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Upturn AI Summary - About
Perella Weinberg Partners(PWP)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for PWP
10/26/2026: PWP (1-star) is currently NOT-A-BUY. Pass it for now.
Perella Weinberg Partners is an independent, boutique investment bank focused primarily on providing specialized financial and strategic advisory services. Its core strengths include a reputable brand, deep industry expertise, and an advisory-only model that avoids conflicts of interest. The company's primary growth story centers on capturing increased M&A and restructuring mandates as global economic conditions evolve. However, investors face risks related to cyclical revenue volatility, dependence on senior talent, and intense competition from larger and well-capitalized peers. The stock may suit growth-oriented investors looking for market-beta exposure to corporate activity, though they should carefully monitor deal volume trends and firm-wide talent retention.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | Growth is cyclical and highly dependent on M&A market conditions rather than consistent product-led scaling. |
| Momentum investor | Strong fit while signal remains positive | The stock can experience significant moves during periods of heightened M&A market activity. |
| Value investor | Mixed fit | Valuation is often dependent on future earnings power which is highly sensitive to the economic cycle. |
| Dividend investor | Mixed fit | Dividends exist but can be variable based on firm performance and capital management priorities. |
| Low-risk investor | Weak fit | The business model is inherently tied to volatile markets and human capital risks. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | High | Advisory firm stocks often trade with high beta relative to market M&A volume. |
| Valuation risk | Medium | Market sentiment heavily influences earnings multiples for independent banks. |
| Competition risk (human capital) | High | The firm's primary asset is its people; losing senior talent can materially impact revenue. |
| Business quality | Medium | The firm has a strong brand but lacks the diversified revenue streams of universal banks. |
| Dividend income | Medium | Dividends are not guaranteed and fluctuate based on deal-making profitability. |
| Execution risk | Medium | Success depends on the firm's ability to win complex mandates and execute deals to closing. |
Price Behavior
Steep Decline
The stock price has dropped sharply with strong downward pressure.
Choppy
The stock has experienced frequent reversals and pronounced short-term price swings.
Analysis of Past Performance
Type Stock | Historic Profit 15.61% | Avg. Invested days 38 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 10/26/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.20B USD | Price to earnings Ratio 47.62 | 1Y Target Price 21.62 |
Price to earnings Ratio 47.62 | 1Y Target Price 21.62 | ||
Volume (30-day avg) 2.2M shares | Beta 1.63 | 52 Weeks Range 12.12 - 25.63 | Updated Date 10/25/2026 |
52 Weeks Range 12.12 - 25.63 | Updated Date 10/25/2026 | ||
Dividends yield (FY) 2.19% | Basic EPS (TTM) 0.26 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Strategic Advisory | M&A, restructuring, and special committee advisory fees. | PWP earns fees primarily by helping companies navigate large and complex business deals. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date 2026-10-29 | When Before Market | Estimate 0.14 | Actual - |
Profitability
Profit Margin 3.22% | Operating Margin (TTM) 14.73% |
Management Effectiveness
Return on Assets (TTM) 4.47% | Return on Equity (TTM) 12.69% |
Valuation
Trailing PE 47.62 | Forward PE - | Enterprise Value 1.17B | Price to Sales(TTM) 1.75 |
Enterprise Value 1.17B | Price to Sales(TTM) 1.75 | ||
Enterprise Value to Revenue 1.71 | Enterprise Value to EBITDA 27.99 | Shares Outstanding 77.29M | Shares Floating 70.27M |
Shares Outstanding 77.29M | Shares Floating 70.27M | ||
Percent Insiders 4.22 | Percent Institutions 109.01 |
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
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