(MC) Moelis - Performance 10.7% in 12m
Compare MC with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
59.99%
#24 in Group
Rel. Strength
65.01%
#2794 in Universe
Total Return 12m
10.74%
#35 in Group
Total Return 5y
146.00%
#31 in Group
P/E 23.9
83th Percentile in Group
P/E Forward 27.7
91th Percentile in Group
PEG 1.97
71th Percentile in Group
FCF Yield 10.6%
84th Percentile in Group
12m Total Return: MC (10.7%) vs XLF (21.3%)
5y Drawdown (Underwater) Chart
Top Performers in Investment Banking & Brokerage
Overall best picks of Peer Group Selected by proven GARP Predictive Metrics, sorted by Growth Rating
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability |
EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| LPLA NASDAQ LPL Financial Holdings |
-2.39% | 17.1% | 432% | 22.4 | 16.7 | 1.36 | 59.1% | 34.9% |
| RJF NYSE Raymond James Financial |
-0.22% | 13.7% | 254% | 13.2 | 12.9 | 1.68 | 66.1% | 10.4% |
| PJT NYSE PJT Partners |
2.6% | 49.6% | 226% | 27.5 | 25 | 1.36 | -1.80% | 29.3% |
| SF NYSE Stifel Financial |
-8.54% | 8.66% | 233% | 16.4 | 10.1 | 0.85 | -4.40% | 8.95% |
| EVR NYSE Evercore Partners |
-0.36% | 9.09% | 346% | 21.7 | 20.3 | 1.13 | -58.5% | -2.93% |
| MC NYSE Moelis |
-8.65% | 10.7% | 146% | 23.9 | 27.7 | 1.97 | -49.9% | -11.4% |
| SCHW NYSE Charles Schwab |
3.81% | 10.5% | 139% | 24.2 | 18.9 | 1 | -8.40% | 6.95% |
| LAZ NYSE Lazard |
-9.95% | 3.22% | 99.4% | 14.6 | 15.5 | 1 | -37.2% | -28.4% |
Performance Comparison: MC vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for MC
| Total Return (including Dividends) | MC | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | -8.65% | -2.29% | -0.91% |
| 3 Months | -30.49% | -4.74% | -7.61% |
| 12 Months | 10.74% | 21.27% | 10.06% |
| 5 Years | 146.00% | 142.23% | 110.82% |
| Trend Score (consistency of price movement) | MC | XLF | S&P 500 |
| 1 Month | -12.2% | 5.8% | 1.2% |
| 3 Months | -93.0% | -81.8% | -89.2% |
| 12 Months | 37.3% | 84.1% | 56.2% |
| 5 Years | 63.6% | 75.1% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #50 | -6.51% | -7.82% |
| 3 Month | #53 | -27.0% | -24.8% |
| 12 Month | #35 | -8.68% | 0.62% |
| 5 Years | #33 | 1.56% | 16.7% |
FAQs
Does MC Moelis outperforms the market?
No,
over the last 12 months MC made 10.74%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 21.27%.
Over the last 3 months MC made -30.49%, while XLF made -4.74%.
Over the last 3 months MC made -30.49%, while XLF made -4.74%.
Performance Comparison MC vs Indeces and Sectors
MC vs. Indices MC is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -1.35% | -7.74% | -15.5% | 0.68% |
| US NASDAQ 100 | QQQ | -3.21% | -10.1% | -15.0% | 0.18% |
| US Dow Jones Industrial 30 | DIA | 0.38% | -5.20% | -16.3% | 3.45% |
| German DAX 40 | DAX | -1.55% | -9.76% | -34.6% | -12.4% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 3.59% | -6.05% | -14.4% | 5.77% |
| Hongkong Hang Seng | HSI | 2.00% | -6.65% | -16.5% | 0.57% |
| India NIFTY 50 | INDA | 3.71% | -12.7% | -17.2% | 8.08% |
| Brasil Bovespa | EWZ | -2.02% | -14.5% | -21.1% | 17.6% |
MC vs. Sectors MC is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1.67% | -7.57% | -23.6% | -11.1% |
| Consumer Discretionary | XLY | -3.15% | -9.47% | -19.5% | -0.84% |
| Consumer Staples | XLP | 5.0% | -8.12% | -21.9% | 0.82% |
| Energy | XLE | 2.13% | 2.82% | -15.3% | 22.1% |
| Financial | XLF | 0.58% | -6.36% | -24.2% | -10.5% |
| Health Care | XLV | 0.66% | -4.04% | -14.2% | 9.96% |
| Industrial | XLI | -0.75% | -8.05% | -16.4% | 3.66% |
| Materials | XLB | 1.22% | -5.72% | -9.15% | 16.5% |
| Real Estate | XLRE | 2.07% | -6.88% | -15.1% | -4.64% |
| Technology | XLK | -4.87% | -9.92% | -9.52% | 5.82% |
| Utilities | XLU | 2.11% | -9.22% | -21.2% | -11.1% |
| Aerospace & Defense | XAR | -3.70% | -15.6% | -28.2% | -15.3% |
| Biotech | XBI | -1.68% | -9.61% | -2.68% | 14.9% |
| Homebuilder | XHB | 1.93% | -5.55% | -1.46% | 20.2% |
| Retail | XRT | 1.09% | -8.52% | -11.6% | 14.9% |