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Perella Weinberg Partners(PWP)Earnings, Financials & Key Ratios
PWP•NASDAQ•Banking & Credit
28.8× P/E·Price updated Jun 19, 2026
AboutPerella Weinberg Partners, an independent investment banking company, provides strategic and financial advice services in the United States and internationally. The company offers advice services related to mission-critical strategic and financial decisions, mergers and acquisition execution, shareholder and defense advisory, capital raising, structure and restructuring, capital markets advisory, energy underwriting, and equity research. It serves public multinational corporations, mid-sized public and private companies, individual entrepreneurs, private and institutional investors, creditor committees, and government institutions in various industries comprising consumer and retail; energy; financial institutions; healthcare; industrials; and technology, media, and telecommunications. The company was founded in 2006 and is based in New York, New York.Show more
- Net Interest Income$0-100.0%
- Total Revenue$751M-14.5%
- Net Income$35M+154.8%
- Return on Equity14.47%+155.6%
- Net Interest Margin0%-100.0%
- Efficiency Ratio90.83%+85.2%
- ROA4.24%+153.6%
- Equity / Assets32.69%+24.7%
- Book Value per Share4.06-6.0%
PWP Key Insights
Perella Weinberg Partners (PWP) fundamental analysis — strengths, weaknesses & financial health based on data analysis
✓Strengths
- ✓Well capitalized: 32.7% equity/assets
- ✓Healthy dividend yield of 2.3%
- ✓Diversified revenue: 100.0% from non-interest income
✗Weaknesses
- ✗High cost structure: 90.8% efficiency ratio
- ✗Weak momentum: RS Rating 20 (bottom 20%)
- ✗Shares diluted 20.7% in last year
- ✗Trading more than 30% below 52-week high
* These insights are generated automatically based on available financial data. Please conduct your own research before making investment decisions.
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PWP Price & Volume
Perella Weinberg Partners (PWP) stock price & volume — 10-year historical chart
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PWP Growth Metrics
Perella Weinberg Partners (PWP) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years-
5 Years7.67%
3 Years5.94%
TTM-
Profit CAGR
10 Years-
5 Years-
3 Years25.66%
TTM269.99%
EPS CAGR
10 Years-
5 Years-
3 Years-
TTM164%
Return on Capital
10 Years-4.73%
5 Years-4.69%
3 Years-10.61%
Last Year9.75%
PWP Recent Earnings
Perella Weinberg Partners (PWP) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 7/12 qtrs (58%)●Beat Revenue 8/12 qtrs (67%)
Q2 2026Latest
May 1, 2026Metric
Actual
Est
EPS
$0.05-69.7%
$0.17
Rev
$149M-6.2%
$159M
Q1 2026
Feb 6, 2026Metric
Actual
Est
EPS
$0.17+65.9%
$0.10
Rev
$219M+27.7%
$172M
Q4 2025
Nov 7, 2025Metric
Actual
Est
EPS
$0.13-38.1%
$0.21
Rev
$165M-26.9%
$225M
Q3 2025
Aug 1, 2025Metric
Actual
Est
EPS
$0.09-59.1%
$0.22
Rev
$155M-26.7%
