Moelis & Company (MC) Stock

Moelis & Company (MC) is a Financials stock trading at $67.00 (as of 2026-07-24), with a market capitalization of $5.00B and a trailing P/E of 19.3. Figures are sourced from first-party U.S. SEC EDGAR filings and market data.

Moelis & Company operates as an investment banking advisory firm. It offers advisory services in the areas of mergers and acquisitions, recapitalizations and restructurings, capital markets transactions, and other corporate finance matters. The company offers its services to public multinational corporations, middle market private companies, financial sponsors, entrepreneurs, governments, and sovereign wealth funds. The company serves its clients in North and South America, Europe, the Middle East, Asia, and Australia. It has strategic alliances in Mexico with Alfaro, Dávila y Scherer, S.C.; and in Australia with MA Moelis Australia. The company was founded in 2007 and is headquartered in New York, New York.

Understand Moelis & Company: how it makes money

Moelis & Company provides investment banking advisory services for mergers and acquisitions, recapitalizations and restructurings, capital markets transactions, and other corporate finance matters, earning fees from advising clients on these transactions.

Its profit model is tied to transaction activity and the availability of senior advisors, so deal-cycle volume and managing-director capacity drive advisory fee generation.

Business quality (Mixed): A pure-play advisory firm where staffing (managing directors) and deal-cycle conditions are key operating signals, and revenue is exposed to the level of completed transactions.

Valuation: At 20× earnings, MC trades 40% below the Trading average (34×). Note: one-time items can distort reported P/E.

Bull case

  • Managing directors increased at quarter end: Managing Directors at Quarter End were 170, and Managing Directors Hired Since Prior Earnings Call were 6.
  • A meaningful portion of managing directors is on the advisory platform: Advisory Managing Directors on Platform were 151.

Bear case

  • Deal activity headwind in large M&A: The Decrease in Global Completed Mergers and Acquisitions Transactions Over 100 Million was -46.0 percent.
Valuation — source: SEC EDGAR (first-party)
Price$67.00
Market Cap$5.00B
P/E Ratio19.3
EV / EBITDA16.0
Price / Book7.71
Dividend Yield4.1%
Profitability & Growth — source: SEC EDGAR
Return on Equity39.9%
Valuation vs Sector & Industry
Stock P/E19.3
Sector P/E (Financials)15.4
Industry P/E (Trading)34.8
vs Sector25.6%
vs Industry-44.5%
Smart-Money Activity — SEC Form 4 / 13F / Congressional disclosures
Top Institutional HolderVANGUARD GROUP INC ($584.91M)
Institutional Holders Tracked10
Company
SectorFinancials
IndustryTrading
CEONavid Mahmoodzadegan
Employees1,308
CountryUS
IPO Date2014-04-16

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MC earnings history · MC institutional & insider holders · MC KPIs & operating metrics · Congress trades · Insider trades · Short interest · Stock screener

Data as of 2026-07-24.

Figures sourced from U.S. Securities and Exchange Commission (SEC EDGAR) filings and market data. Not personalized investment advice.