PWP (Perella Weinberg Partners) 5-Year Yield-on-Cost %: 1.80 (As of Jul. 15, 2026) — Near Median

Author: Vera Yuan Vera Yuan
Vera Yuan
Vera Yuan
Director of Data and Quant Analytics at GuruFocus
Focused on building reliable datasets, financial models, and research tools for value-minded investors. Committed to turning complex data into practical guidance for value-investing and long-term wealth.
Reviewed by: Charlie Tian Charlie Tian
Charlie Tian
Charlie Tian
Founder & CEO of GuruFocus
Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.

PWP Perella Weinberg Partners PWP
68 GF Score
Price $15.39
GF Value $14.48
Valuation Fairly Valued
! 4 Warning Signs
View Full Analysis

What is Perella Weinberg Partners 5-Year Yield-on-Cost %?

Perella Weinberg Partners PWP +3.22% 68 5-Year Yield-on-Cost % is 1.80 as of Jul. 15, 2026, which is 3% above its 10-year median of 1.74. GuruFocus rates PWP with a GF Score™ of 68/100 and a GF Value™ of $14.48 (Fairly Valued). The stock has 4 warning signs investors should review. Among 363 Capital Markets companies, Perella Weinberg Partners ranks worse than 67.49% on this metric.

Perella Weinberg Partners's yield on cost for the quarter that ended in Mar. 2026 was 1.80.


The historical rank and industry rank for Perella Weinberg Partners's 5-Year Yield-on-Cost % or its related term are showing as below:

PWP' s 5-Year Yield-on-Cost % Range Over the Past 10 Years
Min: 0.5   Med: 1.74   Max: 4.8
Current: 1.8


During the past 7 years, Perella Weinberg Partners's highest Yield on Cost was 4.80. The lowest was 0.50. And the median was 1.74.


PWP's 5-Year Yield-on-Cost % is ranked worse than
67.49% of 363 companies
in the Capital Markets industry
Industry Median: 3.11 vs PWP: 1.80

Perella Weinberg Partners  (NAS:PWP) 5-Year Yield-on-Cost % Explanation

Of course the risk here is that the company may not raise its dividends as it did before. The key is to select the companies that can consistently raise its dividends. Usually companies with long history of raising dividends tend to do so.


Perella Weinberg Partners 5-Year Yield-on-Cost % Related Terms


PWP vs GOLD, OPY, SBET: 5-Year Yield-on-Cost % Comparison

For the Capital Markets subindustry, Perella Weinberg Partners's 5-Year Yield-on-Cost %, along with its competitors' market caps and 5-Year Yield-on-Cost % data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


Perella Weinberg Partners 5-Year Yield-on-Cost % vs Capital Markets Industry

For the Capital Markets industry and Financial Services sector, Perella Weinberg Partners's 5-Year Yield-on-Cost % distribution charts can be found below:

* The bar in red indicates where Perella Weinberg Partners's 5-Year Yield-on-Cost % falls into.


PWP
68GF Score
Perella Weinberg Partners PWP
5-Year Yield-on-Cost % is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Perella Weinberg Partners 5-Year Yield-on-Cost % Calculation

Dividend Yield % and dividend growth of a stock is an important factor for income investors. But if company A raises its dividend constantly faster than company B, company A's future dividend yield might be much higher than Company B's even if their yields are the same now and their stock prices do not change.

Yield on Cost assumes that you buy and the stock today, and hold it for 5 years. If the company raises it dividends at the same rate as it did over the past 5 years, the dividends investors receive annually in 5 years relative to the stock price today.

