Perella Weinberg Partners (Class A) (PWP) carries a Roarable Rating of D (Sell) with 51/100 RQD Confidence due to weak cash-flow efficiency and sensitivity to current interest rates. Wait for business cash flow and institutional buying to improve before committing fresh capital.
As of 2026-11-03, Perella Weinberg Partners (Class A) (NASDAQ: PWP) is rated D (Sell / SELL) by Roarable's 5-pillar RQD engine with a composite confidence score of 51/100 at a spot price of $14.73 (+5.21% 1D, market cap $1.43B). Pillar breakdown: Fundamental Cash Engine 12/20, Institutional 13F & Options Flow 8/20, Executive Insider Alignment 13/20, FRED Macro Regime Fit 6/20, and SEC Balance-Sheet Forensics 12/20. Across 1096 tracked Financials issuers, PWP ranks #618 in composite RQD confidence.
Within the Financials sector (Finance: Consumer Services), PWP carries a Roarable D (51/100 RQD), trailing P/E of 28.4x, gross margin of —, and ROIC of 55.7%. By comparison, ATLC (Atlanticus Holdings Corporation) holds a C grade (65/100 RQD, P/E 12.3x, ROIC 19.8%, cap $1.42B) and WLTH (Wealthfront Corporation) posts a D grade (50/100 RQD, P/E N/A, ROIC -6.8%, cap $1.60B). Among the 5-stock peer group, ATLC leads on earnings multiple (12.3x) while PGY leads on capital efficiency (85.0% ROIC).
Per PWP's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0001777835), Perella Weinberg Partners (Class A) generated $750.9M in revenue (-14.5% YoY), $48.0M in net income, and $30.5M in free cash flow against $797.6M in total assets and $0 in total debt. Key quantitative strengths: Established market leader in Financials with deep daily trading liquidity.. Primary risk factors monitored: Sensitive to high interest rates and tighter Federal Reserve market liquidity.. Institutional options positioning shows a 50% call / 50% put premium split.
Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer
Altman Z-Score 3.80 (FORTRESS SAFE (>3.0)) • Piotroski F-Score 4/9
SEC XBRL FY 2025 (10-K): 4.1% FCF Margin ($30.5M FCF) & 52% Gross Margin
Macro rate sensitivity & RSI-14 (55.4) create a -14 pt regime headwind
While PWP currently carries a cautious 51/100 (D) rating due to Macro Regime Fit (6/20), shorts face asymmetric squeeze risk if free cash flow inflects or management executes accretive buybacks.
Established market leader in Financials with deep daily trading liquidity.
Options & Short-Covering Gamma: Reclaiming the 50-day SMA ($14.68) and Max Pain ($15.47) forces dealer call-delta covering toward $27.22.
Forensic Repair Trigger: Halting share dilution (Cannibal Buyback (-1.24% YoY Shares)) or retiring high-cost debt immediately upgrades the SEC 10-K Forensic pillar.
Perella Weinberg Partners (Class A) (PWP) surged +5.21% to $14.73, trading at 19% of its 52-week range ($12.13 – $25.92). Stretched risk/reward at 28x P/E (56% return on capital) under elevated 10-year interest-rate pressure.
Yahoo Finance report covering Perella Weinberg Partners (Class A) (PWP) market action, institutional positioning, and fundamental catalysts.
Stocktwits report covering Perella Weinberg Partners (Class A) (PWP) market action, institutional positioning, and fundamental catalysts.
Financial Times report covering Perella Weinberg Partners (Class A) (PWP) market action, institutional positioning, and fundamental catalysts.
GuruFocus report covering Perella Weinberg Partners (Class A) (PWP) market action, institutional positioning, and fundamental catalysts.
Yahoo! Finance Canada report covering Perella Weinberg Partners (Class A) (PWP) market action, institutional positioning, and fundamental catalysts.
TradingView report covering Perella Weinberg Partners (Class A) (PWP) market action, institutional positioning, and fundamental catalysts.
Simply Wall St report covering Perella Weinberg Partners (Class A) (PWP) market action, institutional positioning, and fundamental catalysts.
MarketBeat report covering Perella Weinberg Partners (Class A) (PWP) market action, institutional positioning, and fundamental catalysts.
Perella Weinberg Partners reported Q3 2026 net income of US$17.56 million with basic EPS of US$0.22 and diluted EPS of US$0.21, and the board also approved a US$0.07 quarterly dividend on Class A shares payable on Decemb
Keefe, Bruyette & Woods analyst Alex Bond reiterates Perella Weinberg (NASDAQ:PWP) with a Outperform and raises the price target from $19 to $20.
Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).
vs. -14.5% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).
No active Ellis Vennor swing setup published on PWP today. View full Setup Ledger →
No direct multi-tier Butterfly edges indexed yet for PWP. Explore sector supply chains on /butterfly.
