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Perella Weinberg Partners (Perella Weinberg Partners) ROE % : -91.16% (As of Mar. 2024)


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What is Perella Weinberg Partners ROE %?

ROE % is calculated as Net Income divided by its average Total Stockholders Equity over a certain period of time. Perella Weinberg Partners's annualized net income for the quarter that ended in Mar. 2024 was $-143.4 Mil. Perella Weinberg Partners's average Total Stockholders Equity over the quarter that ended in Mar. 2024 was $157.3 Mil. Therefore, Perella Weinberg Partners's annualized ROE % for the quarter that ended in Mar. 2024 was -91.16%.

The historical rank and industry rank for Perella Weinberg Partners's ROE % or its related term are showing as below:

PWP' s ROE % Range Over the Past 10 Years
Min: -32.81   Med: -10.64   Max: 13.56
Current: -32.71

During the past 5 years, Perella Weinberg Partners's highest ROE % was 13.56%. The lowest was -32.81%. And the median was -10.64%.

PWP's ROE % is ranked worse than
91.76% of 777 companies
in the Capital Markets industry
Industry Median: 5.33 vs PWP: -32.71

Perella Weinberg Partners ROE % Historical Data

The historical data trend for Perella Weinberg Partners's ROE % can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

* Premium members only.

Perella Weinberg Partners ROE % Chart

Perella Weinberg Partners Annual Data
Trend Dec19 Dec20 Dec21 Dec22 Dec23
ROE %
- -32.81 -9.40 13.56 -11.87

Perella Weinberg Partners Quarterly Data
Dec19 Jun20 Sep20 Dec20 Mar21 Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24
ROE % Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only -15.14 1.05 -5.75 -28.05 -91.16

Competitive Comparison of Perella Weinberg Partners's ROE %

For the Capital Markets subindustry, Perella Weinberg Partners's ROE %, along with its competitors' market caps and ROE % data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


Perella Weinberg Partners's ROE % Distribution in the Capital Markets Industry

For the Capital Markets industry and Financial Services sector, Perella Weinberg Partners's ROE % distribution charts can be found below:

* The bar in red indicates where Perella Weinberg Partners's ROE % falls into.



Perella Weinberg Partners ROE % Calculation

Perella Weinberg Partners's annualized ROE % for the fiscal year that ended in Dec. 2023 is calculated as

ROE %=Net Income (A: Dec. 2023 )/( (Total Stockholders Equity (A: Dec. 2022 )+Total Stockholders Equity (A: Dec. 2023 ))/ count )
=-17.223/( (137.462+152.656)/ 2 )
=-17.223/145.059
=-11.87 %

Perella Weinberg Partners's annualized ROE % for the quarter that ended in Mar. 2024 is calculated as

ROE %=Net Income (Q: Mar. 2024 )/( (Total Stockholders Equity (Q: Dec. 2023 )+Total Stockholders Equity (Q: Mar. 2024 ))/ count )
=-143.376/( (152.656+161.911)/ 2 )
=-143.376/157.2835
=-91.16 %

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

In the calculation of annual ROE %, the net income of the last fiscal year and the average total shareholder equity over the fiscal year are used. In calculating the quarterly data, the net income data used here is four times the quarterly (Mar. 2024) net income data. ROE % is displayed in the 30-year financial page.


Perella Weinberg Partners  (NAS:PWP) ROE % Explanation

ROE % measures the rate of return on the ownership interest (shareholder's equity) of the common stock owners. It measures a firm's efficiency at generating profits from every unit of shareholders' equity (also known as net assets or assets minus liabilities). ROE % shows how well a company uses investment funds to generate earnings growth. ROE %s between 15% and 20% are considered desirable.

The factors that affect a company's ROE % can be illustrated with the three-step DuPont Analysis:

ROE %(Q: Mar. 2024 )
=Net Income/Total Stockholders Equity
=-143.376/157.2835
=(Net Income / Revenue )*(Revenue / Total Assets)*(Total Assets / Total Stockholders Equity)
=(-143.376 / 408.508)*(408.508 / 672.3485)*(672.3485 / 157.2835)
=Net Margin %*Asset Turnover*Equity Multiplier
=-35.1 %*0.6076*4.2748
=ROA %*Equity Multiplier
=-21.33 %*4.2748
=-91.16 %

With this breakdown, it is clear that if a company grows its Net Profit Margin, its Asset Turnover, or its Leverage, it can grow its ROE %.

