MC:NYE-Moelis & Company Class A (USD)

EQUITY | Capital Markets | New York Stock Exchange

Last Closing

USD 51.58

Change

0.00 (0.00)%

Market Cap

USD 0.60B

Volume

0.47M

Analyst Target

USD 28.43
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Moelis & Company is an independent investment bank. It offers clients, including corporations, governments & financial sponsors advisory services in mergers and acquisitions, recapitalizations and restructuring and other corporate finance matters.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-05-05 )

Largest Industry Peers for Capital Markets

Symbol Name Price(Change) Market Cap
MS Morgan Stanley

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GS Goldman Sachs Group Inc

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SCHW Charles Schwab Corp

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GS-PA The Goldman Sachs Group Inc

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GS-PD The Goldman Sachs Group Inc

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MS-PA Morgan Stanley

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MS-PI Morgan Stanley

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USD 67.12B
MS-PK Morgan Stanley

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USD 66.30B
MS-PF Morgan Stanley

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USD 65.45B
GS-PK The Goldman Sachs Group Inc

N/A

USD 64.78B

ETFs Containing MC

XZEC:XETRA 23.17 % 0.00 %

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STRX:SW 20.12 % 0.00 %

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CDCE:LSE 19.83 % 0.00 %

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ESIC:XETRA 19.69 % 0.00 %

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ESIC:LSE 19.65 % 0.00 %

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CDIS:LSE 19.64 % 0.00 %

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C40:SW 10.88 % 0.00 %

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C4DE:SW 10.88 % 0.00 %

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CACX:LSE 10.53 % 0.00 %

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XEYX:XETRA 9.54 % 0.00 %

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IDJG:SW 9.32 % 0.00 %

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LUX Tema Luxury ETF 8.73 % 0.00 %

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USD 8.45M
IDJG:LSE 8.62 % 0.00 %

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ASRV:XETRA 7.07 % 0.00 %

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MSEG:SW 6.84 % 0.00 %

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MCED:SW 6.61 % 0.00 %

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EQLTD:SW 6.28 % 0.00 %

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EQLTS:SW 6.28 % 0.00 %

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C50U:SW 6.01 % 0.00 %

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CD5E:SW 6.01 % 0.00 %

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MSEC:SW 6.01 % 0.00 %

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CSSX5E:SW 5.99 % 0.00 %

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E50EUA:SW 5.99 % 0.00 %

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XESX:XETRA 5.98 % 0.00 %

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ETBB:SW 5.96 % 0.00 %

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ETDD:SW 5.96 % 0.00 %

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C50:SW 5.91 % 0.00 %

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DXET:F 5.86 % 0.00 %

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DXET:XETRA 5.86 % 0.00 %

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LCDE:XETRA 5.81 % 0.00 %

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XESC:F 5.74 % 0.00 %

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XESC:XETRA 5.74 % 0.00 %

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C50U:LSE 5.73 % 0.00 %

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C50U:PA 5.73 % 0.00 %

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MSE:SW 5.73 % 0.00 %

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XESC:SW 5.73 % 0.00 %

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XESX:SW 5.73 % 0.00 %

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MSED:LSE 5.71 % 0.00 %

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EUNE:SW 5.69 % 0.00 %

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DJSXE:SW 5.69 % 0.00 %

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UB00:LSE 5.68 % 0.00 %

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UB01:LSE 5.68 % 0.00 %

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XESC:LSE 5.67 % 0.00 %

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XESX:LSE 5.67 % 0.00 %

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MSEU:LSE 5.67 % 0.00 %

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MSEX:LSE 5.67 % 0.00 %

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ESTX:AU 5.66 % 0.00 %

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H50E:SW 5.65 % 0.00 %

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H50E:LSE 5.57 % 0.00 %

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WELC:XETRA 5.55 % 0.00 %

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WELJ:XETRA 5.55 % 0.00 %

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XNZE:XETRA 5.31 % 0.00 %

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XNZE:SW 5.31 % 0.00 %

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EMUL:SW 5.19 % 0.00 %

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ZEQ:CA BMO MSCI Europe High Qual.. 5.17 % 0.45 %