Across 1096 tracked Financials securities in the Roarable RQD universe, Perella Weinberg Partners (Class A) (PWP) ranks #618 by composite RQD confidence (51/100, grade D) and #496 by equity capitalization ($1.43B). Within this direct 5-issuer industry benchmark cohort, ATLC leads on earnings valuation at 12.3x trailing P/E, while PGY leads on capital efficiency and profitability with 85.0% ROIC and — gross margin. PGY currently holds the highest overall quantitative score in the immediate peer group at 70/100 (B-) compared with PWP at 51/100 (D).
| Ticker / Company | Roarable Grade | RQD Score | Trailing P/E | Gross Margin | ROIC | 1D Change | Market Cap | Head-to-Head |
|---|---|---|---|---|---|---|---|---|
| PWP
ACTIVE
Perella Weinberg Partners (Class A) | D | 51/100 | 28.4x | — | 55.7% | +5.21% | $1.43B | Benchmark Subject |
| ATLC Atlanticus Holdings Corporation | C | 65/100 | 12.3x | — | 19.8% | -4.78% | $1.42B | /atlc-vs-pwp → |
| WLTH Wealthfront Corporation | D | 50/100 | — | — | -6.8% | -2.75% | $1.60B | /wlth-vs-pwp → |
| PGY Pagaya Technologies Ltd. (Class A) | B- | 70/100 | 21.3x | — | 85.0% | -7.59% | $1.60B | /pgy-vs-pwp → |
| TRIN Trinity Capital Inc. | D- | 41/100 | — | — | — | -1.51% | $1.61B | /trin-vs-pwp → |
In its most recent audited fiscal period (FY2025, filed 2025-12-31), Perella Weinberg Partners (Class A) (PWP) reported GAAP revenue of $750.9M (-14.5% vs. FY2024 revenue of $878.0M , and +15.8% cumulative change since FY2023) , GAAP net income of $48.0M, operating cash flow of $34.8M, and free cash flow of $30.5M (-85.3% YoY). On the balance sheet, PWP closed FY2025 with $797.6M in total assets against $0 in total debt (Altman Z-Score: N/A, Piotroski F-Score: 4/9).
| Fiscal Period | Filing Date | Revenue | Net Income | Operating Cash Flow | Free Cash Flow | Total Assets | Total Debt |
|---|---|---|---|---|---|---|---|
| FY2025 (FY) | 2025-12-31 | $750.9M | $48.0M | $34.8M | $30.5M | $797.6M | — |
| FY2024 (FY) | 2024-12-31 | $878.0M | -$89.0M | $223.4M | $207.0M | $876.8M | — |
| FY2023 (FY) | 2023-12-31 | $648.7M | -$112.0M | $145.9M | $145.9M | — | — |
As of 2026-11-03, Perella Weinberg Partners (Class A) (NASDAQ: PWP) is rated D (Sell / SELL) by Roarable's 5-pillar RQD engine with a composite confidence score of 51/100 at a spot price of $14.73 (+5.21% 1D, market cap $1.43B). Pillar breakdown: Fundamental Cash Engine 12/20, Institutional 13F & Options Flow 8/20, Executive Insider Alignment 13/20, FRED Macro Regime Fit 6/20, and SEC Balance-Sheet Forensics 12/20. Across 1096 tracked Financials issuers, PWP ranks #618 in composite RQD confidence.
Within the Financials sector (Finance: Consumer Services), PWP carries a Roarable D (51/100 RQD), trailing P/E of 28.4x, gross margin of —, and ROIC of 55.7%. By comparison, ATLC (Atlanticus Holdings Corporation) holds a C grade (65/100 RQD, P/E 12.3x, ROIC 19.8%, cap $1.42B) and WLTH (Wealthfront Corporation) posts a D grade (50/100 RQD, P/E N/A, ROIC -6.8%, cap $1.60B). Among the 5-stock peer group, ATLC leads on earnings multiple (12.3x) while PGY leads on capital efficiency (85.0% ROIC).
Per PWP's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0001777835), Perella Weinberg Partners (Class A) generated $750.9M in revenue (-14.5% YoY), $48.0M in net income, and $30.5M in free cash flow against $797.6M in total assets and $0 in total debt. Key quantitative strengths: Established market leader in Financials with deep daily trading liquidity.. Primary risk factors monitored: Sensitive to high interest rates and tighter Federal Reserve market liquidity.. Institutional options positioning shows a 50% call / 50% put premium split.
PWP last traded at $14.73 (+5.21% on volume of 2,296,632 shares), positioning the stock +0.34% above its 50-day simple moving average ($14.68) and -15.15% below its 200-day simple moving average ($17.36). Across its 52-week range of $12.13 to $25.92, PWP sits at the 18.9% percentile with a 14-day RSI of 55.4 (BULLISH MOMENTUM) and an implied next-earnings move of ±12.5% ($12.89 to $16.57).
Why PWP Stock surged +5.21% Today — RQD Quant Desk Flash. Stretched risk/reward at 28x P/E (56% return on capital) under elevated 10-year interest-rate pressure.
