Tearsheet

Moelis (MC)

Market Price (12/28/2025): $71.55 | Market Cap: $5.4 Bil
Sector: Financials | Industry: Investment Banking & Brokerage

Moelis (MC)

Market Price (12/28/2025): $71.55
Market Cap: $5.4 Bil
Sector: Financials
Industry: Investment Banking & Brokerage

Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.

0	Attractive yield Total YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 8.1%, Dividend Yield is 3.7%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 3.9%, FCF Yield is 9.7%	Weak multi-year price returns 2Y Excs Rtn is -9.3%	Significant share based compensation SBC/Rev LTMShare Based Compensation / Revenue (Sales), Last Twelve Months (LTM) is 14%
1	Strong revenue growth Rev Chg LTMRevenue Change % Last Twelve Months (LTM) is 51%		Key risks MC key risks include [1] highly inconsistent revenues dependent on the cyclical and unpredictable timing of M&A transactions and [2] intense competition to attract and retain the top advisory talent essential for its success.
2	Attractive cash flow generation CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 38%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 36%
3	Low stock price volatility Vol 12M is 38%
4	Megatrend and thematic drivers Megatrends include Digital & Alternative Assets. Themes include Private Equity, Private Credit, and Venture Capital.

0	Attractive yield Total YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 8.1%, Dividend Yield is 3.7%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 3.9%, FCF Yield is 9.7%
1	Strong revenue growth Rev Chg LTMRevenue Change % Last Twelve Months (LTM) is 51%
2	Attractive cash flow generation CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 38%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 36%
3	Low stock price volatility Vol 12M is 38%
4	Megatrend and thematic drivers Megatrends include Digital & Alternative Assets. Themes include Private Equity, Private Credit, and Venture Capital.
5	Weak multi-year price returns 2Y Excs Rtn is -9.3%
6	Significant share based compensation SBC/Rev LTMShare Based Compensation / Revenue (Sales), Last Twelve Months (LTM) is 14%
7	Key risks MC key risks include [1] highly inconsistent revenues dependent on the cyclical and unpredictable timing of M&A transactions and [2] intense competition to attract and retain the top advisory talent essential for its success.

Valuation, Metrics & Events

	12/28/25	2024	2023	2022	2021
Share Price CYE	$71.55	$70.96	$51.75	$33.41	$50.84
Market Cap CYE ($ Bil)	5.4	5.2	3.6	2.2	3.3
Total Debt ($ Bil)	0.3	0.2	0.2	0.2	0.2
Total Cash ($ Bil)	0.3	0.4	0.2	0.2	0.5
Enterprise Value ($ Bil)	5.4	5.4	3.8	2.4	3.5
Valuation Ratios
P/S TTM	3.7	4.4	4.5	2.6	2.6
P/EBIT TTM	19.5	30.7	-95.3	11.7	8.0
P/E TTM	23.0	39.0	-155.7	16.8	10.8
P/FCF TTM	10.3	12.8	27.1	93.3	4.3
Sector Ratios
P/S TTM (Sector)	3.3	3.1	2.8	2.8	3.4
P/EBIT TTM (Sector)	8.0	8.3	7.3	7.6	7.2
P/E TTM (Sector)	12.0	11.6	10.1	9.4	10.1
P/FCF TTM (Sector)	8.7	8.8	7.8	6.5	7.4

	12/28/25	2024	2023
Share Price CYE	$71.55	$70.96	$51.75
Market Cap CYE ($ Bil)	5.4	5.2	3.6
Total Debt ($ Bil)	0.3	0.2	0.2
Total Cash ($ Bil)	0.3	0.4	0.2
Enterprise Value ($ Bil)	5.4	5.4	3.8
Valuation Ratios
P/S TTM	3.7	4.4	4.5
P/EBIT TTM	19.5	30.7	-95.3
P/E TTM	23.0	39.0	-155.7
P/FCF TTM	10.3	12.8	27.1
Sector Ratios
P/S TTM (Sector)	3.3	3.1	2.8
P/EBIT TTM (Sector)	8.0	8.3	7.3
P/E TTM (Sector)	12.0	11.6	10.1
P/FCF TTM (Sector)	8.7	8.8	7.8

	MC	S&P 500
REVENUE GROWTH	VERY GOOD
Rev LTM ($ Bil)	1.5
Rev Chg Q	30.4%	7.3%
Rev Chg LTM	51.2%	6.1%
Rev Chg 3Y Avg	12.1%	5.5%
PROFITABILITY	FAIR
Op Inc LTM ($ Bil)	0.3
CFO LTM ($ Bil)	0.6
Net Inc LTM ($ Bil)	0.2
Op Mgn LTM	18.9%	18.8%
CFO/Rev LTM	37.7%	20.4%
Net Inc Mgn	16.0%	13.1%
VALUATION	MODERATE
P/S	3.7	3.3
P/CFO	9.8	15.8
P/FCF	10.3	20.7
P/E	23.0	23.7

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Metric	Value	Date	Source
Number of Employees	1308	12312024	Link
Number of Managing Directors	160	7262023	Link
Total Deals Facilitated	873	9272025	Link
Number of M&A Deals Facilitated	704	9272025	Link
Number of Office Locations	23	9292025	Link

Upcoming
2/04/2026	Earnings Release	Rev: - EPS: -
4/21/2026	Earnings Release	Rev: - EPS: -

MC Stock

Return (1M):

Why The Stock Moved

Qualitative Assessment

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Here are key points regarding Moelis's (MC) stock movement from August 31, 2025, to December 27, 2025:

1. Moelis & Company announced Q3 2025 financial results on October 29, 2025. The firm reported adjusted revenue of $376 million for the quarter, a 34% increase from the prior year, driven by significant growth in M&A and capital markets activities. However, revenue missed Wall Street's expectations of $388.3 million. Despite the revenue miss, adjusted EPS of $0.68 beat analyst consensus estimates of $0.60, leading to the stock trading down 3.1% immediately after the report.

2. The company's Q3 2025 earnings call highlighted a robust increase in the average M&A fee, primarily due to the prevalence of large transactions, and noted that capital markets revenue was on pace to set a record in 2025. The firm also emphasized continued execution on its growth strategy, including investments in Private Capital Advisory and strategic expansions in Europe.

3. Broader investment banking market trends in Q3 and Q4 2025 indicated a sharp rebound in activity, with major banks reporting double-digit year-over-year fee growth in advisory, underwriting, and equity/debt markets. This resurgence was driven by macroeconomic factors such as a Federal Reserve rate cut in Q3 2025 and significant investment in AI, leading to a rally in both equity and fixed income markets.

4. As of December 26, 2025, analysts held a "Buy" consensus rating for Moelis & Company, with an average price target of $72.67. The average analyst rating for Moelis & Company stock was "Hold" with an average 1-year target of $71.57 as of December 4, 2025.