$212M
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | May 1, 2026 | $0.05vs $0.17-69.7% | $149Mvs $159M-6.2% |
| Q1 2026 | Feb 6, 2026 | $0.17vs $0.10+65.9% | $219Mvs $172M+27.7% |
| Q4 2025 | Nov 7, 2025 | $0.13vs $0.21-38.1% | $165Mvs $225M-26.9% |
| Q3 2025 | Aug 1, 2025 | $0.09vs $0.22-59.1% | $155Mvs $212M-26.7% |
Based on last 12 quarters of dataView full earnings history →
PWP Peer Comparison
Perella Weinberg Partners (PWP) competitors in Investment Banking and M&A Advisory — business model, growth, and fundamentals comparison
| Company | Market Cap | Stock Price | P/E Ratio (TTM) | Revenue Growth 1Y | Net Margin | Return on Equity (ROE) | FCF Yield | Debt / Equity |
|---|---|---|---|---|---|---|---|---|
 EVR | 14.72B | 371.72 | 26.46 | 29.49% | 15.26% | 29.32% | 0.50 | |
 LAZ | 4.16B | 44.30 | 20.41 | 3.25% | 7.5% | 26.7% | 2.61 | |
 MC | 4.93B | 67.18 | 22.85 | 26.98% | 15.36% | 37.88% | 0.39 | |
 PJT | 3.76B | 155.47 | 23.27 | 14.77% | 10.32% | 20.08% | 0.41 | |
 HLI | 9.82B | 140.77 | 24.19 | 24.81% | 16.91% | 20.14% | 0.20 | |
 HLNE | 4.57B | 82.22 | 13.89 | 6.46% | 32.83% | 20.15% | 0.24 | |
 STEP | 5.65B | 45.20 | -6.75 | 69.69% | -26.88% | -49.51% | 1.47 | |
 AMG | 9.42B | 352.90 | 15.52 | 19.83% | 30.92% | 16.01% | 0.61 |
Compare PWP vs Peers
Perella Weinberg Partners (PWP) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
PWP Income Statement
Perella Weinberg Partners (PWP) annual income statement — 10-year revenue, gross profit & net income history
10Y historyFree accessUpdated daily
| Metric | Dec'20 | Dec'21 | Dec'22 | Dec'23 | Dec'24 | Dec'25 | TTM |
|---|---|---|---|---|---|---|---|
Net Interest Income | -15.74M | -7.61M | -276K | -276K | 10.3M | 0 | 0 |
NII Growth % | - | 51.68% | 96.37% | 0% | 3831.88% | -100% | 0% |
Net Interest Margin % | -2.9% | -1.06% | -0.04% | -0.04% | 1.17% | 0% | 0% |
Interest Income | 0 | 0 | 0 | 0 | 10.3M | 0 | 0 |
Interest Expense | 15.74M | 7.61M | 276K | 276K | 0 | 0 | 0 |
Loan Loss Provision | 358.59M | 496.76M | 391.06M | 426.3M | 525.94M | 20.83M | -10.89M |
Non-Interest Income | 518.99M | 801.66M | 631.51M | 648.65M | 867.74M | 750.9M | 687.99M |
Non-Interest Income % | 100% | 100% | 100% | 100% | 98.83% | 100% | 100% |
Total Revenue | 518.99M▲ 0% | 801.66M▲ 54.5% | 631.51M▼ 21.2% | 648.65M▲ 2.7% | 878.04M▲ 35.4% | 750.9M▼ 14.5% | 687.99M▲ 0% |
Revenue Growth % | - | 54.47% | -21.23% | 2.71% | 35.36% | -14.48% | -116.33% |
Non-Interest Expense | 159.25M | 230.71M | 287.91M | 337.18M | 430.63M | 682.06M | 617.04M |
Efficiency Ratio | 30.68% | 28.78% | 45.59% | 51.98% | 49.04% | 90.83% | 89.69% |
Operating Income | -14.6M▲ 0% | 66.58M▲ 556.2% | -47.73M▼ 171.7% | -115.1M▼ 141.1% | -78.53M▲ 31.8% | 48.01M▲ 161.1% | 23.44M▲ 0% |
Operating Margin % | -2.81% | 8.31% | -7.56% | -17.74% | -8.94% | 6.39% | 3.41% |
Operating Income Growth % | - | 556.18% | -171.69% | -141.13% | 31.77% | 161.13% | - |
