Perella Weinberg Partners
PWPFinancial ServicesNASDAQCapital Markets · Last scanned Oct 24, 2026
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Daily timeframeHeadquartered within the financial services sector, Perella Weinberg Partners focuses on Capital Markets services and products. Perella Weinberg Partners, an independent advisory firm, provides strategic and financial advice services in the United States, the United Kingdom, and internationally. At a $1.20B market cap, Perella Weinberg Partners ranks as a small-cap company within financial services. It offers advisory services related to strategic and financial decisions, mergers and acquisition execution, shareholder engagement advisory, and financing and capital solutions advice with a focus on restructuring, liability management, capital markets advisory, and private capital placement, as well as underwriting and research services primarily for the energy and related industries.
Market Cap
$1.20B
Beta
1.63
P/E (TTM)
49.52
P/E (Fwd)
9.24
EPS (TTM)
$0.25
EPS (Fwd)
$1.34
ROE
12.7%
ROA
4.5%
Cash
$115.8M
Total Debt
$179.3M
Free CF
—
52W Change
-38.2%
Annual Financials
Cash vs Debt
Where PWP stands vs its 150-day and 200-day moving averages
As of the October 20, 2026 close, PWP finished 24.64% below its 150-day moving average ($16.80) and 28.03% below its 200-day moving average ($17.59). This snapshot is end-of-day data shown with a five-trading-day delay on the free plan; Premium members see readings from the latest close.
Is PWP overbought or oversold?
At the October 20, 2026 close, PWP's RSI(14) was 20.4, in oversold territory (below 30). The MACD histogram was negative, so short-term momentum leaned bearish at that close. These readings are historical, refresh daily after market close, and are not investment advice.
The company holds $115.8M in cash, though total debt stands at $179.3M. This level of leverage is common in the industry but worth monitoring as interest rate conditions evolve. Return on equity stands at 12.7%, which is decent for the sector. ROE measures how effectively a company uses shareholder capital to generate profits. ROA of 4.5% is on the lower side, which is common in asset-heavy industries. Revenue has been uneven over recent years, ranging from $631.5M to $750.9M.
Perella Weinberg Partners's elevated beta suggests the stock experiences more pronounced price movements than the overall market, which increases both upside potential and downside risk. No single metric tells the full story. Reviewing PWP's risk profile alongside its fundamentals and technical indicators provides a more complete picture.