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CAD 0.81B
EEMU:SW 5.16 % 0.00 %

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EMUPA:SW 5.14 % 0.00 %

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SBIZ:XETRA 5.13 % 0.00 %

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EUESG:SW 5.13 % 0.00 %

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D6RS:XETRA 5.13 % 0.00 %

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XNZE:LSE 5.11 % 0.00 %

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JREZ:XETRA 4.95 % 0.00 %

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JRZD:XETRA 4.95 % 0.00 %

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JRDZ:LSE 4.95 % 0.00 %

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JREZ:LSE 4.95 % 0.00 %

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JRZD:LSE 4.95 % 0.00 %

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JRZE:LSE 4.95 % 0.00 %

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JREZ:SW 4.95 % 0.00 %

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AW1Z:XETRA 4.94 % 0.00 %

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EEMU:XETRA 4.89 % 0.00 %

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AW1H:XETRA 4.89 % 0.00 %

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HEUR:AU 4.84 % 0.00 %

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SADE:XETRA 4.84 % 0.00 %

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IQD:CA CI WisdomTree Internation.. 4.83 % 0.65 %

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CAD 0.19B
OP2E:XETRA 4.78 % 0.00 %

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SLMA:SW 4.67 % 0.00 %

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GWT:SW 4.63 % 0.00 %

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MDIV:CA Middlefield Sustainable G.. 4.60 % 0.00 %

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CAD 0.06B
WCDS:SW 4.58 % 0.00 %

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ESGE:PA 4.56 % 0.00 %

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ESGH:PA 4.56 % 0.00 %

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ESGL:SW 4.56 % 0.00 %

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CS9:SW 4.56 % 0.00 %

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XCEU:XETRA 4.56 % 0.00 %

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LCEU:SW 4.42 % 0.00 %

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PARI:SW 4.40 % 0.00 %

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FINE Themes European Luxury ET.. 4.37 % 0.00 %

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USD 0.51M
MGE:AU 4.36 % 0.00 %

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EURO:SW 4.33 % 0.00 %

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MFEC:PA 4.32 % 0.00 %

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XD5E:SW 4.31 % 0.00 %

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XD5D:SW 4.31 % 0.00 %

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XDUE:SW 4.31 % 0.00 %

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EMUAA:SW 4.31 % 0.00 %

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EMUCHF:SW 4.31 % 0.00 %

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EMUUSD:SW 4.31 % 0.00 %

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EUGBPA:SW 4.31 % 0.00 %

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EUGBPD:SW 4.31 % 0.00 %

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EMUSD:SW 4.31 % 0.00 %

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CSEMU:SW 4.31 % 0.00 %

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EMUU:SW 4.30 % 0.00 %

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LEAD:XETRA 4.27 % 0.00 %

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EMUC:SW 4.25 % 0.00 %

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LYMFE:SW 4.25 % 0.00 %

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JRNY ALPS Global Travel Benefi.. 4.24 % 0.00 %

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USD 6.22M
ESGL:LSE 4.24 % 0.00 %

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MFDD:LSE 4.22 % 0.00 %

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EUPA:LSE 4.17 % 0.00 %

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PARI:LSE 4.17 % 0.00 %

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FLXP:XETRA 4.16 % 0.00 %

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EMUEUA:SW 4.11 % 0.00 %

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EMUUKD:SW 4.11 % 0.00 %

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EMUD:LSE 4.10 % 0.00 %

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UB06:LSE 4.06 % 0.00 %

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IEQU:SW 4.04 % 0.00 %

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UB0F:LSE 4.02 % 0.00 %

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UB0E:LSE 4.02 % 0.00 %

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PRIZ:LSE 4.02 % 0.00 %

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CEU1:LSE 4.01 % 0.00 %

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CEUG:LSE 4.00 % 0.00 %

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BKCI BNY Mellon ETF Trust - BN.. 4.00 % 0.00 %

