Perella Weinberg Partners Class A Common Stock (PWP)

FairStock Score: 31/100 — RISKY

Key Financials

AI Analysis

AI-generated, general educational analysis — not personal investment advice.

I approach Perella Weinberg as a financial firm whose real assets are people and client relationships, not factories. It advises on mergers, restructurings and capital solutions. That can be lucrative in good markets, but it is cyclical and has no wide moat; talented bankers can leave, and clients can postpone deals. The filed figures show a turnaround: in FY2025, the period ended 2025-12-31, net income was $35.5M on revenue of $750.9M, after a net loss of $64.7M in FY2024 and $17.2M in FY2023. In fiscal Q2 2026, the quarter ended 2026-06-30, revenue was $156.5M and net income $5.3M, versus $155.3M and $2.7M in fiscal Q2 2025, the quarter ended 2025-06-30. Profit is improving, but the latest net margin is just 3.39%, and the latest diluted EPS was $0.06. FairStock calculations put ROE at 12.69%, ROCE at 4.47%, debt-to-equity at 0.68, and Piotroski at 7/9. Those are mixed: better profitability, but modest returns on capital and meaningful leverage. At the 2026-10-13 close, the price was $16.10, market cap $1.6B, and the P/E was 61.92 on $0.26 EPS. That is expensive unless earnings keep compounding. A PEG of 0.66 is attractive, but it rests on a rebound from losses. The FairStock Score is 31/100, and the Lynch category is TURNAROUND, returned to profit after a loss within three years. P/B is not in the data, and bank-specific CET1, NIM and combined ratio are not provided. I would need consistent earnings and better revenue growth before calling this a bargain.

In plain English: Perella Weinberg Partners is a 700-person advisory firm that helps companies with mergers, restructurings and financing. The business has returned to a small profit after losses, and the latest quarter was better than a year earlier, but profit margins are very thin. At $16.10 a share, the price looks high compared with the small amount of profit per share, even though it pays a 2.16% dividend and the turnaround is improving.

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Data as of 2026-10-13 close · note generated 2026-10-15 · model deepseek-flash

Sources (SEC EDGAR): fiscal Q2 2026 10-Q (period ended 2026-06-30) · fiscal Q1 2026 10-Q (period ended 2026-03-31) · fiscal Q3 2025 10-Q (period ended 2025-09-30) · fiscal Q2 2025 10-Q (period ended 2025-06-30) · FY2025 10-K (period ended 2025-12-31) · FY2024 10-K (period ended 2024-12-31) · FY2023 10-K (period ended 2023-12-31)

Fundamentals from company filings and market-data providers; prices are end-of-day, not real-time. AI-generated analysis is general and educational — not personal investment advice. Scoring methodology · Score test · Disclaimer