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    Perella Weinberg (PWP): Valuation Check After Winning Schroders Advisory Mandate

    Simply Wall St·12/07/2025 12:19:11
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    Perella Weinberg Partners (PWP) climbed after reports that Schroders hired the firm to advise on a potential sale of its financial planning arm, Benchmark Capital. The mandate could deepen PWP’s deal pipeline and fee visibility.

    See our latest analysis for Perella Weinberg Partners.

    Even with today’s move and a recent 7 day share price return of just over 2 percent, PWP is still working through a rough patch, with a year to date share price return of around minus 21 percent. However, it has a strong three year total shareholder return comfortably above 100 percent, suggesting long term holders have still been rewarded as the firm adds mandates like the Schroders engagement.

    If this kind of deal making has your attention, it might be a good moment to scan other advisory heavyweights and related names via a curated list of fast growing stocks with high insider ownership.

    But with the shares still down sharply this year, trading at a hefty discount to analyst targets while revenue grows in double digits, is Perella Weinberg an underappreciated compounder or already fairly pricing in its next leg of growth?

    Price-to-Earnings of 26.5x: Is it justified?

    On a trailing basis, Perella Weinberg trades at a price to earnings multiple of 26.5 times, above both peers and the wider US capital markets group.

    The price to earnings ratio compares what investors pay per share today against the company’s current earnings, a common yardstick for advisory and capital markets businesses where profits can be cyclical. A higher multiple usually implies the market is baking in stronger, more durable earnings growth ahead.

    In PWP’s case, the 26.5 times earnings tag sits above the peer group average of 13.8 times. This suggests investors are already paying a premium versus comparable firms. It also stands above the broader US capital markets industry on 24.2 times. This gap implies the market is assigning PWP a richer valuation than many of its closest sector rivals, despite recent share price underperformance.

    See what the numbers say about this price — find out in our valuation breakdown.

    Result: Price-to-Earnings of 26.5x (OVERVALUED)

    However, risks remain if deal activity slows or advisory fees prove lumpier than expected. This could expose the premium valuation and pressure sentiment.

    Find out about the key risks to this Perella Weinberg Partners narrative.

    Build Your Own Perella Weinberg Partners Narrative

    If you would rather dig into the numbers yourself and frame a different story around PWP, you can build a customised view in minutes: Do it your way.

    A great starting point for your Perella Weinberg Partners research is our analysis highlighting 2 key rewards and 2 important warning signs that could impact your investment decision.

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.