What does return on invested capital mean?

Net operating profit after tax (operating income taxed at the effective rate) divided by average invested capital (debt plus equity minus cash). Measures the after-tax return on all capital put to work in the business, independent of capital structure.

Perella Weinberg Partners PWP Return on invested capital

Return on invested capital at other companies

Goldman Sachs GroupGS

24.3%-7.3pp

Morgan StanleyMS

16.9%+0.4pp

LazardLAZ

18.6%-2.5pp

EvercoreEVR

45.3%+17.1pp

Moelis & CompanyMC

31.7%+3.3pp

PJT PartnersPJT

86.6%+7.0pp

Other financials

Income statement

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Revenue$148.9M-29.7%

Operating income-$12.9M-211%

Net income$1.5M-91.4%

EPS (diluted)$0.02-91.7%

Balance sheet

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Cash & equivalents$78.8M-30.0%

Total debt$182.1M-1.9%

Total equity-$154.7M+52.1%

Total assets$595.8M+4.4%

Cash flow

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Operating cash flow-$109.7M+37.9%

CapEx$2.1M+97.7%

Free cash flow-$111.8M+37.1%

Valuation

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Market cap$1.18B+4.2%

Enterprise value$1.28B+6.4%

P/E59.9×—

P/S1.7×+0.6×

Profitability

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Operating margin3.4%—

Net margin2.9%—

FCF margin24.7%—

Returns & leverage

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Return on equity-32.5%-36.2pp

Debt / equity1.1×-0.2×

Current ratio1.3×—

Where this comes from

Calculated from Perella Weinberg Partners’s reported figures.

nopat/invested capital=-77.7%

Based on trailing twelve months.

The official record: Perella Weinberg Partners’s 10-Q, filed May 2, 2025, on SEC EDGAR. View the filing →

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Questions, answered.

What is Perella Weinberg Partners's return on invested capital?: Perella Weinberg Partners (PWP) reported return on invested capital of -77.7% in Q1 2024.
What does return on invested capital mean?: Net operating profit after tax (operating income taxed at the effective rate) divided by average invested capital (debt plus equity minus cash). Measures the after-tax return on all capital put to work in the business, independent of capital structure.