Indicators
Indicators
Value
Direction
MACD(12,26,9)
0.683
Buy
RSI(14)
62.693
Neutral
STOCH(KDJ)(9,3,3)
54.918
Neutral
ATR(14)
2.232
High Vlolatility
CCI(14)
55.374
Neutral
Williams %R
23.486
Buy
TRIX(12,20)
0.401
Sell
StochRSI(14)
94.955
Buy
Moelis & Co
MC70.040USD
-0.010-0.01%
Close 12/19, 16:00（ET）Quotes delayed by 15 min
5.18BMarket Cap
22.04P/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: 2025-12-19Key Insights
Moelis & Co's fundamentals are relatively very healthy, and its growth potential is high.Its valuation is considered fairly valued, ranking 27/116 in the Investment Banking & Investment Services industry.Institutional ownership is very high.Over the past month, multiple analysts have rated it as Hold, with the highest price target at 72.56.In the medium term, the stock price is expected to remain stable.The company has been performing well in the stock market over the past month, which is supported by its 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
Relevant data have not been disclosed by the company yet.
Score Analysis
Current score
Previous score
Analyst Rating
Based on
10
analysts
Hold
Current Rating
72.556
Target Price
+7.25%
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 and divestitures, spin-offs, joint ventures, fairness opinions and shareholder advisory across all sectors. For its clients seeking capital market solutions, it also structures and executes customized financing solutions and advises clients on all aspects of public and private equity and debt transactions.
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 9.69, at a medium 3-year percentile range.
Institutional Selling
The latest institutional holdings are 78.72M shares, decreasing 3.24% quarter-over-quarter.
Held by CI Select Canadian Equity Fund
Star Investor CI Select Canadian Equity Fund holds 1.16K 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: 2025-12-19The current financial score of Moelis & Co is 7.64, ranking 24/116 in the Investment Banking & Investment Services industry. Its financial status is robust, and its operating efficiency is average. 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
10.00
Key Metrics
Cash and cash equivalents
Total assets
Total liabilities
Free cash flow
Relevant data have not been disclosed by the company yet.
Quality of Earnings
7.73
Operational Efficiency
6.09
Growth Potential
6.48
Shareholder Returns
7.89
Moelis & Co's Company Valuation
Currency: USD Updated: 2025-12-19The current valuation score of Moelis & Co is 5.32, ranking 115/116 in the Investment Banking & Investment Services industry. Its current P/E ratio is 22.04, which is 11120.07% below the recent high of 2472.39 and 1565.16% above the recent low of -322.85.
Score
Valuation Dimensions
P/E
P/B
P/S
P/CF
Industry Ranking 27/116
Relevant data have not been disclosed by the company yet.
Earnings Forecast
Currency: USD Updated: 2025-12-19The current earnings forecast score of Moelis & Co is 6.20, ranking 80/116 in the Investment Banking & Investment Services industry. 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
Relevant data have not been disclosed by the company yet.
Analyst Rating
Based on
10
analysts
Hold
Current Rating
72.556
Target Price
+7.25%
Upside Space
Strong Buy
Buy
Hold
Sell
Strong Sell
Peer Comparison
26
Total
10
Median
10
Average
Company name
Ratings
Analysts
Moelis & Co
MC
10
Morgan Stanley
MS
25
Goldman Sachs Group Inc
GS
24
Citigroup Inc
C
23
Charles Schwab Corp
SCHW
22
LPL Financial Holdings Inc
LPLA
16
1
2
3
4
5
Financial Forecasting
EPS
Revenue
Net Profit
EBIT
Relevant data have not been disclosed by the company yet.
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: 2025-12-19The current price momentum score of Moelis & Co is 9.22, ranking 31/116 in the Investment Banking & Investment Services industry. Currently, the stock price is trading between the resistance level at 74.53 and the support level at 63.26, making it suitable for range-bound swing trading.
Score
Support & Resistance
Relevant data have not been disclosed by the company yet.
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
69.648
Buy
MA10
69.676
Buy
MA20
67.113
Buy
MA50
66.100
Buy
MA100
68.917
Buy
MA200
64.245
Buy
Institutional Confidence
Currency: USD Updated: 2025-12-19The current institutional shareholding score of Moelis & Co is 10.00, ranking 1/116 in the Investment Banking & Investment Services industry. The latest institutional shareholding proportion is 106.39%, representing a quarter-over-quarter increase of 2.61%. The largest institutional shareholder is The Vanguard, holding a total of 8.71M shares, representing 11.78% of shares outstanding, with 5.39% increase in holdings.
Score
Institutional Shareholding
Relevant data have not been disclosed by the company yet.
