down arrow

Moelis & Co.

  • Market Cap: Small Cap
  • Industry: Capital Markets
  • ISIN: US60786M1053
USD
66.45
1.21 (1.85%)

Dec 04

NYS

 Click here to see other stocks
  • Price Points
  • Score
  • Mojo Parameters
  • Total Return
  • News and Corporate Actions
  • Key factors
  • Shareholding
  • Financials
  • CompanyCV
stock-summaryPrice Point
High/Low

1Day

65.1567.08

52 Week

47.0082.89
Valuation
Technical
Day's Volume

CASH

1.0 M

Shareholding (Mar 2025)

FII

10.80%

Held by 135 FIIs

DII

37.31%

Held by 62 DIIs

Promoter

0.00%

How big is Moelis & Co.?

22-Jun-2025

As of Jun 18, Moelis & Co. has a market capitalization of $4.85 billion, with net sales of $1.28 billion and a net profit of $187.77 million over the latest four quarters.

Market Cap: As of Jun 18, Moelis & Co. has a market capitalization of 4,851.53 million, categorizing it as a Small Cap company.<BR><BR>Recent Quarterly Performance: For the latest four quarters, Moelis & Co. reported net sales of 1,283.65 million and a net profit of 187.77 million.<BR><BR>Balance Sheet Snapshot: As of Dec 24, the company's shareholder's funds amounted to 441.61 million, while total assets were reported at 1,378.94 million.

Read More

What does Moelis & Co. do?

22-Jun-2025

Moelis & Company is an investment banking advisory firm that offers strategic and financial advice in capital markets. As of March 2025, it reported net sales of $307 million and a net profit of $54 million, with a market cap of approximately $4.85 billion.

Overview:<BR>Moelis & Company is an investment banking advisory company that provides strategic and financial advice within the capital markets industry.<BR><BR>Financial Snapshot:<BR>- Most recent Net Sales: 307 Million (Quarterly Results - Mar 2025)<BR>- Most recent Net Profit: 54 Million (Quarterly Results - Mar 2025)<BR>- Market-cap: USD 4,851.53 Million (Small Cap)<BR><BR>Key Metrics:<BR>- P/E: 30.00<BR>- Dividend Yield: 366.19%<BR>- Debt Equity: -999,999.00<BR>- Return on Equity: 35.03%<BR>- Price to Book: 10.01<BR><BR>Contact Details:<BR>- Address: 399 Park Ave Fl 5, NEW YORK NY: 10022-4416<BR>- Tel: 1 212 8833800<BR>- Fax: 1 302 6365454<BR>- Website: https://www.moelis.com/

Read More

Who are in the management team of Moelis & Co.?

22-Jun-2025

As of March 2022, the management team of Moelis & Co. includes Kenneth Moelis (Chairman and CEO), Navid Mahmoodzadegan and Jeffrey Raich (Co-Presidents), Eric Cantor (Vice Chairman), and Elizabeth Crain (COO). The Board of Directors also features independent members John Allison, Yolonda Richardson, and Kenneth Shropshire.

As of March 2022, the management team of Moelis & Co. includes several key individuals:<BR><BR>- Mr. Kenneth Moelis serves as the Chairman of the Board and Chief Executive Officer.<BR>- Mr. Navid Mahmoodzadegan is the Co-President, Co-Founder, Managing Director, and Director.<BR>- Mr. Jeffrey Raich also holds the position of Co-President, Co-Founder, Managing Director, and Director.<BR>- Mr. Eric Cantor is the Vice Chairman of the Board and Managing Director.<BR>- Ms. Elizabeth Crain serves as the Chief Operating Officer and Director.<BR><BR>Additionally, the Board of Directors includes independent directors: Mr. John Allison, Ms. Yolonda Richardson, and Mr. Kenneth Shropshire.

Read More

Is Moelis & Co. overvalued or undervalued?

20-Sep-2025

As of July 7, 2025, Moelis & Co. is considered overvalued with a P/E ratio of 30 and an EV to EBITDA ratio of 22.99, despite strong returns on capital and equity, as it has underperformed the S&P 500 and has a low PEG ratio of 0.02 compared to its peers.

