Is Moelis & Company (MC) Overvalued?
We dive into why Moelis & Company (MC) could be considered overvalued on 2026-07-29, based on AAII’s Value Score and Grade.Rosalio Madrigal
A+ Stock Grade Summary:
| VALUE: |
|
|
| GROWTH: |
|
|
| MOMENTUM: |
|
|
| EPS REVISIONS: |
|
|
| QUALITY: |
|
|
COMPANY SUMMARY
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.
Commentary & Analysis
Why Moelis & Company’s (MC) Stock Is Down 7.29%
As of Wednesday, July 08, Moelis & Company’s MC share price has dipped by 7.29%, which has investors questioning if this is right time to buy.Cynthia McLaughlin
Which Is a Better Investment, eToro Group Ltd. or Moelis & Company Stock?
Learn more about whether eToro Group Ltd. or Moelis & Company is a better investment based on AAII's A+ Investor grades, which compare both companies' key financial metrics.Tudor Pop
What You Need to Know About Moelis & Company's Q2 Earnings
Moelis & Company's fiscal Q2 earnings report was released on Wednesday, April 29. Let's dive in to see if (MC) missed or beat analyst's expectations.Jenna Brashear
Which Is a Better Investment, Acadian Asset Management Inc. or Moelis & Company Stock?
Learn more about whether Acadian Asset Management Inc. or Moelis & Company is a better investment based on AAII's A+ Investor grades, which compare both companies' key financial metrics.Tudor Pop
Financial Summary
| Share Statistics | MC | Industry Median |
Percentile (All Stocks) |
|
| Market Cap (Mil) | $4,969.3 | $2,836.7 | 67% |
|
| Shares Out (Mil) | 74.1 | 74.1 | 56% |
|
| Institutional Ownership | 99.1% | 79.1% | 85% |
|
| Float (Mil) | 73.6 | 69.7 | 56% |
|
| Beta | 1.85 | 0.94 | 90% |
|
| Avg Daily Volume (000s) | 1,110 | 445 | 73% |
|
| Price Change (52-week) |
(5.7%) | 72.7% | 41% |
|
| Growth | MC | Industry Median |
Percentile (All Stocks) |
|
| Sales (5yr) | 10.0% | 7.7% | 58% |
|
| Net Income (5yr) | 5.4% | 8.9% | 48% |
|
| EPS (5yr) | 0.6% | 9.6% | 32 |
|
| Dividends (5yr) | 12.5% | 1.3% | 93% |
|
| Cash Flow (5yr) | 16.9% | 0.9% | 76% |
|
| Estimates | Qtrly | Current Fiscal Year |
Next Fiscal Year |
|
| # of Estimates | 11 | 11 | 11 | |
| Current EPS | $0.761 | $3.090 | $3.932 | |
| Month Ago EPS | $0.783 | $3.090 | $3.952 | |
| # Rev Up | 1 | 0 | 2 | |
| # Rev Down | 0 | 3 | 2 | |
| Three Months Ago EPS | $0.783 | $3.118 | $4.042 | |
| Year/Year Chg | 16.0% | (2.6%) | 42.5% | |
| Financials | MC | Industry Median |
Percentile (All Stocks) |
|
| Sales (TTM) (Mil) | $1,574 | $871 | 57% |
|
| Net Income (TTM) (Mil) | $228 | $85 | 70% |
|
| EPS (TTM) | $3.081 | $1.000 | 79% |
|
| Operating Cash Flow (TTM) (Mil) | $488 | $64 | 71% |
|
| Net Cash Flow (TTM) (Mil) | ($14) | $25 | 29% |
|
| Long-Term Debt (Q1) (Mil) | $247 | $209 | 52% |
|
| Enterprise Value (Q1) (Mil) | na | $1,297 | na |
|
| Valuation | MC | Industry Median |
Percentile (All Stocks) |
|
| P/B | 9.82 | 2.69 | 90% |
|
| P/E | 21.8 | 19.1 | 55% |
|
| Dividend Yield | 3.9% | 0.9% | 90% |
|
| PEG (5yr hist) | 36.3 | 1.4 | 99% |
|
| Ratios | MC | Industry Median |
Percentile (All Stocks) |
|
| Gross Margin | 92.3% | 75.0% | 94% |
|
| Net Margin | 14.5% | 15.8% | 72% |
|
| ROA | 16.6% | 2.1% | 95% |
|
| ROE | 44.7% | 13.4% | 92% |
|
| Liabilities to Assets | 54.4% | 59.1% | 47% |
|
| F-Score | 6 | 5 | 69% |
|
Moelis & Company did not pass any screens on 7/31/2026.
