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| 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 |