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MC

Moelis & Company

MC

NYSE·Financial Services·Financial - Capital Markets·Mkt cap $4.9B

$67.52

+1.14%

P/E

23.36

Mkt Cap

$4.9B

52-Wk Range

$51.06–$78.22

52-Week Range

$51.06 - $78.22

P/E

23.36

Fwd P/E

21.90

Beta

1.84

Div Yield

3.89%

Avg Vol

927.2K

Shares Out

73.4M

Mkt Cap

$4.9B

Price action

Price chart

Down 6.3% over the trailing year

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

Bull Case

4 reasons

  • Independent advisory model free from conflicts of interest inherent in universal banking
  • Deep relationships with Fortune 500 companies, private equity firms, and sovereign wealth funds
  • Global presence with strategic alliances in key markets like Mexico and Australia
  • Specialized expertise in complex, high-value transactions

Bear Case

2 risks

  • Above-average volatility (beta 1.8).
  • Premium valuation to Investment Banking & Capital Markets peers

Growth

Moderate growth ahead

Increasing demand for independent M&A advisory services among institutional clients

Value

Premium valuation to Investment Banking & Capital Markets peers

Momentum

Stable

-3.6% over 3m

Quality

Excellent

Strong fundamentals

Dividend

Solid

3.89% yield

Earnings track record

Latest print - beat on both lines

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Nov 4, 2026

Q3 26 RECAP

JUL 29, 2026

Reported EPS of $0.63 vs $0.62 consensus (+2.1% surprise). Revenue of $409.4M vs $387.3M expected (+5.7%). Beat on both top and bottom lines.

EPS beat +2.1%
Rev beat +5.7%
Double beat

EPS surprise · last 4Q

1 of 1 beats

Estimate

Actual

Q3 26

+2.1%

Revenue trend · last 8Q

+104%

+41%

+38%

+30%

+11%

+4%

+12%

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

Q2 26

$273.8M

$438.7M

$306.6M

$365.4M

$356.9M

$487.9M

$319.8M

$409.4M

Margins · last 8Q

Gross

29.1%

Operating

17.8%

Profit

11.9%

Wall Street consensus

5 analysts · 40% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

2

40%

Hold

2

40%

Sell

1

20%

Median Price Target

Latest: Deutsche Bank · Aug 20, 2026

vs Industry

How MC stacks vs Financial - Capital Markets

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.