Who are Perella Weinberg Partners's main competitors?

Named competitors: Moelis & Co (MC), Lazard (LAZ), Evercore (EVR), PJT Partners (PJT). The cockpit's measured peer set (industry) also includes Mlp (MLP.DE), Perpetual (PPT.AX), Hainan Haide Capital Management (000567.SZ), Prudent Corporate Advisory Services (PRUDENT.NS), JF SmartInvest (9636.HK), Antin Infrastructure Partners (ANTIN.PA).

Is Perella Weinberg Partners expensive compared with its peers?

On forward p/e it trades at 9.6× against a peer median of 14.3×, 6th cheapest of 18 in its peer set.

How has Perella Weinberg Partners stock performed?

Over six months to 6 Nov 2026 the shares returned -25.6% against -8.1% for the median peer; over one year -27.5%.

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Perella Weinberg Partners Class APWPCompetitor analysis, valuation and peers

United States · USD·Financials›Investment Managers

Independent investment bank providing M&A and strategic advisory services without lending or trading conflicts.

Momentum weak 22

Competitor Analysis ▸ Charts Open in the cockpit

Mkt cap

$1.35B

US dollars, full cap

Free float

91%

of shares outstanding

$/day

$29.2M

20-day average traded

Fwd P/E

9.6×

forward earnings

ROIC−WACC

n/a

WACC 12.3%

Hurdle

n/a

no reverse DCF

Next earnings

97 days

11 Feb 2027

Close · USD$13.68

1D+1.3%

1W-7.1%

1M-10.0%

3M-19.7%

6M-25.6%

YTD-20.9%

1Y-27.5%

ATR %6.8%

Beta1.64

52w lowhigh47.2% off high

What Perella Weinberg Partners does

Independent investment bank providing M&A and strategic advisory services without lending or trading conflicts.

Is paid mostly in success fees that arrive only when a deal closes, with smaller retainers on advisory work, so earnings swing with deal activity and timing. Founded in 2006 by Joseph Perella and Peter Weinberg, it went public in 2021 by merging with a blank-check company.

Products and services

M&A advisory
Restructuring/liability management advisory
Capital markets advisory

Customers

Corporations
Private equity firms

Where it sits in the supply chain

Financial services
Independent M&A advisory
Corporate and institutional clients

What could go right

M&A deal volume growth
Senior banker recruitment

What could go wrong

Deal volume cyclicality
Key-person/banker retention risk

Moat: narrow (brand, customer qualification). Independent advice model and senior banker relationships attract clients versus bank-affiliated advisors, in a highly competitive boutique field.

Headquarters: New York, New York, United States · Founded: 2006 · Employees: 736

Named competitors

Perella Weinberg Partners at a glance

Size Perella Weinberg Partners (PWP) is a United States Financials company (Investment Managers) with a market value of $1.35B, the 2062nd largest of 3,117 United States companies the cockpit tracks. Shares closed at $13.68 on 6 Nov 2026.

Performance Over six months the shares fell 25.6%, against -8.1% for the median peer and -1.1% for the United States market (cap-weighted) — 3rd lowest of 20 in its peer set.

Growth Revenue grew 2.5% over the last twelve months (peer median +5.9%); the operating margin is 5.9% (peer median 27.8%).

Valuation It trades at 9.6× forward earnings against a peer median of 14.3× (6th cheapest of 18).

Short interest Short interest is 11.4% of the free float (15 Oct 2026).

Next results Next results expected around 11 Feb 2027 (exchange calendar; dates can move).

Relative performance

Six months, rebased to 100: Perella Weinberg Partners against the median of its 20 peers (local-currency closes).

Perella Weinberg Partners financials

Reported figures in USD; fiscal year ends 2025-12-31. TTM = trailing twelve months.
	TTM	FY2025	FY2024	FY2023	FY2022
Revenue	$776M	$751M	$878M	$649M	$632M
Revenue growth	—	-14%	+35%	+3%	—
Gross profit	$752M	$730M	$858M	$634M	$605M
EBITDA	$69.7M	$68.8M	-$58.2M	-$100M	-$21.1M
Net income	$33.7M	$35.5M	-$64.7M	-$17.2M	$17.9M
Free cash flow	$101M	$30.5M	$207M	$88.3M	-$44.3M
Capital expenditure	$6.82M	$4.31M	$16.4M	$57.6M	$26.6M
Total debt	$179M	$186M	$187M	$176M	$166M

Quarterly statements and history in the cockpit →

Perella Weinberg Partners competitor charts

The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.

Performance: 6-month against 1-month return

Up and to the right = strong over both horizons. Perella Weinberg Partners is the large dot.

Fundamentals: revenue growth against valuation

Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Perella Weinberg Partners is the large dot.

