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↑Improving
- Revenue Decline Earnings Inconsistency↓Deteriorating
- Oversold Capitulation Setup→Stable
- +1 more pillar — see the Why tab for full reasoning
Perella Weinberg Partners (PWP) Stock Analysis
Inst Constrain edge
Financial Services · Capital Markets
Sell if holding. Momentum 3.8/10 is below the 5.0 floor at $13.02 — engine's falling-knife protection flags exit rather than catching a breakdown. Specifics: Negative momentum; Consecutive earnings misses (2).
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
Sell if holding. Momentum 3.8/10 is below the 5.0 floor at $13.02 — engine's falling-knife protection flags exit rather than catching a breakdown. Specifics: Negative momentum; Consecutive earnings misses (2). Chart setup: No clear chart pattern; technical signals are mixed. Score 5.7/10, moderate confidence.
Passes 5/8 gates (favorable risk/reward ratio, no SEC red flags, earnings proximity 22d clear, semi cycle peak clear, materials cycle peak clear). Fails on weak momentum and death cross (50MA < 200MA). 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.
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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.
Recent developments
updated 2026-10-15Recent Developments — Perella Weinberg Partners
Latest news
- NEWS 'Perella Weinberg and Piper Sandler abandon merger talks' - Financial Times — benzinga Oct 14, 2026 negative
- NEWS Piper Sandler Goes Shopping On Wall Street, Targets Perella Weinberg — benzinga Sep 29, 2026 positive
- NEWS 12 Financials Stocks Moving In Tuesday's Intraday Session — benzinga Sep 29, 2026 neutral
- NEWS CarMax Posts Upbeat Q2 Earnings, Joins Iovance Biotherapeutics, Perella Weinberg Partners And Other Big Stocks Moving Hi — benzinga Sep 29, 2026 positive
- NEWS 'Piper Sandler Holds Talks To Buy Perella Weinberg; Deal Would Join Two Wall Street Advisory Firms' - Bloomberg News — benzinga Sep 29, 2026 positive
Generated 2026-10-15T11:42:23Z.
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.
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Rating Breakdown
2 floor-breakers
Ranks in the bottom of its industry peers on the composite signal. Better names in the same sector exist.static
Price action weak — below key moving averages, no momentum carry. Needs a base before trend-continuation setups apply.static
Price Targets
Position Sizing
Risk Alerts
Earnings
Verdict History
Frequently Asked Questions
Sell if holding. Momentum 3.8/10 is below the 5.0 floor at $13.02 — engine's falling-knife protection flags exit rather than catching a breakdown. Specifics: Negative momentum; Consecutive earnings misses (2). Chart setup: No clear chart pattern; technical signals are mixed. Prior stop was $12.16. Score 5.7/10, moderate confidence.
Take-profit target: $18.38 (+41.2% upside). Prior stop was $12.16. Stop-loss: $12.16.
Consecutive earnings misses (2); Negative momentum; Below 200-MA, MA slope -2.3%/30d (confirmed downtrend).
Perella Weinberg Partners trades at a P/E of 61.9 (forward 12.0). TrendMatrix value score: 7.7/10. Verdict: Sell.
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.