MC

NEUTRAL

$67.05 Live

Moelis & Company · NYSE

Target $69.2 (+3.2%)

$51.06 52W Range $78.22

MC Moelis & Company - Fundamental Analysis

NEUTRAL

Console Chart News

MC Stock | Fundamental Analysis & Investment Insights

NYSE • Financial Services • Capital Markets

Current Price Live

$67.05

Analyst Target

$69.2

+3.2% Upside

52W High

$78.22

52W Low

$51.06

Overview AI Snowflake Price Valuation Profitability Growth Health Statements Peers Insiders SEC Filings

At a glance

Key valuation, profitability, growth, and risk metrics.

Updated Apr 30, 2026

Market cap

$4.92B

P/E

22.81

ROE

44.8%

Profit margin

15.4%

Debt/Equity

0.39

Dividend yield

3.88%

AI Analysis

AI-powered fundamental assessment

Confidence

85%

Moelis & Company demonstrates strong operational health, evidenced by a Piotroski F-Score of 7/9 and an exceptional ROE of 44.77%. However, the stock is trading at a severe premium, with the current price of $67.05 significantly exceeding both the Graham Number ($22.63) and the Intrinsic Value ($20.58). While the company has a stellar recent track record of earnings beats (4/4), the high dividend payout ratio of 88.44% and bearish technical trends suggest a lack of immediate catalyst for further growth. Fundamentally, the company is a high-performer trading at a high valuation.

Key Strengths

Strong operational health with a Piotroski F-Score of 7/9

Exceptional Return on Equity (ROE) of 44.77%

Consistent earnings outperformance (4/4 beats in last 4 quarters)

Conservative leverage with a Debt/Equity ratio of 0.39

High gross margins (92.45%) typical of elite capital markets firms

Key Risks

Significant overvaluation relative to Graham and Intrinsic value baselines

Unsustainable dividend payout ratio (88.44%)

Bearish technical trend (0/100) and bearish insider sentiment

Negative year-over-year earnings growth (-5.50%)

High Price-to-Book ratio (8.66) indicating a steep premium over assets

AI Fair Value Estimate

Based on comprehensive analysis

$32.5

-51.5% below current price

Performance Snowflake

Multi-dimensional analysis across 5 key categories

Overall

Strong

Value

Future

Past

Health

Dividend

AI Verdict

Operationally strong but fundamentally overpriced

Key drivers: High ROE, Piotroski Score, Valuation Gap, Dividend Payout

Confidence

90%

Value

20/100

Ref P/E 22.81, Graham Number $22.63

Positives

Forward P/E (16.62) is lower than current P/E

Watchpoints

Price is ~3x the Graham Number
Price is ~3x the Intrinsic Value
High P/B ratio

Future

60/100

Ref Growth rates and Technical Trend

Positives

Revenue growth of 11.20%
Strong Q/Q EPS growth (+66.2%)

Watchpoints

Negative YoY earnings growth
Bearish technical trend

Past

90/100

Ref Historical earnings track record

Positives

Consistent earnings surprises (Avg 25.29% last 4 quarters)
Strong 3Y and 5Y price appreciation

Watchpoints

Volatility in 2023 earnings

Health

85/100

Ref Piotroski F-Score and Debt/Equity

Positives

Piotroski F-Score 7/9
Low Debt/Equity (0.39)
Strong ROA (16.64%)

Watchpoints

Altman Z-Score not provided

Dividend

45/100

Ref Yield and Payout Ratio

Positives

Attractive yield of 3.88%

Watchpoints

Very high payout ratio (88.44%) limiting growth reinvestment

Stock Price & Analyst Targets

Real-time price movements and analyst price targets

Current Price

$67.05

Analyst Target

$69.2

Upside/Downside

+3.2%

Multi-Horizon Performance vs Peers

Price momentum across 5Y → 1W horizons for MC and closest competitors.

Updated 2026-04-29

Company	5Y	3Y	1Y	6M	1M	1W
MC Moelis & Company Primary	+67.0%	+104.3%	+31.1%	+2.4%	+22.1%	-0.2%
IFS Intercorp Financial Services Inc. Peer	+124.9%	+126.2%	+39.4%	+12.6%	-1.6%	-4.4%
SLMBP SLM Corporation Peer	+92.7%	+61.1%	+15.1%	+2.6%	-0.4%	-0.5%
MAIN Main Street Capital Corporation Peer	+84.5%	+69.1%	+6.5%	-3.4%	+4.6%	-1.6%
LMND Lemonade, Inc. Peer	-28.9%	+506.7%	+122.8%	+14.8%	+12.0%	-0.4%

Moelis & Company

Primary

+67.0%

+104.3%

+31.1%

+2.4%

+22.1%

-0.2%

IFS

Intercorp Financial Services Inc.