Perella Weinberg Partners competitors and peer comparison

Head to head with its named competitors (PWP vs MC vs LAZ vs EVR)
Company	Market cap	6M return	Revenue growth	Op. margin	Forward P/E	Req g
Perella Weinberg Partners PWP	$1.35B	-26%	+2%	6%	9.6×	n/a
Moelis & MC	$4.62B	-13%	+14%	18%	16.9×	n/a
Lazard LAZ	$3.74B	-20%	+9%	11%	16.7×	n/a
Evercore EVR	$10.9B	-17%	+37%	22%	14.2×	n/a
PJT Partners PJT	$3.80B	-4%	+10%	21%	18.0×	n/a

How Perella Weinberg Partners compares with its peers

Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.

Perella Weinberg Partners against its 20 peers (data as of 6 Nov 2026)
Measure	PWP	Peer median	Rank in peer set
1-month return	-10.0%	+3.0%	6th lowest of 20
6-month return	-25.6%	-8.1%	3rd lowest of 20
Distance from 52-week high	-47.2%	-29.4%	5th lowest of 20
Revenue growth (TTM)	+2.5%	+5.9%	8th lowest of 21
Operating margin	5.9%	27.8%	4th lowest of 21
Forward P/E	9.6×	14.3×	6th cheapest of 18

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
Company	Market	Market cap	6M return	Revenue growth	Op. margin	Forward P/E	Req g	Delivered g
Perella Weinberg Partners PWP	United States	$1.35B	-26%	+2%	6%	9.6×	n/a	n/a
Mlp MLP.DE	Germany	$1.40B	+46%	+4%	10%	15.5×	n/a	n/a
Perpetual PPT.AX	Australia	$1.42B	+11%	-16%	10%	12.5×	n/a	n/a
Hainan Haide Capital Management 000567.SZ	China	$1.29B	-34%	+136%	73%	10.7×	n/a	n/a
Prudent Corporate Advisory Services PRUDENT.NS	India	$1.28B	-1%	+21%	24%	41.1×	n/a	n/a
JF SmartInvest 9636.HK	Hong Kong	$1.47B	-36%	-23%	-5%	18.8×	n/a	n/a
Antin Infrastructure Partners ANTIN.PA	France	$1.52B	-25%	-12%	48%	13.4×	n/a	n/a
Patria Investments PAX	United States	$1.55B	-23%	+9%	36%	6.8×	n/a	n/a
EAAA India Alternatives EDELALTS.NS	India	$1.15B	n/a	+13%	62%	n/a	n/a	n/a
UTI Asset Management UTIAMC.NS	India	$1.13B	-15%	-1%	47%	14.3×	n/a	n/a
China Everbright 0165.HK	Hong Kong	$1.08B	-25%	+3%	-69%	n/a	n/a	n/a
Ridgepost Capital RPC	United States	$1.07B	+11%	+8%	27%	9.0×	n/a	n/a
Barrenjoey BJY.AX	Australia	$1.74B	+1%	-17%	25%	15.4×	n/a	n/a
Ashmore ASHM.L	United Kingdom	$1.83B	-4%	+2%	62%	28.6×	n/a	n/a
XPS Pensions XPS.L	United Kingdom	$966M	+19%	+13%	16%	14.8×	n/a	n/a
CFM Indosuez Wealth MLCFM.PA	France	$964M	+30%	-19%	30%	n/a	n/a	n/a
Generation Development GDG.AX	Australia	$897M	-23%	+66%	104%	27.4×	n/a	n/a
Polar Capital POLR.L	United Kingdom	$872M	-8%	+19%	29%	7.1×	n/a	n/a
Abacus Global Management ABX	United States	$859M	-3%	+64%	33%	7.8×	n/a	n/a
Navigator Global Investments NGI.AX	Australia	$858M	-21%	+2%	11%	7.8×	n/a	n/a
Compass Diversified CODI	United States	$851M	-9%	+8%	5%	18.5×	n/a	n/a

Questions

Who are Perella Weinberg Partners's main competitors?: Named competitors: Moelis & Co (MC), Lazard (LAZ), Evercore (EVR), PJT Partners (PJT). The cockpit's measured peer set (industry) also includes Mlp (MLP.DE), Perpetual (PPT.AX), Hainan Haide Capital Management (000567.SZ), Prudent Corporate Advisory Services (PRUDENT.NS), JF SmartInvest (9636.HK), Antin Infrastructure Partners (ANTIN.PA).
Is Perella Weinberg Partners expensive compared with its peers?: On forward p/e it trades at 9.6× against a peer median of 14.3×, 6th cheapest of 18 in its peer set.
How has Perella Weinberg Partners stock performed?: Over six months to 6 Nov 2026 the shares returned -25.6% against -8.1% for the median peer; over one year -27.5%.