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Perella Weinberg Partners (PWP) Competitors

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$17.65 0.00 (0.00%)
Closing price 07/31/2026 04:00 PM Eastern
Extended Trading
$17.67 +0.02 (+0.11%)
As of 07/31/2026 07:35 PM Eastern
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PWP vs. CG, EVR, HLI, JEF, and KKR

Should you buy Perella Weinberg Partners stock or one of its competitors? MarketBeat compares Perella Weinberg Partners with other companies and stocks that may be similar based on industry, sector, market capitalization, business model, investor interest, or shared news coverage. Companies and stocks commonly compared with Perella Weinberg Partners include Carlyle Group (CG), Evercore (EVR), Houlihan Lokey (HLI), Jefferies Financial Group (JEF), and KKR & Co. Inc. (KKR). These companies are all part of the "finance" sector.

How does Perella Weinberg Partners compare to Carlyle Group?

Carlyle Group (NASDAQ:CG) and Perella Weinberg Partners (NASDAQ:PWP) are both finance companies, but which is the better investment? We will contrast the two businesses based on the strength of their valuation, risk, earnings, dividends, media sentiment, analyst recommendations, institutional ownership and profitability.

Carlyle Group currently has a consensus price target of $60.07, indicating a potential upside of 30.53%. Perella Weinberg Partners has a consensus price target of $21.50, indicating a potential upside of 21.81%. Given Carlyle Group's stronger consensus rating and higher probable upside, analysts plainly believe Carlyle Group is more favorable than Perella Weinberg Partners.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Carlyle Group
1 Sell rating(s)
8 Hold rating(s)
7 Buy rating(s)
0 Strong Buy rating(s)
2.38
Perella Weinberg Partners
1 Sell rating(s)
1 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
2.25

Carlyle Group pays an annual dividend of $1.40 per share and has a dividend yield of 3.0%. Perella Weinberg Partners pays an annual dividend of $0.28 per share and has a dividend yield of 1.6%. Carlyle Group pays out 95.9% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Perella Weinberg Partners pays out 116.7% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Carlyle Group has raised its dividend for 4 consecutive years. Carlyle Group is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

In the previous week, Perella Weinberg Partners had 5 more articles in the media than Carlyle Group. MarketBeat recorded 20 mentions for Perella Weinberg Partners and 15 mentions for Carlyle Group. Carlyle Group's average media sentiment score of 0.78 beat Perella Weinberg Partners' score of 0.49 indicating that Carlyle Group is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Carlyle Group
6 Very Positive mention(s)
2 Positive mention(s)
6 Neutral mention(s)
0 Negative mention(s)
1 Very Negative mention(s)
Positive
Perella Weinberg Partners
4 Very Positive mention(s)
3 Positive mention(s)
9 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Neutral

Carlyle Group has a net margin of 13.46% compared to Perella Weinberg Partners' net margin of 3.19%. Carlyle Group's return on equity of 20.95% beat Perella Weinberg Partners' return on equity.

Company Net Margins Return on Equity Return on Assets
Carlyle Group13.46% 20.95% 5.28%
Perella Weinberg Partners 3.19%-28.98%8.29%

55.9% of Carlyle Group shares are held by institutional investors. Comparatively, 41.1% of Perella Weinberg Partners shares are held by institutional investors. 25.4% of Carlyle Group shares are held by insiders. Comparatively, 26.1% of Perella Weinberg Partners shares are held by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock will outperform the market over the long term.

Carlyle Group has a beta of 1.82, suggesting that its stock price is 82% more volatile than the broader market. Comparatively, Perella Weinberg Partners has a beta of 1.64, suggesting that its stock price is 64% more volatile than the broader market.

Carlyle Group has higher revenue and earnings than Perella Weinberg Partners. Carlyle Group is trading at a lower price-to-earnings ratio than Perella Weinberg Partners, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Carlyle Group$4.78B3.47$808.70M$1.4631.52
Perella Weinberg Partners$750.90M2.18$35.48M$0.2473.54

Summary

Carlyle Group beats Perella Weinberg Partners on 15 of the 19 factors compared between the two stocks.

How does Perella Weinberg Partners compare to Evercore?

Evercore (NYSE:EVR) and Perella Weinberg Partners (NASDAQ:PWP) are both finance companies, but which is the superior investment? We will compare the two companies based on the strength of their valuation, profitability, dividends, media sentiment, risk, analyst recommendations, earnings and institutional ownership.

Evercore has a net margin of 15.74% compared to Perella Weinberg Partners' net margin of 3.19%. Evercore's return on equity of 39.17% beat Perella Weinberg Partners' return on equity.