As of 7 July 2025, the valuation grade for Moelis & Co. has moved from attractive to expensive, indicating a shift towards overvaluation. The company appears to be overvalued based on its P/E ratio of 30, which is higher than the peer average of 29.53 for Jefferies Financial Group, and its EV to EBITDA ratio of 22.99, which is also above the industry average. Additionally, the PEG ratio stands at an exceptionally low 0.02, suggesting that the stock may not be growing at a pace that justifies its current price.<BR><BR>In comparison to its peers, Moelis & Co. has a higher P/E ratio than Jefferies Financial Group, which is fairly valued at 29.53, and Houlihan Lokey, which is also expensive at 31.41. Despite its strong ROCE of 67.97% and ROE of 35.03%, these metrics do not sufficiently counterbalance the high valuation ratios. Over the past year, Moelis & Co. has returned 12.80%, trailing behind the S&P 500's 17.14%, reinforcing the notion that it may be overvalued relative to broader market performance.

Read More

Is Moelis & Co. technically bullish or bearish?

05-Nov-2025

As of October 31, 2025, Moelis & Co. shows a neutral trend with mildly bearish signals from MACD and Bollinger Bands, underperforming the S&P 500 with a year-to-date return of -15.89% compared to 16.30%.

As of 31 October 2025, the technical trend for Moelis & Co. has changed from mildly bullish to sideways. Currently, the overall stance is neutral, with a mildly bearish signal from the MACD and Bollinger Bands on both weekly and monthly time frames. The moving averages on the daily chart indicate a mildly bullish trend, but this is overshadowed by the bearish signals from the weekly indicators. <BR><BR>In terms of performance, Moelis & Co. has underperformed the S&P 500 across multiple periods, with a year-to-date return of -15.89% compared to the S&P 500's 16.30%, and a one-year return of -7.16% versus 19.89%.

Read More
iScoreScore
Click here to find our call on this stock
Strong Sell
Sell
Hold
Buy
Strong Buy

MarketsMojo — Loved in India, Now Global

The power of Mojo is now in 29 countries. Explore global equities with the same cutting-edge features you love.

Dashboard
1

Strong Long Term Fundamental Strength with an average Return on Equity (ROE) of 37.12%

 
2

With a growth in Operating Profit of 46.07%, the company declared Very Positive results in Jun 25

stock-summaryMojo Parameters
Mojo Parameters
Stock DNA
stock-summary
Industry

Capital Markets

stock-summary
Market cap

USD 6,266 Million (Small Cap)

stock-summary
P/E

30.00

stock-summary
Industry P/E

NA

stock-summary
Dividend Yield

289.20%

stock-summary
Debt Equity

-999,999.00

stock-summary
Return on Equity

38.39%

stock-summary
Price to Book

12.14

Revenue and Profits:
Net Sales:
365 Million
(Quarterly Results - Jun 2025)
Net Profit:
47 Million
stock-summaryTotal Returns
Total Returns (Price + Dividend) stock-summary
TimePeriod
Price Return
Dividend Return
Total Return
3 Months
-7.36%
0%
-7.36%
6 Months
16.58%
0%
16.58%
1 Year
-12.5%
0%
-12.5%
2 Years
29.81%
0%
29.81%
3 Years
50.34%
0%
50.34%
4 Years
8.28%
0%
8.28%
5 Years
57.32%
0%
57.32%

Moelis & Co. for the last several years.

Risk Adjusted Returns v/s stock-summary
stock-summaryNews & Corporate Actions
News

Is Moelis & Co. technically bullish or bearish?

As of 31 October 2025, the technical trend for Moelis & Co. has changed from mildly bullish to sideways. Currently, the overall stance is neutral, with a mildly bearish signal from the MACD and Bollinger Bands on both weekly and monthly time frames. The moving averages on the daily chart indicate a mildly bullish trend, but this is overshadowed by the bearish signals from the weekly indicators. In terms of performance, Moelis & Co. has underperformed the S&P 500 across multiple periods, with a year-to-date return of -15.89% compared to the S&P 500's 16.30%, and a one-year return of -7.16% versus 19.89%....

Read More

Is Moelis & Co. technically bullish or bearish?

As of 31 October 2025, the technical trend for Moelis & Co. has changed from mildly bullish to sideways. The current stance is neutral, with a mildly bearish outlook indicated by the MACD and Bollinger Bands on both weekly and monthly time frames. The daily moving averages show a mildly bullish signal, but this is overshadowed by the overall bearish indicators. The stock has underperformed the S&P 500 across multiple periods, with a year-to-date return of -14.19% compared to the S&P 500's 16.30%....

Read More

Is Moelis & Co. technically bullish or bearish?