5. Moelis also announced leadership changes effective October 1, 2025, with co-founder Navid Mahmoodzadegan transitioning to CEO, succeeding Ken Moelis who became Executive Chairman. Additionally, the company appointed Thorold Barker as an independent director to its Board of Directors, effective July 1, 2025.

Stock Movement Drivers

Fundamental Drivers

The -0.1% change in MC stock from 9/27/2025 to 12/27/2025 was primarily driven by a -15.8% change in the company's P/E Multiple.

	9272025	12272025	Change
Stock Price ($)	71.66	71.58	-0.12%
Change Contribution By	LTM	LTM
Total Revenues ($ Mil)	1384.44	1467.58	6.01%
Net Income Margin (%)	14.31%	15.98%	11.70%
P/E Multiple	27.35	23.02	-15.84%
Shares Outstanding (Mil)	75.62	75.44	0.23%
Cumulative Contribution			-0.12%

LTM = Last Twelve Months as of date shown

Market Drivers

9/27/2025 to 12/27/2025

	Return	Correlation
MC	-0.1%
Market (SPY)	4.3%	52.9%
Sector (XLF)	3.3%	66.6%

Fundamental Drivers

The 16.0% change in MC stock from 6/28/2025 to 12/27/2025 was primarily driven by a 20.9% change in the company's Net Income Margin (%).

	6282025	12272025	Change
Stock Price ($)	61.73	71.58	15.96%
Change Contribution By	LTM	LTM
Total Revenues ($ Mil)	1283.65	1467.58	14.33%
Net Income Margin (%)	13.22%	15.98%	20.89%
P/E Multiple	26.87	23.02	-14.32%
Shares Outstanding (Mil)	73.87	75.44	-2.12%
Cumulative Contribution			15.91%

LTM = Last Twelve Months as of date shown

Market Drivers

6/28/2025 to 12/27/2025

	Return	Correlation
MC	16.0%
Market (SPY)	12.6%	54.8%
Sector (XLF)	7.4%	64.6%

Fundamental Drivers

The 0.1% change in MC stock from 12/27/2024 to 12/27/2025 was primarily driven by a 278.8% change in the company's Net Income Margin (%).

	12272024	12272025	Change
Stock Price ($)	71.52	71.58	0.08%
Change Contribution By	LTM	LTM
Total Revenues ($ Mil)	970.70	1467.58	51.19%
Net Income Margin (%)	4.22%	15.98%	278.78%
P/E Multiple	126.29	23.02	-81.77%
Shares Outstanding (Mil)	72.33	75.44	-4.31%
Cumulative Contribution			-0.10%

LTM = Last Twelve Months as of date shown

Market Drivers

12/27/2024 to 12/27/2025

	Return	Correlation
MC	0.1%
Market (SPY)	17.0%	74.1%
Sector (XLF)	15.3%	76.1%

Fundamental Drivers

The 114.7% change in MC stock from 12/28/2022 to 12/27/2025 was primarily driven by a 140.3% change in the company's P/E Multiple.

	12282022	12272025	Change
Stock Price ($)	33.35	71.58	114.66%
Change Contribution By	LTM	LTM
Total Revenues ($ Mil)	1203.13	1467.58	21.98%
Net Income Margin (%)	19.06%	15.98%	-16.15%
P/E Multiple	9.58	23.02	140.35%
Shares Outstanding (Mil)	65.87	75.44	-14.52%
Cumulative Contribution			110.14%

LTM = Last Twelve Months as of date shown

Market Drivers

12/28/2023 to 12/27/2025

	Return	Correlation
MC	35.7%
Market (SPY)	48.0%	64.3%
Sector (XLF)	51.3%	73.5%

Return vs. Risk

Price Returns Compared

	2020	2021	2022	2023	2024	2025	Total [1]
Returns
MC Return	63%	49%	-34%	55%	37%	0%	239%
Peers Return	16%	38%	-12%	21%	26%	16%	150%
S&P 500 Return	16%	27%	-19%	24%	23%	18%	114%
Monthly Win Rates [3]
MC Win Rate	67%	75%	33%	50%	50%	58%
Peers Win Rate	52%	65%	42%	68%	57%	52%
S&P 500 Win Rate	58%	75%	42%	67%	75%	73%
Max Drawdowns [4]
MC Max Drawdown	-23%	-2%	-44%	-8%	-12%	-33%
Peers Max Drawdown	-34%	-5%	-26%	-7%	-9%	-23%
S&P 500 Max Drawdown	-31%	-1%	-25%	-1%	-2%	-15%

[1] Cumulative total returns since the beginning of 2020
[2] Peers: HPQ, HPE, IBM, CSCO, AAPL. See MC Returns vs. Peers.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2025 data is for the year up to 12/26/2025 (YTD)

How Low Can It Go

Unique Key	Event	MC	S&P 500
2022 Inflation Shock	2022 Inflation Shock
2022 Inflation Shock% Loss	% Loss	-54.9%	-25.4%
2022 Inflation Shock% Gain to Breakeven	% Gain to Breakeven	121.6%	34.1%
2022 Inflation ShockTime to Breakeven	Time to Breakeven	771 days	464 days
2020 Covid Pandemic	2020 Covid Pandemic
2020 Covid Pandemic% Loss	% Loss	-40.4%	-33.9%
2020 Covid Pandemic% Gain to Breakeven	% Gain to Breakeven	67.6%	51.3%
2020 Covid PandemicTime to Breakeven	Time to Breakeven	258 days	148 days
2018 Correction	2018 Correction
2018 Correction% Loss	% Loss	-55.2%	-19.8%
2018 Correction% Gain to Breakeven	% Gain to Breakeven	123.2%	24.7%
2018 CorrectionTime to Breakeven	Time to Breakeven	734 days	120 days

Compare to HPQ, HPE, IBM, CSCO, AAPL

In The Past

Moelis's stock fell -54.9% during the 2022 Inflation Shock from a high on 11/5/2021. A -54.9% loss requires a 121.6% gain to breakeven.

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About Moelis (MC)

Business Description Analogies Products Customers Suppliers Management Key Risks Emerging Threats Market Size Revenue Drivers Capital Allocation

Moelis & Company operates as an investment banking advisory firm in the United States, Europe, and internationally. It offers advisory services in the areas of mergers and acquisitions, recapitalizations and restructurings, capital markets transactions, and other corporate finance matters. The company offers its services to public multinational corporations, middle market private companies, financial sponsors, entrepreneurs, governments, and sovereign wealth funds. It has strategic alliances with Sumitomo Mitsui Banking Corporation and SMBC Nikko Securities Inc.; and Alfaro, Dávila y Scherer, S.C. The company was founded in 2007 and is headquartered in New York, New York.

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Goldman Sachs' M&A advisory, but as a standalone independent company.
The McKinsey & Company for complex financial deals.