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USD 0.08B
EMUU:LSE 4.00 % 0.00 %

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ZWP:CA BMO Europe High Dividend .. 3.93 % 0.69 %

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CAD 0.79B
PJIO Pgim ETF Trust - Jennison.. 3.90 % 0.00 %

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USD 0.01B
OEUR 3.88 % 0.58 %

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PJBF 3.86 % 0.00 %

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IEFQ:LSE 3.83 % 0.00 %

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IEQD:LSE 3.83 % 0.00 %

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SXXEEX:SW 3.80 % 0.00 %

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EUN:SW 3.72 % 0.00 %

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EGRA:SW 3.70 % 0.00 %

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EGRW:SW 3.70 % 0.00 %

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OSEA Harbor ETF Trust - Harbor.. 3.67 % 0.00 %

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USD 0.09B
ESEU:LSE 3.64 % 0.00 %

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ESGX:XETRA 3.60 % 0.00 %

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XDWC:SW 3.57 % 0.00 %

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XWDS:LSE 3.57 % 0.00 %

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DJSXP:SW 3.56 % 0.00 %

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WCOD:SW 3.55 % 0.00 %

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EGRA:LSE 3.48 % 0.00 %

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EGRP:LSE 3.48 % 0.00 %

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EGRW:LSE 3.48 % 0.00 %

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XDWC:LSE 3.45 % 0.00 %

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WCOD:LSE 3.43 % 0.00 %

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AE5B:XETRA 3.41 % 0.00 %

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HEDD:SW 3.38 % 0.00 %

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HEDF:SW 3.38 % 0.00 %

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HEDJ:SW 3.38 % 0.00 %

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HEDP:SW 3.38 % 0.00 %

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HEDG:LSE 3.23 % 0.00 %

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HEDK:LSE 3.23 % 0.00 %

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HEDP:LSE 3.23 % 0.00 %

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HEDF:LSE 3.22 % 0.00 %

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HEDJ:LSE 3.22 % 0.00 %

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HEDS:LSE 3.22 % 0.00 %

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PABE:PA 3.06 % 0.00 %

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SBIE:XETRA 3.02 % 0.00 %

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ESGE:SW 2.97 % 0.00 %

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EUCHBH:SW 2.93 % 0.00 %

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RFEU First Trust RiverFront Dy.. 2.89 % 0.83 %

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USD 9.86M
D6RR:XETRA 2.86 % 0.00 %

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EUUSAH:SW 2.86 % 0.00 %

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EUUSBH:SW 2.86 % 0.00 %

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JRED:LSE 2.85 % 0.00 %

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ESGE:LSE 2.83 % 0.00 %

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CGGO Capital Group Global Grow.. 2.80 % 0.00 %

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USD 3.49B
JRDE:LSE 2.75 % 0.00 %

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JRED:XETRA 2.75 % 0.00 %

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JREE:SW 2.75 % 0.00 %

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IEUX:SW 2.74 % 0.00 %

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FEUI:LSE 2.71 % 0.00 %

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LGEG:LSE 2.71 % 0.00 %

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IEUX:LSE 2.69 % 0.00 %

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LGEU:LSE 2.68 % 0.00 %

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XUEK:LSE 2.66 % 0.00 %

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DISC:CA BMO Global Consumer Discr.. 2.64 % 0.41 %

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CAD 0.03B
AW1G:XETRA 2.64 % 0.00 %

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EESGA:SW 2.64 % 0.00 %

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VERE:LSE 2.56 % 0.00 %

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VERG:LSE 2.56 % 0.00 %

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XEPA:XETRA 2.48 % 0.00 %

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ZDI:CA BMO International Dividen.. 2.45 % 0.43 %

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CAD 0.49B
XECT:XETRA 2.42 % 0.00 %

