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Perella Weinberg Partners (PWP) Competitors

Perella Weinberg Partners logo
$16.61 +0.64 (+4.01%)
As of 08/21/2026 04:00 PM Eastern

PWP vs. CG, EVR, HLI, JEF, and KKR

Should you buy Perella Weinberg Partners stock or one of its competitors? Perella Weinberg Partners's main competitors and comparable companies include Carlyle Group (CG), Evercore (EVR), Houlihan Lokey (HLI), Jefferies Financial Group (JEF), and KKR & Co. Inc. (KKR). Companies are selected based on similarities in market, industry, and size. These companies are all part of the "capital markets" industry.

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 compare the two businesses based on the strength of their earnings, risk, media sentiment, analyst recommendations, institutional ownership, dividends, valuation and profitability.

55.9% of Carlyle Group shares are owned by institutional investors. Comparatively, 41.1% of Perella Weinberg Partners shares are owned by institutional investors. 25.4% of Carlyle Group 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 endowments, hedge funds and large money managers believe a company will outperform the market over the long term.

Carlyle Group has a beta of 1.83, meaning that its share price is 83% 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.

Carlyle Group pays an annual dividend of $1.40 per share and has a dividend yield of 2.8%. Perella Weinberg Partners pays an annual dividend of $0.28 per share and has a dividend yield of 1.7%. Carlyle Group pays out 145.8% 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 107.7% 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.

Carlyle Group has a net margin of 10.08% compared to Perella Weinberg Partners' net margin of 3.19%. Carlyle Group's return on equity of 22.52% beat Perella Weinberg Partners' return on equity.

Company Net Margins Return on Equity Return on Assets
Carlyle Group10.08% 22.52% 5.62%
Perella Weinberg Partners 3.19%-35.84%8.40%

Carlyle Group currently has a consensus price target of $59.31, suggesting a potential upside of 20.13%. Perella Weinberg Partners has a consensus price target of $22.00, suggesting a potential upside of 32.45%. Given Perella Weinberg Partners' higher possible upside, analysts plainly believe Perella Weinberg Partners is more favorable than Carlyle Group.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Carlyle Group
1 Sell rating(s)
7 Hold rating(s)
7 Buy rating(s)
0 Strong Buy rating(s)
2.40
Perella Weinberg Partners
1 Sell rating(s)
1 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
2.25

In the previous week, Carlyle Group had 10 more articles in the media than Perella Weinberg Partners. MarketBeat recorded 12 mentions for Carlyle Group and 2 mentions for Perella Weinberg Partners. Carlyle Group's average media sentiment score of 1.34 beat Perella Weinberg Partners' score of 0.59 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
10 Very Positive mention(s)
0 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Perella Weinberg Partners
1 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

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$4.78B3.68$808.70M$0.9651.43
Perella Weinberg Partners$750.90M2.08$35.48M$0.2663.88

Summary

Carlyle Group beats Perella Weinberg Partners on 14 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 better investment? We will contrast the two businesses based on the strength of their dividends, profitability, media sentiment, earnings, institutional ownership, risk, analyst recommendations and valuation.

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 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 company is poised for long-term growth.

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$4.71B2.40$591.92M$17.6916.50
Perella Weinberg Partners$750.90M2.08$35.48M$0.2663.88

Evercore pays an annual dividend of $3.56 per share and has a dividend yield of 1.2%. Perella Weinberg Partners pays an annual dividend of $0.28 per share and has a dividend yield of 1.7%. Evercore pays out 20.1% of its earnings in the form of a dividend. Perella Weinberg Partners pays out 107.7% 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 has a beta of 1.51, suggesting that its stock price is 51% 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.

Evercore currently has a consensus target price of $380.67, suggesting a potential upside of 30.43%. Perella Weinberg Partners has a consensus target price of $22.00, suggesting a potential upside of 32.45%. Given Perella Weinberg Partners' higher possible upside, analysts clearly 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)
5 Hold rating(s)
6 Buy rating(s)
0 Strong Buy rating(s)
2.55
Perella Weinberg Partners
1 Sell rating(s)
1 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
2.25

Evercore has a net margin of 15.74% compared to Perella Weinberg Partners' net margin of 3.19%. Evercore's return on equity of 39.11% beat Perella Weinberg Partners' return on equity.

Company Net Margins Return on Equity Return on Assets
Evercore15.74% 39.11% 18.05%
Perella Weinberg Partners 3.19%-35.84%8.40%

In the previous week, Evercore and Evercore both had 2 articles in the media. Evercore's average media sentiment score of 0.99 beat Perella Weinberg Partners' score of 0.59 indicating that Evercore is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Evercore
1 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Perella Weinberg Partners
1 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Summary

Evercore beats Perella Weinberg Partners on 13 of the 18 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 contrast the two businesses based on the strength of their valuation, analyst recommendations, earnings, media sentiment, dividends, profitability, risk and institutional ownership.

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%-35.84%8.40%

In the previous week, Houlihan Lokey had 1 more articles in the media than Perella Weinberg Partners. MarketBeat recorded 3 mentions for Houlihan Lokey and 2 mentions for Perella Weinberg Partners. Houlihan Lokey's average media sentiment score of 0.90 beat Perella Weinberg Partners' score of 0.59 indicating that Houlihan Lokey is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Houlihan Lokey
2 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Perella Weinberg Partners
1 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

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$2.62B3.40$425.70M$5.9521.65
Perella Weinberg Partners$750.90M2.08$35.48M$0.2663.88

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

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 1.7%. Houlihan Lokey pays out 47.1% of its earnings in the form of a dividend. Perella Weinberg Partners pays out 107.7% 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 increased 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 presently has a consensus target price of $166.38, indicating a potential upside of 29.13%. Perella Weinberg Partners has a consensus target price of $22.00, indicating a potential upside of 32.45%. Given Perella Weinberg Partners' higher possible upside, analysts clearly believe Perella Weinberg Partners is more favorable than Houlihan Lokey.

