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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 Mid Cap
Moelis & Company (MC), is a Mid Cap company, in the Capital Markets industry, last closed at $70.28, about 0.9% undervalued vs fair value, +30.1% 1Y return, placing in the top 10% of its sector.
Metrics Rev Growth 27.0% ROE 46.1% Gross Margin 99.2%
$70.28
-0.84%
As of April 28, 2026
Previous close • Vol 90d: 39.1%
52-Week Range
Market Cap
$5.46B
Enterprise Value
$5.21B
Overall Score
View breakdown
Overall
Growth
Fair
Profitability
Good
Health
Weak
Efficiency
Fair
Valuation
Fair
Growth
Fair
Profitability
Good
Health
Weak
Efficiency
Fair
Valuation
Fair
Completeness: 82%
Confidence: 52%
Updated: Mar 8
Top Beats

Quick Facts

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

Next Events

Earnings Apr 29 Estimated

Fair Value Snapshot

Bear Base Bull
$54
$71
$97
Current: $70.28 +1% 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
$339.4M
85%%
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

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Owner's Pocket - Capital Allocation

Total Returned to Shareholders

Combined dividends, buybacks, and debt reduction

$195.0M
83.7% of Net Income

Where It Leaks

Cash Flow Health some concerns
Moderate efficiency issues detected. Review active leaks below for improvement areas.
2
Active Leaks
2/2
Improving
1
High Impact
0
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
64
/100
Moderate
Scores based on quantitative metrics and qualitative factors

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Fee Revenue Quality

Moderate
63
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For informational purposes only. Not investment advice.

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 (28.5%), Profitability (37.5%), and Safety (34.0%). Growth 29% Safety 34% Profitability 37%

Click axes to expand details. Marker shows current allocation.

3-Year Trend Analysis Locked
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Growth

59th percentile vs peers
59
Key Signals
EPS Growth YoY 5.92 98p Rev Growth YoY 27.0% 53p Revenue CAGR 3Y 15.5% 53p EPS CAGR 3Y -30.7% 3p
Strengths
  • EPS Growth YoY in top 20% of peers (5.92, 98th percentile)
  • ROE in top 20% of peers (46.1%, 92th percentile)
  • FCF Margin in top 20% of peers (35.6%, 83th percentile)
  • Current Ratio in top 20% of peers (65.09, 92th percentile)
Risks

No significant risks identified for this axis.

Profitability

78th percentile vs peers
78
Key Signals
Strengths
Risks
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Safety

70th percentile vs peers
71
Key Signals
Strengths
Safety drilldowns are available to premium members.

Two Futures

Scenario-based fair value ranges for Moelis & Company.

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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:

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  • 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
$70.92
- - -
+0.9% vs current
Snapshot base estimate
Bull
-
- - -
- upside
-
Fair Value Range Current: $-
$- $- $-
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