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↑Improving
- Oversold Capitulation Setup↑Improving
- +1 more pillar — see the Why tab for full reasoning
Pillars as of Jul 3, 2026, based on the 10-K filed Feb 27, 2026· older than 90 days
Perella Weinberg Partners (PWP) Stock Analysis
Recovery setup · Inst Constrain edge
Financial Services · Capital Markets
Hold if already holding. Not a fresh buy at $14.49, but acceptable to hold if already in. Reason: Below 200-MA, MA slope -3.4%/30d (confirmed downtrend).
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
Hold if already holding. Not a fresh buy at $14.49, but acceptable to hold if already in. Reason: Below 200-MA, MA slope -3.4%/30d (confirmed downtrend). Chart setup: Death cross but MACD improving, RSI 64. Maintain position. Not compelling to add more. Score 6.7/10, high confidence.
Passes 7/10 gates (favorable risk/reward ratio, clean insider activity, no SEC red flags, news boost analyst 0.50, earnings proximity 91d clear, semi cycle peak clear, materials cycle peak clear). Fails on weak momentum and death cross (50MA < 200MA) and news soft leadership change. Suitability: speculative.
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.
Show full overview
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.
Recent developments
updated Nov 4, 2026Recent Developments — Perella Weinberg Partners
Latest news
- NEWS TPH&Co. Serves as Financial Advisor to ECP — fiscal.ai Nov 4, 2026 neutral
- NEWS Adnan Choudhury Departs Perella Weinberg Partners for Houlihan Lokey — fiscal.ai Nov 2, 2026 negative
- NEWS Perella Weinberg Partners (PWP) Stock Rallies As Q3 Results Expose Margin Strain - Yahoo Finance — Yahoo Finance Oct 31, 2026 positive
- NEWS Perella Weinberg Partners (NASDAQ:PWP) Stock Rating Raised to "Buy" at Wall Street Zen - MarketBeat — MarketBeat Oct 31, 2026 positive
- NEWS PWP SWOT Analysis: Strong Revenue Growth Amidst Financial Challe - GuruFocus — GuruFocus Oct 31, 2026 neutral
Latest item Nov 4, 2026 · Generated 2026-11-05T11:29:01Z.
Upcoming dated catalysts
Thesis
Key Metrics
Quality Signals
Options Flow
Concentration Risks(10-K Item 1A)
- MEDIUMGeographicUnited States10-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. How we score · Editorial policy
Show full disclosure ▾Hide full disclosure ▴
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.
Not investment advice. TrendMatrix is not a registered investment adviser. Our content is for informational and educational purposes only. Consult your own licensed investment adviser, broker, or tax professional before making any investment decision.
Conflicts and positions. People who build TrendMatrix, or entities they control, may hold positions, long or short, in securities it covers, and may trade them at any time. Positions are not disclosed individually. Verdicts are generated by an automated model applied by the same rules to every covered stock, and are not adjusted for any position held by the people who build TrendMatrix. We do not accept payment from issuers for coverage.
No paid promotion. TrendMatrix does not accept payment from any issuer, broker, or third party in exchange for coverage of any security.
No fiduciary duty. No fiduciary, advisory, or agency relationship is created between you and TrendMatrix by reading our content or subscribing to our service.
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.
Rating Breakdown
1 floor-breaker·1 ceiling hit
Technicals below the gate floor. Component breakdown shows what dragged the score down.static
Price Targets
Position Sizing
Risk Alerts
Earnings
Verdict History
Frequently Asked Questions
Hold if already holding. Not a fresh buy at $14.49, but acceptable to hold if already in. Reason: Below 200-MA, MA slope -3.4%/30d (confirmed downtrend). Chart setup: Death cross but MACD improving, RSI 64. Maintain position. Not compelling to add more. Analyst target $18.06 (+24.7%), stop $13.48 (−7.5%), A.R:R 1.6:1. Score 6.7/10, high confidence.
Analyst target: $18.06 (+24.7% upside). Analyst target $18.06 (+24.7%), stop $13.48 (−7.5%), A.R:R 1.6:1. Stop-loss: $13.48.
Below 200-MA, MA slope -3.4%/30d (confirmed downtrend).
Perella Weinberg Partners trades at a P/E of 37.2 (forward 9.6). TrendMatrix value score: 7.9/10. Verdict: Hold.
8 analysts rate PWP, with a consensus score of 3.9/5. 4 analysts publish price targets averaging $21.
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.