Pretax Income | -20.89M▲ 0% | 22.95M▲ 209.9% | -21.42M▼ 193.3% | -112.82M▼ 426.7% | -68.25M▲ 39.5% | 51.52M▲ 175.5% | 28.97M▲ 0% |
Pretax Margin % | -4.02% | 2.86% | -3.39% | -17.39% | -7.77% | 6.86% | 4.21% |
Income Tax | 3.45M | 18.93M | 10.33M | -980K | 21.09M | 3.51M | 3.09M |
Effective Tax Rate % | -16.53% | 82.47% | -48.21% | 0.87% | -30.9% | 6.82% | 10.66% |
Net Income | -24.34M▲ 0% | -9.42M▲ 61.3% | 17.88M▲ 289.8% | -17.22M▼ 196.3% | -64.73M▼ 275.8% | 35.48M▲ 154.8% | 19.63M▲ 0% |
Net Margin % | -4.69% | -1.18% | 2.83% | -2.66% | -7.37% | 4.72% | 2.85% |
Net Income Growth % | - | 61.3% | 289.77% | -196.34% | -275.82% | 154.81% | 269.99% |
Net Income (Continuing) | -24.34M | 4.02M | -31.75M | -111.84M | -89.34M | 48M | 28.12M |
EPS (Diluted) | -0.26▲ 0% | -0.22▲ 15.7% | -0.46▼ 108.1% | -1.33▼ 187.8% | -1.22▲ 7.9% | 0.55▲ 145.1% | 0.19▲ 0% |
EPS Growth % | - | 15.67% | -108.14% | -187.84% | 7.94% | 145.08% | 164% |
EPS (Basic) | -0.26 | -0.22 | 0.41 | -0.40 | -1.22 | 0.55 | - |
Diluted Shares Outstanding | 92.8M | 42.6M | 89.76M | 86.78M | 53.19M | 64.21M | 101.42M |
PWP Balance Sheet
Perella Weinberg Partners (PWP) balance sheet — assets, liabilities & shareholders' equity
| Metric | Dec'20 | Dec'21 | Dec'22 | Dec'23 | Dec'24 | Dec'25 | TTM |
|---|---|---|---|---|---|---|---|
Cash & Short Term Investments | 330.91M | 504.77M | 314.28M | 341.28M | 408.6M | 255.91M | 664.13M |
Cash & Due from Banks | 330.91M | 504.77M | 174.17M | 250.1M | 332.77M | 255.91M | 77.66M |
Short Term Investments | 0 | 0 | 140.11M | 91.17M | 75.83M | 0 | 0 |
Total Investments | 0 | 0 | 140.11M | 91.17M | 75.83M | 0 | 0 |
Investments Growth % | - | - | - | -34.93% | -16.83% | -100% | -200% |
Long-Term Investments | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Accounts Receivables | 40.8M | 46.91M | 67.91M | 47.77M | 73.29M | 62.69M | 0 |
Goodwill & Intangibles | 73.31M | 66.73M | 60.16M | 53.58M | 46.99M | 85.21M | 82.96M |
Goodwill | 34.38M | 34.38M | 34.38M | 34.38M | 34.38M | 72.69M | 72.69M |
Intangible Assets | 38.93M | 32.35M | 25.77M | 19.19M | 12.61M | 12.52M | 10.27M |
PP&E (Net) | 70.63M | 50.27M | 202.11M | 237.59M | 224.52M | 215.7M | 210.04M |
Other Assets | 25.79M | 24.31M | 36.19M | 200K | 29.22M | 0 | 0 |
Total Current Assets | 372M | 555.91M | 385.54M | 423.29M | 483.04M | 318.6M | 111.11M |
Total Non-Current Assets | 170.95M | 162.41M | 331.55M | 337.81M | 393.71M | 430.5M | 432.82M |
Total Assets | 542.95M▲ 0% | 718.33M▲ 32.3% | 717.09M▼ 0.2% | 761.11M▲ 6.1% | 876.75M▲ 15.2% | 797.64M▼ 9.0% | 595.79M▲ 0% |
Asset Growth % | - | 32.3% | -0.17% | 6.14% | 15.19% | -9.02% | -30.41% |
Return on Assets (ROA) | -4.48% | -1.49% | 2.49% | -2.33% | -7.9% | 4.24% | 2.96% |
Accounts Payable | 22.25M | 31.05M | 46.34M | 52.11M | 68.32M | 35.8M | 0 |
Total Debt | 205.19M | 43.45M | 165.6M | 175.9M | 187.35M | 353.66M | 0 |
Net Debt | -125.71M | -461.33M | -8.56M | -74.2M | -145.42M | 97.75M | -77.66M |