Company Net Margins Return on Equity Return on Assets
Evercore15.74% 39.17% 18.05%
Perella Weinberg Partners 3.19%-28.98%8.29%

Evercore has a beta of 1.51, indicating that its stock price is 51% more volatile than the broader market. Comparatively, Perella Weinberg Partners has a beta of 1.64, indicating that its stock price is 64% more volatile than the broader market.

Evercore pays an annual dividend of $3.56 per share and has a dividend yield of 1.1%. Perella Weinberg Partners pays an annual dividend of $0.28 per share and has a dividend yield of 1.6%. Evercore pays out 20.1% of its earnings in the form of a dividend. Perella Weinberg Partners pays out 116.7% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Evercore has increased its dividend for 18 consecutive years.

Evercore presently has a consensus price target of $382.89, suggesting a potential upside of 19.14%. Perella Weinberg Partners has a consensus price target of $21.50, suggesting a potential upside of 21.81%. Given Perella Weinberg Partners' higher probable upside, analysts plainly believe Perella Weinberg Partners is more favorable than Evercore.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Evercore
0 Sell rating(s)
4 Hold rating(s)
6 Buy rating(s)
1 Strong Buy rating(s)
2.73
Perella Weinberg Partners
1 Sell rating(s)
1 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
2.25

Evercore has higher revenue and earnings than Perella Weinberg Partners. Evercore is trading at a lower price-to-earnings ratio than Perella Weinberg Partners, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Evercore$3.86B3.22$591.92M$17.6918.17
Perella Weinberg Partners$750.90M2.18$35.48M$0.2473.54

86.2% of Evercore shares are owned by institutional investors. Comparatively, 41.1% of Perella Weinberg Partners shares are owned by institutional investors. 3.5% of Evercore shares are owned by insiders. Comparatively, 26.1% of Perella Weinberg Partners shares are owned by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company is poised for long-term growth.

In the previous week, Perella Weinberg Partners had 8 more articles in the media than Evercore. MarketBeat recorded 20 mentions for Perella Weinberg Partners and 12 mentions for Evercore. Perella Weinberg Partners' average media sentiment score of 0.49 beat Evercore's score of 0.31 indicating that Perella Weinberg Partners is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Evercore
2 Very Positive mention(s)
2 Positive mention(s)
6 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
Perella Weinberg Partners
4 Very Positive mention(s)
3 Positive mention(s)
9 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Neutral

Summary

Evercore beats Perella Weinberg Partners on 13 of the 20 factors compared between the two stocks.

How does Perella Weinberg Partners compare to Houlihan Lokey?

Houlihan Lokey (NYSE:HLI) and Perella Weinberg Partners (NASDAQ:PWP) are both finance companies, but which is the better stock? We will compare the two businesses based on the strength of their risk, valuation, earnings, profitability, dividends, analyst recommendations, institutional ownership and media sentiment.

In the previous week, Houlihan Lokey had 14 more articles in the media than Perella Weinberg Partners. MarketBeat recorded 34 mentions for Houlihan Lokey and 20 mentions for Perella Weinberg Partners. Perella Weinberg Partners' average media sentiment score of 0.49 beat Houlihan Lokey's score of 0.26 indicating that Perella Weinberg Partners is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Houlihan Lokey
10 Very Positive mention(s)
2 Positive mention(s)
10 Neutral mention(s)
5 Negative mention(s)
2 Very Negative mention(s)
Neutral
Perella Weinberg Partners
4 Very Positive mention(s)
3 Positive mention(s)
9 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Neutral

Houlihan Lokey has a net margin of 16.10% compared to Perella Weinberg Partners' net margin of 3.19%. Houlihan Lokey's return on equity of 20.20% beat Perella Weinberg Partners' return on equity.

Company Net Margins Return on Equity Return on Assets
Houlihan Lokey16.10% 20.20% 11.71%
Perella Weinberg Partners 3.19%-28.98%8.29%

Houlihan Lokey has a beta of 0.95, indicating that its stock price is 5% less volatile than the broader market. Comparatively, Perella Weinberg Partners has a beta of 1.64, indicating that its stock price is 64% more volatile than the broader market.

Houlihan Lokey currently has a consensus price target of $174.63, indicating a potential upside of 39.47%. Perella Weinberg Partners has a consensus price target of $21.50, indicating a potential upside of 21.81%. Given Houlihan Lokey's stronger consensus rating and higher probable upside, research analysts clearly believe Houlihan Lokey is more favorable than Perella Weinberg Partners.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Houlihan Lokey
0 Sell rating(s)
5 Hold rating(s)
5 Buy rating(s)
0 Strong Buy rating(s)
2.50
Perella Weinberg Partners
1 Sell rating(s)
1 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
2.25

78.1% of Houlihan Lokey shares are owned by institutional investors. Comparatively, 41.1% of Perella Weinberg Partners shares are owned by institutional investors. 22.5% of Houlihan Lokey shares are owned by company insiders. Comparatively, 26.1% of Perella Weinberg Partners shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock is poised for long-term growth.

