MC vs. BAC
MC (Moelis & Company) and BAC (Bank of America Corporation) are both stocks. Both are in the Financial Services sector — MC in Capital Markets, BAC in Banks - Diversified. Over the past 10 years, MC returned 17.89%/yr vs 16.28%/yr for BAC. A 0.54 correlation means they provide meaningful diversification when combined.
Performance
MC vs. BAC - Performance Comparison
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Returns By Period
In the year-to-date period, MC achieves a -0.39% return, which is significantly higher than BAC's -4.19% return. Over the past 10 years, MC has outperformed BAC with an annualized return of 17.89%, while BAC has yielded a comparatively lower 16.28% annualized return.
MC
- 1D
- -3.08%
- 1M
- 8.79%
- YTD
- -0.39%
- 6M
- 4.95%
- 1Y
- 21.63%
- 3Y*
- 24.25%
- 5Y*
- 10.48%
- 10Y*
- 17.89%
BAC
- 1D
- -0.15%
- 1M
- 0.40%
- YTD
- -4.19%
- 6M
- -2.07%
- 1Y
- 20.00%
- 3Y*
- 25.09%
- 5Y*
- 6.37%
- 10Y*
- 16.28%
MC vs. BAC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MC Moelis & Company | -0.39% | -3.13% | 37.14% | 54.90% | -35.18% | 49.03% | 62.83% | 0.80% | -22.52% | 52.49% |
BAC Bank of America Corporation | -4.19% | 28.04% | 33.85% | 4.83% | -23.82% | 49.61% | -11.63% | 46.19% | -15.00% | 35.69% |
Correlation
The correlation between MC and BAC is 0.48, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.48 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.55 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.58 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.55 |
Correlation (All Time) Calculated using the full available price history since Apr 17, 2014 | 0.54 |
The correlation between MC and BAC shifts across timeframes, from 0.48 (1 year) to 0.58 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
MC:
$5.33B
BAC:
$388.68B
MC:
$2.79
BAC:
$4.19
MC:
24.03
BAC:
12.50
MC:
1.38
BAC:
5.02
MC:
3.47
BAC:
2.27
MC:
10.95
BAC:
1.41
MC:
$1.53B
BAC:
$174.85B
MC:
$1.06B
BAC:
$110.47B
MC:
$300.04M
BAC:
$41.74B
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Return for Risk
MC vs. BAC — Risk / Return Rank
MC
BAC
MC vs. BAC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Moelis & Company (MC) and Bank of America Corporation (BAC). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| MC | BAC | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.31 | ||
| Sortino ratioReturn per unit of downside risk | -0.30 | ||
| Omega ratioGain probability vs. loss probability | 1.13 | 1.17 | -0.04 |
| Calmar ratioReturn relative to maximum drawdown | 0.65 | 1.12 | -0.47 |
| Martin ratioReturn relative to average drawdown | 1.57 | 2.89 | -1.32 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| MC | BAC | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.64 | 0.94 | -0.31 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.29 | 0.24 | +0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.50 | 0.53 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.20 | +0.26 |
Drawdowns
MC vs. BAC - Drawdown Comparison
The maximum MC drawdown since its inception was -58.26%, smaller than the maximum BAC drawdown of -93.10%. Use the drawdown chart below to compare losses from any high point for MC and BAC.
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Drawdown Indicators
| MC | BAC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.26% | -93.10% | +34.84% |
Max Drawdown (1Y)Largest decline over 1 year | -33.26% | -17.93% | -15.33% |
Max Drawdown (3Y)Largest decline over 3 years | -39.31% | -27.51% | -11.80% |
Max Drawdown (5Y)Largest decline over 5 years | -53.06% | -46.64% | -6.42% |
Max Drawdown (10Y)Largest decline over 10 years | -58.26% | -48.95% | -9.31% |
Current DrawdownCurrent decline from peak | -12.21% | -7.95% | -4.26% |
Average DrawdownAverage peak-to-trough decline | -20.32% | -28.32% | +8.00% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 13.79% | 6.93% | +6.86% |
Volatility
MC vs. BAC - Volatility Comparison
Moelis & Company (MC) has a higher volatility of 7.26% compared to Bank of America Corporation (BAC) at 6.22%. This indicates that MC's price experiences larger fluctuations and is considered to be riskier than BAC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MC | BAC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.26% | 6.22% | +1.04% |
Volatility (6M)Calculated over the trailing 6-month period | 25.88% | 16.10% | +9.78% |
Volatility (1Y)Calculated over the trailing 1-year period | 34.17% | 21.33% | +12.84% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 36.64% | 26.85% | +9.79% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 35.92% | 30.68% | +5.24% |
Dividends
MC vs. BAC - Dividend Comparison
MC's dividend yield for the trailing twelve months is around 3.87%, more than BAC's 2.10% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BAC Bank of America Corporation | 2.10% | 1.96% | 2.28% | 2.73% | 2.60% | 1.75% | 2.38% | 1.87% | 2.19% | 1.32% | 1.13% | 1.19% |
MC Moelis & Company | 3.87% | 3.78% | 3.25% | 4.28% | 6.25% | 10.88% | 8.88% | 10.18% | 14.19% | 5.11% | 9.71% | 3.43% |
Financials
MC vs. BAC - Financials Comparison
This section allows you to compare key financial metrics between Moelis & Company and Bank of America Corporation. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
MC vs. BAC - Profitability Comparison
MC - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Moelis & Company reported a gross profit of 109.37M and revenue of 319.78M. Therefore, the gross margin over that period was 34.2%.
BAC - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Bank of America Corporation reported a gross profit of 28.94B and revenue of 30.27B. Therefore, the gross margin over that period was 95.6%.
MC - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Moelis & Company reported an operating income of 40.50M and revenue of 319.78M, resulting in an operating margin of 12.7%.
BAC - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Bank of America Corporation reported an operating income of 10.40B and revenue of 30.27B, resulting in an operating margin of 34.4%.
MC - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Moelis & Company reported a net income of 38.43M and revenue of 319.78M, resulting in a net margin of 12.0%.
BAC - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Bank of America Corporation reported a net income of 8.58B and revenue of 30.27B, resulting in a net margin of 28.4%.
Frequently Asked Questions
MC and BAC have a correlation of 0.48, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
MC has higher volatility (7.26%) compared to BAC (6.22%). In terms of maximum drawdown, MC dropped -58.26% vs BAC's -93.10%.
BAC currently has the higher Sharpe Ratio (0.94 vs 0.64), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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