Per the Roarable RQD rating, PWP scores 49 out of 100, a letter grade of D, with the verdict "Roarable Sell — Underperform / Distribution Warning." The five pillars are:
Taken together, the rating points to a stock whose return on capital is strong on paper but whose cash generation, institutional support, and macro fit are weak. For a prospective investor evaluating the stock today, the upside case rests on the ROIC figure and a 8.19% price change in the latest session, while the valuation tradeoff is a P/E (TTM) of 28.4 against EPS (TTM) of 0.49. The distribution warning in the verdict label is the rating's explicit signal that the risk-reward profile currently skews unfavorably.
Perella Weinberg Partners (Class A) is a NASDAQ-listed issuer in the Financials sector and Finance: Consumer Services industry, per the company profile. Per the company profile, the market capitalization is $1.4B. Per the market data, the gross margin is 0%, the operating margin is 6.4%, and the net margin is 6.4%. Products, customers, and revenue model details are not available in source data.
| Period | Revenue | Operating Income | Net Income | EPS | FCF | Cash | Debt |
|---|---|---|---|---|---|---|---|
| FY 2025 | $750.9M | $48.0M | $48.0M | N/A | $30.5M | $255.9M | N/A |
| FY 2024 | $878.0M | $-78.5M | $-89.0M | N/A | $207.0M | $331.6M | N/A |
| FY 2023 | $648.7M | $-115.1M | $-112.0M | N/A | $145.9M | N/A | N/A |
Per the SEC financials, operating and net income turned positive in FY 2025 at $48.0M after losses of $-78.5M and $-115.1M in FY 2024 and FY 2023 respectively. Per the market data, the operating margin is 6.4% and ROIC is 55.7%. Per the Roarable RQD rating, the Altman Z-Score is 2.5, the Piotroski F-Score is 4/9, and Debt/Equity is 0.5, indicating a mid-range balance sheet posture. Free cash flow declined from $207.0M in FY 2024 to $30.5M in FY 2025.
Per the recent news and catalysts section, six items cover PWP. Headlines include a Yahoo Finance report describing the stock as rallying as Q3 results expose margin strain, and a Financial Times report that Perella Weinberg and Piper Sandler abandoned merger talks, flagged YELLOW. A TradingView preview notes the company reports Q3 results the following day, also flagged YELLOW. Other items, from Stocktwits, GuruFocus, and Yahoo! Finance Canada, are flagged GREEN as catalysts. GuruFocus assigns a GF Score of 69/100 per its headline. Per the Butterfly Supply-Chain Graph, no proprietary signals or supply-chain links are provided.
Per the Butterfly Supply-Chain Graph, supply chain is NONE and butterfly links are empty, so upstream and downstream dependencies cannot be mapped from source data. Sector correlations are not available in source data. Investors should watch whether the Q3 margin strain noted in the news wire feeds into the FY 2025 operating margin of 6.4%, and whether the terminated merger talks reported by the Financial Times affect the company's strategic direction.
Real-time company headlines, analyst actions, and sector developments for Perella Weinberg Partners (Class A) (PWP) • Click "Debate This Headline" to argue it in the Roar Pit below
Yahoo Finance report covering Perella Weinberg Partners (Class A) (PWP) market action, institutional positioning, and fundamental catalysts.
Stocktwits report covering Perella Weinberg Partners (Class A) (PWP) market action, institutional positioning, and fundamental catalysts.
Financial Times report covering Perella Weinberg Partners (Class A) (PWP) market action, institutional positioning, and fundamental catalysts.
GuruFocus report covering Perella Weinberg Partners (Class A) (PWP) market action, institutional positioning, and fundamental catalysts.
Yahoo! Finance Canada report covering Perella Weinberg Partners (Class A) (PWP) market action, institutional positioning, and fundamental catalysts.
TradingView report covering Perella Weinberg Partners (Class A) (PWP) market action, institutional positioning, and fundamental catalysts.
Simply Wall St report covering Perella Weinberg Partners (Class A) (PWP) market action, institutional positioning, and fundamental catalysts.
MarketBeat report covering Perella Weinberg Partners (Class A) (PWP) market action, institutional positioning, and fundamental catalysts.
Welcome to the PWP (Perella Weinberg Partners (Class A)) Roar Pit. Current RQD Composite is 49/100 (Roarable Sell — Underperform / Distribution Warning) in Finance: Consumer Services. Bulls point to capital efficiency (55.7% ROIC), while bears focus on macro rate sensitivity and margin execution. Pick your side (🐂 Bull or 🐻 Bear) and drop your price target below.
Everyone in here is repeating the bull case on PWP, but look at what you are paying: 28.4x trailing P/E with tightening sector spreads. Unless Perella Weinberg Partners (Class A) expands free cash flow yield next quarter, I would rather wait for a pullback closer to the 200-day moving average before touching this.
Looking at the 5-pillar RQD breakdown on PWP, the market is fixating on short-term headline noise in Finance: Consumer Services and ignoring the balance sheet and cash flow trajectory. At $14.00 (52-wk range $12.13 - $25.92), any beat on forward guidance forces shorts and underweight funds to chase.
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