Long-Term Debt | 146.97M | 0 | 0 | 0 | 0 | 167.59M | 0 |
Short-Term Debt | 0 | 0 | 0 | 0 | 19.35M | 18.47M | 0 |
Other Liabilities | 17.21M | 53.13M | 25.92M | 30.93M | 65.49M | -74.13M | 0 |
Total Current Liabilities | 246.37M | 350.39M | 265.43M | 286.03M | 413.49M | 275.84M | 0 |
Total Non-Current Liabilities | 222.4M | 96.58M | 191.52M | 206.83M | 233.49M | 261.06M | 0 |
Total Liabilities | 468.77M | 446.98M | 456.95M | 492.86M | 646.99M | 536.9M | 367.54M |
Total Equity | 74.18M▲ 0% | 271.35M▲ 265.8% | 260.14M▼ 4.1% | 268.25M▲ 3.1% | 229.76M▼ 14.3% | 260.74M▲ 13.5% | -154.71M▲ 0% |
Equity Growth % | - | 265.79% | -4.13% | 3.12% | -14.35% | 13.48% | -220.41% |
Equity / Assets (Capital Ratio) | 13.66% | 37.78% | 36.28% | 35.24% | 26.21% | 32.69% | -25.97% |
Return on Equity (ROE) | -32.81% | -5.45% | 6.73% | -6.52% | -25.99% | 14.47% | 16.26% |
Book Value per Share | 0.80 | 6.37 | 2.90 | 3.09 | 4.32 | 4.06 | -1.53 |
Tangible BV per Share | 0.01 | 4.80 | 2.23 | 2.47 | 3.44 | 2.73 | -2.34 |
Common Stock | 0 | 9K | 9K | 10K | 10K | 10K | 10K |
Additional Paid-in Capital | 76.51M | 158.13M | 242.13M | 312.52M | 0 | 144.2M | 0 |
Retained Earnings | 0 | -18.07M | -18.07M | -54.65M | -303.71M | -130.6M | -135.62M |
Accumulated OCI | -2.33M | -1.75M | -6.54M | -4.48M | -6.19M | -2.52M | -3.81M |
Treasury Stock | 0 | -12M | -80.07M | -100.75M | -111.48M | -138.45M | 0 |
Preferred Stock | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
PWP Cash Flow Statement
Perella Weinberg Partners (PWP) cash flow — operating, investing & free cash flow history
| Metric | Dec'20 | Dec'21 | Dec'22 | Dec'23 | Dec'24 | Dec'25 | TTM |
|---|---|---|---|---|---|---|---|
Cash from Operations | 85.91M | 234.91M | -17.77M | 145.88M | 223.36M | 34.79M | 101.6M |
Operating CF Growth % | - | 173.44% | -107.57% | 920.81% | 53.11% | -84.42% | -101.38% |
Net Income | -24.34M | 4.02M | -31.75M | -111.84M | -89.34M | 48M | 19.63M |
Depreciation & Amortization | 15.53M | 14.49M | 10.69M | 14.68M | 20.38M | 20.83M | 21.66M |
Deferred Taxes | -564K | -3.72M | -2.74M | -2.07M | -2.46M | 2.45M | 3.21M |
Other Non-Cash Items | 24.04M | 64.08M | -1.96M | 16.16M | 17.28M | 244.45M | 12.17M |
Working Capital Changes | 46.42M | 59M | -148.44M | 44.5M | 88.63M | -160.58M | 63.27M |
Cash from Investing | -5.52M | -2.44M | -166.23M | -5.82M | -98K | 51.74M | -24.19M |
Purchase of Investments | 0 | 0 | -139.17M | -89.26M | -74.91M | 0 | 0 |
Sale/Maturity of Investments | 0 | 0 | 0 | 140.55M | 91.19M | 74.91M | 0 |
Net Investment Activity | 0 | 0 | -139.17M | 51.29M | 16.28M | 74.91M | 0 |
Acquisitions | 0 | 0 | 0 | 0 | 0 | -18.86M | -18.86M |
Other Investing | 0 | -978K | -500K | 488K | 0 | 0 | 0 |
Cash from Financing | -21.99M | -55.02M | -136.77M | -67.02M | -137.25M | -168.57M | -111.57M |
Dividends Paid | -11.99M | -71.92M | -57.3M | -27.31M | -20.28M | -22.91M | -27.43M |