As of 31 October 2025, the technical trend for Moelis & Co. has changed from mildly bullish to sideways. The current stance is neutral, with mixed signals across different indicators. The weekly MACD and KST are both mildly bearish, while the monthly indicators also reflect a mildly bearish sentiment. The daily moving averages show a mildly bullish trend, but the Bollinger Bands indicate a bearish outlook on both weekly and monthly time frames. The Dow Theory suggests a mildly bullish stance on the monthly chart, but no trend is identified on the weekly chart. In terms of performance, Moelis & Co. has underperformed against the S&P 500 across multiple periods, with a year-to-date return of -14.28% compared to the S&P 500's 16.30%, and a one-year return of -4.62% versus 19.89% for the benchmark....

Read More
Announcements stock-summary
Icon
No announcement available
Corporate Actions stock-summary
Icon
No corporate action available
stock-summaryKey Factors
Quality key factors stock-summary
Factor
Value
Sales Growth (5y)
12.48%
EBIT Growth (5y)
22.29%
EBIT to Interest (avg)
100.00
Debt to EBITDA (avg)
Negative Net Debt
Net Debt to Equity (avg)
0
Sales to Capital Employed (avg)
0
Tax Ratio
18.01%
Dividend Payout Ratio
135.18%
Pledged Shares
0
Institutional Holding
100.00%
ROCE (avg)
80.42%
ROE (avg)
37.12%
Valuation key factors
Factor
Value
P/E Ratio
30
Industry P/E
Price to Book Value
10.55
EV to EBIT
24.22
EV to EBITDA
22.99
EV to Capital Employed
16.46
EV to Sales
3.84
PEG Ratio
0.02
Dividend Yield
347.65%
ROCE (Latest)
67.97%
ROE (Latest)
35.03%
Technicals key factors
Indicator
Weekly
Monthly
MACD
Bearish
Mildly Bearish
RSI
No Signal
No Signal
Bollinger Bands
Mildly Bearish
Mildly Bearish
Moving Averages
Mildly Bullish (Daily)
KST
Bearish
Mildly Bearish
Dow Theory
Mildly Bearish
Mildly Bearish
OBV
No Trend
Mildly Bearish
stock-summary Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish  Turned 
stock-summaryShareholding
Shareholding Snapshot : Mar 2025stock-summary
Shareholding Compare (%holding) stock-summary
Majority shareholders

Domestic Funds

Domestic Funds

Held in 80 Schemes (51.81%)

Foreign Institutions

Held by 135 Foreign Institutions (10.8%)

Strategic Entities with highest holding

Highest Public shareholder

stock-summaryFinancial
[
  {
    "link": "quarterly",
    "btn_text": "All Quarterly Results",
    "header": "Quarterly Results Snapshot (Consolidated) - Jun'25 - QoQ",
    "rhs": [
      {
        "prefix": "Net Sales ",
        "suffix": "QoQ Growth in quarter ended Jun 2025 is 19.18% vs -30.11% in Mar 2025",
        "dir": 1
      },
      {
        "prefix": "Consolidated Net Profit ",
        "suffix": "QoQ Growth in quarter ended Jun 2025 is -13.01% vs -46.09% in Mar 2025",
        "dir": 1
      }
    ],
    "table": {
      "header": [
        "Jun'25",
        "Mar'25",
        "Change(%)"
      ],
      "body": [
        {
          "field": "Net Sales",
          "val1": "365.40",
          "val2": "306.60",
          "chgp": "19.18%",
          "chgp_class": "positive"
        },
        {
          "field": "Operating Profit (PBDIT) excl Other Income",
          "val1": "63.80",
          "val2": "39.00",
          "chgp": "63.59%",
          "chgp_class": "positive"
        },
        {
          "field": "Interest",
          "val1": "0.00",
          "val2": "0.00",
          "chgp": "",
          "chgp_class": "neutral"
        },
        {
          "field": "Exceptional Items",
          "val1": "0.00",
          "val2": "0.00",
          "chgp": "",
          "chgp_class": "neutral"
        },
        {
          "field": "Consolidate Net Profit",
          "val1": "46.80",
          "val2": "53.80",
          "chgp": "-13.01%",
          "chgp_class": "negative"
        },
        {
          "field": "Operating Profit Margin (Excl OI)",
          "val1": "166.90%",
          "val2": "118.00%",
          "chgp": "4.89%",
          "chgp_class": "positive"
        }
      ]
    }
  },
  {
    "link": "annual",
    "btn_text": "All Annual Results",
    "header": "Annual Results Snapshot (Consolidated) - Dec'24",
    "rhs": [
      {
        "prefix": "Net Sales ",
        "suffix": "YoY Growth in year ended Dec 2024 is 39.76% vs -13.25% in Dec 2023",
        "dir": 1
      },
      {
        "prefix": "Consolidated Net Profit ",
        "suffix": "YoY Growth in year ended Dec 2024 is 650.91% vs -116.30% in Dec 2023",
        "dir": 1
      }
    ],
    "table": {
      "header": [
        "Dec'24",
        "Dec'23",
        "Change(%)"
      ],
      "body": [
        {
          "field": "Net Sales",
          "val1": "1,194.50",
          "val2": "854.70",
          "chgp": "39.76%",
          "chgp_class": "positive"
        },
        {
          "field": "Operating Profit (PBDIT) excl Other Income",
          "val1": "183.40",
          "val2": "-32.00",
          "chgp": "673.12%",
          "chgp_class": "positive"
        },
        {
          "field": "Interest",
          "val1": "0.00",
          "val2": "0.00",
          "chgp": "",
          "chgp_class": "neutral"
        },
        {
          "field": "Exceptional Items",
          "val1": "0.00",
          "val2": "0.00",
          "chgp": "",
          "chgp_class": "neutral"
        },
        {
          "field": "Consolidate Net Profit",
          "val1": "151.50",
          "val2": "-27.50",
          "chgp": "650.91%",
          "chgp_class": "positive"
        },
        {
          "field": "Operating Profit Margin (Excl OI)",
          "val1": "144.80%",
          "val2": "-47.20%",
          "chgp": "19.20%",
          "chgp_class": "positive"
        }
      ]
    }
  }
]
Quarterly Results Snapshot (Consolidated) - Jun'25 - QoQstock-summary
Jun'25
Mar'25
Change(%)
Net Sales
365.40
306.60
19.18%
Operating Profit (PBDIT) excl Other Income
63.80
39.00
63.59%
Interest
0.00
0.00
Exceptional Items
0.00
0.00
Consolidate Net Profit
46.80
53.80
-13.01%
Operating Profit Margin (Excl OI)
166.90%
118.00%
4.89%
USD in Million.
stock-summary Compare with Peers
Direction Arrows
Net Sales

