(MC) Moelis - Performance -2.2% in 12m
Compare MC with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
68.38%
#23 in Group
Rel. Strength
46.19%
#4168 in Universe
Total Return 12m
-2.17%
#41 in Group
Total Return 5y
144.85%
#32 in Group
P/E 32.5
91th Percentile in Group
P/E Forward 21.7
74th Percentile in Group
PEG 1.97
67th Percentile in Group
FCF Yield 10.7%
80th Percentile in Group
12m Total Return: MC (-2.2%) vs XLF (16.3%)
5y Drawdown (Underwater) Chart
Top Performers in Investment Banking & Brokerage
Overall best picks of Peer Group Selected by proven GARP Predictive Metrics, sorted by Growth Rating
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability |
EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| PJT NYSE PJT Partners |
-16% | 41% | 206% | 29 | 22.5 | 1.36 | 15.8% | 36.6% |
| LPLA NASDAQ LPL Financial Holdings |
-12.8% | 19.3% | 506% | 23.9 | 17.6 | 1.33 | 70.0% | 22.6% |
| RJF NYSE Raymond James Financial |
-13.1% | 1.95% | 228% | 13.6 | 13 | 1.69 | 68.9% | 14.3% |
| SF NYSE Stifel Financial |
-16.9% | 13.7% | 252% | 15 | 11.4 | 0.85 | -1.20% | 12% |
| EVR NYSE Evercore Partners |
-23.9% | -6.6% | 303% | 22 | 15 | 1.13 | -55.5% | 0.91% |
| MC NYSE Moelis |
-22.3% | -2.17% | 145% | 32.5 | 21.7 | 1.97 | -59.5% | 3.52% |
| LAZ NYSE Lazard |
-20.8% | -0.86% | 113% | 16.1 | 12.3 | 1 | -42.7% | 3.53% |
| SCHW NYSE Charles Schwab |
-4.16% | 6.31% | 123% | 26.8 | 18.9 | 0.91 | -13.0% | 6.41% |
Performance Comparison: MC vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for MC
| Total Return (including Dividends) | MC | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | -22.34% | -7.49% | -7.79% |
| 3 Months | -28.67% | -1.50% | -9.06% |
| 12 Months | -2.17% | 16.29% | 4.64% |
| 5 Years | 144.85% | 148.74% | 117.94% |
| Trend Score (consistency of price movement) | MC | XLF | S&P 500 |
| 1 Month | -32.2% | 58.6% | -5.5% |
| 3 Months | -75.4% | -8.5% | -61.9% |
| 12 Months | 70.5% | 92.9% | 82.8% |
| 5 Years | 67.9% | 75.3% | 84.4% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #53 | -16.1% | -15.8% |
| 3 Month | #52 | -27.6% | -21.6% |
| 12 Month | #41 | -15.9% | -6.51% |
| 5 Years | #33 | -1.56% | 12.4% |
FAQs
Does MC Moelis outperforms the market?
No,
over the last 12 months MC made -2.17%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 16.29%.
Over the last 3 months MC made -28.67%, while XLF made -1.50%.
Over the last 3 months MC made -28.67%, while XLF made -1.50%.
Performance Comparison MC vs Indeces and Sectors
MC vs. Indices MC is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -5.90% | -14.6% | -14.0% | -6.81% |
| US NASDAQ 100 | QQQ | -4.83% | -13.1% | -12.8% | -4.73% |
| US Dow Jones Industrial 30 | DIA | -7.07% | -16.3% | -16.1% | -7.42% |
| German DAX 40 | DAX | -7.02% | -16.0% | -32.9% | -19.7% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -8.62% | -21.5% | -3.78% | -10.3% |
| Hongkong Hang Seng | HSI | -9.41% | -23.3% | -10.5% | -18.7% |
| India NIFTY 50 | INDA | -10.1% | -29.4% | -8.80% | -1.92% |
| Brasil Bovespa | EWZ | -11.3% | -31.4% | -13.2% | 9.15% |
MC vs. Sectors MC is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -5.06% | -14.2% | -22.4% | -15.2% |
| Consumer Discretionary | XLY | -5.20% | -12.7% | -17.0% | -9.27% |
| Consumer Staples | XLP | -12.8% | -21.1% | -21.2% | -15.1% |
| Energy | XLE | -4.66% | -21.9% | -14.4% | 5.56% |
| Financial | XLF | -6.30% | -14.9% | -26.0% | -18.5% |
| Health Care | XLV | -9.99% | -18.4% | -14.1% | -3.15% |
| Industrial | XLI | -5.96% | -16.3% | -13.2% | -4.31% |
| Materials | XLB | -7.15% | -18.3% | -7.48% | 6.65% |
| Real Estate | XLRE | -9.79% | -16.7% | -13.7% | -12.1% |
| Technology | XLK | -3.56% | -11.8% | -6.80% | 3.04% |
| Utilities | XLU | -13.2% | -22.5% | -17.3% | -27.1% |
| Aerospace & Defense | XAR | -6.28% | -19.0% | -18.9% | -17.4% |
| Biotech | XBI | -2.62% | -13.6% | 0.26% | 11.9% |
| Homebuilder | XHB | -4.21% | -15.4% | 6.08% | 12.7% |
| Retail | XRT | -4.85% | -13.8% | -7.31% | 9.40% |