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Mergers & Acquisitions (M&A) Advisory: Provides strategic advice and execution services for mergers, acquisitions, divestitures, and other corporate combinations.
Restructuring Advisory: Advises companies, creditors, and other stakeholders on financial restructurings, bankruptcies, and liability management.
Capital Markets Advisory: Assists clients in raising capital through debt and equity markets, including IPOs, follow-on offerings, and private placements.
Private Funds Advisory: Offers strategic advice and placement services to general partners raising private investment funds and limited partners seeking secondary liquidity.

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Moelis & Company (symbol: MC) is an investment bank that primarily provides financial advisory and capital raising services to other companies, financial sponsors (such as private equity firms), and governments.

Due to the project-based and confidential nature of investment banking services, Moelis does not publicly disclose a list of "major customers" in the traditional sense (i.e., clients providing consistent, recurring revenue streams). Their revenue is generated from fees for specific transactions. However, Moelis advises a diverse range of companies on significant transactions. Below are examples of public companies that Moelis has advised on major, publicly announced deals, thus acting as "customers" for those specific engagements:

Qualtrics International Inc. (NASDAQ: XM) - Moelis advised Qualtrics on its 2023 sale to Silver Lake and CPP Investments.
Mandiant (NASDAQ: MNDT) - Moelis advised Mandiant on its 2022 sale to Google. (Note: Mandiant was subsequently integrated into Google Cloud and its symbol is no longer active.)
Cerner Corporation (NASDAQ: CERN) - Moelis advised Cerner on its 2021 sale to Oracle. (Note: Cerner was subsequently integrated into Oracle and its symbol is no longer active.)

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Navid Mahmoodzadegan, Chief Executive Officer & Co-Founder

Navid Mahmoodzadegan is the Chief Executive Officer and Co-Founder of Moelis & Company. He previously served as Co-President, co-leading the firm's investment banking business and driving strategic growth since its founding. Prior to co-founding Moelis & Company in 2007, he held leadership roles at UBS Investment Bank, including Global Head of Media Investment Banking. He was also an investment banker at Donaldson, Lufkin & Jenrette and began his career as an attorney.

Christopher Callesano, Chief Financial Officer

Christopher Callesano was appointed Chief Financial Officer of Moelis & Company effective March 31, 2025. He has been with Moelis since 2010, previously serving as Managing Director, Principal Accounting Officer and Corporate Controller. With over 25 years of finance and accounting experience, he was instrumental in building the firm's finance and accounting infrastructure. Prior to joining Moelis, Mr. Callesano was Senior Managing Director of Financial Reporting and Policy at NASDAQ OMX and Director of Corporate Reporting at Merrill Lynch. He began his career as an auditor at Ernst & Young.

Ken Moelis, Founder & Executive Chairman

Ken Moelis is the Founder and Executive Chairman of Moelis & Company. He served as the firm's Chief Executive Officer from its founding in 2007 through September 2025. With over 40 years of experience, he has been responsible for the innovation and growth of investment banking franchises across the industry. Before founding Moelis & Company, Ken Moelis was President of UBS Investment Bank and previously the Head of Corporate Finance at Donaldson, Lufkin & Jenrette. He began his investment banking career at Drexel Burnham Lambert. Moelis co-founded Moelis & Company with several senior UBS investment bankers.

Jeffrey Raich, Co-Founder & Executive Vice Chairman

Jeffrey Raich is a Co-Founder and Executive Vice Chairman of Moelis & Company. He previously served as Co-President. He has been a trusted partner since the firm's founding and continues to lead key business areas.

Eric Cantor, Vice Chairman

Eric Cantor is a Vice Chairman and Managing Director at Moelis & Company. He joined the firm in 2014.

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The key risks for Moelis & Company (MC) primarily revolve around the cyclical nature of its business and its reliance on human capital.

Economic and Global Financial Conditions

Moelis & Company's financial performance is materially affected by overall economic and global financial conditions, as its business is heavily dependent on mergers and acquisitions (M&A) and other corporate finance activities. A decrease in M&A activity, potentially triggered by a recession, economic policy uncertainty, or rising tariffs, can directly impact the number of deals the firm advises on, leading to inconsistent revenues.
Competition for Talent

The company operates in a highly competitive industry where the ability to attract, recruit, and retain top talent, particularly experienced professionals and managing directors, is crucial for its growth and success. Intense competition for these skilled individuals poses a significant risk to the firm's ability to maintain its expertise and client relationships.
Inconsistent Revenues from Advisory Services

The revenue generated by Moelis & Company from its advisory services is inherently inconsistent due to the episodic nature of M&A transactions and other corporate finance matters. Fees are generally realized at key transaction milestones, such as closing, the timing of which is outside the company's control. This can lead to significant variations in revenues and net income from one period to another, making comparisons challenging and future performance less predictable.

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Moelis & Company (MC) operates as a global independent investment bank, primarily offering financial advisory services. The addressable markets for its main products and services are as follows:

Mergers & Acquisitions (M&A) and Strategic Advisory: The global mergers and acquisitions advisory market was valued at approximately USD 27.87 billion in 2024 and is projected to reach USD 34.8 billion by 2033, growing at a Compound Annual Growth Rate (CAGR) of 2.5% from 2025 to 2033. In 2023, the global M&A deal value reached approximately $3.2 trillion. The United States accounted for 38% of this global market share, with Europe at 25% and Asia-Pacific at 22%. North America is identified as the largest market for M&A advisory services.
Capital Structure Advisory / Restructuring and Recapitalization: The global corporate restructuring advisory market was estimated at US$ 24.1 billion in 2023 and is expected to grow to US$ 44.5 billion by the end of 2033, with a CAGR of 6.3% from 2023 to 2033. North America held a 41% share of this global market in 2022. The U.S. corporate restructuring advisory market alone was valued at US$ 8.4 billion in 2023.
Capital Markets Advisory: The global Capital Markets Advisory Services market is estimated at $50 billion in 2025 and is projected to grow to approximately $85 billion by 2033, exhibiting a CAGR of 7% from 2025 to 2033.
Private Capital Advisory: This service falls under the broader Financial Advisory Services market. The global financial advisory services market was valued at USD 117.04 billion in 2025 and is expected to reach USD 225.97 billion by 2035, expanding at a CAGR of approximately 6.8% between 2026 and 2035. North America represents the largest region within this market, projected to hold a 42% share by 2035.

