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PIPR vs PWP
Which Stock Would AI Choose? Piper Sandler Companies (PIPR) vs. Perella Weinberg Partners (PWP) Stock Comparison
Key Takeaways
- Piper Sandler Companies (PIPR) demonstrates superior profitability with a 14.81% profit margin compared to Perella Weinberg Partners' (PWP) 4.72%.
- PWP has outperformed year-to-date with 21.38% gains versus PIPR's 5.33%, driven by recent monthly momentum of over 21%.
- Both firms benefit from investment banking activity, but PIPR shows stronger quarterly revenue growth at 37.6% year-over-year, contrasting PWP's -2.9%.
- PIPR trades at a lower trailing P/E ratio of 22.19 versus PWP's 44.53, indicating relatively better valuation.
- PWP offers a higher dividend yield of 1.34% compared to PIPR's 0.80%.
- Recent market activity highlights PIPR's 13-day winning streak with 22% gains, signaling momentum in M&A-driven sentiment.
Introduction
Piper Sandler Companies (PIPR) and Perella Weinberg Partners (PWP) are boutique investment banks specializing in mergers and acquisitions (M&A) advisory, capital markets, and restructuring services. This comparison is particularly relevant for investors tracking the financial services sector amid fluctuating M&A activity and interest rate environments. Traders seeking relative performance insights or exposure to mid-cap financial firms may find value in evaluating their business models, recent momentum, and risk profiles in the current market.
PIPR Overview and Recent Performance
Piper Sandler Companies (PIPR) is a full-service investment bank focused on M&A advisory, equity and debt capital markets, and public finance, primarily serving middle-market clients in North America. With a market capitalization of approximately $6.26 billion, the firm has demonstrated resilience through diversified revenue streams. In recent market activity, PIPR stock experienced a 13-day winning streak, climbing 22%, fueled by strong fourth-quarter 2025 results where earnings per share (EPS) beat estimates at $1.72 versus $1.19 expected. Sentiment has been bolstered by robust quarterly revenue growth of 37.6% year-over-year and a low debt-to-equity ratio of 7.47%, reflecting prudent balance sheet management. Year-to-date gains stand at 5.33%, with shares trading near the upper end of the 52-week range of $58.14 to $95.07.
PWP Overview and Recent Performance
Perella Weinberg Partners (PWP) operates as a global independent advisory firm, emphasizing strategic and financial advice in M&A, restructuring, and capital structure solutions for large-cap and mid-market clients. Its market capitalization is around $1.94 billion. Recent weeks have seen strong price momentum, with shares up over 21% in the past month and year-to-date returns of 21.38%, trading within a 52-week range of $15.74 to $25.92. Key influences include a Q4 2025 EPS beat at $0.17 against $0.10 expected and an acquisition of Gleacher Shacklock to expand UK presence, enhancing strategic positioning. However, quarterly revenue dipped 2.9% year-over-year, and higher debt-to-equity at 71.36% introduces leverage considerations.
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Head-to-Head Comparison
Both PIPR and PWP operate in boutique investment banking, deriving growth from M&A cycles and capital markets, but PIPR’s larger scale ($1.9B trailing twelve-month revenue vs. $751M) provides broader sector exposure and higher ROA (12.13% vs. 5.73%). Recent momentum favors PWP short-term with superior YTD gains, while PIPR edges in one-year returns (55% vs. 34%). Risk profiles differ: PIPR’s lower beta (1.48 vs. 1.66) and debt levels suggest stability, contrasted by PWP’s higher dividend yield. Market sentiment tilts toward PIPR’s valuation (lower P/E) amid upcoming Q1 earnings, though PWP benefits from expansion catalysts.
Tickeron AI Verdict
Tickeron’s AI models would likely favor PIPR in the current environment due to its trend consistency, superior margins, explosive recent revenue growth, and relative valuation strength. While PWP shows short-term outperformance, PIPR’s lower risk and positioning amid financial sector bots' success on peers like GS and MS tilt probabilities higher for sustained upside.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer. Disclaimers and Limitations
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is PIPR is a Buy and PWP is a Buy.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
PIPR’s FA Score shows that 2 FA rating(s) are green whilePWP’s FA Score has 2 green FA rating(s).
