Stock fact sheet · data as of
Perella Weinberg Partners (PWP): fair value, margin of safety and Wheel Score
Financial Services · Financial - Capital Markets · United States · Blend
Is PWP undervalued?
Perella Weinberg Partners (PWP) closed at 13.02 on 16 Oct 2026. The GLS average fair value - the simple average of the 7 valuation models that produced a positive number - is 14.92, so the price sits 13% below it. 4 of the 7 models value the shares above the current price. A margin of safety between 10% and 30% is where most of the Sunday Scan candidates come from.
There is a wide gap between EPV (3.32) and Payback Time (29.62). When the models are this far apart the "fair value" is really a range, and the margin of safety above should be read with that range in mind.
The nightly engine files PWP under Blend.
Nine valuation models for PWP
Each model turns the latest filed numbers into a value per share; the GLS fair value is the simple average of the ones that produce a positive number. The last two rows are shown for reference and never enter the average. The Quote page lets you switch any model off and add your own margin of safety.
| Model | Value | vs price | What it measures |
|---|---|---|---|
| DCF | - | - | Present value of the projected free cash flows, discounted at the cost of capital; no value tonight |
| Graham Number | - | - | The most a defensive investor pays for the earnings and book value per share; no value tonight |
| Graham Growth | 17.12 | +31% | Graham's growth formula: EPS × (8.5 + 2 × growth), adjusted for bond yields |
| Lynch | 7.48 | -43% | EPS × the earnings growth rate (PEG of 1), growth capped at 25% |
| GLS Growth | 18.32 | +41% | EPS compounded ten years at the blended growth rate, discounted back at 15% a year |
| 10 Cap | 24.44 | +88% | Owner's earnings (operating cash flow less maintenance capex) capitalised at 10% |
| Payback Time | 29.62 | +128% | Eight years of compounded free cash flow: the price at which the business pays for itself |
| DDM | 4.12 | -68% | Dividend discount model: next year's dividend ÷ (10% − 3% growth); needs a dividend |
| EPV | 3.32 | -74% | Earnings power value: current EPS capitalised at 9% with no growth |
| Zombie (liquidation) | -1.99 | -115% | Current assets less all liabilities, per share: the balance-sheet floor. Not in the average |
| Wall St target | 16.00 | +23% | Analysts' average 12-month price target. Not in the average |
Quality and financial health
Perella Weinberg Partners scores 5 of 9 on the Piotroski F-score: a middling result that falls one point short of the Sunday Scan's "6 or more" rule. Some of the nine tests on profitability, leverage and efficiency are failed, so the accounts are worth a look before selling a put on the name. A GLS Moat score of 2.2/10 is a weak reading: the ten-year history the score grades (revenue, EPS, book value, margins, cash flow, share count, ROIC) has not been steady, so the Moat part of the Wheel Score contributes little.
Returns on capital are high - ROIC 15.7%, ROE -27.9%, ROA 4.4% - with debt at -2.78 times equity and a free-cash-flow yield of 6.2%.
The dividend yield is 2.15% at a payout ratio of 132%; for a wheel trader holding assigned shares the dividend adds to the covered-call premium, and the ex-dividend date is worth knowing before a call is sold.
Institutional ownership scores 10/10, insider activity 1/10 and Congressional trading 10/10 on the GLS smart-money scales.
| Piotroski F-score | 5 / 9 | ROIC | 15.7% |
|---|---|---|---|
| GLS Moat | 2.2 / 10 | ROE | -27.9% |
| Debt / equity | -2.78 | ROA | 4.4% |
| Free-cash-flow yield | 6.2% | Payout ratio | 132% |
| Institutions | 10 / 10 | Insiders · Congress | 1 · 10 / 10 |
Wheel Score 65: Good
With a Wheel Score of 65 - the Good band - Perella Weinberg Partners falls just short of the Sunday Scan's "70 or higher" rule. The parts: Value 18/25, Health 11/20, Moat 3/15, Premium 17/20, Stability 15/20; Moat (3/15) scores lowest.
Implied volatility is 70% on the near-the-money contracts 20-60 days out - above the 60% ceiling of the sweet spot. Premiums are large, but the Wheel Score tapers the Premium points (17 of 20) because volatility this high usually comes with a reason. Chain open interest is 4,105 contracts across all expiries - enough for the wheel at normal size.
Volume runs at 5.8M shares a day on a market cap of $1.4B, with a beta of 1.63 - a high beta, so the stock tends to move more than the market and a strike can be gapped through; the Stability part of the Wheel Score gives that 15 of 20.
| Part | Points | From | |
|---|---|---|---|
| Value | 18 / 25 | 13% margin of safety | |
| Health | 11 / 20 | Piotroski 5/9 | |
| Moat | 3 / 15 | moat 2.2/10 | |
| Premium | 17 / 20 | implied volatility 70% | |
| Stability | 15 / 20 | 5.8M shares/day, $1.4B cap, beta 1.63 |
The Wheel Score ranks ~7,400 US stocks for selling cash-secured puts and covered calls; it is updated nightly and is not a recommendation. The walkthrough lesson shows how the score fits into a trade, start to finish.
Upcoming events
The next earnings report is due on 6 Nov 2026 (before the open), 21 days away; a 30-45-day put sold today would expire after it, which is worth weighing against the premium.
Earnings, dividend, IPO, split and economic calendars for the whole market, filterable to your watchlists.
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Start free See the Sunday ScanQuestions about PWP
Is PWP undervalued right now?
By the GLS models, moderately: at 13.02 the stock trades 13% below the average fair value of 14.92 (data as of 16 Oct 2026).
What is the Wheel Score of PWP and what does it mean?
PWP scores 65 out of 100 (Good). The Wheel Score blends the margin of safety (25 points), Piotroski health (20), the GLS moat (15), the option premium on offer (20) and trading stability (20) into one number that ranks stocks for the wheel strategy - selling cash-secured puts, then covered calls if assigned. 80 and above is Prime, 65-79 Good, 50-64 Fair, under 50 Weak.
What is the GLS fair value for PWP?
14.92 per share as of 16 Oct 2026 - the simple average of the 7 valuation models (out of nine: DCF, Graham Number, Graham Growth, Lynch, GLS Growth, 10 Cap, Payback Time, DDM and EPV) that produced a positive value. The models run every night on the latest filings; the Quote page lets you switch any of them off and add a margin of safety of your own.
When does Perella Weinberg Partners report earnings next?
The next earnings report is due on 6 Nov 2026 (before the open), 21 days from the data date of 16 Oct 2026. The Calendars page lists every upcoming report with its time of day.
Does PWP have listed options, and how liquid are they?
Yes. The nightly snapshot found 108 listed contracts with 4,105 open interest across all expiries and implied volatility of 70% on the near-the-money contracts. The Options scanner lists the cash-secured put and covered call set-ups with premium and annualised yield worked out.