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Perella Weinberg Partners (Class A) (PWP) Revenue-to-Profit Sankey Flow & SEC XBRL Financials

$14.00 +8.19% NASDAQ • Live Quote vs Prior Daily Close (Synced Snapshot)

Perella Weinberg Partners (Class A) (PWP) carries a Roarable Rating of C+ (Hold) with 67/100 RQD Confidence. The composite score sits in the neutral Hold band (59–69), meaning current holders don’t need to panic-sell while prospective buyers can wait for a move into the 70+ Buy zone.

ROARABLE C+ • HOLD / WATCH Cap $1.36B

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INTERACTIVE SCENARIO DECK:

🛡️ Portfolio Crash X-Ray

RQD QUANT TACHOMETERHOLD / WATCH • C+

JEV AI Jury Split (Battleground)

Cash

SEC

Whale

Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer

5-PILLAR SNOWFLAKE RADARRw C · Rk B-

Each axis scored 0–20

12M PRICE TARGET CONE+4.1% Base Target

WHALE OPTIONS SNAPSHOT: — (No Active Options Snapshot on file for PWP)Realized 20D OHLCV Swing Band: ±12.5%

VISUAL REVENUE-TO-PROFIT SANKEY WATERFALL • FY 2025 (10-K)

How PWP Turns Every Dollar of Sales Into Real Bottom-Line Profit

Free Cash Flow:$30.5M (4.1% FCF Margin)

Multi-Year SEC EDGAR XBRL Revenue, Net Profit & Free Cash Flow Trajectory

■ Revenue■ Net Profit■ Free Cash Flow

FY23

Rev $648.7M

FY24

Rev $878.0M

FY25

Rev $750.9M

Fiscal Year	Revenue	Gross Margin	Op Margin	Net Profit	Free Cash Flow	ROIC %
FY 2025	$750.9M	52%	6.4%	$48.0M	$30.5M	95%
FY 2024	$878.0M	52%	-8.9%	-$89.0M	$207.0M	-45%
FY 2023	$648.7M	52%	-17.7%	-$112.0M	$145.9M	55.7%

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Red-Light Warning Desk: Spotting SEC Cash-Flow & Dilution Risks Before Downgrades (Featuring PWP)

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PWP // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: -38.43%▼ DESCENDING CHANNEL

2026-10-30O $14.00H $14.88L $13.65C $14.00VOL 2.30M

RES: $15.72SUP: $11.54SMA50: $14.77SMA200: $17.43

PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

PWP Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure

🦋 PWP Butterfly Map → + Track PWP →

Share Count & Dilution Monitor (#25)

Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).

Reverse-DCF Expectations Hurdle (#30)

21.8%/yr Implied 5Y Growth

vs. -14.5% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).

Ellis Vennor Setup Ledger (#33)

No active Ellis Vennor swing setup published on PWP today. View full Setup Ledger →

🦋 Documented & Second-Order Butterfly Connections Open Graph →

No direct multi-tier Butterfly edges indexed yet for PWP. Explore sector supply chains on /butterfly.

AI Analyst Theses, Washington Policy & Company Video

🎬 No recent verified company-specific video clip queued for PWP today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk →

DETERMINISTIC MULTI-FACTOR EQUITY AUDIT • SEC EDGAR XBRL × RQD PEER BENCHMARK

📊 Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (PWP)

Financials Rank #249 of 1096 ⚔️ SECZ vs PWP Full Matrix →

1. Head-to-Head Financials Peer Comparison (PWP vs. SECZ, KEEL, ATLC, WD)

Industry: Finance: Consumer Services (156 Tracked Issuers)

Across 1096 tracked Financials securities in the Roarable RQD universe, Perella Weinberg Partners (Class A) (PWP) ranks #249 by composite RQD confidence (67/100, grade C+) and #508 by equity capitalization ($1.36B). Within this direct 5-issuer industry benchmark cohort, ATLC leads on earnings valuation at 12.3x trailing P/E, while PWP leads on capital efficiency and profitability with 55.7% ROIC and — gross margin. ATLC currently holds the highest overall quantitative score in the immediate peer group at 68/100 (C+) compared with PWP at 67/100 (C+).

