Nov 6, 202641d to earnings· next earnings call

Thesis

Rewards
Sector modifier (Financial Services): +1.0
Attractive valuation
Analyst upside: 31%
Risks
Consecutive earnings misses (2)
Elevated risk factors
Below 200-MA, MA slope -2.3%/30d (confirmed downtrend)

Key Metrics

P/E (TTM)53.1
P/E (Fwd)9.4
Mkt Cap$1.3B
EV/EBITDA—
Profit Mgn3.2%
ROE12.7%
Rev Growth0.8%
Beta1.62
Dividend2.09%
Rating analysts8

Quality Signals

Piotroski F9/9MoatNarrow

Options Flow

P/C1.67bearish
IV74%elevated

Concentration Risks(10-K Item 1A)

  • MEDIUMGeographicUnited States
    10-K Item 1A: 'our operations in the United States have historically provided most of our revenues and earnings'

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.

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About TrendMatrix. TrendMatrix is a publisher of general securities research and market commentary. We publish on a regular schedule. All content is the same for every subscriber in a tier — we do not provide personalized investment advice and we do not take into account any individual subscriber's financial situation, investment objectives, risk tolerance, tax situation, or holdings.

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Performance. Past performance is not indicative of future results. Performance figures reflect the published model only and do not reflect any individual subscriber's actual results.

Methodology · Editorial policy & full disclaimer

Rating Breakdown

1 floor-breaker

Ranks in the bottom of its industry peers on the composite signal. Better names in the same sector exist.static

Growth Rank
2.0
Quality Rank
3.2
Value Rank
3.3
GatesINSIDER 0.30%=HEAVYDeath cross (50MA < 200MA)Momentum 4.9<5.5 (soft — BUY_NOW allowed but watch)Momentum 4.9>=4.5A.R:R 2.3 ≥ 1.5No SEC red flagsNEWS EVENTS NONE RECENTEARNINGS PROXIMITY 41d clearSEMI CYCLE PEAK CLEARMATERIALS CYCLE PEAK CLEARFalling KnifeSuitability: Speculative
RSI
31 · Neutral
↓ 20D MA↓ 50D MA↓ 200D MADEATH CROSSSupport $12.52Resistance $17.47

Price Targets

$13
$19
A.Upside+30.7%
A.R:R2.3:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeRisk-Off

Risk Alerts

! News modifier -1: HOLD_IF_HOLDING → SELL_IF_HOLDING
! Insider activity: 0.30%=heavy
! Death cross — 50-day MA below 200-day MA

Earnings

B
B
M
M
2/4 beats
Next Earnings2026-11-06 (41d)

Verdict History

reverse chrono — latest first
Loading history...
Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is PWP stock a buy right now?

Sell if holding. Multiple concerning factors at $14.47: Consecutive earnings misses (2); Elevated risk factors. Chart setup: Death cross, below all MAs, RSI 31, MACD bearish. Prior stop was $13.46. Score 5.7/10, moderate confidence.

What is the PWP stock price target?

Take-profit target: $18.91 (+30.7% upside). Prior stop was $13.46. Stop-loss: $13.46.

What are the risks of investing in PWP?

Consecutive earnings misses (2); Elevated risk factors; Below 200-MA, MA slope -2.3%/30d (confirmed downtrend).

Is PWP overvalued or undervalued?

Perella Weinberg Partners trades at a P/E of 53.1 (forward 9.4). TrendMatrix value score: 7.9/10. Verdict: Sell.

What do analysts say about PWP?

8 analysts cover PWP with a consensus score of 3.9/5. Average price target: $22.

What does Perella Weinberg Partners do?Perella Weinberg Partners provides independent M&A, restructuring, capital markets, and private funds advisory services...

Perella Weinberg Partners provides independent M&A, restructuring, capital markets, and private funds advisory services to corporations, sponsors, and institutions across 12 offices in five countries. The firm generated $750.9 million in revenue in 2025 from advisory fees earned across 187 fee-paying clients, with no single client exceeding 10% of revenues.

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