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Expected Drivers of Future Revenue Growth for Moelis (MC) Over the Next 2-3 Years:

Sustained M&A Momentum and Broadening Activity: Moelis has experienced robust revenue growth driven by mergers and acquisitions (M&A) activity. Management anticipates this recovery to continue and expand into 2026, moving beyond large transactions to include middle-market and sponsor-driven deals. The firm's pipeline is currently near record levels.
Growth in Capital Markets Advisory: The company has demonstrated strong performance and achieved record revenues within its capital markets advisory business.
Strategic Expansion in Private Capital Advisory (PCA): Moelis is significantly investing in and aggressively expanding its Private Capital Advisory business, with the aim of becoming a leading player in this segment. This area is identified as a substantial revenue opportunity, potentially reaching $200 million.
Continued Strategic Hiring and Talent Acquisition: The firm is focused on attracting and retaining top talent, evidenced by increased hiring of managing directors to bolster expertise in key growth sectors such as PCA, technology, and private asset segments.
Supportive Regulatory Environment: A more adaptable regulatory landscape is expected to facilitate larger transactions and enhance overall market confidence, contributing to increased deal activity.

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Share Repurchases

Moelis & Company completed a share buyback tranche totaling 3,346,784 shares for $152.33 million as part of a program initiated in February 2019. In the third quarter of 2025, the company repurchased 0.2 million shares for $14.5 million.
For the 2022 performance year, Moelis returned approximately $315.6 million to shareholders through dividends and share repurchases.
In 2021, Moelis returned approximately $575 million in capital to shareholders through dividends and share repurchases, including a record 1.9 million shares repurchased during the year.

Share Issuance

Moelis had net common equity repurchases of $11 million in 2024, $47 million in 2023, and $148 million in 2022, indicating net repurchases rather than issuances.
Share repurchases often include shares bought back from employees to settle tax liabilities related to equity-based compensation.

Inbound Investments

In Q2 2025, World Investment Advisors purchased a new stake of 7,268 shares in Moelis & Company, valued at approximately $453,000.

Outbound Investments

In Q3 2025, Moelis recorded a gain of $19.1 million from the sale of 5.0 million shares of its investment in MA Financial Group Limited.
In Q3 2024, the firm recognized a $7.0 million gain from the sale of 5.0 million shares of its investment in MA Financial Group Limited.
Moelis continues to hold a significant investment in and partnership with MA Financial Group Limited (formerly Moelis Australia).

Capital Expenditures

Moelis's capital expenditures were $12.09 million in 2024, $16.70 million in 2023, and $5.96 million in 2022.
For 2021 and 2020, capital expenditures were $16.43 million and $40.66 million, respectively.

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MA (52.5%)

Mastercard

SPGI (36.4%)

S&P Global

Higher Total Yield (Value for MC: 8.1%)

TD (12.8%)

Toronto-Dominion Bank

PGR (10.2%)

Progressive

CB (9.0%)

Chubb

WFC (8.7%)

Wells Fargo

RY (8.5%)

Royal Bank of Canada

All Other Sectors

Higher Rev Chg 3Y Avg | Lower P/S (Values for MC: 12.1% | 3.7x)

UBER (19.6% | 3.4x)

Uber Technologies

MCK (12.6% | 0.3x)

McKesson

CI (13.6% | 0.3x)

Cigna

WBD (17.2% | 1.9x)

Warner Bros. Discovery

PWR (17.9% | 2.4x)

Quanta Services

Higher Rev Chg 3Y Avg | Lower P/Op Inc (Values for MC: 12.1% | 19.5x)

NEM (23.9% | 12.4x)

Newmont

MCK (12.6% | 18.8x)

McKesson

AEM (26.0% | 17.6x)

Agnico Eagle Mines

RCL (37.7% | 16.9x)

Royal Caribbean

TDG (17.7% | 18.2x)

TransDigm

Higher Rev Chg LTM (Value for MC: 51.2%)

APP (86.4%)

AppLovin

NVDA (65.2%)

NVIDIA

AU (61.8%)

Anglogold Ashanti

OKE (58.4%)

ONEOK

ALNY (53.2%)

Alnylam Pharmaceuticals

Higher Rev Chg 3Y Avg (Value for MC: 12.1%)

NVDA (91.6%)

NVIDIA

AVGO (25.2%)

Broadcom

LLY (23.4%)

Eli Lilly

META (17.3%)

Meta Platforms

MSFT (13.2%)

Microsoft

Higher Op Mgn LTM (Value for MC: 18.9%)

NVDA (58.8%)

NVIDIA

MSFT (46.3%)

Microsoft

META (43.2%)

Meta Platforms

GOOGL (32.2%)

Alphabet

AAPL (31.9%)

Apple

Higher CFO/Rev LTM (Value for MC: 37.7%)

META (56.8%)

Meta Platforms

MSFT (50.0%)

Microsoft

NVDA (44.4%)

NVIDIA

AVGO (43.1%)

Broadcom

GOOGL (39.3%)

Alphabet

Higher FCF/Rev LTM (Value for MC: 35.7%)

APP (50.6%)

AppLovin

ANET (47.9%)

Arista Networks

PLTR (46.0%)

Palantir Technologies

AVGO (42.1%)

Broadcom

NVDA (41.3%)

NVIDIA

Higher Total Yield (Value for MC: 8.1%)

MRK (10.2%)

Merck

XOM (9.2%)

Exxon Mobil

CVX (8.6%)

Chevron

UNH (8.5%)

UnitedHealth

ABT (8.3%)

Abbott Laboratories

		Best Bets In Financials Sector
	MC	JXN	FG	MTG	CME	KNSL	NMIH	CACC	ENVA	TW	FNF
What You Pay
P/E	23.0	13.2	9.2	9.1	26.4	19.2	8.4	11.3	14.0	36.5	12.6
P/EBIT	19.5	10.5	5.8	6.9	19.8	15.0	6.2	9.0	10.8	24.7	8.1
What You Get
Rev Chg Q	30.4%	-35.5%	17.8%	-0.7%	-3.0%	19.0%	7.6%	6.0%	16.3%	13.3%	11.9%
Rev Chg LTM	51.2%	24.0%	-4.9%	2.2%	5.8%	18.1%	8.9%	10.2%	21.1%	22.2%	3.9%
Rev Chg 3Y Avg	12.1%	429.4%	22.0%	1.2%	8.9%	32.4%	10.3%	7.6%	23.5%	19.7%	2.1%
FCF/Rev 3Y Avg	25.2%	847.0%	120.8%	62.2%	61.9%	60.8%	58.4%	55.6%	54.7%	49.8%	49.6%

[1] Choosing top 10 best bets from each sector quarterly is an alpha producing strategy vs sector benchmark
[2] Historical annualized return of 21%, alpha of 9.1%, and sharpe of 0.94

Latest Trefis Analyses

	Title	Topic
0	DASHBOARDS
1	Moelis Earnings Notes
2	Moelis Earnings Notes
3	Moelis Stock Jump Looks Great, But How Secure Is That Gain?	Return
4	MC Dip Buy Analysis
5	Time To Buy Moelis Stock?	Buy or Fear
6	Moelis (MC) Operating Cash Flow Comparison	Financials
7	Moelis (MC) Net Income Comparison	Financials
8	Moelis (MC) Operating Income Comparison	Financials
9	Moelis (MC) Revenue Comparison	Financials
10	Moelis vs. S&P500 Correlation	Correlation

	Title
0	ARTICLES

Trade Ideas

Select ideas related to MC. For more, see Trefis Trade Ideas.

