NASDAQ$PWP

Perella Weinberg Partners · Q3 2021 earnings

Q3 2021 earnings · · Investor relations

Briefing

Reported strong third quarter results with revenue increase.

Perella Weinberg Partners reported a record third quarter, with revenues up 44% compared to the same period in 2020. The firm's performance was driven by high levels of activity across various service lines, sectors, and geographies, particularly in mergers and acquisitions advice. While GAAP net loss was ($9.5) million, adjusted net income reached $28.9 million.

  • Third quarter revenues reached $177.4 million, a 44% increase year-over-year.
  • GAAP net loss was ($9.5) million, while adjusted net income was $28.9 million.
  • GAAP diluted net loss per Class A share was $(0.09), and adjusted diluted net income per Class A share was $0.26.
  • The firm added nine advisory partners year-to-date, expanding coverage and expertise.

Headline financials

Total Revenue

$177M

No prior period
EPS (adj)

$0.26

No prior period
Quarterly Dividend

$0.07

No prior period
Capital Expenditures

-$684K

No prior period
Free Cash Flow

$2.79M

No prior period
Net Income

$3.48M

No prior period
Operating Income

-$10.3M

No prior period
Gross Profit

$177M

No prior period
Cash & Equivalents

$416M

No prior period
Total Assets

$664M

No prior period
Stock-Based Comp

$38.2M

No prior period

Revenue & EPS history

PWP · Revenue · Quarterly

$177M

Q3 2021
Beat estimate in 12 of 14 quarters(86%)
ActualEstimate

Forward guidance

PWP is well-positioned to capitalize on the favorable environment, focusing on strengthening its partner base and expanding coverage and expertise. The firm remains committed to providing high-quality strategic and financial advice to clients and delivering long-term value to shareholders.

Tailwinds

  • Advisory services remain in high demand.
  • Strong brand presence continues to attract clients.
  • Strategic dialogue and transaction flow, especially in M&A, remains very active.
  • Record results generated in the European business for the year-to-date period.
  • Balanced and diversified platform positions the firm to take advantage of the favorable environment.

Headwinds

  • Headwinds in the restructuring market.
  • GAAP operating income margin was negative (-5.8%).
  • GAAP net income (loss) was negative ($-9.5 million).
  • GAAP diluted net income (loss) per share was negative ($-0.09).
  • Increase in professional fees related to consulting and recruiting.

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 Q3 2021

Historical avgQ3 2021

+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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