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PWP Perella Weinberg Partners
Banks, Insurers & Asset Managers
F 22.9 / 100 composite

AlphaQuality composite grade, weighted for banks, insurers & asset managers businesses.

Profitability

Weight: 25%
F 10

Scored using ROA (NIM proxy) — financial-archetype substitution.

  • 5yr Avg ROA -1.0%
  • Operating Margin Trend -0.52 pp/yr

Capital Efficiency

Weight: 20%
F 7

Scored using ROTCE — financial-archetype substitution.

  • 5yr Avg ROTCE 0.0%
  • 5yr Share-Count CAGR 10.8%

Growth Quality

Weight: 10%
F 22

Scored using BVPS — financial-archetype substitution.

  • 5yr BVPS CAGR 0.0%
  • 5yr EPS CAGR 0.0%
  • Positive-EPS Years (5) 1/5

Cash Generation

Weight: 5%
F 0

Scored using OCF/NI — banks have no FCF concept.

  • 5yr OCF/NI -0.01x

Balance Sheet

Weight: 30%
D- 30

Scored using Equity/Assets — financial-archetype substitution.

  • Equity / Assets -16.0%
  • Interest Coverage (EBIT/Int) 30.00x

Stability

Weight: 10%
B+ 77
  • EPS Volatility (σ/μ) 0.00
  • Piotroski F-Score 5
  • Negative-Revenue Years (5) 2/5

Guru Flow

Curated superinvestor sentiment — not part of the AlphaQuality grade.
Insufficient Data

Not enough curated-guru data to call a flow.

As of Q1 2026