Instrument overview

MCMoelis & Co

StockNYSEUnited StatesFinancialsEU retail: available

+4.3% today · −14.9% over a year

No score: too little data.

Quality: among the best of its peers; Trend, Stability: among the weakest. Dividend yield 5.57%.

Moelis & Co (MC) belongs to the Financials sector and is listed on NYSE; country: United States. Over the past 12 months the price changed by −14.9%, with an annualised volatility of 38% and a largest fall of 33%.

Not scored: not enough data for a fair comparison.

Factor scores

Profitability, balance-sheet safety, growth and capital discipline versus peers. More in the glossary →better than 91% of peers
Price trend over the last 12 and 6 months (excluding the last month) and distance from the 52-week high. More in the glossary →better than 14% of peers
Lower price swings, lower market sensitivity (beta) and shallower drawdowns score higher. More in the glossary →better than 15% of peers

Percentiles within the peer group (100 = the best of its peers); dividend safety in points.

Main drivers

  • Return on equitysupports the score · better than 96% of peers
  • Return on assetssupports the score · better than 95% of peers
  • Equity / assetssupports the score · better than 84% of peers

Red flags and notes

No red flagsNone of our published warning rules is triggered right now.

Price chart

Interactive chart by TradingView: exchange prices are delayed, crypto and currencies are live.

Key metrics

Profitability and debt

Return on equity
44.7%
Return on invested capital
73.4%
Net debt / EBITDA
−0.68

Dividends

Dividend yield
5.57%
5-year dividend growth (per year)
−11.8%
Years of dividend growth
4

Returns and risk

1 day
+4.3%
1 month
+0.3%
1 year
−14.9%
Volatility, 1 yr
37.6%
Max drawdown, 1 yr
−33.3%
Beta
1.30

Ratios from SEC filings and end-of-day prices; returns are price changes without dividends.

Similar companies

Same sector, closest in price swings over the past year.

BXBlackstone1/104.5%−19.7%
KKRKKR & Co. Inc.1/100.8%−22.3%
ERIEErie IndemnIty Co—/102.4%−21.3%
BHFBrighthouse Financial3/100.0%−5.2%
TFINTriumph Financial Inc.1/100.0%7.2%
EEFTEuronet Worldwide Inc4/100.0%−23.0%
VIRTVirtu Financial, Inc.6/101.7%63.8%
WUWestern Union7/1015.4%−27.9%

News and filings

No recent news or filings in our sources.

Score changes in the last 12 months

Every published rating and change, logged when it was published (EU Market Abuse Regulation).

No published ratings in the last 12 months.