Perella Weinberg Partners (PWP) Return on Assets [ROA] (2020 - 2026)
Perella Weinberg Partners (PWP) reported Return on Assets [ROA] of 4.50% for Q2 2026, down 10.30 percentage points from 14.81% a year earlier but up 0.79 percentage points from the prior quarter.
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Analysis
Perella Weinberg Partners (PWP) Return on Assets [ROA] (2020 - 2026) Analysis & Trends
For FY2025, Perella Weinberg Partners posted Return on Assets [ROA] of 5.73%, up 16.64 percentage points from FY2024.
- Return on Assets [ROA] has a five-year change of +14.70 percentage points (FY2020 to FY2025).
- By year, Return on Assets [ROA] came in at -10.91% in FY2024 (+4.22 pp), -15.13% in FY2023 (-10.71 pp), -4.42% in FY2022 (+4.43 pp) and -8.85% in FY2021 (+0.11 pp).
- Five-year quarterly Return on Assets [ROA] spans a low of -35.31% in Q2 2024 and a high of 14.81% in Q2 2025.
- Year over year, Return on Assets [ROA] gained in six of the last eight quarters, with an average year-over-year change of +14.37 percentage points.
- The high point for year-over-year Return on Assets [ROA] in five years was Q2 2025 (a gain of 50.11 percentage points); the low point was Q2 2024 (a drop of 20.64 percentage points).
- Per Business Quant data, the three quarters before Q2 2026 came in at 3.72% (Q1 2026), 6.63% (Q4 2025) and 10.64% (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROA (Qtr) |
|---|---|---|---|---|---|
| 1 | Cme | 105.82 Bn | 93.92 Bn | - | 2.16% |
| 2 | Intercontinental Exchange | 89.41 Bn | 83.14 Bn | - | 2.32% |
| 3 | Robinhood Markets | 86.77 Bn | 67.81 Bn | - | 4.08% |
| 4 | Nasdaq | 52.58 Bn | 50.01 Bn | 1.50 Bn | 7.20% |
| 5 | Interactive Brokers | 36.48 Bn | 13.59 Bn | - | 2.10% |
| 6 | Cboe Global Markets | 32.16 Bn | 23.82 Bn | 731.60 Mn | 12.48% |
| 7 | LPL Financial Holdings | 25.21 Bn | 20.53 Bn | - | 5.21% |
| 8 | Tradeweb Markets | 24.34 Bn | 16.35 Bn | - | 12.30% |
| 9 | Circle Internet | 20.17 Bn | 14.05 Bn | 288.85 Mn | 0.57% |
| 10 | Perella Weinberg Partners | 936.67 Mn | 301.72 Mn | - | 4.50% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 4.50% |
| Mar 31, 2026 | 3.72% |
| Dec 31, 2025 | 6.63% |
| Sep 30, 2025 | 10.64% |
| Jun 30, 2025 | 14.81% |
| Mar 31, 2025 | 0.28% |
| Dec 31, 2024 | -10.59% |
| Sep 30, 2024 | -22.58% |
| Jun 30, 2024 | -35.31% |
| Mar 31, 2024 | -22.97% |
| Dec 31, 2023 | -16.03% |
| Sep 30, 2023 | -15.13% |
| Jun 30, 2023 | -14.67% |
| Mar 31, 2023 | -9.70% |
| Dec 31, 2022 | -4.71% |
| Sep 30, 2022 | -4.64% |
| Jun 30, 2022 | -4.70% |
| Mar 31, 2022 | -2.93% |
| Dec 31, 2021 | 0.58% |
| Sep 30, 2021 | 3.92% |
API Access
Perella Weinberg Partners Return on Assets [ROA] API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=return-on-assets-%5Broa%5D&ticker=PWP&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-assets-[roa]", "ticker": "PWP", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=return-on-assets-%5Broa%5D&ticker=PWP&period=max&api_key=YOUR_API_KEY");
const data = await res.json();