Perella Weinberg Partners (PWP) Equity Ratio (2019 - 2026)

Perella Weinberg Partners (PWP) reported Equity Ratio of 0.26 for Q1 2026, up 54.16% year-over-year from 0.17 in Q1 2025, and down 62.63% quarter-over-quarter from 0.16 in Q4 2025.

Perella Weinberg Partners (PWP) Equity Ratio (2019 - 2026) Analysis & Trends

Perella Weinberg Partners (PWP) has 8 years of Equity Ratio data on file, last reported at 0.26 in Q1 2026.

  • Equity Ratio for Q1 2026 came in at 0.26, up 54.16% year-over-year; the trailing twelve-month figure through Mar 2026 was 0.26 (up 54.16% YoY), and the FY2025 annual result was 0.16, up 66.78% from the prior year.
  • Equity Ratio slipped to 0.26 in Q1 2026 per PWP's latest filing, from 0.16 in the prior quarter.
  • Over five years, Equity Ratio peaked at 0.61 in Q1 2022 and troughed at 0.57 in Q1 2025.
  • A 5-year average of 0.04 and a median of 0.35 in 2023 frame the typical range for Equity Ratio.
  • The sharpest annual moves came in 2024 and 2025: Equity Ratio plunged 236.37% in 2024, then soared 66.78% in 2025.
  • 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 sank by 236.37% to 0.48 in 2024, then soared by 66.78% to 0.16 in 2025, then slumped by 62.63% to 0.26 in 2026.
  • Business Quant data shows PWP's Equity Ratio at 0.26 in Q1 2026, 0.16 in Q4 2025, and 0.47 in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Equity Ratio (Qtr)
1 SOL Strategies 100,773.79 Bn 100,773.79 Bn - -
2 Morgan Stanley 331.35 Bn 197.82 Bn - 0.07
3 Goldman Sachs 317.73 Bn -619.82 Bn - 0.06
4 Schwab Charles 153.74 Bn 108.77 Bn - 0.10
5 Robinhood Markets 75.98 Bn 71.34 Bn 960.00 Mn 0.21
6 Interactive Brokers 38.91 Bn 49.50 Bn - 0.03
7 LPL Financial Holdings 22.76 Bn 21.73 Bn - 0.30
8 Tradeweb Markets 20.90 Bn 19.65 Bn - 0.88
9 Circle Internet 20.00 Bn 18.49 Bn 35.01 Mn 0.04
10 Perella Weinberg Partners 1.10 Bn 1.41 Bn - -0.26

Historic Data

Download Data
DateValue
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