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SLMC:SW 2.42 % 0.00 %

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RIEU:LSE 2.41 % 0.00 %

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RIEG:LSE 2.38 % 0.00 %

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RPAB:LSE 2.37 % 0.00 %

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XEPG:LSE 2.36 % 0.00 %

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CBUA:XETRA 2.35 % 0.00 %

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FEUR:SW 2.35 % 0.00 %

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C6E:SW 2.31 % 0.00 %

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CLEU:LSE 2.30 % 0.00 %

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EURPA:SW 2.29 % 0.00 %

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SPF5:XETRA 2.29 % 0.00 %

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EDM6:SW 2.27 % 0.00 %

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CB1EU6:SW 2.26 % 0.00 %

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XEUM:LSE 2.25 % 0.00 %

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EABE:XETRA 2.25 % 0.00 %

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HPAE:XETRA 2.18 % 0.00 %

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HPAE:LSE 2.16 % 0.00 %

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CLEU:SW 2.15 % 0.00 %

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LYMEU:SW 2.13 % 0.00 %

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CEU:SW 2.13 % 0.00 %

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GDVD Principal Active Global D.. 2.12 % 0.00 %

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USD 0.04B
XMEU:SW 2.12 % 0.00 %

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XEOU:LSE 2.09 % 0.00 %

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XMED:LSE 2.09 % 0.00 %

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CEUR:LSE 2.08 % 0.00 %

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SMEA:LSE 2.07 % 0.00 %

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IMEU:LSE 2.06 % 0.00 %

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PRIE:LSE 2.06 % 0.00 %

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HMEU:LSE 2.04 % 0.00 %

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BBEU 1.98 % 0.00 %

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VEUA:LSE 1.97 % 0.00 %

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VWCG:LSE 1.97 % 0.00 %

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VWCG:SW 1.97 % 0.00 %

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VEUR:SW 1.97 % 0.00 %

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XSX6:XETRA 1.96 % 0.00 %

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XSX7:XETRA 1.96 % 0.00 %

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EXSA:F 1.95 % 0.00 %

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SXPIEX:SW 1.95 % 0.00 %

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WTEQ:XETRA 1.89 % 0.00 %

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WGRU:XETRA 1.89 % 0.00 %

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GGRA:SW 1.89 % 0.00 %

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GGRW:SW 1.89 % 0.00 %

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XEU:CA iShares MSCI Europe IMI 1.87 % 0.28 %

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CAD 0.32B
MEUS:LSE 1.87 % 0.00 %

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EXIE:XETRA 1.85 % 0.00 %

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MEUD:LSE 1.85 % 0.00 %

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QIE:CA AGFiQ Enhanced Core Inter.. 1.85 % 0.45 %

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CAD 0.05B
VEQ:AU 1.84 % 0.00 %

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VE:CA Vanguard FTSE Developed E.. 1.79 % 0.23 %

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CAD 0.19B
FLEE Franklin FTSE Europe ETF 1.79 % 0.09 %

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USD 0.07B
VGK Vanguard FTSE Europe Inde.. 1.78 % 0.09 %

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USD 19.82B
GGRA:LSE 1.78 % 0.00 %

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GGRG:LSE 1.78 % 0.00 %

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GGRP:LSE 1.78 % 0.00 %

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GGRW:LSE 1.78 % 0.00 %

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IICE:CA Invesco S&P International.. 1.65 % 0.00 %

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CAD 0.04B
IITE:CA Invesco S&P International.. 1.57 % 0.00 %

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CAD 2.07M
DFSI Dimensional International.. 1.43 % 0.00 %

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USD 0.41B
CATH:SW 1.41 % 0.00 %

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QEFA SPDR® MSCI EAFE Strategi.. 1.40 % 0.30 %

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USD 0.97B
ZEA:CA BMO MSCI EAFE 1.37 % 0.21 %

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CAD 7.84B
CATH:LSE 1.36 % 0.00 %

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ESGD iShares ESG Aware MSCI EA.. 1.35 % 0.20 %

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USD 8.24B
RDMX 1.34 % 0.00 %

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DIVI Franklin International Co.. 1.32 % 0.99 %

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USD 0.77B
GSID 1.30 % 0.00 %

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QDX:CA Mackenzie International E.. 1.28 % 0.23 %

