(MC) Moelis - Performance 9.5% in 12m
MC performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
44.42%
#31 in Peer-Group
Rel. Strength
56.69%
#3295 in Stock-Universe
Total Return 12m
9.46%
#39 in Peer-Group
Total Return 5y
120.23%
#30 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | 26.1 |
| P/E Forward | 29.2 |
| High / Low | USD |
|---|---|
| 52 Week High | 79.55 USD |
| 52 Week Low | 48.28 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 26.83 |
| Buy/Sell Signal +-5 | 0.47 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: MC (9.5%) vs XLF (23.6%)
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 |
-1.5% | 34.7% | 387% | 26.3 | 20.2 | 1.64 | 81.0% | 30.5% |
| RJF NYSE Raymond James Financial |
-3.56% | 26.5% | 234% | 14 | 12.6 | 1.64 | 21.5% | 13.1% |
| PJT NYSE PJT Partners |
2.49% | 46.5% | 223% | 27.3 | 28 | 1.36 | 1.0% | 6.52% |
| SF NYSE Stifel Financial |
-0.81% | 22.1% | 235% | 18 | 11.1 | 0.85 | -37.4% | -26.8% |
| EVR NYSE Evercore Partners |
3.1% | 22.2% | 376% | 22.5 | 25.6 | 1.13 | -38.0% | 2.04% |
| SCHW NYSE Charles Schwab |
0.76% | 25.2% | 164% | 26.7 | 20.8 | 1.1 | 7.50% | 11.9% |
| BGC NASDAQ BGC |
-4.39% | 20.8% | 259% | 37.6 | - | 1.22 | 26.1% | 38.4% |
| MC NYSE Moelis |
-7.18% | 9.46% | 120% | 26.1 | 29.2 | 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 | -7.18% | -2.71% | 0.44% |
| 3 Months | -3.74% | 2.80% | 6.81% |
| 12 Months | 9.46% | 23.58% | 10.31% |
| 5 Years | 120.23% | 131.07% | 105.96% |
| Trend Score (consistency of price movement) | MC | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | -20.5% | -9% | 83% |
| 3 Months | 18.4% | 64.3% | 77.5% |
| 12 Months | -15.9% | 78.5% | 43.1% |
| 5 Years | 62.6% | 75.1% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
|---|---|---|---|
| 1 Month | #43 | -4.59% | -7.58% |
| 3 Month | #43 | -6.36% | -9.88% |
| 12 Month | #39 | -11.42% | -0.77% |
| 5 Years | #30 | -4.69% | 6.93% |
FAQs
Does Moelis (MC) outperform the market?
No,
over the last 12 months MC made 9.46%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 23.58%.
Over the last 3 months MC made -3.74%, while XLF made 2.80%.
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 | -1.9% | -7.6% | -21.3% | -1% |
| US NASDAQ 100 | QQQ | -1.9% | -8.5% | -21.5% | -0% |
| German DAX 40 | DAX | 0.1% | -4.6% | -33.5% | -18% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -2% | -6.8% | -19.6% | -2% |
| Hongkong Hang Seng | HSI | -1% | -11% | -38.4% | -17% |
| India NIFTY 50 | INDA | 0.2% | -5.4% | -19.1% | 12% |
| Brasil Bovespa | EWZ | -3.9% | -8.7% | -46.4% | -1% |
MC vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1.6% | -8.7% | -25.3% | -15% |
| Consumer Discretionary | XLY | -0.6% | -4.1% | -11.2% | -8% |
| Consumer Staples | XLP | -1.3% | -4.9% | -20.3% | 3% |
| Energy | XLE | -4.6% | -11.6% | -25.3% | 7% |
| Financial | XLF | -1% | -4.5% | -25% | -14% |
| Health Care | XLV | -0.7% | -6.3% | -16.6% | 17% |
| Industrial | XLI | -1.2% | -5.8% | -27% | -8% |
| Materials | XLB | -1.4% | -6.9% | -21.6% | 10% |
| Real Estate | XLRE | -2.2% | -6.6% | -23.2% | -3% |
| Technology | XLK | -3.1% | -10.2% | -23.1% | 4% |
| Utilities | XLU | -2.1% | -4.8% | -28% | -11% |
| Aerospace & Defense | XAR | -1.6% | -11.5% | -40.4% | -31% |
| Biotech | XBI | -0.5% | -10.9% | -10.7% | 17% |
| Homebuilder | XHB | 0.8% | -0.7% | -6.4% | 20% |
| Retail | XRT | -0.5% | -7.2% | -14.6% | 8% |
MC vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -12.5% | -27.3% | -31.5% | 5% |
| Natural Gas | UNG | -15.9% | -22.7% | -43.1% | 19% |
| Gold | GLD | -3.2% | -11.3% | -48.4% | -35% |
| Silver | SLV | -3.5% | -20.3% | -42.7% | -14% |
| Copper | CPER | -3.7% | -11.5% | -37.2% | -0% |
MC vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | -3.2% | -8.3% | -17.7% | 14% |
| iShares High Yield Corp. Bond | HYG | -2.6% | -7.9% | -23% | 0% |