Market Cap
US$4.1b
Last Updated
2021/08/01 22:33 UTC
Data Sources
Company Financials +
Executive Summary
Moelis & Company operates as an investment banking advisory firm in the United States, Europe, and internationally. More Details
Rewards
Risk Analysis
Earnings are forecast to decline by an average of 0.7% per year for the next 3 years
Snowflake Analysis
Outstanding track record and undervalued.
Similar Companies
Share Price & News
How has Moelis's share price performed over time and what events caused price changes?
Latest Share Price and Events
Stable Share Price: MC is not significantly more volatile than the rest of US stocks over the past 3 months, typically moving +/- 4% a week.
Volatility Over Time: MC's weekly volatility (4%) has been stable over the past year.
Market Performance
7 Day Return
1.4%
MC
0.9%
US Capital Markets
-0.4%
US Market
1 Year Return
98.9%
MC
57.6%
US Capital Markets
35.9%
US Market
Return vs Industry: MC exceeded the US Capital Markets industry which returned 56.8% over the past year.
Return vs Market: MC exceeded the US Market which returned 35.9% over the past year.
Shareholder returns
| MC | Industry | Market | |
|---|---|---|---|
| 7 Day | 1.4% | 0.9% | -0.4% |
| 30 Day | 3.7% | 0.5% | -0.3% |
| 90 Day | 8.6% | 5.1% | 3.1% |
| 1 Year | 126.6%98.9% | 60.9%57.6% | 38.0%35.9% |
| 3 Year | 30.4%-0.2% | 77.4%64.6% | 62.9%52.7% |
| 5 Year | 249.2%118.9% | 169.8%137.5% | 121.3%96.9% |
Long-Term Price Volatility Vs. Market
How volatile is Moelis's share price compared to the market and industry in the last 5 years?
Simply Wall St News
1 week ago | Simply Wall St
Is It Smart To Buy Moelis & Company (NYSE:MC) Before It Goes Ex-Dividend?1 week ago | Simply Wall St
Moelis (NYSE:MC) Is Increasing Its Dividend To US$0.601 week ago | Simply Wall St
This Just In: Analysts Are Boosting Their Moelis & Company (NYSE:MC) Outlook for This YearValuation
Is Moelis undervalued compared to its fair value and its price relative to the market?
40.0%
Undervalued compared to fair value
Share Price vs. Fair Value
Below Fair Value: MC ($59.25) is trading below our estimate of fair value ($98.69)
Significantly Below Fair Value: MC is trading below fair value by more than 20%.
Price To Earnings Ratio
PE vs Industry: MC is good value based on its PE Ratio (11.8x) compared to the US Capital Markets industry average (12.9x).
PE vs Market: MC is good value based on its PE Ratio (11.8x) compared to the US market (18.1x).
Price to Earnings Growth Ratio
PEG Ratio: MC's earnings are forecast to decline next year, so we can't calculate its PEG ratio.
Price to Book Ratio
PB vs Industry: MC is good value based on its PB Ratio (8.8x) compared to the US Capital Markets industry average (61.4x).
Future Growth
How is Moelis forecast to perform in the next 1 to 3 years based on estimates from 9 analysts?
-0.7%
Forecasted annual earnings growth
Earnings and Revenue Growth Forecasts
Analyst Future Growth Forecasts
Earnings vs Savings Rate: MC's earnings are forecast to decline over the next 3 years (-0.7% per year).
Earnings vs Market: MC's earnings are forecast to decline over the next 3 years (-0.7% per year).
High Growth Earnings: MC's earnings are forecast to decline over the next 3 years.
Revenue vs Market: MC's revenue (1% per year) is forecast to grow slower than the US market (9.2% per year).
High Growth Revenue: MC's revenue (1% per year) is forecast to grow slower than 20% per year.
Earnings per Share Growth Forecasts
Future Return on Equity
Future ROE: MC's Return on Equity is forecast to be very high in 3 years time (67.7%).
Past Performance
How has Moelis performed over the past 5 years?
35.4%
Historical annual earnings growth
Earnings and Revenue History
Quality Earnings: MC has high quality earnings.
