Is Perella Weinberg Partners (PWP) Overvalued?
We dive into why Perella Weinberg Partners (PWP) could be considered overvalued on 2026-08-07, based on AAII’s Value Score and Grade.Rosalio Madrigal
A+ Stock Grade Summary:
| VALUE: |
|
|
| GROWTH: |
|
|
| MOMENTUM: |
|
|
| EPS REVISIONS: |
|
|
| QUALITY: |
|
|
Rosalio Madrigal
Jenna Brashear
Cynthia McLaughlin
Jenna Brashear
Jenna Brashear
| Share Statistics | PWP | Industry Median |
Percentile (All Stocks) |
|
| Market Cap (Mil) | $1,229.8 | $3,012.5 | 47% |
|
| Shares Out (Mil) | 101.7 | 79.0 | 62% |
|
| Institutional Ownership | 97.0% | 77.5% | 72% |
|
| Float (Mil) | 71.5 | 74.0 | 55% |
|
| Beta | 1.63 | 0.94 | 87% |
|
| Avg Daily Volume (000s) | 945 | 425 | 69% |
|
| Price Change (52-week) |
(22.0%) | 75.5% | 28% |
|
| Growth | PWP | Industry Median |
Percentile (All Stocks) |
|
| Sales (5yr) | 8.3% | 8.4% | 51% |
|
| Net Income (5yr) | 28.2% | 8.9% | 83% |
|
| EPS (5yr) | na | 9.3% | na |
|
| Dividends (5yr) | 0.0% | 1.1% | 63% |
|
| Cash Flow (5yr) | na | 0.5% | na |
|
| Estimates | Qtrly | Current Fiscal Year |
Next Fiscal Year |
|
| # of Estimates | 4 | 4 | 4 | |
| Current EPS | $0.255 | $1.003 | $1.463 | |
| Month Ago EPS | $0.315 | $0.910 | $1.403 | |
| # Rev Up | 1 | 1 | 0 | |
| # Rev Down | 1 | 0 | 1 | |
| Three Months Ago EPS | $0.333 | $1.010 | $1.505 | |
| Year/Year Chg | 318.0% | 114.3% | 269.7% | |
| Financials | PWP | Industry Median |
Percentile (All Stocks) |
|
| Sales (TTM) (Mil) | $689 | $873 | 45% |
|
| Net Income (TTM) (Mil) | $22 | $102 | 49% |
|
| EPS (TTM) | $0.321 | $0.900 | 50% |
|
| Operating Cash Flow (TTM) (Mil) | $94 | $72 | 52% |
|
| Net Cash Flow (TTM) (Mil) | ($29) | $15 | 23% |
|
| Long-Term Debt (Q1) (Mil) | $170 | $163 | 48% |
|
| Enterprise Value (Q1) (Mil) | na | $1,406 | na |
|
| Valuation | PWP | Industry Median |
Percentile (All Stocks) |
|
| P/B | na | 2.71 | na |
|
| P/E | 55.9 | 19.7 | 86% |
|
| Dividend Yield | 1.7% | 0.9% | 74% |
|
| PEG (5yr hist) | na | 1.4 | na |
|
| Ratios | PWP | Industry Median |
Percentile (All Stocks) |
|
| Gross Margin | 96.6% | 74.7% | 96% |
|
| Net Margin | 3.2% | 15.8% | 42% |
|
| ROA | 3.5% | 1.8% | 64% |
|
| ROE | (12.2%) | 13.0% | 27% |
|
| Liabilities to Assets | 59.0% | 59.0% | 53% |
|
| F-Score | 4 | 5 | 33% |
|
Perella Weinberg Partners did not pass any screens on 8/21/2026.
Price and market data provided by QuoteMedia and delayed a minimum of 15 minutes unless otherwise indicated. Fundamental data provided by AAII's Stock Investor Pro and S&P Global Market Intelligence and are updated through the previous trading day.
Ⓒ 2026 American Association of Individual Investors