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Perella Weinberg Partners (PWP) Competitors

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$14.79 -0.38 (-2.50%)
Closing price 09/11/2026 04:00 PM Eastern
Extended Trading
$14.80 +0.01 (+0.07%)
As of 09/11/2026 07:30 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? 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?

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

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
Perella Weinberg Partners3.19% -35.84% 8.40%
Carlyle Group 10.08%22.52%5.62%

In the previous week, Carlyle Group had 8 more articles in the media than Perella Weinberg Partners. MarketBeat recorded 10 mentions for Carlyle Group and 2 mentions for Perella Weinberg Partners. Perella Weinberg Partners' average media sentiment score of 1.77 beat Carlyle Group's score of 0.99 indicating that Perella Weinberg Partners is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Perella Weinberg Partners
1 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive
Carlyle Group
6 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 pays an annual dividend of $0.28 per share and has a dividend yield of 1.9%. Carlyle Group pays an annual dividend of $1.40 per share and has a dividend yield of 3.3%. 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 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. Carlyle Group has increased 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 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
Perella Weinberg Partners$750.90M1.85$35.48M$0.2656.88
Carlyle Group$4.78B3.16$808.70M$0.9644.10

Perella Weinberg Partners currently has a consensus target price of $22.00, indicating a potential upside of 48.75%. Carlyle Group has a consensus target price of $59.31, indicating a potential upside of 40.07%. Given Perella Weinberg Partners' higher probable upside, research analysts clearly believe Perella Weinberg Partners is more favorable than Carlyle Group.

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
Carlyle Group
1 Sell rating(s)
7 Hold rating(s)
7 Buy rating(s)
0 Strong Buy rating(s)
2.40

Perella Weinberg Partners has a beta of 1.62, meaning that its stock price is 62% more volatile than the broader market. Comparatively, Carlyle Group has a beta of 1.84, meaning that its stock price is 84% more volatile than the broader market.

41.1% of Perella Weinberg Partners shares are owned by institutional investors. Comparatively, 55.9% of Carlyle Group shares are owned by institutional investors. 26.1% of Perella Weinberg Partners shares are owned by insiders. Comparatively, 25.4% of Carlyle Group shares are owned by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock is poised for long-term growth.

Summary

Carlyle Group beats Perella Weinberg Partners on 13 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 business? We will compare the two companies based on the strength of their media sentiment, profitability, analyst recommendations, dividends, earnings, risk, valuation and institutional ownership.

Evercore presently has a consensus target price of $380.67, suggesting a potential upside of 35.35%. Perella Weinberg Partners has a consensus target price of $22.00, suggesting a potential upside of 48.75%. Given Perella Weinberg Partners' higher probable 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)
4 Hold rating(s)
7 Buy rating(s)
0 Strong Buy rating(s)
2.64
Perella Weinberg Partners
1 Sell rating(s)
1 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
2.25

86.2% of Evercore shares are held by institutional investors. Comparatively, 41.1% of Perella Weinberg Partners shares are held by institutional investors. 3.5% of Evercore 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 is poised for long-term growth.

Evercore has a beta of 1.49, indicating that its stock price is 49% more volatile than the broader market. Comparatively, Perella Weinberg Partners has a beta of 1.62, indicating that its stock price is 62% more volatile than the broader market.

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$3.86B2.82$591.92M$17.6915.90
Perella Weinberg Partners$750.90M1.85$35.48M$0.2656.88

In the previous week, Evercore had 2 more articles in the media than Perella Weinberg Partners. MarketBeat recorded 4 mentions for Evercore and 2 mentions for Perella Weinberg Partners. Perella Weinberg Partners' average media sentiment score of 1.77 beat Evercore's score of 0.25 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
1 Very Positive mention(s)
0 Positive mention(s)
2 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Neutral
Perella Weinberg Partners
1 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive

Evercore pays an annual dividend of $3.56 per share and has a dividend yield of 1.3%. Perella Weinberg Partners pays an annual dividend of $0.28 per share and has a dividend yield of 1.9%. 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 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%

Summary

Evercore beats Perella Weinberg Partners on 13 of the 19 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 superior investment? We will contrast the two businesses based on the strength of their institutional ownership, valuation, earnings, risk, dividends, analyst recommendations, profitability and media sentiment.

In the previous week, Houlihan Lokey had 10 more articles in the media than Perella Weinberg Partners. MarketBeat recorded 12 mentions for Houlihan Lokey and 2 mentions for Perella Weinberg Partners. Perella Weinberg Partners' average media sentiment score of 1.77 beat Houlihan Lokey's score of 0.62 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
7 Very Positive mention(s)
2 Positive mention(s)
0 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Positive
Perella Weinberg Partners
1 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive

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%

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$2.62B3.61$425.70M$5.9523.03
Perella Weinberg Partners$750.90M1.85$35.48M$0.2656.88

Houlihan Lokey presently has a consensus target price of $166.38, suggesting a potential upside of 21.44%. Perella Weinberg Partners has a consensus target price of $22.00, suggesting a potential upside of 48.75%. Given Perella Weinberg Partners' higher possible upside, analysts plainly believe Perella Weinberg Partners is more favorable than Houlihan Lokey.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Houlihan Lokey
1 Sell rating(s)
4 Hold rating(s)
5 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

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 hedge funds, endowments and large money managers believe a company is poised for long-term growth.

Houlihan Lokey has a beta of 0.96, indicating that its stock price is 4% less volatile than the broader market. Comparatively, Perella Weinberg Partners has a beta of 1.62, indicating that its stock price is 62% more volatile than the broader market.

