Perella Weinberg Partners (PWP) Equity Ratio (2019 - 2026)
Perella Weinberg Partners (PWP) posted quarterly Equity Ratio of 0.26 for Q1 2026, up 54.16% YoY from 0.17 in Q1 2025, and down 62.63% sequentially from 0.16 in Q4 2025.
Perella Weinberg Partners (PWP) Equity Ratio (2019 - 2026) Analysis & Trends
Perella Weinberg Partners has disclosed Equity Ratio across 8 years of filings, most recently posting 0.26 for Q1 2026.
- In Q1 2026, Equity Ratio rose 54.16% year-over-year to 0.26; the TTM figure through Mar 2026 stood at 0.26 (up 54.16% YoY), while the FY2025 annual figure was 0.16, up 66.78% from the prior year.
- Equity Ratio declined to 0.26 in Q1 2026, from 0.16 in the prior quarter.
- Over the last five years, Equity Ratio for PWP reached as high as 0.61 in Q1 2022 and fell as low as 0.57 in Q1 2025.
- The 5-year median for Equity Ratio is 0.35 (2023), against an average of 0.04.
- Annual changes were most pronounced in 2024 — Equity Ratio slumped 236.37% — and 2025, when it soared 66.78%.
- A 5-year view of Equity Ratio shows it stood at 0.36 in 2022, then slipped by 2.85% to 0.35 in 2023, then tumbled by 236.37% to 0.48 in 2024, then soared by 66.78% to 0.16 in 2025, then plunged by 62.63% to 0.26 in 2026.
- According to Business Quant data, Equity Ratio over the past three periods registered 0.26, 0.16, and 0.47 for Q1 2026, Q4 2025, and Q3 2025 respectively.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Equity Ratio (Qtr) |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 330.70 Bn | 197.17 Bn | - | 0.07 |
| 2 | Goldman Sachs | 309.79 Bn | -627.76 Bn | - | 0.06 |
| 3 | Schwab Charles | 167.21 Bn | 122.24 Bn | - | 0.10 |
| 4 | Futu Holdings | 111.36 Bn | 109.19 Bn | 733.58 Mn | 0.18 |
| 5 | Robinhood Markets | 97.69 Bn | 93.05 Bn | 960.00 Mn | 0.21 |
| 6 | LPL Financial Holdings | 23.49 Bn | 22.47 Bn | - | 0.30 |
| 7 | Tradeweb Markets | 21.59 Bn | 20.34 Bn | - | 0.88 |
| 8 | Circle Internet | 15.14 Bn | 13.62 Bn | 35.01 Mn | 0.04 |
| 9 | Iren | 14.46 Bn | 12.24 Bn | 144.76 Mn | 0.37 |
| 10 | Perella Weinberg Partners | 1.14 Bn | 1.44 Bn | - | -0.26 |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | -0.26 |
| Dec 31, 2025 | -0.16 |
| Sep 30, 2025 | -0.47 |
| Jun 30, 2025 | -0.52 |
| Mar 31, 2025 | -0.57 |
| Dec 31, 2024 | -0.48 |
| Sep 30, 2024 | -0.44 |
| Jun 30, 2024 | -0.44 |
| Mar 31, 2024 | 0.48 |
| Dec 31, 2023 | 0.35 |
| Sep 30, 2023 | 0.42 |
| Jun 30, 2023 | 0.44 |
| Mar 31, 2023 | 0.47 |
| Dec 31, 2022 | 0.36 |
| Sep 30, 2022 | 0.43 |
| Jun 30, 2022 | 0.50 |
| Mar 31, 2022 | 0.61 |
| Dec 31, 2021 | 0.38 |
| Sep 30, 2021 | 0.39 |
| Jun 30, 2021 | 0.43 |