COMP <GO>
PWP vs BAC // RETURN ON INVESTED CAPITAL (ROIC)
Perella Weinberg Partners (Class A) (NASDAQ) VS. Bank of America Corporation (NYSE) • 15-METRIC TALLY: PWP 5
— BAC 6
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: PWP
LAST: $14.00 (+8.19%) • MKT CAP: $1.36B
roic
55.70%
LAST: $51.14 (+0.57%) • MKT CAP: $357.61B
roic
2.50%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (PWP VS. BAC)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | PWP | BAC | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 55.70% | 2.50% | +53.20 | PWP | /roic <GO> |
| EV/EBITDA & P/E Valuation | 21.4x | 30.2x | -8.80 | PWP | /valuation <GO> |
| Free Cash Flow Yield | 2.24% | 2.10% | +0.14 | PWP | /fcf-yield <GO> |
| Operating Margin | 6.40% | 32.90% | -26.50 | BAC | /operating-margins <GO> |
| Net Profit Margin | 6.40% | 27.00% | -20.60 | BAC | /net-margins <GO> |
| Revenue Growth (YoY) | -14.50% | 6.80% | -21.30 | BAC | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.68% | 0.00% | +1.68 | PWP | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 4/9 | 7/9 | -3.00 | BAC | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 56.3 | 38.3 | +18.03 | PWP | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 0.90 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 26.4x | 10.9x | +15.50 | BAC | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $1.36B | $357.61B | -$356.25B | BAC | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | PWP REV | BAC REV | PWP GROSS % | BAC GROSS % | PWP FCF | BAC FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $750.9M | $113.10B | — | — | $30.5M | $7.52B |
| FY 2024 | $878.0M | $105.86B | — | — | $207.0M | -$13.57B |
| FY 2023 | $648.7M | $102.77B | — | — | $145.9M | $40.36B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
PWP // BETA —
BAC // BETA 0.90