Company / Return on Assets (ROA)
Perella Weinberg Partners Return on Assets (ROA) History
FY2020-FY2025 · Annual data · Source: SEC filings
At a glance
Latest annual filing availableLatest Return on Assets (ROA)
4.5%
FY2025
5-year range
-7.4% / 4.5%
FY2021-FY2025
Trend
+160.3%
vs FY2024
Sector context
#83 of 400
Financials
What the data says
Perella Weinberg Partners's return on assets (roa) of 4.5% is higher than 79% of companies in the Financials sector (FY2025). Return on Assets (ROA) returned to growth in FY2025 after 2 years of decline, reaching 4.5%.
Based on SEC 10-K filings.
4.5% in FY2025 with a 5-year CAGR of +8.9%. Top quartile in the Financials sector.
Improved from -2.3% to 4.5% over the past 2 years.
Financials sector context is included.
Return on Assets (ROA) over time
Growth rates
- 3-Year Change
- +2.0pp
- 5-Year Change
- +8.9pp
- 10-Year Change
- -
Sector benchmark
+111.4% above sector average
Key checks
Key Insights
- In FY2025, return on assets (roa) increased 160.3% year-over-year.
- Currently 2.3pp above the Financials sector average.
- Lowest return on assets (roa) in the period was in FY2024.
Company context
Key Data Points
- Altman Z-Score 0.93 (distress zone, below 1.8 threshold)
Data sourced from SEC EDGAR filings. Not investment advice.
Annual data
| Year | Return on Assets (ROA)Value | YoY GrowthYoY |
|---|---|---|
| FY2025 | 4.5% | +160.3% |
| FY2024 | -7.4% | -226.5% |
| FY2023 | -2.3% | -190.8% |
| FY2022 | 2.5% | +290.1% |
| FY2021 | -1.3% | +70.8% |
| FY2020 | -4.5% | - |
| FY2019 | - | - |
As of FY2025 · SEC 10-K · Updated Feb 28, 2026