Moelis & Company (MC)
Company Info
| ISIN | US60786M1053 |
|---|---|
| CUSIP | 60786M105 |
| Sector | Financial Services |
| Industry | Capital Markets |
Highlights
| Market Cap | $4.74B |
|---|---|
| EPS (TTM) | $0.15 |
| PE Ratio | 449.00 |
| PEG Ratio | 1.97 |
| Total Revenue (TTM) | $969.13M |
| Gross Profit (TTM) | $178.88M |
| EBITDA (TTM) | $16.19M |
| Year Range | $36.83 - $69.33 |
| Target Price | $60.67 |
| Short % | 9.45% |
| Short Ratio | 7.41 |
Share Price Chart
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Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Popular comparisons: MC vs. VOO, MC vs. V, MC vs. XLK, MC vs. CSPX.L, MC vs. SPY, MC vs. VTI, MC vs. AXP, MC vs. XIT.TO, MC vs. BAC, MC vs. VUSA.L
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Moelis & Company, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Moelis & Company had a return of 23.89% year-to-date (YTD) and 46.96% in the last 12 months. Over the past 10 years, Moelis & Company had an annualized return of 15.57%, outperforming the S&P 500 benchmark which had an annualized return of 10.92%.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 23.89% | 17.95% |
| 1 month | 7.48% | 3.13% |
| 6 months | 28.24% | 9.95% |
| 1 year | 46.96% | 24.88% |
| 5 years (annualized) | 23.14% | 13.37% |
| 10 years (annualized) | 15.57% | 10.92% |
Monthly Returns
The table below presents the monthly returns of MC, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -2.07% | -0.63% | 5.05% | -13.55% | 16.69% | 0.44% | 19.59% | -0.82% | 23.89% | ||||
| 2023 | 21.84% | -7.16% | -10.25% | -1.46% | 1.69% | 19.73% | 7.70% | -1.69% | -4.81% | -7.73% | 15.61% | 18.29% | 54.90% |
| 2022 | -9.66% | -13.59% | -2.61% | -5.73% | 7.49% | -16.13% | 18.37% | -9.36% | -18.84% | 25.58% | 3.17% | -11.22% | -35.28% |
| 2021 | 6.31% | 4.95% | 6.27% | -1.09% | 3.65% | 5.96% | 5.21% | 4.56% | -0.13% | 17.57% | -12.14% | 1.96% | 49.03% |
| 2020 | 12.78% | -8.17% | -12.08% | 6.30% | 13.56% | -7.34% | -4.40% | 8.00% | 10.12% | 5.86% | 6.56% | 24.66% | 62.83% |
| 2019 | 27.25% | 5.98% | -6.72% | -1.59% | -21.30% | 9.98% | 4.26% | -6.59% | -2.03% | 8.61% | -6.28% | -3.16% | 0.80% |
| 2018 | 6.60% | 1.86% | 0.20% | 5.80% | 11.10% | -1.01% | 8.44% | -5.81% | -5.60% | -25.48% | 0.15% | -14.94% | -22.52% |
| 2017 | 0.59% | 7.92% | 5.68% | -4.68% | -3.41% | 13.60% | 5.28% | -2.79% | 9.26% | -0.70% | 13.02% | 1.25% | 52.49% |
| 2016 | -12.82% | 1.66% | 14.20% | -0.43% | -4.07% | -15.60% | 10.62% | 9.61% | -0.22% | -5.54% | 16.26% | 20.35% | 30.46% |
| 2015 | -11.25% | 4.49% | -6.40% | -10.19% | 7.44% | -0.52% | 4.21% | -7.90% | -3.74% | 12.26% | 1.18% | -1.12% | -13.54% |
| 2014 | 1.57% | 18.45% | 6.83% | 1.34% | 7.19% | -5.90% | 0.03% | -2.21% | 8.38% | 39.27% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of MC is 83, placing it in the top 17% of stocks on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Moelis & Company (MC) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Moelis & Company granted a 3.56% dividend yield in the last twelve months. The annual payout for that period amounted to $2.40 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $2.40 | $2.40 | $2.40 | $6.80 | $4.15 | $3.25 | $4.88 | $2.48 | $3.29 | $1.00 | $1.40 |
Dividend yield | 3.56% | 4.28% | 6.25% | 10.88% | 8.88% | 10.18% | 14.19% | 5.11% | 9.71% | 3.43% | 4.01% |
