(MC) Moelis - Performance 11.8% in 12m
MC performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
48.38%
#33 in Peer-Group
Rel. Strength
61.00%
#3005 in Stock-Universe
Total Return 12m
11.75%
#40 in Peer-Group
Total Return 5y
208.44%
#29 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | 29.9 |
| P/E Forward | 32.8 |
| High / Low | USD |
|---|---|
| 52 Week High | 79.55 USD |
| 52 Week Low | 48.28 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 94.20 |
| Buy/Sell Signal +-5 | 1.24 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: MC (11.8%) vs XLF (21.6%)
5y Drawdown (Underwater) Chart
Top Performer 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 |
0.23% | 68.3% | 409% | 25.4 | 21.2 | 1.73 | 81.0% | 30.5% |
| RJF NYSE Raymond James Financial |
8.42% | 42.6% | 266% | 15.4 | 13.9 | 1.81 | 21.5% | 13.1% |
| PJT NYSE PJT Partners |
20.7% | 54.9% | 277% | 31.4 | 28.9 | 1.36 | -15.6% | 6.52% |
| SF NYSE Stifel Financial |
14.2% | 32.3% | 268% | 20.8 | 11.4 | 0.85 | -37.4% | -26.8% |
| SCHW NYSE Charles Schwab |
4.65% | 48% | 195% | 28.2 | 21.8 | 1.15 | 7.50% | 11.9% |
| EVR NYSE Evercore Partners |
22.4% | 24.4% | 481% | 27.5 | 31.8 | 1.13 | -38.0% | 2.04% |
| BGC NASDAQ BGC |
7.51% | 9.54% | 288% | 40.1 | - | 1.22 | 26.1% | 38.4% |
| MC NYSE Moelis |
28.1% | 11.8% | 208% | 29.9 | 32.8 | 1.97 | -40.2% | -14% |
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 | 28.11% | 4.88% | 5.42% |
| 3 Months | 40.79% | 12.95% | 19.66% |
| 12 Months | 11.75% | 21.63% | 14.17% |
| 5 Years | 208.44% | 141.11% | 107.98% |
| Trend Stabilty (consistency of price movement) | MC | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | 98.6% | 62.3% | 91.9% |
| 3 Months | 84.7% | 85.3% | 97.6% |
| 12 Months | -30.5% | 78.1% | 47.9% |
| 5 Years | 62.4% | 75.1% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
|---|---|---|---|
| 1 Month | %th90.28 | 22.15% | 21.52% |
| 3 Month | %th81.94 | 24.65% | 17.66% |
| 12 Month | %th45.83 | -8.13% | -2.12% |
| 5 Years | %th58.33 | 27.92% | 48.31% |
FAQs
Does Moelis (MC) outperform the market?
No,
over the last 12 months MC made 11.75%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 21.63%.
Over the last 3 months MC made 40.79%, while XLF made 12.95%.
Performance Comparison MC vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
MC vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 1.7% | 22.7% | -10.9% | -2% |
| US NASDAQ 100 | QQQ | 0.9% | 21.8% | -13.2% | -6% |
| German DAX 40 | DAX | 2.4% | 24.1% | -21.3% | -20% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 1.3% | 22% | -14.7% | -7% |
| Hongkong Hang Seng | HSI | 0.5% | 23.6% | -31.4% | -23% |
| India NIFTY 50 | INDA | 2.5% | 25.9% | -12.7% | 15% |
| Brasil Bovespa | EWZ | 2.2% | 29.6% | -25% | 10% |
MC vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 2.1% | 24.7% | -15.3% | -14% |
| Consumer Discretionary | XLY | 2.6% | 23.2% | -1.7% | -4% |
| Consumer Staples | XLP | 2.1% | 26.7% | -11.5% | 6% |
| Energy | XLE | 4.4% | 29.6% | 1.1% | 16% |
| Financial | XLF | 2.5% | 23.2% | -10.5% | -10% |
| Health Care | XLV | 4.7% | 28.2% | -0.7% | 22% |
| Industrial | XLI | 1.4% | 21.3% | -16.1% | -10% |
| Materials | XLB | 4.5% | 24.4% | -8.1% | 12% |
| Real Estate | XLRE | 1.8% | 27.3% | -8.3% | 6% |
| Technology | XLK | 0.5% | 19.8% | -17.1% | -5% |
| Utilities | XLU | 2.3% | 24.9% | -11.2% | -9% |
| Aerospace & Defense | XAR | -4.2% | 15.3% | -34.6% | -41% |
| Biotech | XBI | 2.4% | 20.8% | -5.4% | 23% |
| Homebuilder | XHB | 5.5% | 18% | 1.8% | 20% |
| Retail | XRT | 3.9% | 23.6% | -7.1% | 9% |
MC vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | 1.1% | 35.6% | 2.51% | 17% |
| Natural Gas | UNG | -4.4% | 38.8% | 9.2% | -3% |
| Gold | GLD | 1.6% | 29.5% | -28.6% | -24% |
| Silver | SLV | -0.6% | 25.4% | -30.7% | -13% |
| Copper | CPER | 3.9% | 14.1% | -30.5% | -13% |
MC vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | 4.2% | 29.4% | -4.9% | 18% |
| iShares High Yield Corp. Bond | HYG | 2.1% | 26.7% | -9% | 3% |