Sifting through countless of stocks in the Capital Markets industry can be tedious, and sometimes two stocks are just too similar to judge which is the better investment. If you’re on the fence about investing in Moelis & Company or Piper Sandler Companies because you’re not sure how they measure up, it’s important to compare them on a few factors before making your decision.

Read on to learn how Moelis & Company and Piper Sandler Companies compare based on key financial metrics to determine which better meets your investment needs.

About Moelis & Company and Piper Sandler Companies

Moelis & Company operates as an investment banking advisory company in North and South America, Europe, the Middle East, Asia, and Australia. It offers advisory services in the areas of mergers and acquisitions, recapitalizations and restructurings, capital markets transactions, and other corporate finance matters, as well as strategic advisory, capital markets, capital structure advisory, and private capital advisory. The company serves public multinational corporations, middle market private companies, financial sponsors, entrepreneurs, governments, and sovereign wealth funds clients. Moelis & Company was founded in 2007 and is headquartered in New York, New York.

Piper Sandler Companies operates as an investment bank and institutional securities firm that serves corporations, private equity groups, public entities, non-profit entities, and institutional investors in the United States and internationally. It offers investment banking services, institutional sales, and trading services for various equity and fixed income products; research services; advisory services, such as mergers and acquisitions, equity and debt financings, equity and debt private placements, debt capital markets advisory, restructuring and private capital advisory; municipal financial advisory and loan placement services; and various over-the-counter derivative products, as well as underwrites municipal issuances. The company also provides public finance investment banking services that focus on state and local governments, special districts and development infrastructure, project finance, and cultural and social service non-profit entities, as well as the education, healthcare, hospitality, senior living, housing, and transportation sectors. In addition, it offers equity and fixed income advisory and trade execution services for institutional investors, corporations, and government and non-profit entities. Further, the company has alternative asset management funds in merchant banking and healthcare to invest firm capital and to manage capital from outside investors; equity and debt capital markets products; public finance services; institutional brokerage services; fundamental equity and macro research services; alternative asset management strategies; and fixed income sales and trading solutions to banks, registered investment advisors, public entities, credit unions, asset managers, and insurance companies. The company was formerly known as Piper Jaffray Companies and changed its name to Piper Sandler Companies in January 2020. Piper Sandler Companies was founded in 1895 and is headquartered in Minneapolis, Minnesota.

Latest Capital Markets and Moelis & Company, Piper Sandler Companies Stock News

As of September 2, 2026, Moelis & Company had a $5.0 billion market capitalization, compared to the Capital Markets median of $3.2 million. Moelis & Company’s stock is down 0.6% in 2026, down 0.4% in the previous five trading days and down 5.18% in the past year.

Currently, Moelis & Company’s price-earnings ratio is 21.9. Moelis & Company’s trailing 12-month revenue is $1.6 billion with a 14.5% net profit margin. Year-over-year quarterly sales growth most recently was 12.0%. Analysts expect adjusted earnings to reach $3.075 per share for the current fiscal year. Moelis & Company currently has a 3.9% dividend yield.

As of September 2, 2026, Piper Sandler Companies had a $5.3 billion market cap, putting it in the 68th percentile of all stocks. Piper Sandler Companies’s stock is down 10.4% in 2026, up 2% in the previous five trading days and down 8.55% in the past year.

Currently, Piper Sandler Companies’s price-earnings ratio is 17.4. Piper Sandler Companies’s trailing 12-month revenue is $2.1 billion with a 14.5% net profit margin. Year-over-year quarterly sales growth most recently was 24.9%. Analysts expect adjusted earnings to reach $4.632 per share for the current fiscal year. Piper Sandler Companies currently has a 2.7% dividend yield.

How We Compare Moelis & Company and Piper Sandler Companies Stock Grades

Stock evaluation requires access to huge amounts of data and the knowledge and time to sift through it all, make sense of financial ratios, read income statements and analyze recent stock movements. AAII created A+ Investor, a robust data suite that condenses data research in an actionable and customizable way suitable for investors of all knowledge levels, to help investors streamline and work through such data.

AAII’s proprietary stock grades come with A+ Investor. These offer intuitive A‐F grades for each of five key investing factors: value, growth, momentum, earnings estimate revisions and quality. Here, we’ll take a closer look at Moelis & Company and Piper Sandler Companies’s stock grades to see how they measure up against one another.

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Moelis & Company and Piper Sandler Companies Stock Value Grades

Company	Ticker	Value
Moelis & Company	MC	D
Piper Sandler Companies	PIPR	C

Successful stock investing involves buying low and selling high, so stock valuation is an important consideration for stock selection.

Buying stocks that are going to go up typically means buying stocks that are undervalued in the first place, although momentum investors may argue that point.

AAII’s A+ Investor Value Grade derives from a stock’s value score. The Value Score is the percentile rank of the average of the percentile ranks of the price-to-sales ratio, price-earnings ratio, enterprise-value-to-EBITDA (EV/EBITDA) ratio, shareholder yield, price-to-book-value ratio and price-to-free-cash-flow ratio. The score is variable, meaning it can consider all six ratios or, should any of the six ratios not be valid, the remaining ratios that are valid. To be assigned a Value Score, stocks must have a valid (non-null) ratio and corresponding ranking for at least two of the six valuation ratios.

Stocks with a Value Score from 81 to 100 are considered deep value, those with a score between 61 and 80 are a good value and so on.

