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 0.39, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
MC vs. V - Performance Comparison
Key characteristics
MC:
0.12
V:
1.05
MC:
0.49
V:
1.49
MC:
1.06
V:
1.22
MC:
0.13
V:
1.49
MC:
0.42
V:
5.30
MC:
11.99%
V:
4.22%
MC:
40.86%
V:
21.39%
MC:
-58.26%
V:
-51.90%
MC:
-35.87%
V:
-9.13%
Fundamentals
MC:
$3.65B
V:
$635.82B
MC:
$1.78
V:
$9.92
MC:
29.01
V:
33.23
MC:
1.97
V:
2.17
MC:
3.05
V:
17.28
MC:
8.26
V:
17.00
MC:
$977.06M
V:
$28.03B
MC:
$311.38M
V:
$22.42B
MC:
$175.21M
V:
$19.94B
Returns By Period
In the year-to-date period, MC achieves a -29.51% return, which is significantly lower than V's 4.47% return. Over the past 10 years, MC has underperformed V with an annualized return of 13.85%, while V has yielded a comparatively higher 18.44% annualized return.
MC
-29.51%
-14.21%
-26.32%
5.32%
19.21%
13.85%
V
4.47%
-3.02%
13.83%
22.37%
15.07%
18.44%
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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 4.75%, more than V's 0.67% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MC Moelis & Company | 4.75% | 3.25% | 4.28% | 6.25% | 6.00% | 7.79% | 10.18% | 14.19% | 5.11% | 9.71% | 3.43% | 4.01% |
V Visa Inc. | 0.67% | 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 -58.26%, 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 20.56% compared to Visa Inc. (V) at 13.07%. 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