MC Share Price | Moelis & Co. Stock Analysis & Recommendation

Q: How big is Moelis & Co.?

Market Cap: As of Jun 18, Moelis & Co. has a market capitalization of 4,851.53 million, categorizing it as a Small Cap company.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.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.

Q: What does Moelis & Co. do?

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

Q: Is Moelis & Co. overvalued or undervalued?

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.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.

Q: 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%.

Price Point

High/Low

1Day

52 Week

Valuation

Technical

Day's Volume

CASH

398.7 k

Shareholding (Dec 2025)

FII

9.82%

Held by 130 FIIs

DII

38.38%

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.

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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.

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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.

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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.

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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%.

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Compare Moelis & Co. with Similar Stocks

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Score

Click here to find our call on this stock

Strong Sell

Sell

Hold

Buy

Strong Buy

Dashboard

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

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

Mojo Parameters

Stock DNA

Industry

Capital Markets

Market cap

USD 4,441 Million (Small Cap)

P/E

19.00

Industry P/E

Dividend Yield

312.02%

Debt Equity

-999,999.00

Return on Equity

0.00%

Price to Book

0.00

Revenue and Profits:

Net Sales:

488 Million

(Quarterly Results - Dec 2025)

Net Profit:

99 Million

Total Returns

Total Returns (Price + Dividend)

TimePeriod

Price Return

Dividend Return

Total Return

3 Months

-22.24%

6 Months

-22.94%

1 Year

-12.11%

2 Years

-0.05%

3 Years

46.49%

4 Years

19.62%

5 Years

0.67%

Moelis & Co. for the last several years.

Risk Adjusted Returns v/s

News & Corporate Actions

News

No Recent News for the Company

Announcements

No announcement available

Corporate Actions

No corporate action available

Key Factors

Quality key factors

Factor

Value

Sales Growth (5y)

9.97%

EBIT Growth (5y)

3.88%

EBIT to Interest (avg)

100.00

Debt to EBITDA (avg)

Negative Net Debt

Net Debt to Equity (avg)

Sales to Capital Employed (avg)

Tax Ratio

18.01%

Dividend Payout Ratio

88.44%

Pledged Shares

Institutional Holding

100.00%

ROCE (avg)

80.42%

ROE (avg)

37.12%

Valuation key factors

Factor

Value

P/E Ratio

Industry P/E

Price to Book Value

EV to EBIT

16.23

EV to EBITDA

15.55

EV to Capital Employed

EV to Sales

2.93

PEG Ratio

0.30

Dividend Yield

312.02%

ROCE (Latest)

ROE (Latest)

Technicals key factors

Indicator

Weekly

Monthly

MACD

Bearish

Mildly Bearish

RSI

No Signal

Bullish

Bollinger Bands

Mildly Bearish

Bearish

Moving Averages

Bearish (Daily)

KST

Bearish

Mildly Bearish

Dow Theory

Mildly Bearish

OBV

Mildly Bullish

Mildly Bearish

Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish Turned

Shareholding

Shareholding Snapshot : Dec 2025

Shareholding Compare (%holding)

Majority shareholders

Domestic Funds

Held in 79 Schemes (51.72%)

Foreign Institutions

Held by 130 Foreign Institutions (9.82%)

Strategic Entities with highest holding

Highest Public shareholder

Financial

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Quarterly Results Snapshot (Consolidated) - Dec'25 - QoQ

Dec'25

Sep'25

Change(%)

Net Sales

487.90

356.90

36.70%

Operating Profit (PBDIT) excl Other Income

133.90

51.50

160.00%

Interest

0.00

Exceptional Items

0.00

Consolidate Net Profit

99.00

60.10

64.73%

Operating Profit Margin (Excl OI)

267.50%

135.90%

13.16%

USD in Million.

Compare with Peers

Net Sales

QoQ Growth in quarter ended Dec 2025 is 36.70% vs -2.33% in Sep 2025

Consolidated Net Profit

QoQ Growth in quarter ended Dec 2025 is 64.73% vs 28.42% in Sep 2025

All Quarterly Results

Annual Results Snapshot (Consolidated) - Dec'25

Dec'25

Dec'24

Change(%)

Net Sales

1,535.90

1,201.50

27.83%

Operating Profit (PBDIT) excl Other Income

307.40

193.60

58.78%

Interest

0.00

Exceptional Items

0.00

Consolidate Net Profit

259.60

151.50

71.35%

Operating Profit Margin (Excl OI)

192.30%

152.30%

4.00%

USD in Million.

Compare with Peers

Net Sales

YoY Growth in year ended Dec 2025 is 27.83% vs 40.58% in Dec 2024

Consolidated Net Profit

YoY Growth in year ended Dec 2025 is 71.35% vs 650.91% in Dec 2024

All Annual Results

Company CV

About Moelis & Co.

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

Company Details

399 Park Ave Fl 5 , NEW YORK NY : 10022-4416

Tel: 1 212 88338001 212 8833800

https://www.moelis.com/

Registrar Details