PWPNasdaqFinance ServicesFiscal year ends December 31
Perella Weinberg Partners
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Jul 31, 2026
$12.66−0.60 (-4.52%)
Close on Oct 19, 2026
- Market cap
- $1.29B
- P/E (TTM)
- 46.9
- Dividend yield
- –
Margins
Share of revenue, fiscal years 2018 to 2025
Operating margin
6.4%+9.2 pts over 5 years
Net margin
4.7%+5.7 pts over 5 years
Growth rates
Compound annual growth to fiscal 2025
| Per year | 1 year | 3 years | 5 years | 10 years | Five-year pace |
|---|---|---|---|---|---|
| Revenue | -14.5% | +5.9% | +7.7% | – | |
| Net income | – | +25.7% | – | – | |
| Free cash flow | -85.3% | – | -17.6% | – |
Returns and balance sheet
8 fiscal years. Hover a measure to see how it is calculated.
| Measure | FY2018 | FY2020 | FY2025 | Trend |
|---|---|---|---|---|
| Return on equity | – | -13.8% | -12.9% | |
| Return on assets | – | -1.9% | 4.2% | |
| Current ratio | – | 1.81 | – | |
| Interest coverage | – | -0.9× | – | |
| Capex to revenue | – | 1.1% | 0.6% | |
| Diluted shares | – | – | 101M |
Where the cash went
Fiscal 2021 to 2025, five years combined
Perella Weinberg Partners generated $656.71M from operations and spent $333.07M on capital expenditure, dividends and share buybacks. 32% of that went back into the business.
Generated
$656.71M
Used
$333.07M
Capital expenditure$106.31M32%Dividends$75.17M23%Share buybacks$151.60M46%
DuPont analysis
Return on equity split into margin, efficiency and leverage
Net margin4.7%
×Asset turnover0.90×
×Equity multiplier-3.05×
=Return on equity, FY2025-12.9%
| Fiscal year | Net margin | Asset turnover | Equity multiplier | Return on equity |
|---|---|---|---|---|
| FY2025 | 4.7% | 0.90× | -3.05× | -12.9% |
| FY2024 | -7.4% | 1.07× | -6.10× | 48.2% |
| FY2023 | -2.7% | 0.88× | 5.10× | -11.9% |
| FY2022 | 2.8% | 0.88× | 5.44× | 13.6% |
| FY2021 | -1.2% | 1.27× | 6.29× | -9.4% |
| FY2020 | -1.0% | 1.91× | 7.32× | -13.8% |
Piotroski F-Score
Nine tests of profitability, balance sheet and efficiency, fiscal 2025 against fiscal 2024
3of 6 tests passed in fiscal 2025. Some tests lack the figures they need.
- ProfitableNet income above zero$35.48M
- Cash generatingOperating cash flow above zero$34.79M
- Return on assets improvedROA up on the prior year-8.5% → 4.0%
- Earnings backed by cashOperating cash flow above net income$34.79M vs $35.48M
- Less leverageLong-term debt to assets fell– → –
- Better liquidityCurrent ratio rose– → –
- No dilutionShare count did not rise53M → 101M
- Gross margin improvedGross margin up on the prior year– → –
- More efficientAsset turnover rose1.15 → 0.86