Indicators
Indicators
Value
Direction
MACD(12,26,9)
-0.552
Sell
RSI(14)
34.903
Neutral
STOCH(KDJ)(9,3,3)
26.023
Sell
ATR(14)
2.397
Low Volatility
CCI(14)
-168.086
Sell
Williams %R
83.735
Oversold
TRIX(12,20)
-0.134
Sell
StochRSI(14)
0.000
Oversold
Moelis & Co
MC63.330USD
-0.940-1.46%
Close 10/31, 16:00（ET）Quotes delayed by 15 min
4.70BMarket Cap
20.03P/E TTM
TradingKey Stock Score
Overall Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Peer Comparison
TradingKey Stock Score of Moelis & Co
Currency: USD Updated: 2025-10-31Key Insights
The company's fundamentals are relatively very healthy. Its valuation is considered fairly valued,and institutional recognition is very high. Over the past 30 days, multiple analysts have rated the company as a Hold. Despite a weak stock market performance, the company shows strong fundamentals and technicals. The stock price is trading sideways between the support and resistance levels, making it suitable for range-bound swing trading.
Moelis & Co's Score
Support & Resistance
No Data
Score Analysis
Current score
Previous score
Analyst Rating
Based on
10
analysts
Hold
Current Rating
72.778
Target Price
+13.24%
Upside Space
Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.
Moelis & Co Highlights
StrengthsRisks
Moelis & Company is a global independent investment bank that provides strategic advice and solutions to a diverse client base, including corporations, governments and financial sponsors. The Company assists its clients in achieving their strategic goals by offering comprehensive integrated financial advisory services across various industry sectors. It advises clients on their critical decisions, including mergers and acquisitions (M&A), recapitalizations and restructurings, capital markets transactions, private fund raisings and secondary transactions and other corporate finance matters. It has an M&A and strategic advisory franchise advising clients on mergers, acquisitions, sales and divestitures, special committee assignments and shareholder defense. For its clients seeking capital market solutions, it also acts as placement agent, advisor, or bookrunner on a range of capital raising mandates and provides general capital markets advice. It serves its clients from 23 locations.
High Growth
The company's revenue has grown steadily over the past 3 years, averaging 21.24% year-on-year.
Turnaround to Profit
The company's performance has turned profitable, with the latest annual net income of USD .
High Dividend
The company is a high dividend payer, with the latest dividend payout ratio of 139.07%.
Fairly Valued
The company’s latest PB is 9.10, at a medium 3-year percentile range.
Institutional Selling
The latest institutional holdings are 77.36M shares, decreasing 2.87% quarter-over-quarter.
Held by Wasatch Global Investors
Star Investor Wasatch Global Investors holds 2.85M shares of this stock.
Lower Market Activity
The company has less investor interest, with a 20-day turnover ratio of -0.16.
Financial Health
Currency: USD Updated: 2025-10-31The company's current financial score is 8.49, which is higher than the Investment Banking & Investment Services industry's average of 7.28. Its financial status is robust, and its operating efficiency is high. Its latest quarterly revenue reached 356.89M, representing a year-over-year increase of 30.37%, while its net profit experienced a year-over-year increase of 215.89%.
Score
Financials
9.50
Key Metrics
Cash and cash equivalents
Total assets
Total liabilities
Free cash flow
No Data
Quality of Earnings
9.49
Operational Efficiency
9.09
Growth Potential
6.48
Shareholder Returns
7.87
Moelis & Co's Company Valuation
Currency: USD Updated: 2025-10-31The company’s current valuation score is 5.32, which is lower than the Investment Banking & Investment Services industry's average of 7.19. Its current P/E ratio is 19.93, which is 12307.10% below the recent high of 2472.39 and 1720.17% above the recent low of -322.85.
Score
Valuation Dimensions
P/E
P/B
P/S
P/CF
Industry Ranking 36/116
No Data
Earnings Forecast
Currency: USD Updated: 2025-10-31The company’s current earnings forecast score is 5.78, which is lower than the Investment Banking & Investment Services industry's average of 7.28. The average price target for Moelis & Co is 78.00, with a high of 86.00 and a low of 39.00.
