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Perella Weinberg Partners PWP Unrecognized Tax Benefits - Impacting Effective Tax Rate

Unrecognized Tax Benefits - Impacting Effective Tax Rate at other companies

Morgan Stanley logo
Morgan StanleyMS
$1.35B+16.2%
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LazardLAZ
$68.47M-6.5%
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EvercoreEVR
$103K-66.7%
Piper Sandler logo
Piper SandlerPIPR
$2.2M+15.8%
LPL Financial Holdings logo
LPL Financial HoldingsLPLA
$45.5M+13.5%
Jefferies Financial Group logo
Jefferies Financial GroupJEF
$189.5M-27.1%

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+4.4%
Enterprise value$1.28B+6.7%
P/E60.1×
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

Reported directly by Perella Weinberg Partners in its filing.

Tagged under the XBRL concept us-gaap:UnrecognizedTaxBenefitsThatWouldImpactEffectiveTaxRate.

The official record: Perella Weinberg Partners’s 10-K, filed February 27, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is Perella Weinberg Partners's unrecognized tax benefits - impacting effective tax rate?
Perella Weinberg Partners (PWP) reported unrecognized tax benefits - impacting effective tax rate of $3M in Q4 2025.
How has Perella Weinberg Partners's unrecognized tax benefits - impacting effective tax rate changed year-over-year?
Perella Weinberg Partners's unrecognized tax benefits - impacting effective tax rate increased by 200.0% year-over-year, from $1M to $3M.
What is the long-term trend for Perella Weinberg Partners's unrecognized tax benefits - impacting effective tax rate?
Over 4 years (2021 to 2025), Perella Weinberg Partners's unrecognized tax benefits - impacting effective tax rate has grown at a -16.4% compound annual growth rate (CAGR), from $6.14M to $3M.
What does unrecognized tax benefits - impacting effective tax rate mean?
This subset of unrecognized tax benefits represents positions that, if recognized, would directly impact the company's effective tax rate. It highlights the specific portion of tax uncertainty that carries a direct risk to the reported bottom-line tax expense. Investors monitor this to gauge the potential volatility of future tax provisions.