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Alternative stocks to Perella Weinberg (NasdaqGS:PWP)


These are the alternatives to Perella Weinberg that fall within the same industry, Investment Banking & Brokerage, or region, USA.

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For every stock, we judge its performance against its peers and rank it on a scale of 1 to 100. The higher the rank, the better the stock performs than its peers. And, we do this for six investment strategies:

Value - shows how good of a value the stock is. Green is "inexpensive"; red is "expensive".

Growth - shows a company's growth potential. Green is "high growth" expected; red is "tough times ahead".

Safety - relates to the amount of debt a company has. Green is low debt level; red is high debt level.

Combined Financial - this isn't an average of the first three ranks but rather a consolidated view across several financial indicators. Green = good; red = tread carefully.

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Perella Weinberg stock research in summary

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Perella Weinberg shares are less expensive than other comparable stocks. They are good value, show above average growth and are safely financed. We recommend evaluating whether the future of the company Perella Weinberg is really as difficult as the low price of the stock suggests. If you believe that the future of the company is market-typical or even better, then this could be an argument for a share purchase.


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Country USA
Industry Investment Banking & Brokerage
Index
Size class Small

Large companies - similar industry as Perella Weinberg

Similar Stocks VALUEVVV GROWTHVV SAFETYVV COMBINED
1. Goldman Sachs (XXL, US)  Investment Banking & Brokerage
1. Goldman Sachs (XXL, US)   Investment Banking & Brokerage 78 75 26 81
2. BlackRock (XL, US)  Asset Management & Custody
2. BlackRock (XL, US)   Asset Management & Custody 44 47 92 78
3. Northern Trust (XL, US)  Asset Management & Custody
3. Northern Trust (XL, US)   Asset Management & Custody 13 69 63 57
4. Intercontinental Exchange (XL, US)  Financial Exchanges & Data
4. Intercontinental Exchange (XL, US)   Financial Exchanges & Data 46 31 67 45
5. Morgan Stanley (XXL, US)  Investment Banking & Brokerage
5. Morgan Stanley (XXL, US)   Investment Banking & Brokerage 59 51 29 43
6. Charles Schwab (XXL, US)  Investment Banking & Brokerage
6. Charles Schwab (XXL, US)   Investment Banking & Brokerage 24 91 23 37
7. Ameriprise Financial (XL, US)  Asset Management & Custody
7. Ameriprise Financial (XL, US)   Asset Management & Custody 45 19 69 31
8. Raymond James Financial (XL, US)  Investment Banking & Brokerage
8. Raymond James Financial (XL, US)   Investment Banking & Brokerage 66 21 38 31
9. Brookfield Corp (XXL, CA)  Asset Management & Custody
9. Brookfield Corp (XXL, CA)   Asset Management & Custody 26 61 44 30
10. S&P Global (XL, US)  Financial Exchanges & Data
10. S&P Global (XL, US)   Financial Exchanges & Data 15 23 77 18

July 31, 2025

Why popular stocks have low ratings

It’s easier said than done. When your stock drops, it’s easy to want to sell it and find a better performer. Think twice, or even three times, before trading. Those fees (especially the hidden ones) can eat up your gains.

Large companies - similar region as Perella Weinberg

Similar Stocks VALUEVVV GROWTHVV SAFETYVV COMBINED
1. Lithia Motors (XL, US)  Automotive Retail
1. Lithia Motors (XL, US)   Automotive Retail 97 95 54 100
2. Micron (XL, US)  Semiconductors
2. Micron (XL, US)   Semiconductors 98 99 57 100
3. Alphabet (XXL, US)  Interactive Media & Services
3. Alphabet (XXL, US)   Interactive Media & Services 75 69 96 100
4. Abbott Laboratories (XXL, US)  Health Care Equipment
4. Abbott Laboratories (XXL, US)   Health Care Equipment 78 65 72 98
5. Hewlett Packard Enterprise (XL, US)  Technology Hardware & Peripherals
5. Hewlett Packard Enterprise (XL, US)   Technology Hardware & Peripherals 92 87 75 98
6. Expedia (XL, US)  Hotels, Resorts & Cruise Lines
6. Expedia (XL, US)   Hotels, Resorts & Cruise Lines 59 93 64 98
7. Meta (XXL, US)  Interactive Media & Services
7. Meta (XXL, US)   Interactive Media & Services 49 79 90 98
8. Delta Air Lines (XL, US)  Airlines
8. Delta Air Lines (XL, US)   Airlines 90 73 60 98
9. Cognizant Technology (XL, US)  IT Consulting & oth. Services
9. Cognizant Technology (XL, US)   IT Consulting & oth. Services 99 49 87 98
10. Cardinal Health (XL, US)  Health Care Distributors
10. Cardinal Health (XL, US)   Health Care Distributors 99 87 29 96