Growing Profit Margin: MC's current net profit margins (24.3%) are higher than last year (10.6%).
Past Earnings Growth Analysis
Earnings Trend: MC's earnings have grown significantly by 35.4% per year over the past 5 years.
Accelerating Growth: MC's earnings growth over the past year (274.8%) exceeds its 5-year average (35.4% per year).
Earnings vs Industry: MC earnings growth over the past year (274.8%) exceeded the Capital Markets industry 55.6%.
Return on Equity
High ROE: MC's Return on Equity (95.2%) is considered outstanding.
Financial Health
How is Moelis's financial position?
Financial Position Analysis
Short Term Liabilities: MC's short term assets ($282.7M) exceed its short term liabilities ($205.9M).
Long Term Liabilities: MC's short term assets ($282.7M) do not cover its long term liabilities ($517.3M).
Debt to Equity History and Analysis
Debt Level: MC is debt free.
Reducing Debt: MC has not had any debt for past 5 years.
Debt Coverage: MC has no debt, therefore it does not need to be covered by operating cash flow.
Interest Coverage: MC has no debt, therefore coverage of interest payments is not a concern.
Balance Sheet
Dividend
What is Moelis's current dividend yield, its reliability and sustainability?
7.43%
Current Dividend Yield
Dividend Yield vs Market
Notable Dividend: MC's dividend (7.43%) is higher than the bottom 25% of dividend payers in the US market (1.31%).
High Dividend: MC's dividend (7.43%) is in the top 25% of dividend payers in the US market (3.55%)
Stability and Growth of Payments
Stable Dividend: MC has been paying a dividend for less than 10 years and during this time payments have been volatile.
Growing Dividend: MC's dividend payments have increased, but the company has only paid a dividend for 7 years.
Current Payout to Shareholders
Dividend Coverage: With its reasonably low payout ratio (41.6%), MC's dividend payments are well covered by earnings.
Future Payout to Shareholders
Future Dividend Coverage: MC's dividends in 3 years are not forecast to be well covered by earnings (103.3% payout ratio).
Next Steps
Management
How experienced are the management team and are they aligned to shareholders interests?
6.8yrs
Average management tenure
CEO
Ken Moelis (62 yo)
14.5yrs
Tenure
US$9,874,166
Compensation
Mr. Kenneth David Moelis, also known as Ken, serves as Chairman of Atlas Crest Investment Corp. III. Mr. Moelis is Founder, Chairman and Chief Executive Officer of Moelis & Company since 2007. Mr. Moelis h...
CEO Compensation Analysis
Compensation vs Market: Ken's total compensation ($USD9.87M) is above average for companies of similar size in the US market ($USD5.32M).
Compensation vs Earnings: Ken's compensation has increased by more than 20% in the past year.
Leadership Team
Experienced Management: MC's management team is seasoned and experienced (6.8 years average tenure).
Board Members
Experienced Board: MC's board of directors are considered experienced (6.9 years average tenure).
Ownership
Who are the major shareholders and have insiders been buying or selling?
Insider Trading Volume
Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.
Recent Insider Transactions
Ownership Breakdown
Dilution of Shares: Shareholders have been diluted in the past year, with total shares outstanding growing by 3.7%.
Top Shareholders
Company Information
Moelis & Company's company bio, employee growth, exchange listings and data sources
Key Information
- Name: Moelis & Company
- Ticker: MC
- Exchange: NYSE
- Founded: 2007
- Industry: Investment Banking and Brokerage
- Sector: Diversified Financials
- Implied Market Cap: US$4.078b
- Market Cap: US$3.615b
- Shares outstanding: 68.82m
- Website: https://www.moelis.com
Number of Employees
Location
- Moelis & Company
- 399 Park Avenue
- 5th Floor
- New York
- New York
- 10022
- United States
Listings
Biography
Moelis & Company operates as an investment banking advisory firm in the United States, Europe, and internationally. It offers advisory services in the areas of mergers and acquisitions, recapitalizations a...
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2021/08/01 22:33 |
| End of Day Share Price | 2021/07/30 00:00 |
| Earnings | 2021/06/30 |
| Annual Earnings | 2020/12/31 |
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 here.