Moelis & Co

MC

74.480USD

-0.210-0.28%

Close 09/15, 16:00（ET）Quotes delayed by 15 min

Score

Industry at a Glance

Industry Ranking

19 / 117

Overall Ranking

141 / 4724

Industry

Investment Banking & Investment Services

Support & Resistance

No Data

Score Analysis

Current score

Previous score

Analyst Rating

Based on 8 analysts

Hold

Current Rating

72.200

Target Price

-3.33%

Upside Space

Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.

Company 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 136.02M.%!(EXTRA int=2)

High Dividend

The company is a high dividend payer, with the latest dividend payout ratio of 139.07%.

Overvalued

The company’s latest PB is 10.71, at a high 3-year percentile range.

Institutional Buying

The latest institutional holdings are 76.90M shares, increasing 1.38% quarter-over-quarter.

Held by The Vanguard

Star Investor The Vanguard holds 8.83M shares of this stock.

Lower Market Activity

The company has less investor interest, with a 20-day turnover ratio of -0.16.

The company's current financial score is 6.45, which is lower than the Investment Banking & Investment Services industry's average of 7.33. Its financial status is stable, and its operating efficiency is average. Its latest quarterly revenue reached 306.59M, representing a year-over-year increase of 40.97%, while its net profit experienced a year-over-year increase of 203.44%.

Score

Industry at a Glance

Previous score

6.45

Change

2.19



Financials

10.00

Key Metrics

Cash and cash equivalents

Total assets

Total liabilities

Free cash flow

No Data



Quality of Earnings

10.00

Key Metrics

Total revenue

Operating profit

Total assets

SG&A

No Data



Operational Efficiency

9.32

Key Metrics

Cash flow from operating activities

Income after tax

No Data



Growth Potential

5.50

Key Metrics

Cash flow from operating activities

Total revenue

No Data



Shareholder Returns

8.40

Key Metrics

Free cash flow

No Data

The company’s current valuation score is 5.60, which is higher than the Investment Banking & Investment Services industry's average of 4.39. Its current P/E ratio is 26.83, which is 212.85% below the recent high of 83.94 and 29.73% above the recent low of 18.85.

Score

Industry at a Glance

Previous score

1.20

Change

0

Valuation Dimensions

P/E

P/B

P/S

P/CF

Industry Ranking 19/117

No Data

The company’s current earnings forecast score is 5.75, which is lower than the Investment Banking & Investment Services industry's average of 7.34. The average price target for Moelis & Co is 74.00, with a high of 89.00 and a low of 39.00.

Score

Industry at a Glance

Previous score

5.75

Change

0

Support & Resistance

No Data

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.

The company’s current price momentum score is 8.98, which is higher than the Investment Banking & Investment Services industry's average of 8.78. Sideways: Currently, the stock price is trading between the resistance level at 76.29 and the support level at 67.55, making it suitable for range-bound swing trading.

Score

Industry at a Glance

Previous score

9.12

Change

-0.01

Support & Resistance

No Data

Institutional Confidence

Currency: USD Updated：2025-09-15

The company’s current institutional recognition score is 10.00, which is higher than the Investment Banking & Investment Services industry's average of 6.35. The latest institutional shareholding proportion is 103.68%, representing a quarter-over-quarter increase of 0.07%. 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

Industry at a Glance

Previous score

10.00

Change

0

Institutional Shareholding

No Data

Shareholder Activity

Name

Shares Held

Chg %

The Vanguard Group, Inc.

Star Investors

8.29M

+1.95%

BlackRock Institutional Trust Company, N.A.

7.81M

-0.10%

Kayne Anderson Rudnick Investment Management, LLC

6.92M

-2.50%

The London Company of Virginia, LLC

3.54M

-3.42%

Charles Schwab Investment Management, Inc.

2.94M

+214.50%

State Street Global Advisors (US)

2.77M

-3.00%

Wasatch Global Investors Inc

Star Investors

2.73M

+3.83%

Geode Capital Management, L.L.C.

1.63M

+2.71%

Goldman Sachs & Company, Inc.

2.19M

+36.71%

Columbia Threadneedle Investments (UK)

1.66M

+4.84%

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The U.S. Dollar Index is currently in a neutral state, which has a neutral effect on the Investment Banking & Investment Services domestic-focused industry. The Dollar Index (DXY) measures the value of the U.S. dollar against a basket of major currencies, including the euro, yen, pound sterling, Canadian dollar, Swedish krona, and Swiss franc. The company’s current risk assessment score is 4.46, which is lower than the Investment Banking & Investment Services industry's average of 5.16. The company's beta value is 1.71. This indicates that the stock tends to outperform the index during upward trending markets but experiences larger declines during downward trending markets.

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MC

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