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.
Key characteristics
MC | V | |
---|---|---|
YTD Return | 25.64% | 12.21% |
1Y Return | 47.77% | 21.44% |
3Y Return (Ann) | 9.91% | 10.31% |
5Y Return (Ann) | 23.47% | 11.45% |
10Y Return (Ann) | 15.59% | 19.20% |
Sharpe Ratio | 1.50 | 1.41 |
Daily Std Dev | 32.73% | 15.10% |
Max Drawdown | -58.26% | -51.90% |
Current Drawdown | -0.24% | 0.00% |
Fundamentals
MC | V | |
---|---|---|
Market Cap | $4.81B | $559.15B |
EPS | $0.15 | $9.44 |
PE Ratio | 455.33 | 30.77 |
PEG Ratio | 1.97 | 1.60 |
Total Revenue (TTM) | $969.13M | $34.92B |
Gross Profit (TTM) | $178.88M | $27.75B |
EBITDA (TTM) | $16.19M | $24.03B |
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
In the year-to-date period, MC achieves a 25.64% return, which is significantly higher than V's 12.21% return. Over the past 10 years, MC has underperformed V with an annualized return of 15.59%, while V has yielded a comparatively higher 19.20% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
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 3.51%, more than V's 0.72% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Moelis & Company | 3.51% | 4.28% | 6.25% | 10.88% | 8.88% | 10.18% | 14.19% | 5.11% | 9.71% | 3.43% | 4.01% | 0.00% |
Visa Inc. | 0.72% | 0.72% | 0.76% | 0.62% | 0.56% | 0.56% | 0.67% | 0.61% | 0.75% | 0.64% | 0.64% | 0.62% |
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 9.53% compared to Visa Inc. (V) at 3.42%. 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