Houlihan Lokey pays an annual dividend of $2.80 per share and has a dividend yield of 2.2%. Perella Weinberg Partners pays an annual dividend of $0.28 per share and has a dividend yield of 1.6%. Houlihan Lokey pays out 47.1% of its earnings in the form of a dividend. Perella Weinberg Partners pays out 116.7% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Houlihan Lokey has raised its dividend for 9 consecutive years. Houlihan Lokey is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

Houlihan Lokey has higher revenue and earnings than Perella Weinberg Partners. Houlihan Lokey is trading at a lower price-to-earnings ratio than Perella Weinberg Partners, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Houlihan Lokey$2.62B3.30$425.70M$5.9521.04
Perella Weinberg Partners$750.90M2.18$35.48M$0.2473.54

Summary

Houlihan Lokey beats Perella Weinberg Partners on 15 of the 19 factors compared between the two stocks.

How does Perella Weinberg Partners compare to Jefferies Financial Group?

Jefferies Financial Group (NYSE:JEF) and Perella Weinberg Partners (NASDAQ:PWP) are both finance companies, but which is the better stock? We will contrast the two companies based on the strength of their media sentiment, institutional ownership, dividends, risk, analyst recommendations, profitability, valuation and earnings.

Jefferies Financial Group presently has a consensus price target of $62.63, indicating a potential upside of 14.44%. Perella Weinberg Partners has a consensus price target of $21.50, indicating a potential upside of 21.81%. Given Perella Weinberg Partners' higher probable upside, analysts plainly believe Perella Weinberg Partners is more favorable than Jefferies Financial Group.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Jefferies Financial Group
0 Sell rating(s)
5 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
2.29
Perella Weinberg Partners
1 Sell rating(s)
1 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
2.25

Jefferies Financial Group has a net margin of 7.58% compared to Perella Weinberg Partners' net margin of 3.19%. Jefferies Financial Group's return on equity of 9.23% beat Perella Weinberg Partners' return on equity.

Company Net Margins Return on Equity Return on Assets
Jefferies Financial Group7.58% 9.23% 1.31%
Perella Weinberg Partners 3.19%-28.98%8.29%

Jefferies Financial Group pays an annual dividend of $1.60 per share and has a dividend yield of 2.9%. Perella Weinberg Partners pays an annual dividend of $0.28 per share and has a dividend yield of 1.6%. Jefferies Financial Group pays out 44.7% of its earnings in the form of a dividend. Perella Weinberg Partners pays out 116.7% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Jefferies Financial Group has increased its dividend for 2 consecutive years. Jefferies Financial Group is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

60.9% of Jefferies Financial Group shares are held by institutional investors. Comparatively, 41.1% of Perella Weinberg Partners shares are held by institutional investors. 19.9% of Jefferies Financial Group shares are held by company insiders. Comparatively, 26.1% of Perella Weinberg Partners shares are held by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company will outperform the market over the long term.

Jefferies Financial Group has a beta of 1.54, meaning that its share price is 54% more volatile than the broader market. Comparatively, Perella Weinberg Partners has a beta of 1.64, meaning that its share price is 64% more volatile than the broader market.

Jefferies Financial Group has higher revenue and earnings than Perella Weinberg Partners. Jefferies Financial Group is trading at a lower price-to-earnings ratio than Perella Weinberg Partners, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Jefferies Financial Group$11.85B0.90$710.47M$3.5815.29
Perella Weinberg Partners$750.90M2.18$35.48M$0.2473.54

In the previous week, Perella Weinberg Partners had 4 more articles in the media than Jefferies Financial Group. MarketBeat recorded 20 mentions for Perella Weinberg Partners and 16 mentions for Jefferies Financial Group. Jefferies Financial Group's average media sentiment score of 1.08 beat Perella Weinberg Partners' score of 0.49 indicating that Jefferies Financial Group is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Jefferies Financial Group
8 Very Positive mention(s)
4 Positive mention(s)
1 Neutral mention(s)
3 Negative mention(s)
0 Very Negative mention(s)
Positive
Perella Weinberg Partners
4 Very Positive mention(s)
3 Positive mention(s)
9 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Neutral

Summary

Jefferies Financial Group beats Perella Weinberg Partners on 11 of the 18 factors compared between the two stocks.

How does Perella Weinberg Partners compare to KKR & Co. Inc.?

Perella Weinberg Partners (NASDAQ:PWP) and KKR & Co. Inc. (NYSE:KKR) are both finance companies, but which is the better business? We will compare the two companies based on the strength of their earnings, valuation, risk, institutional ownership, dividends, profitability, media sentiment and analyst recommendations.

