NASDAQ$PWP

Perella Weinberg Partners · Q4 2023 earnings

Q4 2023 earnings · · Investor relations

Briefing

PWP's Q4 2023 financial performance showed revenue growth, driven by increased activity in both financing and capital solutions, as well as mergers and acquisitions, but resulted in a GAAP pre-tax loss.

Perella Weinberg Partners reported a 16% increase in revenues for the fourth quarter of 2023, reaching $213 million. However, the company experienced a GAAP pre-tax loss of $(44) million and a GAAP diluted EPS of $(0.49). The adjusted EPS was $0.08.

  • Revenues increased by 16% year-over-year to $213 million.
  • Adjusted EPS was $0.08, while GAAP Diluted EPS was $(0.49).
  • GAAP pre-tax loss was $(44) million.
  • The company maintains a strong balance sheet with $338 million in cash and short-term investments and no debt.

Headline financials

Total Revenue

$213M

Previous: $183M+16.1%
EPS (adj)

$0.08

Previous: $0.11-27.3%
Capital Expenditures

$12.1M

Previous: $18.3M-34.0%
Net Income

-$42.4M

Previous: -$22.6M-87.6%
Operating Income

-$44M

Previous: -$19.5M-125.0%
Gross Profit

$213M

Previous: $183M+16.1%
Stock-Based Comp

$50.2M

Previous: $40.5M+24.0%

Revenue & EPS history

PWP · Revenue · Quarterly

$213M

Q4 2023+16.1%vs Q4 2022
Beat estimate in 12 of 14 quarters(86%)
ActualEstimate

Forward guidance

The document does not contain specific forward guidance. It mentions positive momentum evidenced by a growing transaction backlog and a leading role in recently announced transactions.

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 Q4 2023

Historical avgQ4 2023

+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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