PWP
Perella Weinberg Partners
PWP's outlook is improving, though it still trails on the overall score.
SOFI
SoFi Technologies, Inc.
SOFI has the edge over PWP overall, supported by stronger fundamentals and stronger modeled upside.
PWP Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Stable | |
| N/A | |
| N/A |
PWP's revenue is currently healthy, and its profitability is stable. Free cash flow and net leverage aren't meaningful measures for financial services companies like PWP.
SOFI Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Healthy | |
| N/A | |
| N/A |
SOFI's revenue and profitability are currently healthy. Free cash flow and net leverage aren't meaningful measures for financial services companies like SOFI.
PWP PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 9.5x | $13.45 | — |
| Cheap | 18x | $7.12 | -47% |
| Current | 34x | $13.45 | — |
| Fair | 36x | $14.42 | +7.2% |
| Expensive | 63x | $25.28 | +88% |
Historical ranges are pointers, not guarantees.
PWP's PE is in its fair range at 34x. If earnings grow as analysts expect, today's price would be 9.5x next year's earnings, in its cheap range.
SOFI PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 19x | $15.63 | — |
| Current | 28x | $15.63 | — |
| Cheap | 33x | $18.24 | +17% |
| Fair | 43x | $23.82 | +52% |
| Expensive | 53x | $29.74 | +90% |
Historical ranges are pointers, not guarantees.
SOFI has the edge over PWP in the historical PE scenario, which offers more potential upside but is not a forecast.
PWP Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Strong growth | |
| Strongly improving | |
| Limited | |
| Low |
Analysts expect strong earnings and revenue growth for PWP, with profitability improving. However, they disagree widely on these estimates.
SOFI Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Strong growth | |
| Strongly improving | |
| Limited | |
| Moderate |
Analysts expect strong earnings and revenue growth for SOFI, with profitability improving.
PWP Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $1.42 | +255% |
| Q3 2026 | $0.40 | -61% |
| Q2 2026 | $0.27 | -77% |
| Q1 2026 | $0.25 | +$0.32 |
| Q4 2025 | $0.47 | +$1.69 |
PWP has the edge over SOFI on earnings, with more consistent year-over-year improvement.
SOFI Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $0.82 | +47% |
| Q3 2026 | $0.56 | 0% |
| Q2 2026 | $0.49 | -2% |
| Q1 2026 | $0.45 | +4.7% |
| Q4 2025 | $0.39 | 0% |
| Q3 2025 | $0.56 | +367% |
| Q2 2025 | $0.50 | +$0.72 |
| Q1 2025 | $0.43 | +$0.72 |
| Q4 2024 | $0.39 | +$0.75 |
SOFI earned $0.56 per share over the past year, about the same as the year before.
PWP Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $251.4M | +53% |
| Q2 2026 | $156.5M | +0.8% |
| Q1 2026 | $148.9M | -30% |
| Q4 2025 | $219.2M | -2.9% |
| Q3 2025 | $164.6M | -41% |
| Q2 2025 | $155.3M | -43% |
| Q1 2025 | $211.8M | +107% |
| Q4 2024 | $225.7M | +6.1% |
PWP's revenue has held roughly level: $251M last quarter, up 53% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 14% | +8.5 points |
| Q2 2026 | 3.2% | -2.5 points |
| Q1 2026 | -8.7% | -14 points |
| Q4 2025 | 8.4% | -1 points |
| Q3 2025 | 5.4% | -7.5 points |
| Q2 2025 | 5.8% | +36 points |
| Q1 2025 | 5.5% | +58 points |
| Q4 2024 | 9.5% | +30 points |
PWP's operating margin was 14% last quarter, up 8.5 points from the same quarter a year ago.
SOFI Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $1.4B | +44% |
| Q2 2026 | $1.2B | +43% |
| Q1 2026 | $1.1B | +43% |
| Q4 2025 | $1B | +40% |
| Q3 2025 | $961.6M | +38% |
| Q2 2025 | $854.9M | +43% |
| Q1 2025 | $771.8M | +20% |
| Q4 2024 | $734.1M | +19% |
SOFI has the edge over PWP on sales, with more consistent year-over-year improvement.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 23% | +7.5 points |
| Q2 2026 | 17% | +3.6 points |
| Q1 2026 | 18% | +7.8 points |
| Q4 2025 | 18% | +9.9 points |
| Q3 2025 | 15% | +6.3 points |
| Q2 2025 | 13% | +11 points |
| Q1 2025 | 10% | -4.3 points |
| Q4 2024 | 8.2% | -0.2 points |
SOFI has the edge over PWP on profitability, with a higher operating margin.
PWP Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $71M | +23% |
| Q2 2026 | $47.2M | -15% |
| Q1 2026 | -$111.8M | +$65.8M |
| Q4 2025 | $95.1M | -31% |
| Q3 2025 | $57.6M | -71% |
| Q2 2025 | $55.3M | -34% |
| Q1 2025 | -$177.6M | +$37.2M |
| Q4 2024 | $138.8M | -5.1% |
PWP has the edge over SOFI on cash generation, producing positive trailing cash flow while its opponent burns cash.
