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Side-by-side financial comparison of Perella Weinberg Partners (PWP) and SoFi Technologies, Inc. (SOFI). Click either name above to swap in a different company.
SoFi Technologies, Inc. is the larger business by last-quarter revenue ($1.0B vs $219.2M, roughly 4.7× Perella Weinberg Partners). SoFi Technologies, Inc. runs the higher net margin — 16.9% vs 6.3%, a 10.6% gap on every dollar of revenue. On growth, SoFi Technologies, Inc. posted the faster year-over-year revenue change (39.6% vs -2.9%). Perella Weinberg Partners produced more free cash flow last quarter ($30.5M vs $-4.0B). Over the past eight quarters, Perella Weinberg Partners's revenue compounded faster (46.5% CAGR vs 26.1%).
PJT Partners, Inc. is a global advisory-focused investment bank, founded in October 2015 as part of The Blackstone Group's spin-off of its financial and strategic advisory services businesses.
SoFi Technologies, Inc. is an American financial technology company. Founded in 2011 by Stanford University students, it operates as a nationally chartered online bank and is a technology provider to other financial institutions. SoFi is the largest U.S. based online lender, and has 13.7 million customers as of 2025.
PWP vs SOFI — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $219.2M | $1.0B |
| Net Profit | $13.8M | $173.5M |
| Gross Margin | — | 84.2% |
| Operating Margin | 8.5% | 18.1% |
| Net Margin | 6.3% | 16.9% |
| Revenue YoY | -2.9% | 39.6% |
| Net Profit YoY | — | -47.8% |
| EPS (diluted) | $0.11 | $0.14 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $219.2M | $1.0B | ||
| Q3 25 | $164.6M | $961.6M | ||
| Q2 25 | $155.3M | $854.9M | ||
| Q1 25 | $211.8M | $771.8M | ||
| Q4 24 | $225.7M | $734.1M | ||
| Q3 24 | $278.2M | $697.1M | ||
| Q2 24 | $272.0M | $598.6M | ||
| Q1 24 | $102.1M | $645.0M |
| Q4 25 | $13.8M | $173.5M | ||
| Q3 25 | $6.0M | $139.4M | ||
| Q2 25 | $2.7M | $97.3M | ||
| Q1 25 | $17.3M | $71.1M | ||
| Q4 24 | — | $332.5M | ||
| Q3 24 | $16.4M | $60.7M | ||
| Q2 24 | $-66.0M | $17.4M | ||
| Q1 24 | $-35.8M | $88.0M |
| Q4 25 | — | 84.2% | ||
| Q3 25 | — | 83.2% | ||
| Q2 25 | — | 82.4% | ||
| Q1 25 | — | 82.4% | ||
| Q4 24 | — | 82.5% | ||
| Q3 24 | — | 82.3% | ||
| Q2 24 | — | 81.7% | ||
| Q1 24 | — | 84.5% |
| Q4 25 | 8.5% | 18.1% | ||
| Q3 25 | 5.4% | 15.4% | ||
| Q2 25 | 5.8% | 13.1% | ||
| Q1 25 | 5.5% | 10.3% | ||
| Q4 24 | — | 8.2% | ||
| Q3 24 | 12.9% | 9.2% | ||
| Q2 24 | -30.2% | 2.6% | ||
| Q1 24 | -52.4% | 14.6% |
| Q4 25 | 6.3% | 16.9% | ||
| Q3 25 | 3.6% | 14.5% | ||
| Q2 25 | 1.8% | 11.4% | ||
| Q1 25 | 8.2% | 9.2% | ||
| Q4 24 | — | 45.3% | ||
| Q3 24 | 5.9% | 8.7% | ||
| Q2 24 | -24.3% | 2.9% | ||
| Q1 24 | -35.1% | 13.7% |
| Q4 25 | $0.11 | $0.14 | ||
