PERELLA WEINBERG PARTNERS (PWP)
NASDAQFinancialsFinancial - Capital MarketsSnapshot 2026-11-04
NASDAQFinancialsFinancial - Capital MarketsSnapshot 2026-11-04
Research Workspace
Put PWP beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Investment Banking & Brokerage is in expansion. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
The reason to own it still holds.
View ThesisRevenue is growing steadily — about 2% over the past year.
View GrowthMiddle-of-the-pack management execution.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationThis stock is highly volatile — it swings about 3% on a typical day and fell roughly 49% in its worst 12-month stretch.
View RiskPWP's 53% revenue growth must continue to justify the price. The stock trades at 18 times earnings. Peers trade at 19 times earnings. The price reflects less growth than we forecast. The failed Piper Sandler merger threatens scale ambitions. Peer multiples imply a price about 6% above where it trades. Our read remains intact. This read is provisional.
Trailing returns as of 2026-11-04. PWP is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 4 analysts currently covering PWP (as of Nov 2026).
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
Continue this research
Compare PWP with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| PWP Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 9 valuation methods, at three horizons. As of 2026-11-04. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Investment Banking & Brokerage — fair value, gap to price, and forward P/E.
Compare the value case
Put PWP next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Manage compensation and operating expenses with business realignment
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-11-04. EPS is implied from price ÷ P/E. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Top 10% on quality vs scored peers
A second lens on the 12-month fair value: for companies that score high on measured quality (profitability, balance-sheet safety, earnings stability), this read trusts more of today's profit margins instead of averaging them toward their multi-year history the way the headline number does. Shown alongside the fair value above, not in place of it. A diagnostic, not a price target or a buy/sell signal.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
A 67% full-year compensation ratio target and backlog visibility support cost discipline and business momentum.

Threatens: Scale business through senior talent additions and acquisitions
Failed tie-up impacts growth strategy through acquisitions.

Abandoning merger talks affects growth and scale ambitions.

Falling apart of deal talks threatens growth strategy.

CEO stock sale raises concerns about leadership commitment.

Advances: Scale business through senior talent additions and acquisitions
Rising earnings and new partners support growth objectives.
Earnings call provides clarity on future EPS guidance.
Advances: Maintain strong business pipeline
Expense reduction may enhance profitability and support business pipeline.