Monthly Dividends
The table displays the monthly dividend distributions for Moelis & Company. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.60 | $0.00 | $0.00 | $0.60 | $0.00 | $0.00 | $0.60 | $0.00 | $1.80 | |||
| 2023 | $0.00 | $0.60 | $0.00 | $0.00 | $0.60 | $0.00 | $0.00 | $0.60 | $0.00 | $0.00 | $0.60 | $0.00 | $2.40 |
| 2022 | $0.00 | $0.60 | $0.00 | $0.00 | $0.60 | $0.00 | $0.00 | $0.60 | $0.00 | $0.00 | $0.60 | $0.00 | $2.40 |
| 2021 | $0.00 | $0.55 | $0.00 | $0.00 | $2.55 | $0.00 | $0.60 | $0.00 | $0.00 | $0.00 | $3.10 | $0.00 | $6.80 |
| 2020 | $0.00 | $1.26 | $0.00 | $0.00 | $0.26 | $0.00 | $0.00 | $0.26 | $0.00 | $0.00 | $0.38 | $2.00 | $4.15 |
| 2019 | $0.00 | $1.75 | $0.00 | $0.00 | $0.50 | $0.00 | $0.00 | $0.50 | $0.00 | $0.00 | $0.50 | $0.00 | $3.25 |
| 2018 | $0.00 | $1.97 | $0.00 | $0.00 | $0.47 | $0.00 | $0.00 | $1.97 | $0.00 | $0.47 | $0.00 | $0.00 | $4.88 |
| 2017 | $0.00 | $0.00 | $0.37 | $0.00 | $0.37 | $1.00 | $0.00 | $0.37 | $0.00 | $0.00 | $0.37 | $0.00 | $2.48 |
| 2016 | $0.00 | $1.10 | $0.00 | $0.00 | $0.30 | $0.00 | $0.00 | $0.32 | $0.00 | $0.00 | $0.32 | $1.25 | $3.29 |
| 2015 | $0.00 | $0.20 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.30 | $0.00 | $0.00 | $0.30 | $0.00 | $1.00 |
| 2014 | $0.20 | $0.00 | $0.00 | $1.20 | $0.00 | $1.40 |
Dividend Yield & Payout
Dividend Yield
Payout Ratio
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the Moelis & Company. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Moelis & Company was 58.26%, occurring on Mar 18, 2020. Recovery took 209 trading sessions.
The current Moelis & Company drawdown is 1.63%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -58.26% | Jun 21, 2018 | 438 | Mar 18, 2020 | 209 | Jan 14, 2021 | 647 |
| -53.06% | Nov 8, 2021 | 223 | Sep 27, 2022 | 451 | Jul 16, 2024 | 674 |
| -31.64% | Jan 5, 2015 | 374 | Jun 28, 2016 | 119 | Dec 15, 2016 | 493 |
| -17% | Sep 2, 2014 | 38 | Oct 23, 2014 | 15 | Nov 13, 2014 | 53 |
| -14.66% | Jun 24, 2014 | 13 | Jul 11, 2014 | 35 | Aug 29, 2014 | 48 |
Volatility
Volatility Chart
The current Moelis & Company volatility is 9.69%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
Financials
Financial Performance
Valuation
The Valuation section provides an assessment of the market value of Moelis & Company compared to its peers in the Capital Markets industry.
PE Ratio
The chart displays the price to earnings (P/E) ratio for MC in comparison to other companies of the Capital Markets industry. Currently, MC has a PE value of 449.0. This PE ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.PEG Ratio
The chart displays the price to earnings to growth (PEG) ratio for MC in comparison to other companies of the Capital Markets industry. Currently, MC has a PEG value of 2.0. This PEG ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.Historical P/E Ratio Chart
The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Moelis & Company.
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Income Statement
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Net Income | — |
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Discontinued Operations | — |
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Minority Interest | — |
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Interest Income | — |
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