(MC) Moelis - Ratings and Ratios
Exchange: NYSE • Country: United States • Currency: USD • Type: Common Stock • ISIN: US60786M1053
MC: Mergers, Acquisitions, Restructurings, Capital Markets, Advisory Services
Moelis & Company, listed on the NYSE under ticker MC, is a global investment banking advisory firm. Founded in 2007 and headquartered in New York, the firm specializes in strategic advisory services across mergers and acquisitions, recapitalizations, restructurings, and capital markets transactions. Its expertise extends to capital structure advisory and private funds, positioning it as a key player in corporate finance.
Moelis & Co serves a diverse client base, including multinational corporations, middle-market private companies, financial sponsors, entrepreneurs, governments, and sovereign wealth funds. This broad reach underscores its ability to navigate complex financial scenarios across various sectors and geographies. With a presence in North and South America, Europe, the Middle East, Asia, and Australia, the firms global footprint is significant.
For investors and fund managers, Moelis & Co presents an interesting profile. Its market capitalization stands at $5.347 billion, with a trailing P/E of 42.56 and a forward P/E of 27.55, indicating expectations of future growth. The price-to-book ratio of 14.55 reflects a premium valuation, likely due to its strong profitability. The price-to-sales ratio of 5.51 highlights a robust revenue multiple, suggesting confidence in its revenue growth prospects.
As an investment banking firm, Moelis & Cos revenue is tied to transaction volumes and market activity. Investors should consider the cyclical nature of the industry, where economic downturns can impact deal flow. However, the firms diverse client base and global presence mitigate some of this risk. Its focus on high-margin advisory services, particularly in strategic and restructuring areas, contributes to its profitability.
Visit their website at https://www.moelis.com for more information.
Additional Sources for MC Stock
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
MC Stock Overview
Market Cap in USD | 5,348m |
Sector | Financial Services |
Industry | Capital Markets |
GiC Sub-Industry | Investment Banking & Brokerage |
IPO / Inception | 2014-04-16 |
MC Stock Ratings
Growth 5y | 77.2% |
Fundamental | -23.0% |
Dividend | 34.5% |
Rel. Strength Industry | 3.13 |
Analysts | 2.78/5 |
Fair Price Momentum | 73.52 USD |
Fair Price DCF | 17.48 USD |
MC Dividends
Dividend Yield 12m | 2.67% |
Yield on Cost 5y | 7.11% |
Annual Growth 5y | -10.39% |
Payout Consistency | 85.0% |
MC Growth Ratios
Growth Correlation 3m | 40.6% |
Growth Correlation 12m | 93.1% |
Growth Correlation 5y | 68.3% |
CAGR 5y | 22.98% |
CAGR/Max DD 5y | 0.43 |
Sharpe Ratio 12m | 0.83 |
Alpha | 5.17 |
Beta | 1.47 |
Volatility | 33.55% |
Current Volume | 1220.2k |
Average Volume 20d | 792.1k |
As of February 23, 2025, the stock is trading at USD 71.27 with a total of 1,220,224 shares traded.
Over the past week, the price has changed by -6.16%, over one month by -10.02%, over three months by -4.52% and over the past year by +34.11%.
Neither. Based on ValueRay Fundamental Analyses, Moelis is currently (February 2025) neither a good nor a bad stock to buy. It has a ValueRay Fundamental Rating of -22.99 and therefor a neutral outlook according to the companies health.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of MC as of February 2025 is 73.52. This means that MC is currently overvalued and has a potential downside of 3.16%.
Moelis has received a consensus analysts rating of 2.78. Therefor, it is recommend to hold MC.
- Strong Buy: 0
- Buy: 2
- Hold: 5
- Sell: 0
- Strong Sell: 2
According to ValueRays Forecast Model, MC Moelis will be worth about 88.2 in February 2026. The stock is currently trading at 71.27. This means that the stock has a potential upside of +23.78%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | 83.6 | 17.3% |
Analysts Target Price | 74.9 | 5% |
ValueRay Target Price | 88.2 | 23.8% |