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PWP vs. PIPR
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between PWP and PIPR is 0.43, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Performance

PWP vs. PIPR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Perella Weinberg Partners (PWP) and Piper Sandler Companies (PIPR). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Sharpe Ratio

PWP:

0.54

PIPR:

0.67

Sortino Ratio

PWP:

1.16

PIPR:

1.28

Omega Ratio

PWP:

1.14

PIPR:

1.17

Calmar Ratio

PWP:

0.68

PIPR:

0.71

Martin Ratio

PWP:

1.82

PIPR:

1.86

Ulcer Index

PWP:

15.45%

PIPR:

14.73%

Daily Std Dev

PWP:

48.25%

PIPR:

40.97%

Max Drawdown

PWP:

-60.44%

PIPR:

-76.97%

Current Drawdown

PWP:

-28.30%

PIPR:

-23.02%

Fundamentals

Market Cap

PWP:

$1.67B

PIPR:

$4.36B

EPS

PWP:

-$0.21

PIPR:

$11.47

PS Ratio

PWP:

1.69

PIPR:

2.83

PB Ratio

PWP:

5.89

PIPR:

3.36

Total Revenue (TTM)

PWP:

$987.74M

PIPR:

$1.55B

Gross Profit (TTM)

PWP:

$407.39M

PIPR:

$1.23B

EBITDA (TTM)

PWP:

$3.20M

PIPR:

$255.14M

Returns By Period

In the year-to-date period, PWP achieves a -20.57% return, which is significantly lower than PIPR's -10.48% return.


PWP

YTD

-20.57%

1M

22.20%

6M

-25.48%

1Y

25.79%

5Y*

N/A

10Y*

N/A

PIPR

YTD

-10.48%

1M

20.04%

6M

-21.35%

1Y

27.29%

5Y*

44.06%

10Y*

21.90%

*Annualized

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Risk-Adjusted Performance

PWP vs. PIPR — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

PWP
The Risk-Adjusted Performance Rank of PWP is 7171
Overall Rank
The Sharpe Ratio Rank of PWP is 7171
Sharpe Ratio Rank
The Sortino Ratio Rank of PWP is 6969
Sortino Ratio Rank
The Omega Ratio Rank of PWP is 6767
Omega Ratio Rank
The Calmar Ratio Rank of PWP is 7777
Calmar Ratio Rank
The Martin Ratio Rank of PWP is 7171
Martin Ratio Rank

PIPR
The Risk-Adjusted Performance Rank of PIPR is 7373
Overall Rank
The Sharpe Ratio Rank of PIPR is 7575
Sharpe Ratio Rank
The Sortino Ratio Rank of PIPR is 7272
Sortino Ratio Rank
The Omega Ratio Rank of PIPR is 7272
Omega Ratio Rank
The Calmar Ratio Rank of PIPR is 7777
Calmar Ratio Rank
The Martin Ratio Rank of PIPR is 7171
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

PWP vs. PIPR - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Perella Weinberg Partners (PWP) and Piper Sandler Companies (PIPR). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


The current PWP Sharpe Ratio is 0.54, which is comparable to the PIPR Sharpe Ratio of 0.67. The chart below compares the historical Sharpe Ratios of PWP and PIPR, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Dividends

PWP vs. PIPR - Dividend Comparison

PWP's dividend yield for the trailing twelve months is around 1.48%, less than PIPR's 2.09% yield.


TTM20242023202220212020201920182017
PWP
Perella Weinberg Partners
1.48%1.17%2.29%2.86%1.09%0.00%0.00%0.00%0.00%
PIPR
Piper Sandler Companies
2.09%1.17%2.09%5.30%3.81%1.98%3.14%4.74%1.45%

Drawdowns

PWP vs. PIPR - Drawdown Comparison

The maximum PWP drawdown since its inception was -60.44%, smaller than the maximum PIPR drawdown of -76.97%. Use the drawdown chart below to compare losses from any high point for PWP and PIPR. For additional features, visit the drawdowns tool.


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Volatility

PWP vs. PIPR - Volatility Comparison

Perella Weinberg Partners (PWP) has a higher volatility of 11.50% compared to Piper Sandler Companies (PIPR) at 9.76%. This indicates that PWP's price experiences larger fluctuations and is considered to be riskier than PIPR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Financials

PWP vs. PIPR - Financials Comparison

This section allows you to compare key financial metrics between Perella Weinberg Partners and Piper Sandler Companies. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


100.00M200.00M300.00M400.00M500.00M600.00M20212022202320242025
211.83M
384.59M
(PWP) Total Revenue
(PIPR) Total Revenue
Values in USD except per share items

PWP vs. PIPR - Profitability Comparison

The chart below illustrates the profitability comparison between Perella Weinberg Partners and Piper Sandler Companies over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

0.0%20.0%40.0%60.0%80.0%100.0%20212022202320242025
41.9%
100.0%
(PWP) Gross Margin
(PIPR) Gross Margin
PWP - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Perella Weinberg Partners reported a gross profit of 88.83M and revenue of 211.83M. Therefore, the gross margin over that period was 41.9%.

PIPR - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Piper Sandler Companies reported a gross profit of 384.59M and revenue of 384.59M. Therefore, the gross margin over that period was 100.0%.

PWP - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Perella Weinberg Partners reported an operating income of 11.67M and revenue of 211.83M, resulting in an operating margin of 5.5%.

PIPR - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Piper Sandler Companies reported an operating income of 68.54M and revenue of 384.59M, resulting in an operating margin of 17.8%.

PWP - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Perella Weinberg Partners reported a net income of 17.34M and revenue of 211.83M, resulting in a net margin of 8.2%.

PIPR - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Piper Sandler Companies reported a net income of 73.50M and revenue of 384.59M, resulting in a net margin of 19.1%.