# Perella Weinberg Partners (PWP) fundamentals

Data as of 2026-09-08. NASDAQ, United States. Sector: Financial Services / Capital Markets. Price $16.80, market value $1.6 billion.

## Valuation
- **P/E (trailing): 64.6×** (5-yr avg 36.5×, 3-yr avg 36.5×). Perella Weinberg Partners trades at 64.6× trailing earnings, well above its own five-year average of 36.5×: investors are paying up relative to the company's past. The Financial Services median in the September 2026 study was 13.1×. Forward P/E is 11.5×, lower than trailing, so analysts expect earnings to grow.
- **PEG: 0.08**. A PEG of 0.08 means the P/E is low relative to expected earnings growth: the market is not paying much for that growth.
- **Price / sales: 2.4×**. Each dollar of revenue is priced at 2.4×.
- **EV / EBITDA: 32.9×**. Enterprise value is 32.9× operating earnings before depreciation, the multiple that ignores how the company is financed; above 20× is demanding.
- **Free-cash-flow yield: 5.4%** (5-yr avg 8.7%). Free cash flow equals 5.4% of the market value, below its five-year average of 8.7%, so the shares are pricier on cash than usual. Above 5% is generally attractive.
- **Earnings yield: 1.5%**. The inverse of the P/E: 1.5% of the price is earned each year.

## Profitability
- **Operating margin: 2.8%**. 2.8% of revenue is left after running the business, which leaves little cushion in a downturn.
- **Net margin: 4.7%**. 4.7% of each dollar of sales reaches the bottom line.
- **Return on equity: -27.9%**. Return on equity is negative because earnings are negative.
- **Return on invested capital: -4.0%**. Return on all capital, debt included, is -4.0%: close to or below the cost of capital, so growth may not create value.
- **Return on assets: 2.8%**. Each dollar of assets produces 2.8% of profit; low single digits are normal for banks and insurers.

## Growth
- **Revenue growth (1 yr): -14.5%** (3-yr 5.9%/yr, 5-yr 7.7%/yr). Revenue fell 14.5% over the last year, against 7.7% a year compounded over five years: growth is slowing.
- **EPS growth (1 yr): 138.5%**. Earnings per share rose 138.5%, faster than revenue, so margins expanded or the share count shrank.

## Financial health
- **Piotroski F-score: 4/9**. 4 of 9 checks pass: mixed.
- **Cash and short-term investments: $256 million**. Leverage ratios are shown differently for banks and insurers, whose balance sheets are built on deposits and reserves; use return on equity and the regulatory capital in the filings instead.

## Dividends
- **Dividend yield: 1.67%** ($0.28 per share, trailing). Perella Weinberg Partners yields 1.67%, a modest yield more typical of a growth-oriented payer.
- **Payout ratio: 65%** (28% of free cash flow). 65% of earnings goes out as dividends, leaving room to keep raising it.
- **Consecutive years of increases: 5**. 5 straight years of increases.

## Price and momentum
- **Total return (1 yr): -23.4%** (YTD -2.2%, 3-mo 8.5%). The shares are down 23.4% over twelve months including dividends.
- **From 52-week high: -35.2%** (19.1% above the low). Trading 35% below its 52-week high, deep in a drawdown.
- **200-day average: below**. The price sits below its 200-day moving average, the usual definition of a downtrend.
- **RSI (14-day): 52**. An RSI of 52 is neutral.
- **Beta (1 yr): 1.70** (volatility 50%). Beta of 1.70 against the S&P 500: the shares move much more than the market.

Live score and charts: https://foliofundamentals.com/analyzer?s=PWP · Page: https://foliofundamentals.com/stocks/pwp

Not investment advice.