(MC) Moelis - Ratings and Ratios
Exchange: NYSE • Country: United States • Currency: USD • Type: Common Stock • ISIN: US60786M1053
MC: Mergers, Acquisitions, Restructuring, Capital Markets, Corporate Finance, Strategic Advisory
Moelis & Company is a global investment banking advisory firm specializing in strategic and financial advice to clients across various industries. Founded in 2007 by Ken Moelis, the firm has established itself as a leading boutique advisory firm, known for its expertise in complex transactions and conflict-free advice. Headquartered in New York, Moelis & Company operates across North and South America, Europe, the Middle East, Asia, and Australia, providing a global perspective to its clients. The firm offers a wide range of services, including mergers and acquisitions, recapitalizations, restructurings, capital markets transactions, and private funds advisory. Its client base includes public multinational corporations, middle-market private companies, financial sponsors, entrepreneurs, governments, and sovereign wealth funds.
The firm is recognized for its senior-led approach, where experienced bankers directly engage with clients, ensuring high-level attention and tailored solutions. Moelis & Company has advised on numerous high-profile transactions, solidifying its reputation as a trusted advisor in the financial industry. With a focus on innovation and client-centric solutions, the firm has grown significantly since its inception, expanding its reach and service offerings to meet the evolving needs of the global market.
Over the next three months, Moelis & Companys stock (NYSE:MC) is expected to face headwinds due to its current technical setup. The stock is trading below its SMA50 (60.51) and SMA200 (67.19), indicating bearish momentum. However, the SMA20 (52.90) is slightly above the last price (52.53), suggesting potential near-term support. The ATR of 2.97 indicates moderate volatility, with potential pullbacks to the 50.00 level if the broader market weakens.
From a fundamental perspective, Moelis & Companys valuation metrics, such as its P/E of 23.88 and P/B of 8.06, suggest a premium relative to its peers. The forward P/E of 27.70 reflects expectations of continued earnings growth, but this may be at risk if economic conditions deteriorate. The firms RoE of 35.03 highlights strong profitability, but investors may remain cautious due to the cyclical nature of the investment banking industry. The stocks performance will likely hinge on the firms ability to maintain its advisory pipeline and navigate macroeconomic uncertainties.
Additional Sources for MC Stock
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
MC Stock Overview
| Market Cap in USD | 3,897m |
| Sector | Financial Services |
| Industry | Capital Markets |
| GiC Sub-Industry | Investment Banking & Brokerage |
| IPO / Inception | 2014-04-16 |
MC Stock Ratings
| Growth Rating | 60.1 |
| Fundamental | 51.2 |
| Dividend Rating | 48.0 |
| Rel. Strength | -7.49 |
| Analysts | 2.78/5 |
| Fair Price Momentum | 47.84 USD |
| Fair Price DCF | 49.23 USD |
MC Dividends
| Dividend Yield 12m | 4.13% |
| Yield on Cost 5y | 11.43% |
| Annual Growth 5y | -8.00% |
| Payout Consistency | 87.8% |
MC Growth Ratios
| Growth Correlation 3m | -92.6% |
| Growth Correlation 12m | 35.3% |
| Growth Correlation 5y | 63.6% |
| CAGR 5y | 20.11% |
| CAGR/Max DD 5y | 0.37 |
| Sharpe Ratio 12m | 1.20 |
| Alpha | -1.60 |
| Beta | 1.420 |
| Volatility | 35.12% |
| Current Volume | 1047.8k |
| Average Volume 20d | 1131k |
As of May 01, 2025, the stock is trading at USD 53.58 with a total of 1,047,820 shares traded.
Over the past week, the price has changed by +2.74%, over one month by -8.19%, over three months by -30.97% and over the past year by +13.50%.
Partly, yes. Based on ValueRay Fundamental Analyses, Moelis (NYSE:MC) is currently (May 2025) ok to buy, but has to be watched. It has a ValueRay Fundamental Rating of 51.20 and therefor a somewhat positive outlook according to the companies health.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of MC as of May 2025 is 47.84. This means that MC is currently overvalued and has a potential downside of -10.71%.
Moelis has received a consensus analysts rating of 2.78. Therefor, it is recommend to hold MC.
- Strong Buy: 0
- Buy: 2
- Hold: 5
- Sell: 0
- Strong Sell: 2
According to ValueRays Forecast Model, MC Moelis will be worth about 56.5 in May 2026. The stock is currently trading at 53.58. This means that the stock has a potential upside of +5.45%.
| Issuer | Forecast | Upside |
|---|---|---|
| Wallstreet Target Price | 50.9 | -5.1% |
| Analysts Target Price | 74.9 | 39.7% |
| ValueRay Target Price | 56.5 | 5.4% |