Score
Support & Resistance
No Data
Analyst Rating
Based on
10
analysts
Hold
Current Rating
72.778
Target Price
+14.92%
Upside Space
Strong Buy
Buy
Hold
Sell
Strong Sell
Peer Comparison
25
Total
10
Median
11
Average
Company name
Ratings
Analysts
Moelis & Co
MC
10
Morgan Stanley
MS
25
Goldman Sachs Group Inc
GS
24
Charles Schwab Corp
SCHW
23
Citigroup Inc
C
23
LPL Financial Holdings Inc
LPLA
17
1
2
3
4
5
Financial Forecasting
EPS
Revenue
Net Profit
EBIT
No Data
Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.
Price Momentum
Currency: USD Updated: 2025-10-31The company’s current price momentum score is 6.80, which is lower than the Investment Banking & Investment Services industry's average of 7.18. Sideways: Currently, the stock price is trading between the resistance level at 70.45 and the support level at 58.83, making it suitable for range-bound swing trading.
Score
Support & Resistance
No Data
Indicators
The Indicators feature provides value and direction analysis for various instruments under a selection of technical indicators, together with a technical summary.
This feature includes nine of the commonly used technical indicators: MACD, RSI, KDJ, StochRSI, ATR, CCI, WR, TRIX and MA. You may also adjust the timeframe depending on your needs.
Please note that technical analysis is only part of investment reference, and there is no absolute standard for using numerical values to assess direction. The results are for reference only, and we are not responsible for the accuracy of the indicator calculations and summaries.
Moving Average
Indicators
Value
Direction
MA5
67.572
Sell
MA10
68.409
Sell
MA20
67.488
Sell
MA50
70.678
Sell
MA100
68.951
Sell
MA200
65.855
Sell
Institutional Confidence
Currency: USD Updated: 2025-10-31The company’s current institutional recognition score is 10.00, which is higher than the Investment Banking & Investment Services industry's average of 5.82. The latest institutional shareholding proportion is 104.29%, representing a quarter-over-quarter increase of 0.59%. The largest institutional shareholder is The Vanguard, holding a total of 8.83M shares, representing 11.91% of shares outstanding, with 3.38% increase in holdings.
Score
Institutional Shareholding
No Data
Shareholder Activity
Name
Shares Held
Chg %
BlackRock Institutional Trust Company, N.A.
Kayne Anderson Rudnick Investment Management, LLC
The London Company of Virginia, LLC
Charles Schwab Investment Management, Inc.
State Street Investment Management (US)
Geode Capital Management, L.L.C.
Goldman Sachs & Company, Inc.
Columbia Threadneedle Investments (UK)
1
2
Risk Assessment
Currency: USD Updated: 2025-10-31The company’s current risk assessment score is 7.81, which is higher than the Investment Banking & Investment Services industry's average of 6.97. The company's beta value is 1.78. This indicates that the stock tends to outperform the index during upward trending markets but experiences larger declines during downward trending markets.
Score
Beta vs S&P 500 index
1.78
VaR
+3.33%
240-Day Maximum Drawdown
+39.83%
240-Day Volatility
+40.62%
Return
Best Daily Return
60 days
+4.57%
120 days
+10.48%
5 years
+18.37%
Worst Daily Return
60 days
-6.29%
120 days
-6.29%
5 years
-11.96%
Sharpe Ratio
60 days
-1.09
120 days
+1.01
5 years
+0.47
Risk Assessment
Maximum Drawdown
240 days
+39.83%
3 years
+39.83%
5 years
+54.87%
Return-to-Drawdown Ratio
240 days
-0.43
3 years
+0.46
5 years
+0.09
Skewness
240 days
+0.02
3 years
+0.55
5 years
+0.48
Volatility
Realised Volatility
240 days
+40.62%
5 years
+38.54%
Standardised True Range
240 days
+3.46%
5 years
+2.73%
Downside Risk-Adjusted Return
120 days
+173.97%
240 days
+173.97%
Maximum Daily Upside Volatility
60 days
+22.59%
Maximum Daily Downside Volatility
60 days
+27.90%
Liquidity
Average Turnover Rate
60 days
+1.10%
120 days
+1.30%
5 years
--
Turnover Deviation
20 days
-15.73%
60 days
+5.80%
120 days
+25.16%
Peer Comparison
Investment Banking & Investment Services
Moelis & Co
MC
7.22 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Bank of New York Mellon Corp
BK
8.47 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Citigroup Inc
C
8.38 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Cboe Global Markets Inc
CBOE
8.35 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
SuRo Capital Corp
SSSS
8.29 /10
Score
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Risk Assessment
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8.13 /10
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