QoQ Growth in quarter ended Jun 2025 is 19.18% vs -30.11% in Mar 2025

Direction Arrows
Consolidated Net Profit

QoQ Growth in quarter ended Jun 2025 is -13.01% vs -46.09% in Mar 2025

All Quarterly Resultsstock-summary
Annual Results Snapshot (Consolidated) - Dec'24stock-summary
Dec'24
Dec'23
Change(%)
Net Sales
1,194.50
854.70
39.76%
Operating Profit (PBDIT) excl Other Income
183.40
-32.00
673.12%
Interest
0.00
0.00
Exceptional Items
0.00
0.00
Consolidate Net Profit
151.50
-27.50
650.91%
Operating Profit Margin (Excl OI)
144.80%
-47.20%
19.20%
USD in Million.
stock-summary Compare with Peers
Direction Arrows
Net Sales

YoY Growth in year ended Dec 2024 is 39.76% vs -13.25% in Dec 2023

Direction Arrows
Consolidated Net Profit

YoY Growth in year ended Dec 2024 is 650.91% vs -116.30% in Dec 2023

All Annual Resultsstock-summary
stock-summaryCompany CV
About Moelis & Co. stock-summary
stock-summary
Moelis & Co.
Capital Markets
Moelis & Company is an investment banking advisory company. The Company provides strategic and financial advice to a client base, including corporations, governments and financial sponsors. The Company offers financial advisory services across various industry sectors. It advices its clients on decisions, including mergers and acquisitions (M&A), recapitalizations and restructurings, and other corporate finance matters. With 17 offices located in North and South America, Europe, the Middle East, Asia and Australia, the Company provided information flow and cross-border solutions as of December 31, 2016. The Company offers advisory services in all industries, including consumer, retail and restaurants; energy, power and infrastructure; financial institutions; financial sponsors; general industrials; healthcare; real estate, gaming, lodging and leisure, and technology, media and telecommunications. It advises clients on all aspects of public and private debt and equity transactions.
Company Coordinates stock-summary
Company Details
399 Park Ave Fl 5 , NEW YORK NY : 10022-4416
stock-summary
Tel: 1 212 88338001 212 8833800
stock-summary
https://www.moelis.com/
stock-summary
Registrar Details
Stock List
ABCDEFGHIJKLMNOPQRSTUVWXYZOther
Footer Logo
InfinHub Market Technologies FZ-LLC, Building-2, Unit 112, Dubai Internet City, Dubai, United Arab Emirates
GET THE MARKETSMOJO APP
Company
Stocks
Portfolio
Market
Webinars
"Investment in securities markets are subject to market risk. Read all the related documents carefully before investing."