COMP <GO>
PWP vs WLTH // EV/EBITDA & P/E VALUATION
Perella Weinberg Partners (Class A) (NASDAQ) VS. Wealthfront Corporation (NASDAQ) • 15-METRIC TALLY: PWP 4
— WLTH 4
■ METRIC PARITY
LAST: $14.47 (-1.76%) • MKT CAP: $1.43B
valuation
21.4x
LAST: $10.44 (+1.66%) • MKT CAP: $1.60B
valuation
—
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (PWP VS. WLTH)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | PWP | WLTH | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 55.70% | -6.80% | +62.50 | PWP | /roic <GO> |
| EV/EBITDA & P/E Valuation ACTIVE | 21.4x | — | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | 2.24% | 9.23% | -6.99 | WLTH | /fcf-yield <GO> |
| Operating Margin | 6.40% | — | — | TIE | /operating-margins <GO> |
| Net Profit Margin | 6.40% | -11.50% | +17.90 | PWP | /net-margins <GO> |
| Revenue Growth (YoY) | -14.50% | 18.20% | -32.70 | WLTH | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.68% | 0.00% | +1.68 | PWP | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 4/9 | 5/9 | -1.00 | WLTH | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 55.4 | 46.8 | +8.60 | PWP | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | — | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 26.4x | — | — | TIE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $1.43B | $1.60B | -$170.5M | WLTH | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | PWP REV | WLTH REV | PWP GROSS % | WLTH GROSS % | PWP FCF | WLTH FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $750.9M | $365.0M | — | — | $30.5M | $152.2M |
| FY 2024 | $878.0M | $308.9M | — | — | $207.0M | $123.2M |
| FY 2023 | $648.7M | $216.7M | — | — | $145.9M | $72.9M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
PWP // BETA —
WLTH // BETA —