Moelis & Company (MC)
Company Info
Highlights
$3.96B
$2.20
24.28
1.97
$1.28B
$406.43M
$214.90M
$46.44 - $81.21
$50.86
9.19%
4.23
Share Price Chart
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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 (MC) returned -24.07% year-to-date (YTD) and 5.58% over the past 12 months. Over the past 10 years, MC delivered an annualized return of 14.68%, outperforming the S&P 500 benchmark at 10.45%.
MC
-24.07%
2.41%
-27.15%
5.58%
19.42%
14.68%
^GSPC (Benchmark)
-3.77%
3.72%
-5.60%
8.55%
14.11%
10.45%
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 5.97% | -8.99% | -17.38% | -8.19% | 3.81% | -24.07% | |||||||
| 2024 | -2.07% | -0.63% | 5.05% | -13.55% | 16.69% | 0.44% | 19.59% | -0.82% | 2.58% | -3.08% | 16.98% | -4.03% | 37.14% |
| 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% | 2.59% | 5.96% | 5.21% | 4.56% | -0.13% | 17.57% | -15.04% | 1.96% | 42.63% |
| 2020 | 12.78% | -10.01% | -12.08% | 6.30% | 13.56% | -7.34% | -4.40% | 8.00% | 10.12% | 5.86% | 6.56% | 24.66% | 59.57% |
| 2019 | 27.25% | 5.98% | -6.73% | -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 rank of MC is 59, indicating average performance compared to other stocks on our website. Here’s a breakdown of how it compares using common performance measures.
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 provided a 4.55% dividend yield over the last twelve months, with an annual payout of $2.50 per share. The company has been increasing its dividends for 2 consecutive years.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $2.50 | $2.40 | $2.40 | $2.40 | $3.75 | $3.40 | $3.25 | $4.88 | $2.48 | $3.29 | $1.00 | $1.40 |
Dividend yield | 4.55% | 3.25% | 4.28% | 6.25% | 6.00% | 7.28% | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.65 | $0.00 | $0.00 | $0.65 | $1.30 | |||||||
| 2024 | $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 |
| 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 | $2.00 | $0.00 | $0.60 | $0.00 | $0.00 | $0.00 | $0.60 | $0.00 | $3.75 |
| 2020 | $0.00 | $0.51 | $0.00 | $0.00 | $0.26 | $0.00 | $0.00 | $0.26 | $0.00 | $0.00 | $0.38 | $2.00 | $3.40 |
| 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
Moelis & Company has a dividend yield of 4.55%, which is quite average when compared to the overall market.
Payout Ratio
Moelis & Company has a payout ratio of 112.61%, which is above the market average. This might signify the company's strong earnings or financial health. However, it could also hint at a more mature business phase with potentially slower growth.
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 59.10%, occurring on Mar 18, 2020. Recovery took 209 trading sessions.
The current Moelis & Company drawdown is 30.91%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -59.1% | Jun 21, 2018 | 438 | Mar 18, 2020 | 209 | Jan 14, 2021 | 647 |
| -54.06% | Nov 4, 2021 | 225 | Sep 27, 2022 | 459 | Jul 26, 2024 | 684 |
| -39.31% | Feb 7, 2025 | 42 | Apr 8, 2025 | — | — | — |
| -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 |
Volatility
Volatility Chart
The current Moelis & Company volatility is 11.57%, 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
The chart below illustrates the trends in the financial health of Moelis & Company over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.
Earnings Per Share
The chart presents the Earnings Per Share (EPS) performance of Moelis & Company, comparing actual results with analytics estimates. The company has exceeded analyst expectations for EPS in the past quarter, achieving a 392.3% positive surprise.
Valuation
The Valuation section provides an overview of how Moelis & Company is priced in the market compared to other companies in the Capital Markets industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.
PE Ratio
The chart displays the Price-to-Earnings (P/E) ratio for MC, comparing it with other companies in the Capital Markets industry. Currently, MC has a P/E ratio of 24.3. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.
PEG Ratio
The chart shows the Price/Earnings to Growth (PEG) ratio for MC compared to other companies in the Capital Markets industry. MC currently has a PEG ratio of 2.0. This PEG ratio is close to the industry average, suggesting the stock’s valuation is balanced against its growth outlook.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for MC relative to other companies in the Capital Markets industry. Currently, MC has a P/S ratio of 3.1. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.
PB Ratio
The chart illustrates the Price-to-Book (P/B) ratio for MC in comparison with other companies in the Capital Markets industry. Currently, MC has a P/B value of 8.4. This P/B ratio is higher than most companies in the industry. It may suggest the stock is overvalued or that investors expect the company to generate high returns on its assets.
Income Statement
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