Company Overview
Moelis & Company operates as an investment banking advisory company in North and South America, Europe, the Middle East, Asia, and Australia. It offers advisory services in the areas of mergers and acquisitions, recapitalizations and restructurings, capital markets transactions, and other corporate finance matters, as well as strategic advisory, capital markets, capital structure advisory, and private capital advisory. The company serves public multinational corporations, middle market private companies, financial sponsors, entrepreneurs, governments, and sovereign wealth funds clients. Moelis & Company was founded in 2007 and is headquartered in New York, New York.
Why Investors Should Care
Generates a return on equity of 41.8%, reflecting efficient use of shareholder capital.
Revenue has grown at a 15.5% CAGR over the past five years.
Offers a dividend yield of 3.88%.
Generates positive free cash flow, funding growth and shareholder returns internally.
Recent Developments
- Dec 2025 Revenue of $1.52B (+27.0% YoY); net profit $233.04M.
- Trailing 12 Months Year-on-year growth — revenue +4.3%, earnings -23.7%.
- 5-Year Trend Long-term compounding — revenue CAGR 15.5%, profit CAGR 5.4%.
Growth & Price Performance
Compounded Sales Growth
| 5 Years: | 15.47% |
| 1 Year: | 4.30% |
Compounded Profit Growth
| 5 Years: | 5.44% |
| 1 Year: | -23.70% |
Stock Price Performance
| 1 Year: | +3.03% |
| 6 Months: | -4.76% |
| 3 Months: | +6.59% |
| 1 Month: | +3.46% |
Highlights auto-generated from reported financials and price data; not investment advice. Verify with official filings before acting.
- Price vs 50-DMAAbove
- Price vs 200-DMAAbove
- RSI (14)57.09 · Neutral
P/E of 25.19 is above the sector median of 13.52 — pricier than peers.
Auto-generated from price history and fundamentals; not investment advice.
Price Chart
Technical Trend
Computed from daily close history using EMA cross, slope, and RSI signals.
Note: intraday data is not stored locally. “Hourly” uses the most recent 10 daily candles as a short-term proxy.
Fundamental Growth Charts
No fundamental data available for this stock.
Interactive charts for Revenue, Net Income, EBITDA, Free Cash Flow, EPS, ROE, ROCE, Gross/Net/Operating Margin and more — switch metric and period using the dropdowns above. CAGR is computed across the displayed window (quarterly CAGR is annualised). Visual growth charts make it easy to spot multi-year compounding trends at a glance — far faster than reading raw numbers in a table.
PROS
- Strong return on equity of 41.8%.
- Compounding revenue at 15.5% over 5 years.
- Attractive dividend yield of 3.88%.
- Generates positive free cash flow.
- In a confirmed uptrend (50-DMA above 200-DMA).
CONS
No notable concerns flagged.
* The pros and cons are auto-generated from financial metrics.
Valuation
Growth (CAGR)
Profitability & Returns
Balance Sheet & Liquidity
Ownership
Financial Snapshot
Peer comparison
Peer companies in the same sector (Financial Services).
| # | Name | CMP $ | P/E | Mkt Cap | Div Yld % | ROCE % | ROE % | Rev CAGR 5Y % | Profit CAGR 5Y % |
|---|---|---|---|---|---|---|---|---|---|
| 1 | MC Moelis & Company R2K | 70.04 | 25.19 | $5.21B | 3.88% | - | 41.77% | 15.47% | 5.44% |
| 2 | JPM JPMorgan Chase & Co. SPX | 346.91 | 16.61 | $929.55B | 1.87% | - | 16.47% | 5.35% | 7.56% |
| 3 | BRK-B Berkshire Hathaway Inc. SPX | 488.35 | 14.54 | $682.86B | 0.00% | - | 10.50% | 4.18% | 9.44% |
| 4 | V Visa Inc. SPX | 355.14 | 30.99 | $589.43B | 0.75% | 37.15% | 60.35% | 14.33% | 13.04% |
| 5 | MA Mastercard Incorporated SPX | 535.21 | 30.99 | $469.40B | 0.65% | 60.19% | - | 12.29% | 19.21% |
| 6 | BAC Bank of America Corporation SPX | 61.59 | 15.28 | $432.24B | 1.88% | - | 10.64% | 6.00% | 3.49% |
| 7 | MS Morgan Stanley SPX | 228.55 | 20.70 | $360.49B | 1.76% | - | 16.39% | 3.76% | 9.66% |
| 8 | GS The Goldman Sachs Group, Inc. SPX | 1,152.07 | 17.79 | $339.87B | 1.58% | - | 16.95% | - | 2.21% |
| 9 | WFC Wells Fargo & Company SPX | 87.51 | 13.53 | $267.80B | 2.11% | - | 12.03% | 4.02% | 15.98% |
Financial Statements Quarterly Results · Profit & Loss · Balance Sheet · Cash Flows · Ratios
Quarterly Results
Figures in USD.