Ticker / Company	Roarable Grade	RQD Score	Trailing P/E	Gross Margin	ROIC	1D Change	Market Cap	Head-to-Head
PWP ACTIVE Perella Weinberg Partners (Class A)	C+	67/100	28.4x	—	55.7%	+8.19%	$1.36B	Benchmark Subject
SECZ Securitize Corp.	D	50/100	—	—	—	+1.20%	$1.38B	/secz-vs-pwp →
KEEL Keel Infrastructure Corp.	E	33/100	—	—	-10.4%	-4.94%	$1.43B	/keel-vs-pwp →
ATLC Atlanticus Holdings Corporation	C+	68/100	12.3x	—	19.8%	+7.10%	$1.49B	/atlc-vs-pwp →
WD Walker & Dunlop Inc	D+	53/100	21.2x	—	3.2%	+1.40%	$1.19B	/wd-vs-pwp →

2. Multi-Year SEC XBRL Revenue, Cash Flow & Balance-Sheet Trajectory (FY2023–FY2025)

SEC EDGAR 10-K • FILED 2025-12-31 • CIK 0001777835

In its most recent audited fiscal period (FY2025, filed 2025-12-31), Perella Weinberg Partners (Class A) (PWP) reported GAAP revenue of $750.9M (-14.5% vs. FY2024 revenue of $878.0M , and +15.8% cumulative change since FY2023) , GAAP net income of $48.0M, operating cash flow of $34.8M, and free cash flow of $30.5M (-85.3% YoY). On the balance sheet, PWP closed FY2025 with $797.6M in total assets against $0 in total debt (Altman Z-Score: N/A, Piotroski F-Score: 4/9).

Fiscal Period	Filing Date	Revenue	Net Income	Operating Cash Flow	Free Cash Flow	Total Assets	Total Debt
FY2025 (FY)	2025-12-31	$750.9M	$48.0M	$34.8M	$30.5M	$797.6M	—
FY2024 (FY)	2024-12-31	$878.0M	-$89.0M	$223.4M	$207.0M	$876.8M	—
FY2023 (FY)	2023-12-31	$648.7M	-$112.0M	$145.9M	$145.9M	—	—

3. PWP Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)

✓ SCHEMA.ORG FAQPAGE JSON-LD ENABLED

Is PWP stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

As of 2026-11-01, Perella Weinberg Partners (Class A) (NASDAQ: PWP) is rated C+ (Hold / HOLD) by Roarable's 5-pillar RQD engine with a composite confidence score of 67/100 at a spot price of $14.00 (+8.19% 1D, market cap $1.36B). Pillar breakdown: Fundamental Cash Engine 12/20, Institutional 13F & Options Flow 15/20, Executive Insider Alignment 13/20, FRED Macro Regime Fit 15/20, and SEC Balance-Sheet Forensics 12/20. Across 1096 tracked Financials issuers, PWP ranks #249 in composite RQD confidence.

How does PWP compare to SECZ and KEEL in the Financials sector?

Within the Financials sector (Finance: Consumer Services), PWP carries a Roarable C+ (67/100 RQD), trailing P/E of 28.4x, gross margin of —, and ROIC of 55.7%. By comparison, SECZ (Securitize Corp.) holds a D grade (50/100 RQD, P/E N/A, ROIC —, cap $1.38B) and KEEL (Keel Infrastructure Corp.) posts a E grade (33/100 RQD, P/E N/A, ROIC -10.4%, cap $1.43B). Among the 5-stock peer group, ATLC leads on earnings multiple (12.3x) while PWP leads on capital efficiency (55.7% ROIC).

What are the biggest fundamental strengths and SEC risk factors for PWP?

Per PWP's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0001777835), Perella Weinberg Partners (Class A) generated $750.9M in revenue (-14.5% YoY), $48.0M in net income, and $30.5M in free cash flow against $797.6M in total assets and $0 in total debt. Key quantitative strengths: Big institutional funds and options desks are actively positioning on the bullish side.. Primary risk factors monitored: Broader market pullbacks can still drag down strong stocks in the short run.. Institutional options positioning shows a 50% call / 50% put premium split.

Where is PWP trading relative to its 50-day, 200-day, and 52-week technical levels?

PWP last traded at $14.00 (+8.19% on volume of 4,059,162 shares), positioning the stock -5.21% below its 50-day simple moving average ($14.77) and -19.68% below its 200-day simple moving average ($17.43). Across its 52-week range of $12.13 to $25.93, PWP sits at the 13.6% percentile with a 14-day RSI of 56.3 (BULLISH MOMENTUM) and an implied next-earnings move of ±12.5% ($12.25 to $15.75).