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: 2025-12-19The current risk assessment score of Moelis & Co is 7.30, ranking 64/116 in the Investment Banking & Investment Services industry. The company's beta value is 1.82. 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
1.82
VaR
+3.32%
240-Day Maximum Drawdown
+39.83%
240-Day Volatility
+41.06%
Return
Best Daily Return
60 days
+4.25%
120 days
+4.57%
5 years
+18.37%
Worst Daily Return
60 days
-6.29%
120 days
-6.29%
5 years
-11.96%
Sharpe Ratio
60 days
-0.32
120 days
+0.95
5 years
+0.50
Risk Assessment
Maximum Drawdown
240 days
+39.83%
3 years
+39.83%
5 years
+54.87%
Return-to-Drawdown Ratio
240 days
-0.18
3 years
+0.39
5 years
+0.12
Skewness
240 days
-0.01
3 years
+0.55
5 years
+0.48
Volatility
Realised Volatility
240 days
+41.06%
5 years
+38.20%
Standardised True Range
240 days
+3.14%
5 years
+2.47%
Downside Risk-Adjusted Return
120 days
+151.27%
240 days
+151.27%
Maximum Daily Upside Volatility
60 days
+21.39%
Maximum Daily Downside Volatility
60 days
+28.64%
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
7.52 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
State Street Corp
STT
8.78 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Affiliated Managers Group Inc
AMG
8.27 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Ameriprise Financial Inc
AMP
8.25 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Bgc Group Inc
BGC
8.24 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
DigitalBridge Group Inc
DBRG
8.15 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
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View more
FAQs
How does TradingKey generate the Stock Score of Moelis & Co?
The TradingKey Stock Score provides a comprehensive assessment of Moelis & Co based on 34 indicators derived from over 100 underlying data points. These indicators are categorised into six key dimensions: financial health, company profile, earnings forecasts, price momentum, institutional confidence, and risk assessment, collectively providing investors with a thorough analysis of Moelis & Co’s performance and outlook.
How do we generate the financial health score of Moelis & Co?
To generate the financial health score of Moelis & Co, we analyse various key financial indicators across several core dimensions, including financial fundamentals, earnings quality, operational efficiency, growth potential, and shareholder returns. By integrating these comprehensive data, the financial health score not only reflects Moelis & Co's overall stability, operational efficiency, and growth potential but also captures the investment returns delivered to shareholders. This score aims to support rational decision-making for investors and other stakeholders. A higher score indicates a better financial health of Moelis & Co.
How do we generate the company valuation score of Moelis & Co?
To generate the company valuation score of Moelis & Co, we use several key financial ratios, including P/E, P/B, P/S, and P/CF. These metrics compare Moelis & Co’s market value to its earnings, assets, sales, and cash flow, serving as core indicators for assessing company value. By analysing these ratios in an all-round manner, the valuation score reflects not only the market’s current perception of Moelis & Co’s value but also its future profitability and growth potential, thereby supporting more informed investment decisions. A higher score indicates a fairer valuation of Moelis & Co.
How do we generate the earnings forecast score of Moelis & Co?
To calculate the earnings forecast score of Moelis & Co, we consider various key indicators such as analyst ratings, financial forecasts, support and resistance levels, and peer comparisons:Current ratings and price targets directly reflect analysts’ expectations, while the upside space indicates their views on the stock’s growth potential.Financial metrics like earnings per share (EPS), revenue, net income, and earnings before interest and taxes (EBIT) are core measures for assessing profitability.By analysing the high, median, and low ranges of the target price, we can identify price trends and determine key support and resistance levels.Comparing these indicators against peers provides context for the stock’s performance and helps
anchor more realistic expectations.These factors together form a comprehensive earnings forecast score that accurately reflects the stock’s expected financial performance and growth potential. A higher score suggests that analysts have a more optimistic outlook on Moelis & Co’s future.
How do we generate the price momentum score of Moelis & Co?
When generating the price momentum score for Moelis & Co, we examine momentum indicators including support and resistance levels as well as volume metrics.Support levels represent price points where buying interest is strong enough to prevent further declines, while resistance levels indicate prices where selling pressure may hinder upward movement. By analysing typical price volume alongside total volume, we assess overall market activity and liquidity. These indicators help identify price trends and potential shifts, enabling more accurate predictions of future earnings.This comprehensive approach can reflect market sentiment and enable rational forecasts of Moelis & Co’s prices. A higher score indicates a more stable short-term price trend for Moelis & Co.
How do we generate the institutional confidence score of Moelis & Co?
To generate the institutional confidence score of Moelis & Co, we analyse both the proportion of shares held by institutions and the number of shares they own. A higher institutional ownership percentage indicates strong confidence of professional investors, which is generally a positive signal about Moelis & Co’s potential. By examining the number of shares held, we gain deeper insight into institutions’ commitment and attitude toward the stock, as institutional investors typically conduct thorough analysis before making investment decisions. Understanding institutional confidence helps us refine earnings forecasts and provides a more reliable perspective on the company’s future performance and market stability. A higher score indicates greater institutional endorsement of Moelis & Co.
How do we generate the risk management score of Moelis & Co?
To assess the risk management score of Moelis & Co, we examine multiple key indicators related to returns, risk, volatility, and liquidity.The highest and lowest daily returns reflect the potential size of gains and losses, while the Sharpe ratio measures risk-adjusted return performance. On the risk side, we analyse maximum drawdown and the return-to-drawdown ratio to identify extreme loss scenarios. Skewness helps assess the distribution of returns and whether performance may be biased. Volatility indicators—such as realised volatility and standardised true range—reveal price fluctuations. Downside risk-adjusted returns provide insight into potential losses and gains. Lastly, liquidity metrics like average turnover rate and turnover deviation indicate how actively the stock is traded.These indicators together provide a multi-dimensional understanding of Moelis & Co’s risk-return profile, serving as core factors of the risk management score. A higher score indicates lower risk on the side of Moelis & Co.