Unique Key	Date	Ticker	Company	Category	Trade Strategy	6M Fwd Rtn	12M Fwd Rtn	12M Max DD
WU_11212025_Dip_Buyer_FCFYield	11212025	WU	Western Union	Dip Buy	DB \| FCFY OPMDip Buy with High FCF Yield and High Margin Buying dips for companies with high FCF yield and meaningfully high operating margin	14.5%	14.5%	-0.4%
COIN_11212025_Monopoly_xInd_xCD_Getting_Cheaper	11212025	COIN	Coinbase Global	Monopoly	MY \| Getting CheaperMonopoly-Like with P/S Decline Large cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple	-1.5%	-1.5%	-1.5%
PYPL_11142025_Dip_Buyer_FCFYield	11142025	PYPL	PayPal	Dip Buy	DB \| FCFY OPMDip Buy with High FCF Yield and High Margin Buying dips for companies with high FCF yield and meaningfully high operating margin	-4.5%	-4.5%	-7.5%
V_11142025_Monopoly_xInd_xCD_Getting_Cheaper	11142025	V	Visa	Monopoly	MY \| Getting CheaperMonopoly-Like with P/S Decline Large cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple	7.6%	7.6%	-2.7%
WD_11072025_Dip_Buyer_ValueBuy	11072025	WD	Walker & Dunlop	Dip Buy	DB \| P/E OPMDip Buy with Low PE and High Margin Buying dips for companies with tame PE and meaningfully high operating margin	-11.1%	-11.1%	-12.1%
MC_8312022_Dip_Buyer_FCFYield	08312022	MC	Moelis	Dip Buy	DB \| FCFY OPMDip Buy with High FCF Yield and High Margin Buying dips for companies with high FCF yield and meaningfully high operating margin	7.5%	22.2%	-19.0%
MC_2282022_Dip_Buyer_FCFYield	02282022	MC	Moelis	Dip Buy	DB \| FCFY OPMDip Buy with High FCF Yield and High Margin Buying dips for companies with high FCF yield and meaningfully high operating margin	-8.6%	-4.8%	-28.1%

Recent Active Movers

Top Gainers

Ticker	Company	Mkt Cap (B)	1D Rtn	YTD Rtn
ZETA	Zeta Global	4.6	8.3%	15.1%
SGML	Sigma Lithium	1.6	7.3%	29.2%
USAS	Americas Gold And Silver	1.6	6.6%	557.6%
CPNG	Coupang	44.2	6.4%	10.4%
LION	Lionsgate Studios	2.7	4.6%	-69.9%
BBW	Build-A-Bear Workshop	0.8	4.4%	37.8%
XRAY	Dentsply Sirona	2.3	4.2%	-36.3%
BLMN	Bloomin Brands	0.6	3.8%	-41.2%
FUN	Six Flags Entertainment	1.5	3.8%	-69.1%
SVM	Silvercorp Metals	1.9	3.6%	198.0%

Top Losers

Ticker	Company	Mkt Cap (B)	1D Rtn	YTD Rtn
FLY	Firefly Aerospace	3.3	-13.7%	-61.3%
TMC	TMC The Metals	2.5	-10.5%	508.9%
ORGO	Organogenesis	0.7	-10.1%	64.8%
AAOI	Applied Optoelectronics	2.4	-9.3%	0.8%
BKSY	BlackSky Technology	0.7	-9.0%	79.0%
LUNR	Intuitive Machines	1.8	-8.7%	-16.0%
RCAT	Red Cat	0.8	-8.7%	-35.4%
RGTI	Rigetti Computing	6.7	-8.7%	46.7%
RDW	Redwire	1.0	-8.6%	-56.6%
RKLB	Rocket Lab	36.4	-8.5%	177.4%

Top Gainers

Ticker	Company	Mkt Cap (B)	1W Rtn	YTD Rtn
OMER	Omeros	0.9	71.5%	59.0%
RZLT	Rezolute	0.3	44.3%	-45.5%
DVAX	Dynavax Technologies	1.8	41.5%	20.4%
LUNR	Intuitive Machines	1.8	40.6%	-16.0%
UAMY	United States Antimony	0.7	39.0%	252.5%
FOLD	Amicus Therapeutics	4.4	30.9%	51.3%
ADEA	Adeia	1.9	30.3%	23.0%
HUT	Hut 8	5.2	28.6%	142.3%
AAOI	Applied Optoelectronics	2.4	27.1%	0.8%
SGML	Sigma Lithium	1.6	24.9%	29.2%

Top Losers

Ticker	Company	Mkt Cap (B)	1W Rtn	YTD Rtn
TPL	Texas Pacific Land	6.6	-67.9%	-21.5%
LW	Lamb Weston	5.9	-29.0%	-35.3%
TLRY	Tilray Brands	10.2	-22.2%	-27.8%
TDUP	ThredUp	0.8	-18.2%	348.2%
LAB	Standard BioTools	0.5	-16.9%	-21.1%
OLMA	Olema Pharmaceuticals	2.2	-14.9%	349.9%
EVEX	Eve	1.4	-12.0%	-21.9%
IRON	Disc Medicine	2.8	-11.2%	26.7%
AVO	Mission Produce	0.8	-11.1%	-18.8%
CABO	Cable One	0.7	-10.6%	-67.4%

Top Gainers

Ticker	Company	Mkt Cap (B)	1M Rtn	YTD Rtn
TLRY	Tilray Brands	10.2	876.4%	-27.8%
HPP	Hudson Pacific Properties	4.7	452.7%	-51.0%
WVE	WAVE Life Sciences	2.9	139.2%	43.7%
TE	T1 Energy	1.1	106.7%	400.0%
VERA	Vera Therapeutics	3.4	82.1%	26.7%
OMER	Omeros	0.9	66.2%	59.0%
RKLB	Rocket Lab	36.4	65.8%	177.4%
PL	Planet Labs PBC	5.9	65.0%	379.2%
AAOI	Applied Optoelectronics	2.4	63.5%	0.8%
LUNR	Intuitive Machines	1.8	62.4%	-16.0%

Top Losers

Ticker	Company	Mkt Cap (B)	1M Rtn	YTD Rtn
RZLT	Rezolute	0.3	-72.0%	-45.5%
JANX	Janux Therapeutics	0.9	-59.0%	-73.4%
FRMI	Fermi	5.3	-46.0%	-76.6%
LENZ	LENZ Therapeutics	0.5	-43.5%	-41.6%
GOGO	Gogo	0.6	-35.3%	-43.0%
HPK	HighPeak Energy	0.5	-33.9%	-70.4%
PACB	Pacific Biosciences of California	0.5	-32.7%	-3.3%
LDI	loanDepot	0.4	-29.6%	3.9%
ORIC	ORIC Pharmaceuticals	0.6	-29.0%	2.2%
LW	Lamb Weston	5.9	-28.6%	-35.3%

