Company / Return on Equity (ROE)
Perella Weinberg Partners Return on Equity (ROE) History
FY2019-FY2023 · Annual data · Source: SEC filings
At a glance
Latest annual filing availableLatest Return on Equity (ROE)
-6.2%
FY2023
5-year range
-7.5% / -6.2%
FY2019-FY2023
Trend
+9.9%
vs FY2022
Sector context
#370 of 390
Financials
What the data says
Perella Weinberg Partners reports negative total equity of -6.2% in FY2023. Negative equity can occur when accumulated losses exceed contributed capital, as reported in the balance sheet from the SEC filing.
Based on SEC 10-K filings.
-6.2% in FY2023 with a 3-year CAGR of +26.6%.
Improved from -7.5% to -6.2% over the past 2 years.
Financials sector context is included.
Return on Equity (ROE) over time
Growth rates
- 3-Year Change
- +26.6pp
- 5-Year Change
- -
- 10-Year Change
- -
Sector benchmark
Bottom 5% in FinancialsTop 95% of 390This company -6.2% Sector average 17.6%
▼
-135.1% below sector average
Key checks
Key Insights
- Perella Weinberg Partners's return on equity (roe) has grown for 4 consecutive years.
- In FY2023, return on equity (roe) increased 9.9% year-over-year.
- Currently 23.7pp below the Financials sector average.
- Lowest return on equity (roe) in the period was in FY2019.
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 Equity (ROE)Value | YoY GrowthYoY |
|---|---|---|
| FY2025 | - | - |
| FY2024 | - | - |
| FY2023 | -6.2% | +9.9% |
| FY2022 | -6.9% | +8.2% |
| FY2021 | -7.5% | +77.3% |
| FY2020 | -32.8% | +83.6% |
| FY2019 | -200.3% | - |
As of FY2023 · SEC 10-K · Updated Jun 30, 2026