Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
MC
HOLDMoelis & Company · Financial Services · United States · $5.0B · Avg Vol: $63M/d
COMPANY DESCRIPTION
Moelis & Company is a global independent investment bank providing strategic advisory services for M&A, recapitalizations, and corporate finance matters across various industries. It benefits from an independent advisory model, experienced senior bankers, and a strong track record of executing complex global transactions. The company is a leading independent advisory firm, known for its bespoke, high-touch approach to investment banking on high-value mandates.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 985.3M | 854.7M | 1.2B | 1.5B | 15.5% | 1.5B | 1.7B | 2.0B | 14.5% |
| EPS | 2.29 | -0.36 | 1.89 | 3.11 | 10.7% | 2.78 | 3.20 | 4.07 | 14.4% |
| Shares | 64.0M | 66.7M | 70.6M | 73.4M | +14.7% | 74.4M | — | — | — |
| Debt | 192.8M | 215.7M | 223.2M | 267.2M | 11.5% | 267.2M | — | — | — |
| Equity | 444.5M | 352.1M | 441.6M | 568.4M | 8.5% | — | — | — | — |
| Op CF | 33.0M | 158.5M | 427.5M | 576.3M | 159.5% | 463.0M | — | — | — |
| Inv CF | -11.2M | 48.6M | 17.1M | -196.0M | — | — | — | — | — |
| Fin CF | -326.9M | -229.2M | -215.1M | -283.9M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Financial Services, ranked by industry match, size, and score similarity. Cross-listings of MC are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| MC | Moelis & Company(you) | $5.0B | 39 | HOLD |
| PIPR | Piper Sandler Companies | $5.1B | 40 | HOLD |
| LAZ | Lazard, Inc. | $4.4B | 35 | SELL |
| PJT | PJT Partners Inc. | $6.9B | 41 | HOLD |
| SNEX | StoneX Group Inc. | $8.8B | 39 | HOLD |
| MKTX | MarketAxess Holdings Inc. | $4.1B | 48 | HOLD |
| MIAX | Miami International Holdings, Inc. | $4.1B | 29 | SELL |
| BGC | BGC Group, Inc. | $5.6B | 53 | HOLD |
| CLSK | CleanSpark, Inc. | $3.7B | 27 | SELL |
| MARA | MARA Holdings, Inc. | $4.6B | 20 | SELL |
Peer medians: ROE 9.4% · P/E 13.9x · Gross margin 100.0%