July 31, 2025


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Mid sized companies - similar industry as Perella Weinberg

Similar Stocks VALUEVVV GROWTHVV SAFETYVV COMBINED
1. Federated Investors (M, US)  Asset Management & Custody
1. Federated Investors (M, US)   Asset Management & Custody 71 83 80 100
2. The Carlyle Group (L, US)  Asset Management & Custody
2. The Carlyle Group (L, US)   Asset Management & Custody 53 95 51 94
3. INTL FCStone (L, US)  Investment Banking & Brokerage
3. INTL FCStone (L, US)   Investment Banking & Brokerage 61 100 37 89
4. Piper Jaffray (M, US)  Investment Banking & Brokerage
4. Piper Jaffray (M, US)   Investment Banking & Brokerage 43 41 91 89
5. Invesco (L, US)  Asset Management & Custody
5. Invesco (L, US)   Asset Management & Custody 93 21 82 87
6. CME Group (M, US)  Financial Exchanges & Data
6. CME Group (M, US)   Financial Exchanges & Data 30 63 100 84
7. Stifel Financial (L, US)  Investment Banking & Brokerage
7. Stifel Financial (L, US)   Investment Banking & Brokerage 77 53 46 78
8. BGC (M, US)  Investment Banking & Brokerage
8. BGC (M, US)   Investment Banking & Brokerage 74 73 27 77
9. Franklin Resources (L, US)  Asset Management & Custody
9. Franklin Resources (L, US)   Asset Management & Custody 95 1 76 73
10. Virtu Financial (M, US)  Investment Banking & Brokerage
10. Virtu Financial (M, US)   Investment Banking & Brokerage 85 61 21 70

July 31, 2025


Mid sized companies - similar region as Perella Weinberg

Similar Stocks VALUEVVV GROWTHVV SAFETYVV COMBINED
1. Ocwen Financial (M, US)  Thrifts & Mortgage Finance
1. Ocwen Financial (M, US)   Thrifts & Mortgage Finance 81 100 90 100
2. Travel + Leisure (L, US)  Hotels, Resorts & Cruise Lines
2. Travel + Leisure (L, US)   Hotels, Resorts & Cruise Lines 99 75 67 100
3. KAR Auction Services (M, US)  Diversified Support Services
3. KAR Auction Services (M, US)   Diversified Support Services 64 81 98 100
4. Bio-Techne (M, US)  Life Sciences Tools & Services
4. Bio-Techne (M, US)   Life Sciences Tools & Services 53 69 82 100
5. Mueller Industries (M, US)  Industrial Machinery
5. Mueller Industries (M, US)   Industrial Machinery 68 94 100 100
6. Oshkosh (L, US)  Heavy Machinery
6. Oshkosh (L, US)   Heavy Machinery 86 77 86 100
7. UGI (M, US)  Gas Utilities
7. UGI (M, US)   Gas Utilities 89 93 78 100
8. CommScope (M, US)  Communications Equipment
8. CommScope (M, US)   Communications Equipment 97 79 63 100
9. ResMed (L, US)  Health Care Equipment
9. ResMed (L, US)   Health Care Equipment 44 93 88 100
10. Sunoco (L, US)  Oil & Gas Refining
10. Sunoco (L, US)   Oil & Gas Refining 100 99 40 100

July 31, 2025



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