Moelis & Company
MC
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Bull / bear case
Site-generated summary from fundamentals, news, and score — not investment advice. As of 2026-10-08.
- Moelis & Company operates in a competitive capital markets sector, leveraging its strong reputation and advisory expertise to attract high-profile clients.
- In Q2 2026, Moelis reported a revenue increase of 28% compared to the previous quarter, reaching $409 million.
- The operating margin expanded to 17.8% in Q2 2026, indicating improved efficiency in operations.
- The financial services industry is facing regulatory pressures that could impact profitability and operational flexibility for firms like Moelis.
- Moelis recorded a net income of -$24.7 million in 2023, highlighting significant challenges in profitability.
- The company's score indicates a 'Strong Sell' signal with a score of -24.00, reflecting negative market sentiment and technical indicators.
Fundamentals
| Market cap | $4.17B | Enterprise value | $4.36B | Trailing P/E | 19.61 | Forward P/E | 14.32 |
| PEG | — | Price / book | 8.24 | Beta | 1.90 | Dividend yield | 4.62% |
| Revenue growth | 12.0% | Earnings growth | 17.1% | Gross margin | 92.3% | Operating margin | 17.8% |
| Profit margin | 14.5% | ROE | 41.5% | ROA | 18.7% | Debt / equity | 0.41 |
| Current ratio | 1.17 | Free cash flow | — | Analyst recommendation | hold | Mean target | $68.70 |
| 52w high | $78.22 | 52w low | $51.06 |
Quarterly
| 2026-Q2 | 2026-Q1 | 2025-Q4 | 2025-Q3 | 2025-Q2 | |
|---|---|---|---|---|---|
| Revenue | $409M | $320M | $488M | $357M | $365M |
| Op margin | 17.8% | 12.7% | 26.2% | 13.5% | 16.6% |
| Net income | $48.6M | $38.4M | $87.9M | $53.4M | $41.5M |
| Gross margin | 34.2% | 34.2% | 38.9% | 28.4% | 31.0% |
| Gross profit | $140M | $109M | $190M | $101M | $113M |
| Operating income | $72.8M | $40.5M | $128M | $48.3M | $60.6M |
- Revenue +28% vs prior quarter ($409M vs $320M).
- Gross margin 34.2% (was 34.2% prior quarter).
- Operating margin expanded to 17.8%.
Yearly (6y)
| 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|
| Revenue | $1.5B | $1.2B | $855M | $985M |
| Op margin | 18.1% | 14.5% | -4.7% | 21.9% |
| Net income | $233M | $136M | -$24.7M | $150M |
| Gross margin | 32.9% | 30.5% | 16.4% | 37.3% |
| Gross profit | $500M | $364M | $140M | $367M |
| Operating income | $274M | $173M | -$40.4M | $216M |
No flags
• No distress or material-risk keywords in recent headlines (keyword scan only — not a guarantee).
News
2026-10-07 · Tech, Media & Telecom Roundup: Market Talk
2026-10-07 · Energy & Utilities Roundup: Market Talk
2026-10-07 · UBS Upgrades Moelis & Co to Neutral From Sell, Adjusts Price Target to $59 From $60
2026-10-07 · Keefe Bruyette & Woods Upgrades Moelis to Outperform From Marker Perform, $66 Price Target
2026-09-27 · 3 Investment Bank Stocks Tied To The UK M And A Recovery
2026-09-26 · 3 Reasons to Sell MC and 1 Stock to Buy Instead
2026-09-21 · Lazard Stock Slides 21% Over 9 Straight Down Days
2026-09-18 · Lazard Stock Slides 20% Over 8 Straight Down Days
2026-09-18 · Final Agenda: 2nd LA CorpGov Forum Sep 18 Featuring Activism, Sports, Entertainment
2026-09-18 · 1 of Wall Street’s Favorite Stocks with Solid Fundamentals and 2 We Ignore
2026-09-10 · 1 Financials Stock to Own for Decades and 2 We Avoid
2026-09-09 · Spotting Winners: Moelis (NYSE:MC) And Investment Banking & Brokerage Stocks In Q2
Price (daily)
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