| Q3 25 | $0.08 | $0.11 | ||
| Q2 25 | $0.04 | $0.08 | ||
| Q1 25 | $0.24 | $0.06 | ||
| Q4 24 | — | $0.31 | ||
| Q3 24 | $0.24 | $0.05 | ||
| Q2 24 | $-1.21 | $0.01 | ||
| Q1 24 | $-0.91 | $0.02 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $255.9M | $4.9B |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $-127.4M | $10.5B |
| Total Assets | $797.6M | $50.7B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $255.9M | $4.9B | ||
| Q3 25 | $185.5M | $3.2B | ||
| Q2 25 | $145.0M | $2.1B | ||
| Q1 25 | $111.2M | $2.1B | ||
| Q4 24 | $407.4M | $2.5B | ||
| Q3 24 | $335.1M | $2.4B | ||
| Q2 24 | $185.3M | $2.3B | ||
| Q1 24 | $156.7M | $3.7B |
| Q4 25 | $-127.4M | $10.5B | ||
| Q3 25 | $-302.4M | $8.8B | ||
| Q2 25 | $-318.4M | $6.9B | ||
| Q1 25 | $-323.1M | $6.7B | ||
| Q4 24 | $-421.4M | $6.5B | ||
| Q3 24 | $-360.8M | $6.1B | ||
| Q2 24 | $-283.0M | $5.9B | ||
| Q1 24 | $161.9M | $5.8B |
| Q4 25 | $797.6M | $50.7B | ||
| Q3 25 | $650.2M | $45.3B | ||
| Q2 25 | $606.7M | $41.1B | ||
| Q1 25 | $570.5M | $37.7B | ||
| Q4 24 | $876.8M | $36.3B | ||
| Q3 24 | $810.9M | $34.4B | ||
| Q2 24 | $645.5M | $32.6B | ||
| Q1 24 | $583.6M | $31.3B |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $34.8M | $-3.7B |
| Free Cash FlowOCF − Capex | $30.5M | $-4.0B |
| FCF MarginFCF / Revenue | 13.9% | -388.8% |
| Capex IntensityCapex / Revenue | 2.0% | 23.7% |
| Cash ConversionOCF / Net Profit | 2.52× | -21.56× |
| TTM Free Cash FlowTrailing 4 quarters | $-34.1M | $-6.9B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $34.8M | $-3.7B | ||
| Q3 25 | $59.2M | $-1.3B | ||
| Q2 25 | $56.1M | $-1.5B | ||
| Q1 25 | $-176.5M | $21.5M | ||
| Q4 24 | $223.4M | $-1.1B | ||
| Q3 24 | $200.3M | $-1.2B | ||
| Q2 24 | $90.0M | $-484.4M | ||
| Q1 24 | $-206.3M | $738.2M |
| Q4 25 | $30.5M | $-4.0B | ||
| Q3 25 | $57.6M | $-1.4B | ||
| Q2 25 | $55.3M | $-1.5B | ||
| Q1 25 | $-177.6M | $-31.1M | ||
| Q4 24 | $207.0M | $-1.3B | ||
| Q3 24 | $199.3M | $-1.2B | ||
| Q2 24 | $83.7M | $-521.1M | ||
| Q1 24 | $-214.8M | $706.3M |
| Q4 25 | 13.9% | -388.8% | ||
| Q3 25 | 35.0% | -142.0% | ||
| Q2 25 | 35.6% | -179.0% | ||
| Q1 25 | -83.8% | -4.0% | ||
| Q4 24 | 91.7% | -173.5% | ||
| Q3 24 | 71.6% | -174.6% | ||
| Q2 24 | 30.8% | -87.0% | ||
| Q1 24 | -210.3% | 109.5% |
| Q4 25 | 2.0% | 23.7% | ||
| Q3 25 | 0.9% | 6.2% | ||
| Q2 25 | 0.5% | 7.4% | ||
| Q1 25 | 0.5% | 6.8% | ||
| Q4 24 | 7.3% | 21.0% | ||
| Q3 24 | 0.4% | 6.2% | ||
| Q2 24 | 2.3% | 6.1% | ||
| Q1 24 | 8.3% | 5.0% |
| Q4 25 | 2.52× | -21.56× | ||
| Q3 25 | 9.85× | -9.37× | ||
| Q2 25 | 20.50× | -15.08× | ||
| Q1 25 | -10.18× | 0.30× | ||
| Q4 24 | — | -3.37× | ||
| Q3 24 | 12.23× | -19.32× | ||
| Q2 24 | — | -27.83× | ||
| Q1 24 | — | 8.39× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