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CAD 0.88B
PSCF Invesco S&P SmallCap Fina.. 1.21 % 0.29 %

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USD 0.02B
XEF:CA iShares Core MSCI EAFE IM.. 1.16 % 0.22 %

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CAD 8.30B
CVIE Morgan Stanley ETF Trust .. 1.08 % 0.00 %

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USD 0.09B
IQIN IQ 500 International 1.08 % 0.25 %

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USD 0.20B
IDEV iShares Core MSCI Interna.. 1.07 % 0.03 %

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USD 13.54B
VEA Vanguard FTSE Developed M.. 0.94 % 0.05 %

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USD 131.86B
MINT-B:CA Manulife Multifactor Deve.. 0.92 % 0.00 %

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CAD 0.61B
AVSD American Century ETF Trus.. 0.90 % 0.00 %

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USD 0.14B
SPDW SPDR S&P World ex US 0.88 % 0.05 %

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USD 20.55B
JHMD John Hancock Multifactor .. 0.86 % 0.45 %

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USD 0.72B
VEU:AU 0.83 % 0.00 %

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VXUS Vanguard Total Internatio.. 0.70 % 0.09 %

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USD 71.08B
TLTD FlexShares Morningstar De.. 0.61 % 0.39 %

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USD 0.53B
IE00B14X4S71:SW 0.55 % 0.00 %

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ACWX iShares MSCI ACWI ex U.S... 0.00 % 0.31 %

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USD 4.69B
CWI SPDR® MSCI ACWI ex-US ET.. 0.00 % 0.30 %

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USD 1.61B
DBAW Xtrackers MSCI All World .. 0.00 % 0.41 %

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USD 0.15B
DBEF Xtrackers MSCI EAFE Hedge.. 0.00 % 0.36 %

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USD 5.89B
DBEU Xtrackers MSCI Europe Hed.. 0.00 % 0.47 %

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USD 0.55B
DGT SPDR® Global Dow ETF 0.00 % 0.50 %

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Market Performance

  Market Performance vs. Industry/Classification (Capital Markets) Market Performance vs. Exchange (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -8.11% 3% F 16% F
Dividend Return 2.14% 83% B 78% C+
Total Return -5.97% 3% F 18% F
Trailing 12 Months  
Capital Gain 47.46% 76% C+ 91% A-
Dividend Return 6.86% 61% D- 80% B-
Total Return 54.32% 85% B 92% A
Trailing 5 Years  
Capital Gain 43.20% 27% F 70% C-
Dividend Return 45.93% 100% F 96% N/A
Total Return 89.12% 47% F 83% B
Average Annual (5 Year Horizon)  
Capital Gain 16.66% 64% D 81% B-
Dividend Return 24.73% 79% B- 86% B+
Total Return 8.08% 100% F 93% A
Risk Return Profile  
Volatility (Standard Deviation) 42.63% 33% F 24% F
Risk Adjusted Return 58.03% 73% C 82% B
Market Capitalization 0.60B 22% F 72% C

Key Financial Ratios

  Ratio vs. Industry/Classification (Capital Markets) Ratio vs. Market (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 19.70 N/A N/A
Price/Book Ratio 9.86 6% 8%
Price / Cash Flow Ratio 21.73 7% 14%
Price/Free Cash Flow Ratio -109.25 100% 98%
Management Effectiveness  
Return on Equity -6.70% 6% 20%
Return on Invested Capital -9.72% 3% 11%
Return on Assets -2.30% 3% 15%
Debt to Equity Ratio N/A N/A N/A

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

What to not like:
Overpriced on cashflow basis

The stock is trading high compared to its peers on a price to cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Overpriced compared to book value

The stock is trading high compared to its peers median on a price to book value basis.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.

Low market capitalization

This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.

Negative free cash flow

The company had negative total free cash flow in the most recent four quarters.

Low Earnings Growth

This stock has shown below median earnings growth in the previous 5 years compared to its sector

Low Revenue Growth

This stock has shown below median revenue growth in the previous 5 years compared to its sector