Moelis & Company has a Value Score of 34, which is Expensive. Piper Sandler Companies has a Value Score of 52, which is Average.

The Value Stock Winner: No Clear Winner

Neither Moelis & Company or Piper Sandler Companies has a high enough value grade to be considered a “winner.” Investors who are considering these companies should do additional due diligence and research to see if either could be a good addition to their portfolio. It’s important to look at a wide range of financial metrics in order to determine if Moelis & Company or Piper Sandler Companies is the better investment when it comes to value.

Moelis & Company and Piper Sandler Companies Growth Grades

Company	Ticker	Growth
Moelis & Company	MC	B
Piper Sandler Companies	PIPR	C

The foundation of growth investing is seeking out stocks of companies exhibiting strong, consistent and prolonged growth that is expected to continue into the future.

In order to compute the growth score and assign it a letter grade, the percentile ranks for each of three components‐consistency of annual sales growth, five-year sales growth rankings adjusted for extreme levels, and consistency of positive annual cash from operations‐must be determined. These three rank figures are added together, and the sum is ranked against the entire stock universe to arrive at a company’s Growth Score to create an equal distribution of grades.

The companies in the bottom 20% of the stock universe receive Growth Grades of F, considered to be very weak, while those in the top 20% receive A grades, which are considered very strong.

Moelis & Company has a Growth Score of 77, which is Strong. Piper Sandler Companies has a Growth Score of 47, which is Average.

The Growth Grade Winner: Moelis & Company

As you can clearly see from the Growth Grade breakdown above, Moelis & Company has a more attractive growth grade than Piper Sandler Companies. For investors who focus solely on how a company is growing relative to other companies in the same industry, Moelis & Company could be a good stock to add to their portfolio. However, it’s important for investors to analyze multiple factors based on a wide range of metrics before deciding whether to buy.

Moelis & Company and Piper Sandler Companies’s Momentum Grades

Company	Ticker	Momentum
Moelis & Company	MC	D
Piper Sandler Companies	PIPR	D

Momentum grades help to uncover stocks experiencing anomalously high rates of return; research finds that stocks with high relative levels of momentum tend to outperform, whereas those with low levels of momentum tend to continue underperforming. Momentum is based on the price change of a stock over a specified period relative to all other stocks.

Typically, AAII looks at the weighted relative strength over the trailing four quarters. The weighted four-quarter relative strength rank is the relative price change for each of the past four quarters. The most recent quarterly price change is given a weight of 40% and each of the three previous quarters are given a weighting of 20%.

Moelis & Company has a Momentum Score of 35, which is Weak. Piper Sandler Companies has a Momentum Score of 33, which is Weak.

The Momentum Stock Winner: No Clear Winner

Neither Moelis & Company or Piper Sandler Companies has a strong enough Momentum Grade to be considered a “winner.” Investors considering these companies should do additional due diligence and research to see if either could be a good addition to their portfolios. It’s important to look at a wide range of financial metrics in order to determine if Moelis & Company or Piper Sandler Companies is the better investment when it comes to momentum.

Other Moelis & Company and Piper Sandler Companies Grades

In addition to Value, Momentum and Growth, A+ Investor also provides grades for Estimate Revisions and Quality.

Earnings estimate revisions scores take into account the magnitude of a company’s earnings surprise in its last two reported fiscal quarters. Often, surprises beget further surprises‐or at least continued sales growth (the exact opposite is generally true, too).

AAII’s A+ Investor Quality Grade comes from the ranking of key metrics. Specifically, the quality grade is the percentile rank of the composite of return on assets (ROA), return on invested capital (ROIC), gross profit relative to assets, buyback yield, change in total liabilities to assets, accruals, Z double prime bankruptcy risk (Z) score and F-Score.

These 2 key factors, when combined with the above, provide a holistic view into a particular stock. Further, by joining A+ Investor you can see whether Moelis & Company and Piper Sandler Companies pass any of our 60+ stock screens that have outperformed the market since their creation.

So, Which Is the Better Investment, Moelis & Company or Piper Sandler Companies Stock?

Overall, Moelis & Company stock has a Value Score of 34, Growth Score of 77 and Momentum Score of 35.

Piper Sandler Companies stock has a Value Score of 52, Growth Score of 47 and Momentum Score of 33.

Comparing Moelis & Company and Piper Sandler Companies’s grades, scores and metrics can act as a solid basis to determine whether they may be a good investment or not. You’ll also want to look at your portfolio’s asset allocation as well as your risk tolerance and financial goals to see if either of these stocks would make a good fit for you. AAII can help you figure out which investments align with your individual needs and preferences.

Investors are encouraged to do their own due diligence and research. In this way, individuals can effectively become managers of their own assets‐without having to rely on others for financial independence. You can count on AAII for timeless articles on financial planning and stock-picking, unbiased research and actionable analysis.

A+ Investor adds to our qualitative teaching with a powerful data suite to help you whittle down investment choices to find stocks, exchange-traded funds (ETFs) or mutual funds that meet your needs.

AAII Disclaimer

We make no representations or warranties that any investor will, or is likely to, achieve profits similar to those shown, because past, hypothetical or simulated performance is not necessarily indicative of future results. Before making an investment decision, you should consider your circumstances and whether the information on our content is applicable to your situation. This information was prepared in good faith, and we accept no liability for any errors or omissions. The full disclaimer can be read here.