Peer Comparisons for Moelis

Peers to compare with:

Financials

	MC	HPQ	HPE	IBM	CSCO	AAPL	Median
Name	Moelis	HP	Hewlett .	Internat.	Cisco Sy.	Apple
Mkt Price	71.58	23.26	24.49	305.09	78.16	273.40	74.87
Mkt Cap	5.4	21.9	32.6	284.9	309.2	4,074.4	158.8
Rev LTM	1,468	55,295	34,296	65,402	57,696	408,625	56,496
Op Inc LTM	277	3,624	1,644	11,544	12,991	130,214	7,584
FCF LTM	523	2,800	627	11,854	12,733	96,184	7,327
FCF 3Y Avg	296	2,978	1,400	11,753	13,879	100,503	7,366
CFO LTM	553	3,697	2,919	13,483	13,744	108,565	8,590
CFO 3Y Avg	315	3,672	3,896	13,498	14,736	111,559	8,697

Growth & Margins

	MC	HPQ	HPE	IBM	CSCO	AAPL	Median
Name	Moelis	HP	Hewlett .	Internat.	Cisco Sy.	Apple
Rev Chg LTM	51.2%	3.2%	13.8%	4.5%	8.9%	6.0%	7.4%
Rev Chg 3Y Avg	12.1%	-3.9%	6.5%	2.6%	3.7%	1.8%	3.2%
Rev Chg Q	30.4%	4.2%	14.4%	9.1%	7.5%	9.6%	9.4%
QoQ Delta Rev Chg LTM	6.0%	1.1%	3.7%	2.1%	1.8%	2.1%	2.1%
Op Mgn LTM	18.9%	6.6%	4.8%	17.7%	22.5%	31.9%	18.3%
Op Mgn 3Y Avg	7.3%	7.4%	7.2%	16.4%	24.2%	30.8%	11.9%
QoQ Delta Op Mgn LTM	1.2%	-0.2%	-1.4%	0.6%	0.4%	0.1%	0.2%
CFO/Rev LTM	37.7%	6.7%	8.5%	20.6%	23.8%	26.6%	22.2%
CFO/Rev 3Y Avg	27.0%	6.8%	12.7%	21.4%	26.1%	28.4%	23.8%
FCF/Rev LTM	35.7%	5.1%	1.8%	18.1%	22.1%	23.5%	20.1%
FCF/Rev 3Y Avg	25.2%	5.5%	4.6%	18.6%	24.6%	25.6%	21.6%

Valuation

	MC	HPQ	HPE	IBM	CSCO	AAPL	Median
Name	Moelis	HP	Hewlett .	Internat.	Cisco Sy.	Apple
Mkt Cap	5.4	21.9	32.6	284.9	309.2	4,074.4	158.8
P/S	3.7	0.4	1.0	4.4	5.4	10.0	4.0
P/EBIT	19.5	6.8	19.9	25.1	22.5	31.3	21.2
P/E	23.0	8.6	572.7	36.0	29.9	41.0	33.0
P/CFO	9.8	5.9	11.2	21.1	22.5	37.5	16.2
Total Yield	8.1%	14.1%	2.3%	5.0%	5.4%	2.8%	5.2%
Dividend Yield	3.7%	2.5%	2.1%	2.2%	2.1%	0.4%	2.1%
FCF Yield 3Y Avg	6.4%	10.6%	5.5%	6.4%	6.0%	3.1%	6.2%
D/E	0.0	0.5	0.7	0.2	0.1	0.0	0.2
Net D/E	-0.0	0.3	0.6	0.2	0.0	0.0	0.1

Returns

	MC	HPQ	HPE	IBM	CSCO	AAPL	Median
Name	Moelis	HP	Hewlett .	Internat.	Cisco Sy.	Apple
1M Rtn	11.4%	-1.8%	14.4%	0.6%	2.7%	-1.5%	1.7%
3M Rtn	-0.1%	-11.9%	2.7%	7.9%	17.0%	7.1%	4.9%
6M Rtn	16.0%	-4.0%	34.5%	6.6%	15.2%	36.3%	15.6%
12M Rtn	0.1%	-27.0%	16.2%	40.5%	34.5%	7.5%	11.8%
3Y Rtn	114.7%	-1.9%	71.1%	143.1%	81.3%	120.2%	98.0%
1M Excs Rtn	9.2%	-5.6%	12.9%	-2.2%	-0.0%	-3.7%	-1.1%
3M Excs Rtn	-4.4%	-16.2%	-1.7%	3.6%	12.7%	2.8%	0.6%
6M Excs Rtn	3.7%	-16.3%	22.3%	-5.7%	3.0%	24.0%	3.3%
12M Excs Rtn	-15.7%	-42.9%	-0.7%	25.0%	19.9%	-8.4%	-4.6%
3Y Excs Rtn	25.1%	-83.5%	-11.2%	59.6%	-1.2%	28.4%	12.0%

FDIC Bank Data

Bank Capital

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Bank Deposits

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Bank Assets

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Bank Loans

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FDA Approved Drugs Data

Expand for Morenull

Financials

Annual
Quarterly

$ Mil \| FY: 12/31	LTM	2024	2023	2022	2021	2020	2019
Period End	9/30/2025	12/31/2024	12/31/2023	12/31/2022	12/31/2021	12/31/2020	12/31/2019
Filing Date	10/30/2025	2/27/2025	2/22/2024	2/23/2023	2/23/2022	2/24/2021	2/27/2020
Key Financials
Total Revenue	1,468	1,195	855	985	1,541	943	747
Net Income	235	136	-25	150	365	179	105
EPS	3.17	1.89	-0.36	2.29	5.79	3.16	2.09
Growth Rates
Total Revenue Growth	51.2%	39.8%	-13.2%	-36.0%	63.3%	26.4%	-15.7%
Net Income Growth	472.7%	650.7%	-116.4%	-58.8%	104.2%	70.2%	-25.3%
Margins
Net Income Margin	16.0%	11.4%	-2.9%	15.3%	23.7%	19.0%	14.1%
Cash & Debt
Total Cash	282	412	186	207	520	202	168
Total Debt	268	223	216	193	192	197	198
Net Debt / (Cash)	-14	-189	29	-14	-328	-6	30
Cash Flows
Net Cash from Operations	553	427	158	33	937	429	209
Free Cash from Operations	523	415	142	27	921	389	203
Returns to Shareholders
Dividends	201	184	182	175	480	283	209
Share Repurchases	30	11	47	148	104	44	51