The factors that affect a company's ROE % can also be illustrated with the five-step DuPont Analysis:

ROE %(Q: Mar. 2024 )
=Net Income/Total Stockholders Equity
=-143.376/157.2835
=(Net Income / Pre-Tax Income) * (Pre-Tax Income / Operating Income) * (Operating Income / Revenue) * (Revenue / Total Assets) * (Total Assets / Total Stockholders Equity)
= (-143.376 / -203.624) * (-203.624 / -214.252) * (-214.252 / 408.508) * (408.508 / 672.3485) * (672.3485 / 157.2835)
= Tax Burden * Interest Burden * Operating Margin % * Asset Turnover * Equity Multiplier
= 0.7041 * 0.9504 * -52.45 % * 0.6076 * 4.2748
=-91.16 %

Note: The net income data used here is four times the quarterly (Mar. 2024) net income data. The Revenue data used here is four times the quarterly (Mar. 2024) revenue data. The same rule applies to Pre-Tax Income and Operating Income.
* In the five-step DuPont Analysis, Operating Income is only available for non-financial companies. Thus, for Insurance companies, we use EBIT as a substitution of Operating Income. For Banks, both Operating Income and EBIT is unavailable. Thus we combined Interest Burden and Operating Margin % into Pretax Margin %, and the DuPont Analysis is divided into four components instead.

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.


Be Aware

Net Income is used.

Because a company can increase its ROE % by having more financial leverage, it is important to watch the equity multiplier when investing in high ROE % companies. Like ROA %, ROE % is calculated with only 12 months data. Fluctuations in company's earnings or business cycles can affect the ratio drastically. It is important to look at the ratio from a long term perspective.

Asset light businesses require very few assets to generate very high earnings. Their ROE %s can be extremely high.


Perella Weinberg Partners ROE % Related Terms

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Perella Weinberg Partners (Perella Weinberg Partners) Business Description

Traded in Other Exchanges
N/A
Address
767 Fifth Avenue, New York, NY, USA, 10153
Perella Weinberg Partners is an independent investment banking firm. It provides strategic, financial, and tactical advice in connection with executing complex mergers, acquisitions, company sales, and corporate divestitures, including carve-outs, joint ventures, and spin-offs, and relating to takeover preparedness and defense.
Executives
Vladimir Shendelman officer: General Counsel 767 FIFTH AVENUE, NEW YORK NY 10153
Daniel G Cohen director 712 FIFTH AVENUE, 8TH FLOOR, NEW YORK NY 10019
Kristin W Mugford director BAIN CAPITAL PARTNERS LLC, JOHN HANCOCK TOWER, 200 CLARENDON STREET, BOSTON MA 02116
Elizabeth C Fascitelli director C/O FORTRESS CAPITAL ACQUISITION CORP., 1345 AVENUE OF THE AMERICAS, 45TH FLOOR, NEW YORK NY 10105
Fintech Masala, Llc 10 percent owner 3 COLUMBUS CIRCLE 24TH FL, NEW YORK NY 10019
Pwp Professional Partners Lp director 767 FIFTH AVENUE, NEW YORK NY 10153
Andrew Bednar director, officer: Co-President 767 FIFTH AVENUE, NEW YORK NY 10153
Dietrich Becker director, officer: Co-President 767 FIFTH AVENUE, NEW YORK NY 10153
Alexandra Gottschalk officer: See Remarks 767 FIFTH AVENUE, NEW YORK NY 10153
Fintech Masala Advisors Iv, Llc 10 percent owner 2929 ARCH STREET STE 1703, PHILADELPHIA PA 19104
Laura Kohn director 2929 ARCH STREET STE 1703, PHILADELPHIA PA 19104
Jan Rock Zubrow director 2929 ARCH STREET STE 1703, PHILADELPHIA PA 19104
Fintech Investor Holdings Iv, Llc 10 percent owner 3 COLUMBUS CIRCLE 24TH FL, NEW YORK NY 10019
Cohen Sponsor Interests Iv, Llc 10 percent owner 3 COLUMBUS CIRCLE 24TH FL, NEW YORK NY 10019
Fintech Masala Holdings, Llc 10 percent owner 3 COLUMBUS CIRCLE 24TH FL, NEW YORK NY 10019

Perella Weinberg Partners (Perella Weinberg Partners) Headlines

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