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MoelisNYSE:MC Stock Report

Market Cap US$5.7b
Share Price
US$68.81
My Fair Value
US$70
2.0% undervalued intrinsic discount
1Y6.2%
7D-2.7%
Portfolio Value
​
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Moelis & Company

NYSE:MC Stock Report

Market Cap: US$5.7b

Moelis (MC) Stock Overview

Operates as an investment banking advisory firm in North and South America, Europe, the Middle East, Asia, and Australia. More details

MC fundamental analysis
Snowflake Score
Valuation0/6
Future Growth5/6
Past Performance3/6
Financial Health5/6
Dividends3/6

Rewards

Earnings are forecast to grow 27.03% per year

Became profitable this year

Risk Analysis

Dividend of 3.78% is not well covered by earnings


MC Community Fair Values

Create Narrative

See what 8 others think this stock is worth. Follow their fair value or set your own to get alerts.

MC logo
Moelis
AN
AnalystConsensusTarget
AnalystConsensusTarget
Consensus Narrative from 5 Analysts

M&A And Private Funds Advisory Will Open Dynamic Future Prospects

Key Takeaways Strategic investments in Private Funds Advisory and new business origination signal potential revenue growth and increased market share in high-demand sectors. Strong balance sheet and debt-free status enable strategic investments and improved net margins through financial flexibility.
View narrative
US$54.97
FV
25.2% overvalued intrinsic discount
10.29%
Revenue growth p.a.
0users have liked this narrative
0users have commented on this narrative
4users have followed this narrative
5 days ago author updated this narrative
MC logo
Moelis
AN
AnalystHighTarget
AnalystHighTarget
Consensus Narrative from 5 Analysts

Globalization And Tech Trends Will Unlock Compelling Cross-Border M&A Opportunities

Key Takeaways Moelis is positioned for rapid revenue and margin expansion driven by pent-up deal demand, global diversification, and growing preference for independent advisory services. Sector specialization and leadership in private capital advisory could become major long-term growth engines, supporting premium pricing and above-peer earnings growth.
View narrative
US$69.00
FV
0.3% undervalued intrinsic discount
21.85%
Revenue growth p.a.
0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
8 days ago author updated this narrative
MC logo
Moelis
AN
AnalystLowTarget
AnalystLowTarget
Consensus Narrative from 5 Analysts

Automation And Regulation Will Constrict Traditional Advisory Business

Key Takeaways Disruptive shifts toward alternative capital-raising methods and automation are reducing Moelis' traditional market, exerting sustained pressure on revenue growth and profitability. Heavy reliance on senior bankers and cyclical deal activity makes Moelis vulnerable to volatile earnings, regulatory barriers, and challenges in talent retention.
View narrative
US$52.00
FV
32.3% overvalued intrinsic discount
14.14%
Revenue growth p.a.
0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
5 days ago author updated this narrative
View Moelis Community

Moelis & Company Competitors

Price History & Performance

Summary of share price highs, lows and changes for Moelis
Historical stock prices
Current Share PriceUS$68.81
52 Week HighUS$82.89
52 Week LowUS$47.00
Beta1.63
1 Month Change21.64%
3 Month Change33.95%
1 Year Change6.22%
3 Year Change59.87%
5 Year Change124.65%
Change since IPO163.14%

Recent News & Updates

Moelis: Fade The Key Man Risk

Jul 21

Moelis & Company's (NYSE:MC) Shares Leap 26% Yet They're Still Not Telling The Full Story

Jul 15
Moelis & Company's (NYSE:MC) Shares Leap 26% Yet They're Still Not Telling The Full Story

Recent updates

Moelis: Fade The Key Man Risk

Jul 21

Moelis & Company's (NYSE:MC) Shares Leap 26% Yet They're Still Not Telling The Full Story

Jul 15
Moelis & Company's (NYSE:MC) Shares Leap 26% Yet They're Still Not Telling The Full Story

Investors Appear Satisfied With Moelis & Company's (NYSE:MC) Prospects

Jan 07
Investors Appear Satisfied With Moelis & Company's (NYSE:MC) Prospects

Moelis: Too Much Of A Sponsor Recovery Bet Amid Trumpflation

Jan 06

Moelis: A Lot Still Riding On A Sponsor Recovery

Oct 14
author-image

Interest Rate Fluctuations And Restructuring Shifts Pose Challenges, Yet M&A And Decisive Expansions Promise Revenue Growth

Dependency on high interest rates and conventional fee structures under pressure could negatively affect Moelis' restructuring revenues and overall revenue model.

