Moelis & Company (MC)

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Moelis & Company (MC) is down 0.4% since the beginning of the year. At $67 per share, MC is trading 14.2% below its 52-week high of $78. Investors who bought $1,000 worth of MC shares 5 years ago would now be looking at an investment worth $1,646.

Moelis & Company (MC) has returned -0.39% so far this year and 21.63% over the past 12 months. Looking at the last ten years, MC has achieved an annualized return of 17.89%, outperforming the S&P 500 Index benchmark, which averaged 13.66% per year.

Based on dividend-adjusted daily data since Apr 16, 2014, MC's average daily return is +0.08%, while the average monthly return is +1.72%. At this rate, an investment would double in approximately 3.4 years.

Historically, 55% of months were positive and 45% were negative. The best month was Jan 2019 with a return of +27.3%, while the worst month was Oct 2018 at -25.5%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 4 months.

On a daily basis, MC closed higher 53% of trading days. The best single day was Nov 6, 2024 with a return of +18.4%, while the worst single day was Oct 23, 2018 at -16.7%.

Moelis & Company has an annualized alpha of 5.80%, beta of 1.17, and R2 of 0.34 versus S&P 500 Index. Calculated based on daily prices since April 17, 2014.

• This stock captured 165.45% of S&P 500 Index gains and 145.66% of its losses - amplifying both gains and losses, but participating more in upside than downside.
• R2 of 0.34 means the benchmark explains less than half of this stock's behavior - treat beta with caution or consider switching to a more representative benchmark.

MC ranks 57 for risk / return — on par with similar stocks. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.

The table below present risk-adjusted performance metrics for Moelis & Company (MC) and compare them to S&P 500 Index.

Moelis & Company provided a 3.87% dividend yield over the last twelve months, with an annual payout of $2.60 per share. The company has been increasing its dividends for 3 consecutive years.

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.

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.

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 12.21%.

The chart below shows the rolling one-month volatility.

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.

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.