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Company Analysis

Moelis & Company MC

A comprehensive view of key metrics, scores, and financial health for Moelis & Company

Overview of Moelis & Company

MC NYQ
Financial Services Capital Markets Framework: Asset Management & Capital Markets Mid Cap
Moelis & Company (MC), is a Mid Cap company, in the Capital Markets industry, last closed at $55.88, about 22.7% undervalued vs fair value, -21.7% 1Y return, placing in the top 10% of its sector.
Metrics P/E 23.4× Rev Growth 27.0% ROE 46.1% Gross Margin 33.0% Div Yield 3.88%
USD 55.88
1.14%
(Delayed)
• Vol 90d: 39.2%
52-Week Range
Market Cap
$4.32B
Enterprise Value
$4.25B
Overall Score
View breakdown
Overall
Growth
Fair
Profitability
Fair
Health
Fair
Efficiency
Fair
Valuation
Good
Growth
Fair
Profitability
Fair
Health
Fair
Efficiency
Fair
Valuation
Good
Completeness: 94%
Confidence: 93%
Updated: Oct 24
Top Beats

Quick Facts

Website https://www.moelis.com
HQ New York, NY
Fiscal year Dec 31

Next Events

Earnings Nov 5 Call: Nov 5

Fair Value Snapshot

Bear Base Bull
$52
$69
$94
Current: $55.88 +23% vs base

Engine Room Money Flow™

Mid Cap

Asset Management & Capital Markets - Where revenue goes and how value is created

Flow Steps
Total Revenue
$1.5B
27%%
Operating Income (FRE Proxy)
$273.9M
58.4%%
EBITDA
$285.7M
55.8%%
Net Income
$233.0M
71.3%%
Money Flow Bridge
Flow Direction: Money moves from left to right
Components: Breakdown shows composition of each stage
Industry-Specific: Asset Management & Capital Markets

Quality & Reliability Indicators

Operating Margin (FRE Proxy)
18.1%
Fair

Operating Income / Revenue — proxy for Fee-Related Earnings margin

Locked Metric
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Owner's Pocket - Capital Allocation

Total Returned to Shareholders

Combined dividends, buybacks, and debt reduction

$283.3M
121.6% of Net Income

Where It Leaks

Cash Flow Health critical
Significant cash flow inefficiencies identified. Multiple high-impact leaks require attention.
2
Active Leaks
2/2
Improving
0
High Impact
1
Critical
Locked Leak
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Moat Analysis Asset Management Specialized

Competitive Advantage Assessment

Evaluating Moelis & Company's durable competitive advantages across 6 defense dimensions

Overall Moat Strength
62
/100
Moderate
Scores based on quantitative metrics and qualitative factors
Full moat analysis

Key strengths

  • High Return on Equity Return on equity ranks highly vs peers (score 0.93).
  • Strong Cash Conversion Cash conversion quality is high (score 0.87).

Key risks

  • Margin Erosion Trend Margin trend is deteriorating (score 0.25).
  • Volatile Capital Returns Return volatility is elevated (score 0.37).

The dashed ring is the peer median. Defense scores are percentile ranks against peers, so 50 is roughly the typical company in this group.

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Fee Revenue Quality

Moderate
59
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Signals, strengths and risks for Fee Revenue Quality

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Signals, strengths and risks for Client Retention & Revenue Stickiness

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Signals, strengths and risks for Compensation Discipline

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Signals, strengths and risks for Capital Efficiency

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Signals, strengths and risks for Earnings Quality & Cash Conversion

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Signals, strengths and risks for Balance Sheet Strength

Trade-Off Ledger™

Where management spends the performance budget - Growth, Profitability, or Safety

Asset Managers, Capital Markets & Exchanges vs Industry Peers 100% Coverage
Trade-Off Triangle Visualization A ternary plot showing MC's balance between Growth (38.4%), Profitability (33.1%), and Safety (28.5%). Growth 38% Safety 29% Profitability 33%

Click axes to expand details. Marker shows current allocation.

3-Year Trend Analysis Locked
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Growth

72th percentile vs peers
72
Key Signals
Rev Growth YoY 27.0% 80p EPS Growth YoY 65.7% 82p Revenue CAGR 3Y 15.5% 62p EPS CAGR 3Y 11.2% 46p
Strengths
  • Rev Growth YoY in top 20% of peers (27.0%, 80th percentile)
  • EPS Growth YoY in top 20% of peers (65.7%, 82th percentile)
  • ROE in top 20% of peers (46.1%, 95th percentile)
  • Growth above peer median with strong metric coverage (100%)
Risks

No significant risks identified for this axis.

Profitability

62th percentile vs peers
62
Key Signals
Strengths
Risks
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Safety

53th percentile vs peers
54
Key Signals
Strengths
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Two Futures

Scenario-based fair value ranges for Moelis & Company.

Loading valuation model...
Unable to Compute Fair Value

This company cannot be valued using standard models.

What this means: The Scenario Theatre requires financial data (revenue, cash flow, shares outstanding) to calculate fair value estimates. This data may be unavailable for:

  • Recently listed companies (IPOs, SPACs)
  • Shell companies or holding companies
  • Companies that haven't filed recent financials
  • Foreign companies with limited data coverage
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Bear
-
- - -
- upside
-
Base
$68.57
- - -
+22.7% vs current
Snapshot base estimate
Bull
-
- - -
- upside
-
Fair Value Range Current: $-
$- $- $-
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