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Perella Weinberg Partners key statistics and ratios

In fiscal 2025, Perella Weinberg Partners had an operating margin of 6.4%. Each ratio below is calculated from the figures on its income statement, balance sheet and cash flow pages.

Financial ratios

US$ thousands unless shown otherwise. Fiscal years, plus the last twelve months (LTM) when newer.

Fiscal year2019Dec 20192020Dec 20202021Dec 20212022Dec 20222023Dec 20232024Dec 20242025Dec 2025LTMSept 2026
Operating margin−29.1%−2.8%8.3%−7.6%−17.7%−8.9%6.4%5.9%
Net margin−0.0%−1.0%−1.2%2.8%−2.7%−7.4%4.7%4.3%
Free-cash-flow margin−21.3%15.5%29.1%−7.0%13.6%23.6%4.1%13.1%
Return on equity−5.8%−13.8%−9.4%13.6%−11.9%———
Return on assets−2.0%−1.9%−1.5%2.5%−2.3%−7.9%4.2%4.1%
Asset turnover8125.191.911.270.880.881.070.900.95
Current ratio0.251.81——————
Debt to equity0.0%239.5%0.0%0.0%0.0%——0.0%
Interest cover (operating income ÷ interest)n/mn/m8.8xn/mn/m———
Effective tax rate——82.5%———6.8%18.6%
SG&A as % of revenue0.0%0.2%——————
Capital spending as % of revenue1.4%1.1%0.2%4.2%8.9%1.9%0.6%0.9%
Free cash flow ÷ net income———−248.0%——85.9%300.5%
Dividends ÷ net income———71.8%——64.6%81.1%
Dividends and buybacks ÷ free cash flow—0.0%7.7%—40.4%17.0%185.6%29.0%

Returns use average equity or assets over the year. Return on equity is left blank when equity is negative or so small that the ratio says nothing (above ±200%); interest cover is left blank above 200 times. Price-based ratios such as P/E are on the valuation page.

Moat

Not assessed: fewer than five years of comparable figures in the filings. AI disruption exposure for this industry: Medium.

A rules-based reading of reported figures, not a forecast and not investment advice. How the score is built: methodology.

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Figures from Perella Weinberg Partners's SEC filings (10-K and 10-Q), retrieved October 30, 2026. How we read and check them: methodology and data sources. Not investment advice. Back to Perella Weinberg Partners.