Share Repurchases | 0 | -12M | -104.98M | -22.49M | -15M | -33.66M | -19.21M |
Stock Issued | 0 | 0 | 35.21M | 0 | 65.99M | 0 | 0 |
Net Stock Activity | 0 | -12M | -69.77M | -22.49M | 50.99M | -33.66M | -19.21M |
Debt Issuance (Net) | -1000K | -1000K | 0 | 0 | 0 | 0 | 0 |
Other Financing | 0 | 215.76M | -9.7M | -17.21M | -167.96M | -112M | -64.93M |
Net Change in Cash | 64.33M▲ 0% | 173.87M▲ 170.3% | -330.61M▼ 290.2% | 75.94M▲ 123.0% | 82.67M▲ 8.9% | -75.72M▼ 191.6% | -33.73M▲ 0% |
Exchange Rate Effect | 5.93M | -3.58M | -9.84M | 2.89M | -3.34M | 6.32M | 430K |
Cash at Beginning | 266.58M | 330.91M | 504.77M | 174.17M | 250.1M | 332.77M | 257.05M |
Cash at End | 330.91M | 504.77M | 174.17M | 250.1M | 332.77M | 257.05M | 78.78M |
Interest Paid | 11.78M | 5.51M | 127K | 127K | 0 | 0 | 0 |
Income Taxes Paid | 2.24M | 12.55M | 26M | 4.57M | 10.28M | 0 | -750K |
Free Cash Flow | 80.39M▲ 0% | 233.45M▲ 190.4% | -44.33M▼ 119.0% | 88.28M▲ 299.1% | 206.98M▲ 134.4% | 30.48M▼ 85.3% | 96.27M▲ 0% |
FCF Growth % | - | 190.41% | -118.99% | 299.14% | 134.45% | -85.28% | -60.58% |
PWP Banking Ratios
Perella Weinberg Partners (PWP) financial ratios — P/E, ROE, debt and 30+ core market and balance-sheet ratios
| Metric | 2021 | 2022 | 2023 | 2024 | 2025 | TTM |
|---|---|---|---|---|---|---|
Return on Equity (ROE) | -5.45% | 6.73% | -6.52% | -25.99% | 14.47% | 16.26% |
Return on Assets (ROA) | -1.49% | 2.49% | -2.33% | -7.9% | 4.24% | 2.96% |
Net Interest Margin | -1.06% | -0.04% | -0.04% | 1.17% | 0% | 0% |
Efficiency Ratio | 28.78% | 45.59% | 51.98% | 49.04% | 90.83% | 89.69% |
Equity / Assets | 37.78% | 36.28% | 35.24% | 26.21% | 32.69% | -25.97% |
Book Value / Share | 6.37 | 2.9 | 3.09 | 4.32 | 4.06 | -1.53 |
NII Growth | 51.68% | 96.37% | 0% | 3831.88% | -100% | - |
Dividend Payout | - | 320.48% | - | - | 64.58% | 95.77% |
Related:PWP Dividend History·PWP Revenue History·PWP Price History·PWP P/E History·PWP Financial Ratios·PWP Institutional Holders
PWP SEC Filings & Documents
Perella Weinberg Partners (PWP) SEC filings — annual & quarterly reports (10-K, 10-Q)
PWP Frequently Asked Questions
Perella Weinberg Partners (PWP) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
Perella Weinberg Partners (PWP) saw revenue decline by 14.5% over the past year.
Yes, Perella Weinberg Partners (PWP) is profitable, generating $19.6M in net income for fiscal year 2025 (4.7% net margin).
Dividend & Returns
Yes, Perella Weinberg Partners (PWP) pays a dividend with a yield of 2.25%. This makes it attractive for income-focused investors.
Perella Weinberg Partners (PWP) has a return on equity (ROE) of 14.5%. This is reasonable for most industries.
Industry Metrics
Perella Weinberg Partners (PWP) has a net interest margin (NIM) of N/A. NIM has been under pressure due to interest rate environment.
Perella Weinberg Partners (PWP) has an efficiency ratio of 90.8%. This is higher than peers, suggesting room for cost optimization.