(MC) Moelis - Performance 8.7% in 12m
Compare MC with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
63.24%
#23 in Group
Rel. Strength
59.85%
#3226 in Universe
Total Return 12m
8.67%
#36 in Group
Total Return 5y
161.26%
#31 in Group
P/E 27.9
88th Percentile in Group
P/E Forward 27.2
88th Percentile in Group
PEG 1.97
71th Percentile in Group
FCF Yield 12.5%
81th Percentile in Group
12m Total Return: MC (8.7%) vs XLF (19.3%)
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 |
|---|---|---|---|---|---|---|---|---|
| LPLA NASDAQ LPL Financial Holdings |
-8.17% | 19.1% | 472% | 21.8 | 16.1 | 1.22 | 70.0% | 22.6% |
| RJF NYSE Raymond James Financial |
-5.38% | 14.3% | 238% | 13.2 | 12.3 | 1.6 | 68.8% | 14.3% |
| PJT NYSE PJT Partners |
-8.59% | 42.4% | 208% | 26.3 | 23.9 | 1.36 | 15.8% | 36.6% |
| SF NYSE Stifel Financial |
-15.8% | 11.2% | 218% | 13.3 | 9.78 | 0.85 | -16.1% | 10.6% |
| EVR NYSE Evercore Partners |
-9.03% | 9.02% | 335% | 20.3 | 18.9 | 1.13 | -55.5% | 0.91% |
| BGC NASDAQ BGC |
-8.32% | 11.1% | 226% | 34.2 | - | 1.22 | 12.1% | -11.1% |
| MC NYSE Moelis |
-16.5% | 8.67% | 161% | 27.9 | 27.2 | 1.97 | -57.4% | 4% |
| SCHW NYSE Charles Schwab |
-1% | 8.25% | 133% | 25.5 | 18.3 | 1.01 | -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 | -16.51% | -4.78% | -4.31% |
| 3 Months | -30.28% | -6.25% | -7.85% |
| 12 Months | 8.67% | 19.30% | 10.76% |
| 5 Years | 161.26% | 134.53% | 106.31% |
| Trend Score (consistency of price movement) | MC | XLF | S&P 500 |
| 1 Month | -43.1% | -30.6% | -35.6% |
| 3 Months | -93.4% | -83.1% | -89.7% |
| 12 Months | 41.2% | 84.9% | 58.3% |
| 5 Years | 67.0% | 75.2% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #49 | -12.3% | -12.8% |
| 3 Month | #52 | -25.6% | -24.3% |
| 12 Month | #36 | -8.91% | -1.89% |
| 5 Years | #33 | 11.4% | 26.6% |
FAQs
Does MC Moelis outperforms the market?
No,
over the last 12 months MC made 8.67%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 19.30%.
Over the last 3 months MC made -30.28%, while XLF made -6.25%.
Over the last 3 months MC made -30.28%, while XLF made -6.25%.
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 | -1.33% | -12.2% | -14.6% | -2.09% |
| US NASDAQ 100 | QQQ | -3.29% | -12.3% | -14.6% | -3.34% |
| US Dow Jones Industrial 30 | DIA | 0.74% | -10.7% | -14.8% | 1.69% |
| German DAX 40 | DAX | 1.33% | -12.7% | -33.0% | -14.8% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 5.20% | -13.0% | -13.1% | 0.05% |
| Hongkong Hang Seng | HSI | 0.94% | -13.6% | -16.4% | -5.35% |
| India NIFTY 50 | INDA | 6.10% | -18.1% | -16.2% | 6.87% |
| Brasil Bovespa | EWZ | -1.08% | -18.5% | -19.1% | 14.2% |
MC vs. Sectors MC is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1.19% | -10.9% | -23.3% | -13.7% |
| Consumer Discretionary | XLY | -3.68% | -12.5% | -17.7% | -5.68% |
| Consumer Staples | XLP | 6.13% | -19.3% | -19.9% | -0.82% |
| Energy | XLE | 2.02% | -4.88% | -12.1% | 20.6% |
| Financial | XLF | 0.63% | -11.7% | -22.7% | -10.6% |
| Health Care | XLV | 1.69% | -11.5% | -12.6% | 8.41% |
| Industrial | XLI | 0.50% | -12.4% | -14.9% | 1.76% |
| Materials | XLB | 1.92% | -12.0% | -7.67% | 14.0% |
| Real Estate | XLRE | 3.50% | -14.6% | -12.4% | -6.45% |
| Technology | XLK | -5.14% | -12.0% | -9.69% | 2.43% |
| Utilities | XLU | 2.82% | -18.2% | -17.7% | -11.8% |
| Aerospace & Defense | XAR | -0.89% | -16.2% | -25.8% | -18.3% |
| Biotech | XBI | -0.46% | -8.67% | -1.47% | 10.9% |
| Homebuilder | XHB | 0.42% | -10.5% | 0.42% | 16.6% |
| Retail | XRT | 1.46% | -13.6% | -10.4% | 12.3% |