- PIPR’s FA Score: 2 green, 3 red.
- PWP’s FA Score: 2 green, 3 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
PIPR’s TA Score shows that 5 TA indicator(s) are bullish while PWP’s TA Score has 6 bullish TA indicator(s).
- PIPR’s TA Score: 5 bullish, 5 bearish.
- PWP’s TA Score: 6 bullish, 2 bearish.
Price Growth
PIPR (@Investment Banks/Brokers) experienced а +2.83% price change this week, while PWP (@Investment Banks/Brokers) price change was +0.06% for the same time period.
The average weekly price growth across all stocks in the @Investment Banks/Brokers industry was -1.65%. For the same industry, the average monthly price growth was -2.24%, and the average quarterly price growth was -6.21%.
Reported Earning Dates
PIPR is expected to report earnings on Jul 24, 2026.
PWP is expected to report earnings on Jul 30, 2026.
Industries' Descriptions
@Investment Banks/Brokers (-1.65% weekly)These banks specialize in underwriting (helping companies with debt financing or equity issuances), IPOs, facilitating mergers and other corporate reorganizations and acting as a broker or financial advisor for institutions. They might also trade securities on their own accounts. Investment banks potentially thrive on expanding its network of clients, since that could help them increase profits. Goldman Sachs, Morgan Stanley and CME Group Inc are some of the largest investment banking companies.
| PIPR | PWP | PIPR / PWP | |
| Capitalization | 5.53B | 1.17B | 473% |
| EBITDA | N/A | 45.1M | - |
| Gain YTD | -1.632 | -6.716 | 24% |
| P/E Ratio | 20.62 | 64.08 | 32% |
| Revenue | 1.95B | 688M | 284% |
| Total Cash | N/A | 77.7M | - |
| Total Debt | 112M | 182M | 62% |
PIPR | ||
|---|---|---|
OUTLOOK RATING 1..100 | 22 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 16 Undervalued | |
PROFIT vs RISK RATING 1..100 | 20 | |
SMR RATING 1..100 | 41 | |
PRICE GROWTH RATING 1..100 | 48 | |
P/E GROWTH RATING 1..100 | 61 | |
SEASONALITY SCORE 1..100 | 45 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
| PIPR | PWP | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 83% | 2 days ago 90% |
| Stochastic ODDS (%) | 2 days ago 63% | 2 days ago 78% |
| Momentum ODDS (%) | 2 days ago 88% | 2 days ago 68% |
| MACD ODDS (%) | 2 days ago 82% | 2 days ago 70% |
| TrendWeek ODDS (%) | 2 days ago 73% | 2 days ago 74% |
| TrendMonth ODDS (%) | 2 days ago 71% | 2 days ago 73% |
| Advances ODDS (%) | 8 days ago 71% | 8 days ago 73% |
| Declines ODDS (%) | 23 days ago 63% | 6 days ago 74% |
| BollingerBands ODDS (%) | 2 days ago 58% | 2 days ago 83% |
| Aroon ODDS (%) | 2 days ago 58% | 2 days ago 74% |
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PIPR and
Correlation & Price change
A.I.dvisor indicates that over the last year, PIPR has been closely correlated with RJF. These tickers have moved in lockstep 78% of the time. This A.I.-generated data suggests there is a high statistical probability that if PIPR jumps, then RJF could also see price increases.
| Ticker / NAME | Correlation To PIPR | 1D Price Change % | ||
|---|---|---|---|---|
| PIPR | 100% | -0.04% | ||
| RJF - PIPR | 78% Closely correlated | +0.51% | ||
| EVR - PIPR | 77% Closely correlated | +0.62% | ||
| MC - PIPR | 76% Closely correlated | -0.36% | ||
| PWP - PIPR | 75% Closely correlated | +1.07% | ||
| SF - PIPR | 73% Closely correlated | +0.37% | ||
More | ||||
PWP and
Correlation & Price change
A.I.dvisor indicates that over the last year, PWP has been closely correlated with PIPR. These tickers have moved in lockstep 74% of the time. This A.I.-generated data suggests there is a high statistical probability that if PWP jumps, then PIPR could also see price increases.