COMP <GO>
PWP vs PGY // RETURN ON INVESTED CAPITAL (ROIC)
Perella Weinberg Partners (Class A) (NASDAQ) VS. Pagaya Technologies Ltd. (Class A) (NASDAQ) • 15-METRIC TALLY: PWP 2
— PGY 9
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: PGY
LAST: $14.47 (-1.76%) • MKT CAP: $1.43B
roic
55.70%
LAST: $18.13 (-5.72%) • MKT CAP: $1.60B
roic
85.00%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (PWP VS. PGY)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | PWP | PGY | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 55.70% | 85.00% | -29.30 | PGY | /roic <GO> |
| EV/EBITDA & P/E Valuation | 21.4x | 5.4x | +16.00 | PGY | /valuation <GO> |
| Free Cash Flow Yield | 2.24% | 12.94% | -10.70 | PGY | /fcf-yield <GO> |
| Operating Margin | 6.40% | 20.90% | -14.50 | PGY | /operating-margins <GO> |
| Net Profit Margin | 6.40% | 6.50% | -0.10 | PGY | /net-margins <GO> |
| Revenue Growth (YoY) | -14.50% | 25.60% | -40.10 | PGY | /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 | 6/9 | -2.00 | PGY | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 55.4 | 50.5 | +4.90 | PWP | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | — | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 26.4x | 17.9x | +8.50 | PGY | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $1.43B | $1.60B | -$170.9M | PGY | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | PWP REV | PGY REV | PWP GROSS % | PGY GROSS % | PWP FCF | PGY FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $750.9M | $1.26B | — | — | $30.5M | $224.7M |
| FY 2024 | $878.0M | $1.00B | — | — | $207.0M | $30.0M |
| FY 2023 | $648.7M | $772.8M | — | — | $145.9M | -$21.7M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
PWP // BETA —
PGY // BETA —