Therefore, Yield-on-Cost of Perella Weinberg Partners is calculated as

Yield-on-Cost=Dividend Yield %*(1+Dividend Growth Rate)^5
Frequently Asked Questions Learn more about 5-Year Yield-on-Cost % →
What does a 5-Year Yield-on-Cost % of 1.80 mean?
Perella Weinberg Partners (PWP) has a 5-Year Yield-on-Cost % of 1.80 as of Jul. 15, 2026. 5-Year Yield on Cost measures the expected yield based on a company's current yield and 5-year dividend growth. View historical data on Perella Weinberg Partners and its competitors. This is near median its historical median of 1.74. Over the past decade, Perella Weinberg Partners' 5-Year Yield-on-Cost % has ranged from 0.50 to 4.80. According to the industry distribution chart, Perella Weinberg Partners ranks #245 out of 363 companies in the Capital Markets industry, placing it in the top 67.5%.
Is Perella Weinberg Partners' 5-Year Yield-on-Cost % too high?
Perella Weinberg Partners' current 5-Year Yield-on-Cost % of 1.80 is near median its 10-year median of 1.74. Over the past 10 years, this metric has ranged from a low of 0.50 to a high of 4.80. The Capital Markets industry median 5-Year Yield-on-Cost % is 3.11. Perella Weinberg Partners' value of 1.80 is 42.1% below this industry median. Based on the distribution chart, Perella Weinberg Partners ranks #245 out of 363 companies in the Capital Markets industry, which is below the industry midpoint. Overall, Perella Weinberg Partners has a GF Score™ of 68/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does Perella Weinberg Partners' 5-Year Yield-on-Cost % compare to GOLD and OPY?
According to the Capital Markets industry distribution chart, Perella Weinberg Partners ranks #245 out of 363 companies for 5-Year Yield-on-Cost %. This places Perella Weinberg Partners in the lower half of its industry. The industry median 5-Year Yield-on-Cost % is 3.11. Perella Weinberg Partners' value of 1.80 is 42.1% below this benchmark. Historically, Perella Weinberg Partners' own 5-Year Yield-on-Cost % has ranged from 0.50 to 4.80 over the past decade. While the company's 10-year median is 1.74 vs. the industry median of 3.11, Perella Weinberg Partners has consistently been below the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 5-Year Yield-on-Cost % for a Capital Markets company?
The median 5-Year Yield-on-Cost % among Capital Markets companies is 3.11, based on 363 companies in the industry. Companies in the top quartile (top 25%) have a 5-Year Yield-on-Cost % significantly above this median, while those in the bottom quartile fall well below. However, 5-Year Yield-on-Cost % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Perella Weinberg Partners's current 5-Year Yield-on-Cost % of 1.80 is 42.1% below the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high 5-Year Yield-on-Cost % mean?
A high 5-Year Yield-on-Cost % can signal that a stock is expensive relative to its fundamentals. 5-Year Yield on Cost measures the expected yield based on a company's current yield and 5-year dividend growth. View historical data on Perella Weinberg Partners and its competitors. For the Capital Markets industry, the median 5-Year Yield-on-Cost % is 3.11 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Perella Weinberg Partners's current 5-Year Yield-on-Cost % is 1.80, which is near median its own 10-year median of 1.74. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Perella Weinberg Partners stock overvalued right now?
Based on GuruFocus' analysis, Perella Weinberg Partners (PWP) is currently considered Fairly Valued. The stock's GF Value™ is $14.48, compared to a current price of $15.39 — trading 6.3% above its estimated fair value. The current 5-Year Yield-on-Cost % is 1.80, which is near median its 10-year median of 1.74 and 42.1% below the Capital Markets industry median of 3.11. Perella Weinberg Partners' overall GF Score™ is 68/100 with 4 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 5-Year Yield-on-Cost % calculated?
5-Year Yield-on-Cost % is calculated from a company's financial statements. For Perella Weinberg Partners (PWP), the current 5-Year Yield-on-Cost % is 1.80 as of Jul. 15, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Perella Weinberg Partners (PWP) Overvalued in 2026?

Based on GuruFocus' analysis, Perella Weinberg Partners stock appears to be overvalued. The current stock price of $15.39 is trading 6.3% above its estimated GF Value™ of $14.48. GuruFocus considers Perella Weinberg Partners to be Fairly Valued.

Key valuation signals for PWP:

  • 5-Year Yield-on-Cost %: 1.80 (near median its 10-year median of 1.74)
  • GF Value™: $14.48 vs. price of $15.39 (6.3% above fair value)
  • GF Score™: 68/100 with 4 warning signs
  • Industry Position: 42.1% below the Capital Markets median (#245 of 363)

No single metric tells the full story. See the PWP stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Perella Weinberg Partners Business Description

Address 767 Fifth Avenue, New York, NY, USA, 10153
Perella Weinberg Partners is an independent advisory firm that provides strategic and financial advice to a wide range of clients. The Company's activities as an investment banking advisory firm constitute a single business segment that provides a range of advisory services, including advice related to strategic and financial decisions, mergers and acquisitions execution, shareholder and defense advisory, financing and capital solutions advice with resources focused on restructuring and liability management, capital markets advisory, private capital placement, as well as specialized underwriting and research services for the energy and related industries.
68GF Score

Get the complete analysis for PWP

5-Year Yield-on-Cost % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$15.39
Price
$14.48
GF Value