| Metric | Jun 2013 | Sep 2013 | Mar 2014 | Jun 2014 | Sep 2014 | Mar 2015 | Jun 2015 | Sep 2015 | Mar 2016 | Jun 2016 | Sep 2016 | Mar 2017 | Jun 2017 | Sep 2017 | Mar 2018 | Jun 2018 | Sep 2018 | Mar 2019 | Jun 2019 | Sep 2019 | Mar 2020 | Jun 2020 | Sep 2020 | Mar 2021 | Jun 2021 | Sep 2021 | Mar 2022 | Jun 2022 | Sep 2022 | Mar 2023 | Jun 2023 | Sep 2023 | Mar 2024 | Jun 2024 | Sep 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 306.59M | 365.38M | 356.89M | 487.94M | 319.78M |
| Cost of Revenue | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 211.55M | 252.11M | 255.41M | 298.01M | 210.41M |
| Gross Profit | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 95.04M | 113.27M | 101.48M | 189.93M | 109.36M |
| Operating Expenses | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 58.13M | 52.64M | 53.17M | 61.92M | 68.87M |
| Operating Income | 22.72M | 14.52M | 23.93M | -57.31M | 35.77M | 21.38M | 32.77M | 39.91M | 28.89M | 30.56M | 40.11M | 43.03M | 42.71M | 39.88M | 55.07M | 55.65M | 52.91M | 9.63M | 33.88M | 54.28M | 24.44M | -17.15M | 51.96M | 72.44M | 118.22M | 152.15M | 89.43M | 62.20M | 35.05M | -1.39M | -9.59M | -20.03M | 5.80M | 20.07M | 15.56M | 36.91M | 60.63M | 48.31M | 128.01M | 40.50M |
| EBITDA | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 39.69M | 63.39M | 51.29M | 131.37M | 43.99M |
| Interest Expense | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Pretax Income | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 43.05M | 64.14M | 82.31M | 137.97M | 46.16M |
| Tax Provision | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | -10.72M | 17.38M | 22.24M | 38.95M | 3.87M |
| Net Income | - | - | - | -68.29M | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 50.27M | 41.54M | 53.37M | 87.86M | 38.43M |
| Diluted EPS | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 0.75 | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 0.64 | 0.53 | 0.67 | 1.10 | 0.48 |
Profit & Loss (Annual)
Figures in USD.
| Metric | Dec 2012 | Dec 2013 | Dec 2014 | Dec 2015 | Dec 2016 | Dec 2017 | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | - | - | - | - | - | - | - | - | - | - | 985.30M | 854.75M | 1.19B | 1.52B |
| Cost of Revenue | - | - | - | - | - | - | - | - | - | - | 618.20M | 714.75M | 830.15M | 1.02B |
| Gross Profit | - | - | - | - | - | - | - | - | - | - | 367.10M | 140.00M | 364.39M | 499.72M |
| Operating Expenses | - | - | - | - | - | - | - | - | - | - | 151.00M | 180.35M | 191.45M | 225.86M |
| Operating Income | 38.05M | 70.11M | 47.74M | 137.50M | 161.09M | 164.28M | 226.78M | 114.54M | 265.71M | 495.92M | 216.10M | -40.35M | 172.94M | 273.86M |
| EBITDA | - | - | - | - | - | - | - | - | - | - | 224.07M | -32.03M | 183.39M | 285.74M |
| Interest Expense | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Pretax Income | - | - | - | - | - | - | - | - | - | - | 216.32M | -29.15M | 196.01M | 327.47M |
| Tax Provision | - | - | - | - | - | - | - | - | - | - | 47.64M | -1.63M | 44.52M | 67.85M |
| Net Income | - | - | -3.01M | 33.10M | 38.39M | 29.40M | 140.68M | 105.09M | 178.83M | 365.21M | 150.34M | -24.70M | 136.02M | 233.04M |
| Diluted EPS | - | - | - | - | - | - | - | - | - | - | 2.14 | -0.36 | 1.78 | 2.94 |
Balance Sheet (Annual)
Figures in USD.
| Metric | Dec 2011 | Dec 2012 | Dec 2013 | Apr 2014 | Dec 2014 | Dec 2015 | Dec 2016 | Dec 2017 | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Total Assets | - | - | 443.46M | - | 464.25M | 539.46M | 598.80M | 699.07M | 914.38M | 1.07B | 1.20B | 1.56B | 1.22B | 1.18B | 1.38B | 1.74B |
| Total Equity | 112.17M | 260.11M | 309.37M | 80.85M | 113.38M | 168.37M | 211.84M | 324.95M | 404.36M | 442.83M | 479.95M | 489.07M | 444.50M | 352.14M | 441.61M | 568.44M |
| Cash & Equivalents | 120.23M | 185.62M | 303.02M | - | 197.94M | 248.02M | 318.93M | 213.19M | 261.10M | 167.81M | 202.48M | 520.21M | 206.79M | 186.42M | 412.47M | 508.60M |
| Total Liabilities | - | - | 134.09M | - | 289.86M | 282.04M | 347.36M | 354.81M | 542.62M | 677.87M | 751.97M | 1.08B | 757.93M | 817.30M | 899.55M | 1.06B |
Cash Flows (Annual)
Figures in USD.