Perella Weinberg Partners has a beta of 1.64, indicating that its share price is 64% more volatile than the broader market. Comparatively, KKR & Co. Inc. has a beta of 1.78, indicating that its share price is 78% more volatile than the broader market.

Perella Weinberg Partners pays an annual dividend of $0.28 per share and has a dividend yield of 1.6%. KKR & Co. Inc. pays an annual dividend of $0.78 per share and has a dividend yield of 0.8%. Perella Weinberg Partners pays out 116.7% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. KKR & Co. Inc. pays out 24.8% of its earnings in the form of a dividend. KKR & Co. Inc. has increased its dividend for 5 consecutive years.

KKR & Co. Inc. has a net margin of 14.41% compared to Perella Weinberg Partners' net margin of 3.19%. KKR & Co. Inc.'s return on equity of 5.89% beat Perella Weinberg Partners' return on equity.

Company Net Margins Return on Equity Return on Assets
Perella Weinberg Partners3.19% -28.98% 8.29%
KKR & Co. Inc. 14.41%5.89%1.07%

Perella Weinberg Partners presently has a consensus price target of $21.50, suggesting a potential upside of 21.81%. KKR & Co. Inc. has a consensus price target of $129.75, suggesting a potential upside of 27.59%. Given KKR & Co. Inc.'s stronger consensus rating and higher possible upside, analysts plainly believe KKR & Co. Inc. is more favorable than Perella Weinberg Partners.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Perella Weinberg Partners
1 Sell rating(s)
1 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
2.25
KKR & Co. Inc.
0 Sell rating(s)
3 Hold rating(s)
11 Buy rating(s)
0 Strong Buy rating(s)
2.79

KKR & Co. Inc. has higher revenue and earnings than Perella Weinberg Partners. KKR & Co. Inc. is trading at a lower price-to-earnings ratio than Perella Weinberg Partners, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Perella Weinberg Partners$750.90M2.18$35.48M$0.2473.54
KKR & Co. Inc.$19.46B4.69$2.37B$3.1432.39

In the previous week, KKR & Co. Inc. had 16 more articles in the media than Perella Weinberg Partners. MarketBeat recorded 36 mentions for KKR & Co. Inc. and 20 mentions for Perella Weinberg Partners. KKR & Co. Inc.'s average media sentiment score of 1.21 beat Perella Weinberg Partners' score of 0.49 indicating that KKR & Co. Inc. is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Perella Weinberg Partners
4 Very Positive mention(s)
3 Positive mention(s)
9 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Neutral
KKR & Co. Inc.
19 Very Positive mention(s)
5 Positive mention(s)
8 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

41.1% of Perella Weinberg Partners shares are held by institutional investors. Comparatively, 76.3% of KKR & Co. Inc. shares are held by institutional investors. 26.1% of Perella Weinberg Partners shares are held by insiders. Comparatively, 23.2% of KKR & Co. Inc. shares are held by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock will outperform the market over the long term.

Summary

KKR & Co. Inc. beats Perella Weinberg Partners on 15 of the 19 factors compared between the two stocks.

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New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding PWP and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of NASDAQ and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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PWP vs. The Competition

MetricPerella Weinberg PartnersCapital Markets IndustryFinance SectorNASDAQ Exchange
Market Cap$1.64B$5.46B$13.87B$12.42B
Dividend Yield1.59%7.51%5.95%10.03%
P/E Ratio67.8936.7828.6824.66
Price / Sales2.181,121.76465.5276.51
Price / Cash16.9184.8844.5046.71
Price / Book-12.343.693.686.07
Net Income$35.48M$417.14M$1.31B$347.99M
7 Day Performance9.15%7.86%3.70%-0.44%
1 Month Performance7.16%-1.16%0.13%-4.81%
1 Year Performance-15.83%5.77%13.07%18.61%

Perella Weinberg Partners Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
PWP
Perella Weinberg Partners
2.0595 of 5 stars
$17.65
flat
$21.50
+21.8%
-15.8%$1.64B$750.90M67.89600
CG
Carlyle Group
4.3937 of 5 stars
$46.47
+0.4%
$60.07
+29.3%
-21.6%$16.73B$4.78B31.832,500
EVR
Evercore
4.9687 of 5 stars
$339.76
-0.1%
$389.89
+14.8%
+9.6%$13.14B$3.86B19.162,570
HLI
Houlihan Lokey
4.953 of 5 stars
$145.32
+2.9%
$180.50
+24.2%
-34.0%$10.04B$2.62B23.361,100
JEF
Jefferies Financial Group
4.7413 of 5 stars
$57.18
+1.7%
$62.63
+9.5%
-2.2%$11.08B$11.85B15.977,787

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This page (NASDAQ:PWP) was last updated on 8/3/2026 by MarketBeat.com Staff.
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