Moelis Co Stock Performance
| MC Stock | USD 69.38 0.01 0.01% |
The company secures a Beta (Market Risk) of 1.78, which conveys a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Moelis will likely underperform. At this point, Moelis has a negative expected return of -0.13%. Please make sure to verify Moelis' skewness, and the relationship between the total risk alpha and rate of daily change , to decide if Moelis performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
Weakest
Weak | Strong |
Over the last 90 days Moelis Co has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of latest weak performance, the Stock's fundamental indicators remain sound and the latest tumult on Wall Street may also be a sign of longer-term gains for the firm shareholders. ...more
Actual Historical Performance (%)
One Day Return 0.0144 | Five Day Return (3.07) | Year To Date Return (6.50) | Ten Year Return 136.71 | All Time Return 165.32 |
Forward Dividend Yield 0.0375 | Payout Ratio | Last Split Factor 1:2 | Forward Dividend Rate 2.6 | Dividend Date 2025-12-04 |
1 | Acquisition by Eric Cantor of 155 shares of Moelis subject to Rule 16b-3 | 09/24/2025 |
2 | Acquisition by Kenneth Shropshire of tradable shares of Moelis subject to Rule 16b-3 | 10/16/2025 |
3 | Netflix Is Reportedly Mulling a Bid to Acquire Warner Bros Discovery | 10/31/2025 |
4 | The Top 5 Analyst Questions From Moeliss Q3 Earnings Call | 11/05/2025 |
5 | How Recent Developments Are Shaping the Warner Bros. Discovery Investment Story | 11/11/2025 |
6 | Why Is Moelis Down 0 percent Since Last Earnings Report | 11/28/2025 |
7 | Investment Banking Brokerage Stocks Q3 Recap Benchmarking Charles Schwab | 12/03/2025 |
| Moelis dividend paid on 4th of December 2025 | 12/04/2025 |
8 | Moelis Stock Trades Up, Here Is Why | 12/05/2025 |
9 | Why Moelis Stock Is Up Today | 12/09/2025 |
10 | Quantbot Technologies LP Cuts Stock Holdings in Moelis Company MC | 12/10/2025 |
| Begin Period Cash Flow | 187.2 M | |
| Total Cashflows From Investing Activities | 17.1 M |
Moelis Relative Risk vs. Return Landscape
If you would invest 7,640 in Moelis Co on September 19, 2025 and sell it today you would lose (702.00) from holding Moelis Co or give up 9.19% of portfolio value over 90 days. Moelis Co is generating negative expected returns and assumes 2.0545% volatility on return distribution over the 90 days horizon. Put differently, 18% of stocks are less risky than Moelis on the basis of their historical return distribution, and some 99% of all equities are expected to be superior in generating returns on investments over the next 90 days. Expected Return |
| Risk |
Moelis Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Moelis' investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Moelis Co, and traders can use it to determine the average amount a Moelis' price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.0642
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| Negative Returns | MC |
Based on monthly moving average Moelis is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Moelis by adding Moelis to a well-diversified portfolio.
Moelis Fundamentals Growth
Moelis Stock prices reflect investors' perceptions of the future prospects and financial health of Moelis, and Moelis fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Moelis Stock performance.
| Return On Equity | 0.51 | ||||
| Return On Asset | 0.2 | ||||
| Profit Margin | 0.16 % | ||||
| Operating Margin | 0.14 % | ||||
| Current Valuation | 5.12 B | ||||
| Shares Outstanding | 74 M | ||||
| Price To Earning | 11.64 X | ||||
| Price To Book | 9.60 X | ||||
| Price To Sales | 3.51 X | ||||
| Revenue | 1.19 B | ||||
| Gross Profit | 1.36 B | ||||
| EBITDA | 183.39 M | ||||
| Net Income | 151.49 M | ||||
| Cash And Equivalents | 412.47 M | ||||
| Cash Per Share | 2.17 X | ||||
| Total Debt | 223.24 M | ||||
| Debt To Equity | 0.44 % | ||||
| Current Ratio | 1.38 X | ||||
| Book Value Per Share | 7.23 X | ||||
| Cash Flow From Operations | 427.49 M | ||||
| Earnings Per Share | 3.01 X | ||||
| Market Capitalization | 5.15 B | ||||
| Total Asset | 1.38 B | ||||
| Retained Earnings | (821.65 M) | ||||
| Working Capital | (189.43 M) | ||||
| Current Asset | 288.11 M | ||||
| Current Liabilities | 265.77 M | ||||
About Moelis Performance
By analyzing Moelis' fundamental ratios, stakeholders can gain valuable insights into Moelis' financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Moelis has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Moelis has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 107.96 | 153.22 | |
| Return On Tangible Assets | 0.10 | 0.08 | |
| Return On Capital Employed | 0.13 | 0.12 | |
| Return On Assets | 0.10 | 0.07 | |
| Return On Equity | 0.31 | 0.20 |
Things to note about Moelis performance evaluation
Checking the ongoing alerts about Moelis for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Moelis help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Moelis generated a negative expected return over the last 90 days | |
| Moelis has a strong financial position based on the latest SEC filings | |
| Over 99.0% of the company shares are owned by institutional investors | |
| On 4th of December 2025 Moelis paid $ 0.65 per share dividend to its current shareholders | |
| Latest headline from thelincolnianonline.com: Quantbot Technologies LP Cuts Stock Holdings in Moelis Company MC |
- Analyzing Moelis' financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Moelis' stock is overvalued or undervalued compared to its peers.
- Examining Moelis' industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Moelis' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Moelis' management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Moelis' stock. These opinions can provide insight into Moelis' potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Moelis Stock analysis
When running Moelis' price analysis, check to measure Moelis' market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Moelis is operating at the current time. Most of Moelis' value examination focuses on studying past and present price action to predict the probability of Moelis' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Moelis' price. Additionally, you may evaluate how the addition of Moelis to your portfolios can decrease your overall portfolio volatility.
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