Perella Weinberg Partners (PWP) Stock & Financials
Data as of (550 days ago)|Source: SEC EDGAR
Perella Weinberg Partners (PWP) is a diversified financial services company. The company reports annual revenue of $757M and net income of $47M. Its profit margin is 6.2%.
What to check next
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Perella Weinberg Partners Key Financials(TTM Est.)
Data from SEC EDGAR filings. TTM = Trailing Twelve Months.
Perella Weinberg Partners Financial Health ScoreFY2025
Weak financial health; requires careful evaluation
-11 pts YoYThis Financial Health Score is a proprietary metric calculated from SEC EDGAR filings for educational and informational purposes only. It does not constitute investment advice or a recommendation to buy or sell any security. Results vary significantly by industry. Conduct your own research before making investment decisions.
Data Highlights
- Altman Z-Score 0.93 (distress zone, below 1.8 threshold)
Data sourced from SEC EDGAR filings. Not investment advice.
Perella Weinberg Partners Recent Events
Source: SEC EDGAR 8-K Filings
5-Year Revenue & Net Income Trend
Chart shows fiscal year data from SEC EDGAR filings. Hover over data points for details.
As of FY2025 · SEC 10-K Annual Filings · Updated Jun 30, 2026
About Perella Weinberg Partners
Perella Weinberg Partners is an American global financial services firm focused on investment banking advisory services.
- Industry
- Diversified Financial Services
Valuation
Valuation Data UnavailablePrice-based valuation metrics (P/E, P/B) require real-time stock price data which is not included in SEC filings.
Benjamin Graham: Graham recommended P/E ratio not exceed 15 for reasonable valuation. Understanding valuation metrics
Profitability
Moderate Marginsvs 4.2% sector median / 4.4% avg
Keeps 6 cents of every dollar in revenue as profit. Higher than 50% in Financials.
* Some quarterly data is missing. Values are calculated based on annual report figures.
Profit margin 41% above sector average.
Warren Buffett: Buffett looks for consistent ROE above 20% as a sign of competitive advantage. How to evaluate profitability
Financial Health
Balance Sheet Data LimitedInsufficient data to assess financial health.
Peter Lynch: Lynch: normal balance sheet has 75% equity, 25% debt. Understanding financial health
Dividend
Dividend Data UnavailableDividend yield data is not available from SEC filings. Check the company's investor relations page for dividend information.
As of FY2025 · SEC 10-K Annual Filings · Updated Jun 30, 2026
Perella Weinberg Partners 7-Year Revenue, Profit & Cash Flow History
Revenue has grown at a 5.9% CAGR over the past 6 years.
Net income reached a record high of $35M in FY2025.
Annual Financials
FY2025 - FY2019| Metric | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 | FY2019 |
|---|---|---|---|---|---|---|---|
| Revenue | $750.9M(-14.5%) | $878.0M(+9.5%) | $801.7M(+54.5%) | $519.0M(-35.3%) | $801.7M(+54.5%) | $519.0M(-2.7%) | $533.3M |
| Net Income | $35.5M(+154.8%) | $-64,728,000(-587.1%) | $-9,421,000(0.0%) | $-9,421,000(0.0%) | $-9,421,000(+61.3%) | $-24,342,000(+85.2%) | $-164,019,000 |
| Total Assets | $797.6M | $876.8M | $761.1M | $717.1M | $718.3M | $543.0M | $65,635 |
| Total Debt | - | - | - | - | $0 | $147.0M | - |
| Total Equity | $-127,359,000 | $-421,375,000 | $152.7M | $137.5M | $126.3M | $74.2M | $81.9M |
| Profit Margin | 4.7% | -7.4% | -1.2% | -1.8% | -1.2% | -4.7% | -30.8% |
| ROE | - | - | -6.2% | -6.9% | -7.5% | -32.8% | -200.3% |
| ROA | 4.5% | -7.4% | -1.2% | -1.3% | -1.3% | -4.5% | - |
Quarterly Financials
Last 8 quarters| Metric | Q1 2026 | Q3 2025 | Q2 2025 | Q1 2025 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $211.8M | $164.6M | $155.3M | $211.8M | $278.2M | $272.0M | $102.1M | $139.0M |
| Net Income | $17.3M | $6.0M | $2.7M | $17.3M | $16.4M | $-66,028,000 | $-35,844,000 | $-2,049,000 |
| Total Assets | $797.6M | $650.2M | $606.7M | $570.5M | $810.9M | $645.5M | $583.6M | $634.2M |
As of FY2025 · SEC 10-K Annual Filings · Updated Jun 30, 2026
Insider Trading
Source: SEC EDGAR Form 4 filings. Only purchase (P) and sale (S) transactions shown.
Perella Weinberg Partners Free Cash Flow & Dividend Coverage
Cash Flow History
FY2019 - FY2025| Metric | FY2019 | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|---|---|---|
| Operating CF | -$106.1M | $85.9M | $234.9M | $85.9M | $234.9M | $223.4M | $34.8M |
| CapEx | -$7.4M | -$5.5M | -$1.5M | -$5.5M | -$1.5M | -$16.4M | -$4.3M |
| Free Cash Flow | -$113.5M | $80.4M | $233.4M | $80.4M | $233.4M | $207.0M | $30.5M |
| FCF Margin | -21.3% | 15.5% | 29.1% | 15.5% | 29.1% | 23.6% | 4.1% |
Source: SEC EDGAR 10-K filings. FCF = Operating Cash Flow - Capital Expenditures. Free cash flow guide
As of FY2025 · SEC 10-K Annual Filings · Updated Jun 30, 2026
Perella Weinberg Partners Risk Factors
Company-disclosed SEC risk factors
Risk factors are disclosed by the company in its SEC Form 10-K, Item 1A. Billiver does not classify or summarize company-specific legal, operational, financial, or market risks here.
Sector context: Financials. This is not a Billiver risk assessment for PWP.
Source note: the SEC Form 10-K includes Item 1A, "Risk Factors." The full risk-factor text should be read from the company’s own SEC filing.
Perella Weinberg Partners FAQ
What is Perella Weinberg Partners's annual revenue?
Perella Weinberg Partners (PWP) reported $757 million in trailing twelve-month (TTM) revenue. This financial data is compiled from SEC EDGAR 10-K filings.
Is Perella Weinberg Partners profitable?
Yes, Perella Weinberg Partners is profitable with a 6.2% net profit margin and $47 million in net income (TTM). All figures from SEC EDGAR 10-K filings.
Does Perella Weinberg Partners pay dividends?
No, Perella Weinberg Partners (PWP) does not currently pay dividends to shareholders.
What is Perella Weinberg Partners's financial health score?
Perella Weinberg Partners has a financial health score of 36/100 (Grade: F), evaluating profitability, solvency, liquidity, and growth based on SEC EDGAR data.
How many years of Perella Weinberg Partners financial data are available?
7 years of financial data are available for Perella Weinberg Partners from FY2019 to FY2025. All figures are compiled from SEC EDGAR 10-K filings.