NASDAQ$PWP

Perella Weinberg Partners · Q1 2024 earnings

Q1 2024 earnings · · Investor relations

Briefing

Perella Weinberg's financial performance declined in Q1 2024 due to lower revenues.

Perella Weinberg Partners reported a decrease in revenues to $102.1 million, a 22% decrease compared to the first quarter of 2023. The company reported a GAAP diluted EPS of $(0.91) and an adjusted EPS of $(0.10). The company returned $32.2 million to equity holders through share repurchases and dividends.

  • Revenues decreased by 22% year-over-year to $102 million.
  • Adjusted Pre-Tax Loss was $(18) Million, while GAAP Pre-Tax Loss was $(51) Million.
  • Adjusted EPS was $(0.10), and GAAP Diluted EPS was $(0.91).
  • The company maintained a strong balance sheet with $157 million in cash and no debt.

Headline financials

Total Revenue

$102M

Previous: $131M-22.3%
EPS

-$0.91

Previous: $0.09-1111.1%
Total Compensation and Benefits GAAP

$115M

No prior period
Adjusted Total Compensation and Benefits

$86.1M

No prior period
Non-Compensation Expense GAAP

$40.3M

No prior period
Adjusted Non-Compensation Expense

$37M

No prior period
GAAP Operating Income (Loss) Margin

-52.4%

No prior period
Adjusted Operating Income (Loss) Margin

-20.6%

No prior period
GAAP Compensation Ratio

113.0%

No prior period
Adjusted Compensation Ratio

84.0%

No prior period
GAAP Effective Tax Rate

-38.0%

No prior period
Adjusted If-Converted Effective Tax Rate

48.0%

No prior period
Capital Expenditures

-$8.46M

Previous: -$18.3M+53.8%
Free Cash Flow

-$44.3M

Previous: -$23.5M-88.9%
Net Income

-$35.8M

Previous: -$5.12M-599.7%
Operating Income

-$53.6M

Previous: -$22.7M-136.1%
Gross Profit

$0.00

Previous: $159K-100.0%
Stock-Based Comp

$47.3M

Previous: $48.3M-2.0%

Revenue & EPS history

PWP · Revenue · Quarterly

$102M

Q1 2024-22.3%vs Q1 2023
Beat estimate in 12 of 14 quarters(86%)
ActualEstimate

Forward guidance

CEO stated momentum continued across our businesses during the quarter. They advised on three of the fifteen announced transactions year-to-date valued over $10 billion and their announced and pending transaction revenue backlog today is at a record high.

Tailwinds

  • Advised on three of the fifteen announced transactions year-to-date valued over $10 billion
  • Announced and pending transaction revenue backlog today is at a record high
  • Focused on executing clear and simple strategy to scale business
  • Continue to advise clients on their most pressing strategic and financial priorities
  • Returned $32 Million in Total to Equity Holders

Headwinds

  • Revenues decreased by 22% year-over-year
  • Adjusted Pre-Tax Loss of $(18) Million
  • GAAP Pre-Tax Loss of $(51) Million
  • Adjusted EPS of $(0.10)
  • GAAP Diluted EPS of $(0.91)

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2024

Historical avgQ1 2024

+1.6%

Avg return

Earnings day

+1.1%

Avg return

5 days after

-0.5%

Avg return

30 days after

60%

12 / 20 earnings

Positive

+11.7%

Q2 2022

Best reaction

-17.7%

Q1 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-9.1%-15.0%-24.6%
Q4 2025+8.0%+10.1%-20.1%
Q3 2025-4.6%+2.7%-1.2%
Q1 2025+2.4%-2.8%+0.7%
Q4 2024-6.8%-12.0%-22.5%
Q3 2024+6.7%+4.9%+7.2%
Q2 2024-5.7%-9.1%+6.9%
Q1 2024-2.7%-0.6%+2.7%
Q4 2023+8.9%+6.3%+13.5%
Q3 2023+6.4%+2.2%+17.7%
Q2 2023+8.5%+9.1%+5.9%
Q1 2023+10.5%+10.5%+13.3%
Q4 2022+4.5%+10.5%-11.0%
Q3 2022+5.9%+6.2%+25.7%
Q2 2022+11.7%+9.7%-4.0%
Q1 2022-17.7%-17.4%-5.6%
Q4 2021+0.6%-2.0%-16.3%
Q3 2021-2.0%+0.1%-15.6%
Q2 2021+5.6%+2.2%+6.1%
Q1 2021-0.2%+5.9%+10.8%

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