MC vs. V
Compare and contrast key facts about Moelis & Company (MC) and Visa Inc. (V).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MC or V.
Correlation
The correlation between MC and V is 0.68, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
MC vs. V - Performance Comparison
Key characteristics
MC:
0.21
V:
1.27
MC:
0.65
V:
1.80
MC:
1.08
V:
1.27
MC:
0.24
V:
1.90
MC:
0.66
V:
6.35
MC:
14.38%
V:
4.48%
MC:
40.58%
V:
21.87%
MC:
-59.10%
V:
-51.90%
MC:
-30.70%
V:
-2.80%
Fundamentals
MC:
$3.96B
V:
$666.22B
MC:
$2.20
V:
$9.94
MC:
24.28
V:
34.97
MC:
1.97
V:
2.29
MC:
3.09
V:
17.76
MC:
8.39
V:
17.99
MC:
$1.28B
V:
$37.62B
MC:
$406.43M
V:
$30.13B
MC:
$214.90M
V:
$25.84B
Returns By Period
In the year-to-date period, MC achieves a -23.83% return, which is significantly lower than V's 11.74% return. Over the past 10 years, MC has underperformed V with an annualized return of 14.67%, while V has yielded a comparatively higher 18.64% annualized return.
MC
-23.83%
14.19%
-27.17%
8.32%
19.51%
14.67%
V
11.74%
6.05%
14.92%
27.51%
14.60%
18.64%
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Risk-Adjusted Performance
MC vs. V — Risk-Adjusted Performance Rank
MC
V
MC vs. V - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Moelis & Company (MC) and Visa Inc. (V). 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.
Dividends
MC vs. V - Dividend Comparison
MC's dividend yield for the trailing twelve months is around 4.53%, more than V's 0.63% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MC Moelis & Company | 4.53% | 3.25% | 4.28% | 6.25% | 6.00% | 7.28% | 10.18% | 14.19% | 5.11% | 9.71% | 3.43% | 4.01% |
V Visa Inc. | 0.63% | 0.68% | 0.72% | 0.76% | 0.62% | 0.56% | 0.56% | 0.67% | 0.61% | 0.75% | 0.64% | 0.64% |
Drawdowns
MC vs. V - Drawdown Comparison
The maximum MC drawdown since its inception was -59.10%, which is greater than V's maximum drawdown of -51.90%. Use the drawdown chart below to compare losses from any high point for MC and V. For additional features, visit the drawdowns tool.
Volatility
MC vs. V - Volatility Comparison
Moelis & Company (MC) has a higher volatility of 11.56% compared to Visa Inc. (V) at 6.66%. This indicates that MC's price experiences larger fluctuations and is considered to be riskier than V based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
MC vs. V - Financials Comparison
This section allows you to compare key financial metrics between Moelis & Company and Visa Inc.. 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. V - Profitability Comparison
MC - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Moelis & Company reported a gross profit of 95.04M and revenue of 306.59M. Therefore, the gross margin over that period was 31.0%.
V - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Visa Inc. reported a gross profit of 7.71B and revenue of 9.59B. Therefore, the gross margin over that period was 80.4%.
MC - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Moelis & Company reported an operating income of 36.91M and revenue of 306.59M, resulting in an operating margin of 12.0%.
V - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Visa Inc. reported an operating income of 5.44B and revenue of 9.59B, resulting in an operating margin of 56.7%.
MC - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Moelis & Company reported a net income of 50.27M and revenue of 306.59M, resulting in a net margin of 16.4%.
V - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Visa Inc. reported a net income of 4.58B and revenue of 9.59B, resulting in a net margin of 47.7%.