Moelis: Sponsors Still On Sidelines

Jun 21

Moelis: Restructuring One-Offs Surge Revenues

Feb 01

Moelis & Company: Solid Company, But A Rich Valuation

Nov 24

Moelis: The Time Has Come For M&A

Sep 15

Moelis: Deteriorating Financials And Further Downside Ahead

Jul 12

Moelis Q4 2022 Earnings Preview

Feb 07

Moelis: Hit Hardest By M&A Stop, Has The Most To Gain On Certainty

Jan 16

Moelis Is Feeling The Sting Of Falling Sponsor Activity

Nov 03

Moelis & Company: Dividend King To Hold Until Next Economic Cycle

Aug 18

Moelis Q2 2022 Earnings Preview

Jul 26

Moelis stock edges down after UBS points to weaker M&A pipeline

Jul 06

Moelis Manages To Sustain M&A-Based Growth

May 24

Moelis & Co: M&A Pace Is Slowing Down, At Least They Have Restructuring

Mar 11

Shareholder Returns

MCUS Capital MarketsUS Market
7D-2.7%1.0%0.8%
1Y6.2%33.3%13.7%

Return vs Industry: MC underperformed the US Capital Markets industry which returned 36.2% over the past year.

Return vs Market: MC underperformed the US Market which returned 14.8% over the past year.

Price Volatility

Is MC's price volatile compared to industry and market?
MC volatility
MC Average Weekly Movement5.4%
Capital Markets Industry Average Movement3.7%
Market Average Movement6.3%
10% most volatile stocks in US Market17.2%
10% least volatile stocks in US Market3.1%

Stable Share Price: MC has not had significant price volatility in the past 3 months compared to the US market.

Volatility Over Time: MC's weekly volatility (5%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
20071,308Ken Moeliswww.moelis.com

Moelis & Company operates as an investment banking advisory firm in North and South America, Europe, the Middle East, Asia, and Australia. It offers advisory services in the areas of mergers and acquisitions, recapitalizations and restructurings, capital markets transactions, and other corporate finance matters, as well as strategic, capital structure and markets, and private funds advisory. The company offers its services to public multinational corporations, middle market private companies, financial sponsors, entrepreneurs, governments, and sovereign wealth funds.

Moelis & Company Fundamentals Summary

How do Moelis's earnings and revenue compare to its market cap?
MC fundamental statistics
Market capUS$5.66b
Earnings (TTM)US$169.72m
Revenue (TTM)US$1.28b
30.1x
P/E Ratio
4.0x
P/S Ratio

Is MC overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
MC income statement (TTM)
RevenueUS$1.28b
Cost of RevenueUS$97.21m
Gross ProfitUS$1.19b
Other ExpensesUS$1.02b
EarningsUS$169.72m

Last Reported Earnings

Mar 31, 2025

Next Earnings Date

Jul 24, 2025

Earnings per share (EPS)2.29
Gross Margin92.43%
Net Profit Margin13.22%
Debt/Equity Ratio0%

How did MC perform over the long term?

See historical performance and comparison

Dividends

3.8%
Current Dividend Yield
109%
Payout Ratio

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/07/21 05:28
End of Day Share Price 2025/07/21 00:00
Earnings2025/03/31
Annual Earnings2024/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Moelis & Company is covered by 19 analysts. 7 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Michael NeedhamBofA Global Research
James MitchellBuckingham Research Group Inc.
Devin RyanCitizens JMP Securities, LLC