| Metric | Dec 2012 | Dec 2013 | Dec 2014 | Dec 2015 | Dec 2016 | Dec 2017 | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Cash Flow | - | - | - | 142.76M | 231.57M | 233.18M | 390.89M | 209.31M | 429.21M | 936.98M | 32.99M | 158.47M | 427.49M | 576.30M |
| Investing Cash Flow | - | - | - | -1.74M | 1.38M | -69.43M | 9.28M | -51.87M | -39.95M | -17.01M | -11.18M | 48.57M | 17.11M | -195.97M |
| Financing Cash Flow | - | - | - | -90.20M | -158.02M | -272.51M | -351.74M | -252.69M | -351.79M | -602.54M | -326.90M | -229.17M | -215.10M | -283.90M |
| Capital Expenditure | -3.68M | -1.62M | -3.89M | -4.00M | -2.87M | -5.65M | -6.92M | -6.47M | -40.66M | -16.43M | -5.96M | -16.70M | -12.09M | -36.33M |
| Free Cash Flow | - | - | - | 138.77M | 228.70M | 227.54M | 383.97M | 202.84M | 388.56M | 920.55M | 27.04M | 141.78M | 415.39M | 539.97M |
| Share Buybacks | - | - | - | 7.62M | 3.31M | - | - | - | - | - | - | - | - | - |
Ratios (Annual)
Figures in %.
| Metric | Dec 2012 | Dec 2013 | Dec 2014 | Dec 2015 | Dec 2016 | Dec 2017 | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin % | - | - | - | - | - | - | - | - | - | - | 37.3% | 16.4% | 30.5% | 32.9% |
| Operating Margin % | - | - | - | - | - | - | - | - | - | - | 21.9% | -4.7% | 14.5% | 18.1% |
| Net Margin % | - | - | - | - | - | - | - | - | - | - | 15.3% | -2.9% | 11.4% | 15.4% |
| ROE % | - | - | -2.7% | 19.7% | 18.1% | 9.0% | 34.8% | 23.7% | 37.3% | 74.7% | 33.8% | -7.0% | 30.8% | 41.0% |
| ROCE % | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
Shareholding Pattern
Top Institutional Holders
| # | Holder | % Held | Shares | Value |
|---|---|---|---|---|
| 1 | Blackrock Inc. | 11.83% | 8.80M | $607.43M |
| 2 | Kayne Anderson Rudnick Investment Management LLC | 7.77% | 5.78M | $398.72M |
| 3 | Vanguard Portfolio Management LLC | 6.22% | 4.63M | $319.43M |
| 4 | Vanguard Capital Management LLC | 4.46% | 3.32M | $228.77M |
| 5 | Wasatch Advisors LP | 4.37% | 3.25M | $224.05M |
| 6 | State Street Corporation | 3.93% | 2.92M | $201.59M |
| 7 | LONDON CO OF VIRGINIA | 3.90% | 2.90M | $200.40M |
| 8 | Charles Schwab Investment Management, Inc. | 3.63% | 2.70M | $186.55M |
| 9 | Geode Capital Management, LLC | 2.92% | 2.17M | $149.70M |
| 10 | Ameriprise Financial, Inc. | 2.89% | 2.15M | $148.18M |
Analyst View
Analyst aggregate. Targets and ratings update periodically; not investment advice.
Latest News
Recent headlines for MC
Moelis (MC) Rides A Dealmaking Rebound, Is It Still A Bargain? - simplywall.st
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Moelis and Lazard Shares Skyrocket, What You Need To Know - StockStory
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Moelis & Co (MC) Stock Up 5.3% and Still Undervalued -- GF Score: 82/100 - GuruFocus
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MC — Frequently Asked Questions
What is the current share price of Moelis & Company (MC)?
As of 2026-07-15 16:51 PDT, Moelis & Company (MC) trades at $70.04 on NYSE. Its 52-week range is $50.87 to $76.21.
What is the market capitalisation of MC?
Moelis & Company (MC) has a market capitalisation of $5.21B on NYSE.
What is the P/E ratio of MC?
MC trades at a trailing price-to-earnings (P/E) ratio of 25.19. The industry average P/E is 13.52. Its price-to-book (P/B) ratio is 10.54.
Does MC pay a dividend?
Moelis & Company (MC) currently offers a dividend yield of 3.88%.
What is the return on equity (ROE) of MC?
MC has a return on equity (ROE) of 41.77%.
Is MC a good stock to buy?
This page provides a data-driven analysis of Moelis & Company (MC), including valuation ratios, profitability, growth trends, auto-generated pros and cons, peer comparison and AI exposure. Review these fundamentals alongside your own research and risk tolerance. This is informational content, not investment advice.