SOFI Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | -$3.1B | -$1.7B |
| Q2 2026 | -$4B | -$2.5B |
| Q1 2026 | -$2.4B | -$2.4B |
| Q4 2025 | -$1.1B | -$815.2M |
| Q3 2025 | -$1.4B | -$149M |
| Q2 2025 | -$1.5B | -$1B |
| Q1 2025 | -$31.1M | -104% |
| Q4 2024 | -$242.4M | +$39.9M |
SOFI's free cash flow was −$10.5B over the past year, against −$3.2B the year before. Free cash flow isn't a meaningful measure for financial services companies like SOFI.
PWP Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +1.5% | +1.6M shares |
| 1 year | +3.1% | +3.1M shares |
| 3 years | +15% | +13.5M shares |
PWP has the edge over SOFI on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $2M |
| Q2 2026 | — |
| Q1 2026 | — |
| Q4 2025 | — |
| Q3 2025 | $1.9M |
| Q2 2025 | $17.3M |
| Q1 2025 | $14.4M |
| Q4 2024 | — |
PWP spent $2M buying back its own shares over the past year, down 94% from the year before.
SOFI Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.4% | +5.8M shares |
| 1 year | +5.2% | +66.8M shares |
| 3 years | +43% | +407M shares |
| 5 years | +272% | +993M shares |
SOFI has 1.4B diluted shares, up 5.2% from a year ago.
| Quarter | Spent |
|---|---|
| Q4 2022 | — |
| Q3 2022 | — |
| Q2 2022 | — |
| Q1 2022 | — |
| Q4 2021 | — |
| Q3 2021 | — |
PWP Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -2.2x | Net Cash |
| Q2 2026 | -2.8x | Net Cash |
| Q1 2026 | -1.7x | Net Cash |
| Q4 2025 | -3.7x | Net Cash |
| Q3 2025 | -2.6x | Net Cash |
| Q2 2025 | -1.5x | Net Cash |
| Q1 2025 | -15.9x | Net Cash |
PWP has more cash than debt. Net leverage isn't a meaningful measure for financial services companies like PWP.
SOFI Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -2.4x | Net Cash |
| Q2 2026 | -3.1x | Net Cash |
| Q1 2026 | -3.8x | Net Cash |
| Q4 2025 | -6.5x | Net Cash |
| Q3 2025 | -5.2x | Net Cash |
| Q2 2025 | -4.0x | Net Cash |
| Q1 2025 | -4.9x | Net Cash |
| Q4 2024 | -5.8x | Net Cash |
SOFI has the edge over PWP on leverage, with a lower net debt burden relative to earnings.
PWP Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 41.8 | Neutral |
| Stochastic | 27.4 | Neutral |
PWP's weekly RSI is 42 (neutral) and its Stochastic is 27 (neutral).
SOFI Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 43.1 | Neutral |
| Stochastic | 41.5 | Neutral |
SOFI's weekly RSI is 43 (neutral) and its Stochastic is 41 (neutral).
PWP PE vs Financial Services Sector
| Metric | PWP | Sector median | Relative |
|---|---|---|---|
| PE | 34x | 13x | 158% above |
| PE % | 45 | 61 | 16 pts below |
PWP is trading at 34x earnings, a 158% premium to the Financial Services sector's median of 13x.
SOFI PE vs Financial Services Sector
| Metric | SOFI | Sector median | Relative |
|---|---|---|---|
| PE | 28x | 13x | 114% above |
| PE % | 2 | 61 | 59 pts below |
SOFI has the edge over PWP on valuation relative to its sector.
PWP Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $14.2 | 5.1% below |
| 20 week MA | $15.4 | 12% below |
| 50 week MA | $17.4 | 23% below |
| 100 week MA | $18.9 | 29% below |
| 200 week MA | $16.2 | 17% below |
PWP is in a downtrend: it's below all five of its weekly moving averages, and 17% below its 200-week average.
SOFI Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $15.7 | 0.7% below |
| 20 week MA | $17.0 | 7.8% below |
| 50 week MA | $18.9 | 17% below |
| 100 week MA | $18.9 | 17% below |
| 200 week MA | $13.5 | 16% above |
SOFI has the edge over PWP on trend strength, trading above more of its moving averages.
PWP Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $9.90 | $10.9 | +10% |
| 2021 | $10.9 | $12.8 | +18% |
| 2022 | $12.8 | $9.41 | -27% |
| 2023 | $9.41 | $12.2 | +30% |
| 2024 | $12.2 | $24.0 | +96% |
| 2025 | $24.0 | $17.7 | -26% |
| 2026 YTD | $17.7 | $13.5 | -24% |
PWP has the edge over SOFI on returns for 2026, with the stronger performance.
SOFI Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $10.4 | $12.4 | +19% |
| 2021 | $12.4 | $15.1 | +22% |
| 2022 | $15.1 | $4.61 | -69% |
| 2023 | $4.61 | $9.95 | +116% |
| 2024 | $9.95 | $16.0 | +61% |
| 2025 | $16.0 | $27.1 | +69% |
| 2026 YTD | $27.1 | $15.6 | -42% |
SOFI's yearly returns have swung widely, from +116% in 2023 to −69% in 2022. It's down 42% so far in 2026.