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

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

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 business? We will contrast the two companies based on the strength of their analyst recommendations, earnings, risk, valuation, profitability, media sentiment, institutional ownership and dividends.

In the previous week, Jefferies Financial Group had 22 more articles in the media than Perella Weinberg Partners. MarketBeat recorded 24 mentions for Jefferies Financial Group and 2 mentions for Perella Weinberg Partners. Jefferies Financial Group's average media sentiment score of 0.89 beat Perella Weinberg Partners' score of 0.59 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
18 Very Positive mention(s)
1 Positive mention(s)
2 Neutral mention(s)
2 Negative mention(s)
1 Very Negative mention(s)
Positive
Perella Weinberg Partners
1 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

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%-35.84%8.40%

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

Jefferies Financial Group currently has a consensus price target of $62.63, indicating a potential upside of 19.63%. Perella Weinberg Partners has a consensus price target of $22.00, indicating a potential upside of 32.45%. 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

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

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$10.82B0.94$710.47M$3.5814.62
Perella Weinberg Partners$750.90M2.08$35.48M$0.2663.88

Jefferies Financial Group pays an annual dividend of $1.60 per share and has a dividend yield of 3.1%. Perella Weinberg Partners pays an annual dividend of $0.28 per share and has a dividend yield of 1.7%. Jefferies Financial Group pays out 44.7% of its earnings in the form of a dividend. Perella Weinberg Partners pays out 107.7% 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 raised 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.

Summary

Jefferies Financial Group beats Perella Weinberg Partners on 12 of the 18 factors compared between the two stocks.

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

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

KKR & Co. Inc. pays an annual dividend of $0.78 per share and has a dividend yield of 0.7%. Perella Weinberg Partners pays an annual dividend of $0.28 per share and has a dividend yield of 1.7%. KKR & Co. Inc. pays out 24.8% of its earnings in the form of a dividend. Perella Weinberg Partners pays out 107.7% 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. has raised its dividend for 5 consecutive years.

KKR & Co. Inc. has a beta of 1.78, suggesting that its stock price is 78% 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.

KKR & Co. Inc. currently has a consensus price target of $127.75, indicating a potential upside of 17.64%. Perella Weinberg Partners has a consensus price target of $22.00, indicating a potential upside of 32.45%. Given Perella Weinberg Partners' higher possible upside, analysts clearly believe Perella Weinberg Partners is more favorable than KKR & Co. Inc..

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
KKR & Co. Inc.
0 Sell rating(s)
3 Hold rating(s)
12 Buy rating(s)
0 Strong Buy rating(s)
2.80
Perella Weinberg Partners
1 Sell rating(s)
1 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
2.25

In the previous week, KKR & Co. Inc. had 41 more articles in the media than Perella Weinberg Partners. MarketBeat recorded 43 mentions for KKR & Co. Inc. and 2 mentions for Perella Weinberg Partners. KKR & Co. Inc.'s average media sentiment score of 1.38 beat Perella Weinberg Partners' score of 0.59 indicating that KKR & Co. Inc. is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
KKR & Co. Inc.
35 Very Positive mention(s)
4 Positive mention(s)
4 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Perella Weinberg Partners
1 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

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
KKR & Co. Inc.$19.46B5.01$2.37B$3.1434.58
Perella Weinberg Partners$750.90M2.08$35.48M$0.2663.88

76.3% of KKR & Co. Inc. shares are owned by institutional investors. Comparatively, 41.1% of Perella Weinberg Partners shares are owned by institutional investors. 23.2% of KKR & Co. Inc. 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 endowments, large money managers and hedge funds believe a company is poised for long-term growth.

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 5.88% beat Perella Weinberg Partners' return on equity.

Company Net Margins Return on Equity Return on Assets
KKR & Co. Inc.14.41% 5.88% 1.07%
Perella Weinberg Partners 3.19%-35.84%8.40%

Summary

KKR & Co. Inc. beats Perella Weinberg Partners on 14 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$1.56B$5.66B$13.63B$12.85B
Dividend Yield1.69%7.38%5.89%11.08%
P/E Ratio63.8939.0929.6124.24
Price / Sales2.081,235.25516.5799.81
Price / Cash15.9148.3138.1953.99
Price / Book-33.902.132.186.20
Net Income$35.48M$416.48M$1.31B$348.59M
7 Day Performance-4.43%-0.25%-0.30%0.08%
1 Month Performance11.03%2.06%2.37%3.88%
1 Year Performance-25.85%5.71%9.68%16.98%

Perella Weinberg Partners Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
PWP
Perella Weinberg Partners
2.9255 of 5 stars
$16.61
+4.0%
$22.00
+32.5%
-25.8%$1.56B$750.90M63.89600
CG
Carlyle Group
3.9974 of 5 stars
$48.37
-0.4%
$59.31
+22.6%
-23.7%$17.24B$4.78B50.392,500
EVR
Evercore
4.9919 of 5 stars
$298.02
-1.7%
$380.67
+27.7%
-8.9%$11.53B$3.86B16.852,570
HLI
Houlihan Lokey
4.8154 of 5 stars
$127.43
+1.8%
$166.38
+30.6%
-34.7%$8.80B$2.52B21.421,100
JEF
Jefferies Financial Group
4.766 of 5 stars
$53.84
-1.3%
$62.63
+16.3%
-16.3%$10.43B$11.85B15.047,787

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This page (NASDAQ:PWP) was last updated on 8/23/2026 by MarketBeat.com Staff.
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