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)
-11.3%
FY2023
5-year range
-11.3% / 13.0%
FY2019-FY2023
Trend
-186.7%
vs FY2022
Sector context
#374 of 388
Financials
What the data says
Perella Weinberg Partners reports negative total equity of -11.3% 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.
-11.3% in FY2023 with a 3-year CAGR of +21.5%.
Declined from -7.5% to -11.3% over the past 2 years.
Financials sector context is included.
Return on Equity (ROE) over time
Growth rates
- 3-Year Change
- +21.5pp
- 5-Year Change
- -
- 10-Year Change
- -
Sector benchmark
Bottom 4% in FinancialsTop 96% of 388This company -11.3% Sector average 16.4%
▼
-168.9% below sector average
Key checks
Key Insights
- In FY2023, return on equity (roe) decreased 186.7% year-over-year.
- Currently 27.6pp below the Financials sector average.
- Peak return on equity (roe) was recorded in FY2022.
- 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 | -11.3% | -186.7% |
| FY2022 | 13.0% | +274.4% |
| FY2021 | -7.5% | +77.3% |
| FY2020 | -32.8% | +83.6% |
| FY2019 | -200.3% | - |
As of FY2023 · SEC 10-K · Updated Feb 28, 2026