$ Mil \| FY: 12/31	2025Q3	2025Q2	2025Q1	2024Q4	2024Q3	2024Q2	2024Q1	2023Q4	2023Q3	2023Q2	2023Q1	2022Q4
Period End	9/30/2025	6/30/2025	3/31/2025	12/31/2024	9/30/2024	6/30/2024	3/31/2024	12/31/2023	9/30/2023	6/30/2023	3/31/2023	12/31/2022
Filing Date	10/30/2025	7/25/2025	4/24/2025	2/27/2025	10/24/2024	7/25/2024	4/25/2024	2/22/2024	11/3/2023	7/27/2023	4/27/2023	2/23/2023
Key Financials Quarterly
Total Revenue	357	365	307	439	274	265	217	215	272	180	188	207
Net Income	53	42	50	89	17	13	17	-6	-11	-12	4	20
EPS	0.71	0.55	0.68	1.23	0.23	0.18	0.24	-0.08	-0.16	-0.17	0.05	0.30
Key Financials TTM
Total Revenue TTM	1,468	1,384	1,284	1,195	971	969	884	855	847	808	871	985
Net Income TTM	235	198	170	136	41	13	-12	-25	1	37	88	150
Growth Rates Quarterly
Total Revenue Growth	30.4%	38.1%	41.0%	104.2%	0.6%	47.1%	15.8%	3.7%	16.6%	-25.8%	-37.8%	-51.3%
Net Income Growth	215.9%	215.6%	203.4%	1679.5%	257.4%	209.9%	351.9%	-128.2%	-141.9%	-130.7%	-94.4%	-79.8%
Margins Quarterly
Net Income Margin	15.0%	11.4%	16.4%	20.4%	6.2%	5.0%	7.6%	-2.6%	-3.9%	-6.7%	2.0%	9.7%
Cash & Debt
Total Cash	282	222	185	412	145	150	103	186	147	160	135	207
Total Debt	268	219	220	223	211	209	212	216	217	201	190	193
Net Debt / (Cash)	-14	-3	36	-189	66	59	109	29	69	41	55	-14
Cash Flows Quarterly
FCF from Operations	199	204	-165	315	137	140	-165	99	140	71	-152	122
Cash Flows TTM
FCF from Operations TTM	553	491	427	427	211	214	146	158	182	167	153	33
Returns to Shareholders Quarterly
Dividends	51	59	45	46	48	51	39	45	45	47	46	45
Share Repurchases	15	2	12	1	1	0	8	1	1	0	45	1
Return on Invested Capital (ROIC) Quarterly
ROIC	16.3%	20.2%	16.9%	62.4%	5.4%	7.0%	2.9%	-5.4%	-11.4%	-5.2%	-0.9%	14.1%
Return on Invested Capital (ROIC) TTM
ROIC TTM	25.5%	22.6%	19.2%	21.8%	3.2%	-0.4%	-2.8%	-5.5%	-0.0%	6.3%	15.4%	28.7%

Segment Financials

Revenue by Segment

$ Mil	2024	2023	2022	2021	2020
Advisory business that offers clients, including corporations, financial sponsors, governments and	855	985	1,541	943	747
Total	855	985	1,541	943	747

Price Behavior

Price Behavior

Market Price	$71.58
Market Cap ($ Bil)	5.4
First Trading Date	04/16/2014
Distance from 52W High	-8.2%
	50 Days	200 Days
DMA Price	$66.31	$63.54
DMA Trend	indeterminate	down
Distance from DMA	7.9%	12.6%
	3M	1YR
Volatility	32.4%	38.0%
Downside Capture	125.03	171.35
Upside Capture	99.21	145.42
Correlation (SPY)	53.0%	74.2%

MC Betas & Captures as of 11/30/2025

	1M	2M	3M	6M	1Y	3Y
Beta	1.13	1.40	1.48	1.72	1.45	1.40
Up Beta	-0.66	1.69	1.72	2.16	1.24	1.20
Down Beta	1.79	1.83	1.64	1.79	1.52	1.45
Up Capture	151%	64%	79%	154%	180%	354%
Bmk +ve Days	13	26	39	74	142	427
Stock +ve Days	11	21	28	62	123	391
Down Capture	145%	147%	168%	156%	135%	108%
Bmk -ve Days	7	16	24	52	107	323
Stock -ve Days	9	21	35	64	126	359

[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively

Based On 1-Year Data

		Comparison of MC With Other Asset Classes (Last 1Y)
	MC	Sector ETF	Equity	Gold	Commodities	Real Estate	Bitcoin
Annualized Return	1.0%	16.3%	17.8%	72.1%	8.6%	4.4%	-8.2%
Annualized Volatility	37.8%	19.0%	19.4%	19.3%	15.2%	17.0%	35.0%
Sharpe Ratio	0.10	0.67	0.72	2.70	0.34	0.09	-0.08
Correlation With Other Assets		76.1%	74.1%	-8.8%	17.1%	57.6%	28.1%

ETFs used for asset classes: Sector ETF = XLF, Equity = SPY, Gold = GLD, Commodities = DBC, Real Estate = VNQ, and Bitcoin = BTCUSD
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Based On 5-Year Data

		Comparison of MC With Other Asset Classes (Last 5Y)
	MC	Sector ETF	Equity	Gold	Commodities	Real Estate	Bitcoin
Annualized Return	17.8%	16.1%	14.7%	18.7%	11.5%	4.6%	30.8%
Annualized Volatility	36.2%	18.9%	17.1%	15.5%	18.7%	18.9%	48.6%
Sharpe Ratio	0.54	0.71	0.70	0.97	0.50	0.16	0.57
Correlation With Other Assets		68.8%	63.8%	2.4%	13.4%	51.2%	26.6%

Based On 10-Year Data

		Comparison of MC With Other Asset Classes (Last 10Y)
	MC	Sector ETF	Equity	Gold	Commodities	Real Estate	Bitcoin
Annualized Return	18.1%	13.2%	14.8%	15.3%	7.0%	5.3%	69.2%
Annualized Volatility	35.6%	22.3%	18.0%	14.7%	17.6%	20.8%	55.8%
Sharpe Ratio	0.57	0.55	0.71	0.86	0.32	0.22	0.90
Correlation With Other Assets		63.5%	60.4%	-3.9%	21.5%	44.4%	17.1%

Short Interest

Short Interest: As Of Date	12152025
Short Interest: Shares Quantity	4,815,736
Short Interest: % Change Since 11302025	-3.9%
Average Daily Volume	953,632
Days-to-Cover Short Interest	5.05
Basic Shares Quantity	75,438,951
Short % of Basic Shares	6.4%

Returns Analyses

	Title
0	Moelis Stock Jump Looks Great, But How Secure Is That Gain?
1	Moelis Stock Return Comparison
2	Moelis (MC) Stock Movement Probability: AI Predicts MC Stock Price To Move Up 0.5% In A Week