Houlihan Lokey pays an annual dividend of $2.80 per share and has a dividend yield of 2.0%. Perella Weinberg Partners pays an annual dividend of $0.28 per share and has a dividend yield of 1.9%. 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.

Summary

Houlihan Lokey beats Perella Weinberg Partners on 14 of the 19 factors compared between the two stocks.

How does Perella Weinberg Partners compare to Jefferies Financial Group?

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

41.1% of Perella Weinberg Partners shares are held by institutional investors. Comparatively, 60.9% of Jefferies Financial Group shares are held by institutional investors. 26.1% of Perella Weinberg Partners shares are held by company insiders. Comparatively, 19.9% of Jefferies Financial Group shares are held 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.

Perella Weinberg Partners has a beta of 1.62, suggesting that its stock price is 62% more volatile than the broader market. Comparatively, Jefferies Financial Group has a beta of 1.52, suggesting that its stock price is 52% more volatile than the broader market.

In the previous week, Jefferies Financial Group had 33 more articles in the media than Perella Weinberg Partners. MarketBeat recorded 35 mentions for Jefferies Financial Group and 2 mentions for Perella Weinberg Partners. Perella Weinberg Partners' average media sentiment score of 1.77 beat Jefferies Financial Group's score of 0.71 indicating that Perella Weinberg Partners is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Perella Weinberg Partners
1 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive
Jefferies Financial Group
15 Very Positive mention(s)
5 Positive mention(s)
4 Neutral mention(s)
7 Negative mention(s)
2 Very Negative mention(s)
Positive

Perella Weinberg Partners pays an annual dividend of $0.28 per share and has a dividend yield of 1.9%. Jefferies Financial Group pays an annual dividend of $1.60 per share and has a dividend yield of 3.1%. 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 pays out 44.7% of its earnings in the form of a dividend. 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.

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
Perella Weinberg Partners3.19% -35.84% 8.40%
Jefferies Financial Group 7.58%9.23%1.31%

Perella Weinberg Partners currently has a consensus price target of $22.00, indicating a potential upside of 48.75%. Jefferies Financial Group has a consensus price target of $63.63, indicating a potential upside of 22.41%. Given Perella Weinberg Partners' higher possible upside, equities research analysts clearly believe Perella Weinberg Partners is more favorable than Jefferies Financial Group.

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
Jefferies Financial Group
0 Sell rating(s)
5 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
2.29

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
Perella Weinberg Partners$750.90M1.85$35.48M$0.2656.88
Jefferies Financial Group$10.82B0.93$710.47M$3.5814.52

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

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
Perella Weinberg Partners3.19% -35.84% 8.40%
KKR & Co. Inc. 14.41%5.88%1.07%

Perella Weinberg Partners presently has a consensus price target of $22.00, indicating a potential upside of 48.75%. KKR & Co. Inc. has a consensus price target of $130.00, indicating a potential upside of 28.62%. Given Perella Weinberg Partners' higher possible upside, research 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
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)
12 Buy rating(s)
0 Strong Buy rating(s)
2.80

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$750.90M1.85$35.48M$0.2656.88
KKR & Co. Inc.$19.46B4.66$2.37B$3.1432.19

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 company insiders. Comparatively, 23.2% of KKR & Co. Inc. shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company is poised for long-term growth.

Perella Weinberg Partners has a beta of 1.62, suggesting that its share price is 62% more volatile than the broader market. Comparatively, KKR & Co. Inc. has a beta of 1.79, suggesting that its share price is 79% more volatile than the broader market.

In the previous week, KKR & Co. Inc. had 10 more articles in the media than Perella Weinberg Partners. MarketBeat recorded 12 mentions for KKR & Co. Inc. and 2 mentions for Perella Weinberg Partners. Perella Weinberg Partners' average media sentiment score of 1.77 beat KKR & Co. Inc.'s score of 1.09 indicating that Perella Weinberg Partners is being referred to more favorably in the media.

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

Perella Weinberg Partners pays an annual dividend of $0.28 per share and has a dividend yield of 1.9%. 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 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. pays out 24.8% of its earnings in the form of a dividend. KKR & Co. Inc. has increased its dividend for 5 consecutive years.

Summary

KKR & Co. Inc. beats Perella Weinberg Partners on 13 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$1.39B$5.52B$13.80B$12.85B
Dividend Yield1.89%7.47%5.94%11.71%
P/E Ratio56.8928.7023.9120.80
Price / Sales1.851,232.66509.4890.54
Price / Cash14.1747.9240.4551.52
Price / Book-10.343.532.756.20
Net Income$35.48M$418.04M$1.32B$358.50M
7 Day Performance-11.96%-1.39%-1.17%-2.35%
1 Month Performance-14.26%-1.45%0.25%-2.77%
1 Year Performance-33.53%4.83%9.27%7.63%

Perella Weinberg Partners Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
PWP
Perella Weinberg Partners
2.3784 of 5 stars
$14.79
-2.5%
$22.00
+48.7%
-34.8%$1.39B$750.90M56.89736
CG
Carlyle Group
4.6029 of 5 stars
$45.95
-2.2%
$59.31
+29.1%
-37.2%$16.37B$4.78B47.872,500
EVR
Evercore
4.9908 of 5 stars
$295.80
-0.7%
$380.67
+28.7%
-18.0%$11.44B$4.71B16.722,570
HLI
Houlihan Lokey
4.8442 of 5 stars
$135.34
-1.3%
$166.38
+22.9%
-34.2%$9.35B$2.52B22.751,100
JEF
Jefferies Financial Group
4.7147 of 5 stars
$55.62
+0.7%
$62.63
+12.6%
-22.6%$10.78B$10.82B15.547,787

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This page (NASDAQ:PWP) was last updated on 9/12/2026 by MarketBeat.com Staff.
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