Earnings Returns History

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	Forward Returns
Earnings Date	1D Returns	5D Returns	21D Returns
10/29/2025	-3.8%	-3.8%	-3.5%
7/24/2025	-0.9%	-1.3%	3.1%
4/23/2025	0.9%	2.7%	9.8%
2/5/2025	1.9%	-4.6%	-21.7%
10/23/2024	-1.9%	-2.0%	10.4%
7/24/2024	6.4%	8.3%	5.2%
4/24/2024	-6.9%	-6.6%	6.2%
2/7/2024	1.0%	-1.0%	-1.7%
...
SUMMARY STATS
# Positive	10	7	13
# Negative	14	17	11
Median Positive	2.5%	2.7%	5.4%
Median Negative	-5.1%	-3.8%	-4.5%
Max Positive	6.4%	12.3%	18.7%
Max Negative	-9.4%	-11.7%	-21.8%

	Forward Returns
10/29/2025	-3.8%	-3.8%	-3.5%
7/24/2025	-0.9%	-1.3%	3.1%
4/23/2025	0.9%	2.7%	9.8%
2/5/2025	1.9%	-4.6%	-21.7%
10/23/2024	-1.9%	-2.0%	10.4%
7/24/2024	6.4%	8.3%	5.2%
4/24/2024	-6.9%	-6.6%	6.2%
2/7/2024	1.0%	-1.0%	-1.7%
11/2/2023	-0.9%	-4.6%	18.7%
7/26/2023	-7.9%	-7.9%	-12.8%
4/26/2023	-8.0%	-11.2%	-4.5%
2/8/2023	-7.1%	-0.7%	-15.9%
11/2/2022	-7.2%	-7.5%	5.8%
7/27/2022	2.5%	3.4%	3.6%
4/27/2022	4.8%	-0.1%	3.5%
2/9/2022	-9.4%	-11.7%	-21.8%
10/27/2021	2.3%	12.3%	-4.0%
7/21/2021	2.5%	2.5%	5.4%
4/28/2021	-1.1%	-2.1%	-1.3%
2/10/2021	-1.5%	-1.0%	4.4%
10/26/2020	2.8%	-1.6%	5.2%
7/29/2020	-1.5%	1.3%	8.2%
4/22/2020	-6.3%	-4.3%	-4.4%
2/5/2020	4.8%	1.2%	-21.0%
SUMMARY STATS
# Positive	10	7	13
# Negative	14	17	11
Median Positive	2.5%	2.7%	5.4%
Median Negative	-5.1%	-3.8%	-4.5%
Max Positive	6.4%	12.3%	18.7%
Max Negative	-9.4%	-11.7%	-21.8%

SEC Filings

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Report Date	Filing Date	Filing
9302025	10302025	10-Q 9/30/2025
6302025	7252025	10-Q 6/30/2025
3312025	4242025	10-Q 3/31/2025
12312024	2272025	10-K 12/31/2024
9302024	10242024	10-Q 9/30/2024
6302024	7252024	10-Q 6/30/2024
3312024	4252024	10-Q 3/31/2024
12312023	2222024	10-K 12/31/2023
9302023	11032023	10-Q 9/30/2023
6302023	7272023	10-Q 6/30/2023
3312023	4272023	10-Q 3/31/2023
12312022	2232023	10-K 12/31/2022
9302022	11032022	10-Q 9/30/2022
6302022	7282022	10-Q 6/30/2022
3312022	4282022	10-Q 3/31/2022
12312021	2232022	10-K 12/31/2021

Insider Activity

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Industry Resources

Financials Resources

Federal Reserve Economic Data

External Quote Links

0	Y Finance	Barrons
1	TradingView	Morningstar
2	SeekingAlpha	ValueLine
3	Motley Fool	Robinhood
4	CNBC	Etrade
5	MarketWatch	Unusual Whales
6	YCharts	Perplexity Finance
7	FinViz

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Moelis (MC)

Market Price (12/28/2025): $71.55 | Market Cap: $5.4 BilSector: Financials | Industry: Investment Banking & Brokerage

Moelis (MC)

Market Price (12/28/2025): $71.55Market Cap: $5.4 BilSector: FinancialsIndustry: Investment Banking & Brokerage

Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.

Valuation, Metrics & Events

MC Stock

Why The Stock Moved

Qualitative Assessment

Stock Movement Drivers

Fundamental Drivers

Market Drivers

Fundamental Drivers

Market Drivers

Fundamental Drivers

Market Drivers

Fundamental Drivers

Market Drivers

Return vs. Risk

Price Returns Compared

How Low Can It Go

In The Past

Preserve Wealth

Asset Allocation

About Moelis (MC)

Economic and Global Financial Conditions

Competition for Talent

Inconsistent Revenues from Advisory Services

Expected Drivers of Future Revenue Growth for Moelis (MC) Over the Next 2-3 Years:

Interactive Breakdown

Better Bets than Moelis (MC)

INDUSTRY: Investment Banking & Brokerage

Higher Rev Chg 3Y Avg | Lower P/S (Values for MC: 12.1% | 3.7x)

Higher Rev Chg 3Y Avg | Lower P/Op Inc (Values for MC: 12.1% | 19.5x)

Higher Rev Chg LTM (Value for MC: 51.2%)

Higher Rev Chg 3Y Avg (Value for MC: 12.1%)

Higher Op Mgn LTM (Value for MC: 18.9%)

Higher CFO/Rev LTM (Value for MC: 37.7%)

Higher FCF/Rev LTM (Value for MC: 35.7%)

SECTOR: Financials

Higher Rev Chg 3Y Avg | Lower P/S (Values for MC: 12.1% | 3.7x)

Higher Rev Chg 3Y Avg | Lower P/Op Inc (Values for MC: 12.1% | 19.5x)

Higher Rev Chg LTM (Value for MC: 51.2%)

Higher Rev Chg 3Y Avg (Value for MC: 12.1%)

Higher Op Mgn LTM (Value for MC: 18.9%)

Higher CFO/Rev LTM (Value for MC: 37.7%)

Higher FCF/Rev LTM (Value for MC: 35.7%)

Higher Total Yield (Value for MC: 8.1%)

All Other Sectors

Higher Rev Chg 3Y Avg | Lower P/S (Values for MC: 12.1% | 3.7x)

Higher Rev Chg 3Y Avg | Lower P/Op Inc (Values for MC: 12.1% | 19.5x)

Higher Rev Chg LTM (Value for MC: 51.2%)

Higher Rev Chg 3Y Avg (Value for MC: 12.1%)

Higher Op Mgn LTM (Value for MC: 18.9%)

Higher CFO/Rev LTM (Value for MC: 37.7%)

Higher FCF/Rev LTM (Value for MC: 35.7%)

Higher Total Yield (Value for MC: 8.1%)

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Market Price (12/28/2025): $71.55 | Market Cap: $5.4 Bil
Sector: Financials | Industry: Investment Banking & Brokerage

Market Price (12/28/2025): $71.55
Market Cap: $5.4 Bil
Sector: Financials
Industry: Investment Banking & Brokerage