Peer

+124.9%

+126.2%

+39.4%

+12.6%

-1.6%

-4.4%

SLM

SLM Corporation

Peer

+92.7%

+61.1%

+15.1%

+2.6%

-0.4%

-0.5%

MAI

Main Street Capital Corporation

Peer

+84.5%

+69.1%

+6.5%

-3.4%

+4.6%

-1.6%

LMN

Lemonade, Inc.

Peer

-28.9%

+506.7%

+122.8%

+14.8%

+12.0%

-0.4%

Positive values indicate cumulative gains over the specified period. Comparables pulled from the same sector to highlight whether momentum is stock-specific or industry-wide.

Historical Performance Trends

Long-term financial metrics and growth patterns

Revenue & Net Income

Profit & Operating Margins

Return on Equity (ROE)

Quarterly Revenue Growth

Historical data shows last 12 quarters (3 years)

Valuation Metrics

Key valuation ratios and pricing indicators

22.81

16.62

N/A

8.66

3.25

3.16

N/A

$4.92B

Profitability

Profit margins and return metrics

Profit Margin 15.36%

Operating Margin 26.24%

Gross Margin 92.45%

ROE 44.77%

ROA 16.64%

Growth

Revenue and earnings growth rates

Revenue Growth +11.2%

Earnings Growth -5.5%

Q/Q Revenue Growth +11.22%

Q/Q Earnings Growth -1.7%

Financial Health

Balance sheet strength and liquidity metrics

Debt/Equity

0.39

Low debt

Current Ratio

1.29

Good

Quick Ratio

1.21

Good

Cash/Share

$6.93

Financial Statement Flow

Interactive flow visualization showing how money moves through the company Q4 2025

Revenue

$0.5B

Gross Margin

38.9%

Op. Margin

26.2%

Net Margin

18.0%

Total Assets

$1.7B

Liabilities

$1.1B

Equity

$0.6B

Debt/Equity

1.87x

Operating CF

$0.3B

CapEx

$-0.0B

Free Cash Flow

$0.3B

FCF Yield

97%

Quarterly Earnings History

EPS performance vs analyst estimates

2026-02-04

$1.13

+35.4% surprise

2025-10-29

$0.68

+14.0% surprise

2025-07-24

$0.53

+36.3% surprise

2025-04-23

$0.64

+15.4% surprise

Financial Services Sector Comparison

Comparing MC against 900 companies in the Financial Services sector (146 bullish, 386 neutral, 368 bearish)

P/E Ratio

22.81

This Stock

34.62

Sector Avg

-34.1% (Discount)

Return on Equity (ROE)

44.77%

This Stock

0.0%

Sector Avg

+1569150.3% (Excellent)

Profit Margin

15.36%

This Stock

91.87%

Sector Avg

-83.3% (Weaker)

Debt to Equity

0.39

This Stock

1.3

Sector Avg

-69.9% (Less Debt)

Revenue Growth

11.2%

This Stock

34.34%

Sector Avg

-67.4% (Slower)

Current Ratio

1.29

This Stock

3.02

Sector Avg

-57.3% (Weaker)

Similar Companies

Peer comparison within the same industry

Company	AI Rating	Market Cap	P/E	ROE	Profit Margin	Price
MC Moelis & Company	NEUTRAL	$4.92B	22.81	44.8%	15.4%	$67.05
IFS Intercorp Financial Services Inc.	NEUTRAL	$5.0B	9.38	16.6%	35.2%	$45.01	Compare
SLMBP SLM Corporation	BEARISH	$4.85B	34.62	32.3%	45.1%	$74.25	Compare
MAIN Main Street Capital Corporation	NEUTRAL	$4.84B	9.74	17.0%	87.1%	$53.75	Compare
LMND Lemonade, Inc.	BEARISH	$5.05B	-	-29.4%	-22.4%	$65.77	Compare

MC Moelis & Company

NEUTRAL

Mkt Cap

$4.9B

P/E

22.8

ROE

44.8%

Price

$67.05

Compare with MC

SLMBP SLM Corporation

Compare with MC

Compare with MC

Compare with MC

Recent Insider Trading

Insider buy and sell transactions from the last 6 months

Date	Insider	Position	Transaction	Shares	Value
2026-02-19	WATANABE OSAMU R	General Counsel	Sale	2,765	$172,066
2026-02-19	WATANABE OSAMU R	General Counsel	Stock Award	9,218	-
2026-02-19	CANTOR ERIC	Officer and Director	Stock Award	32,367	-
2026-02-19	CALLESANO CHRISTOPHER	Chief Financial Officer	Stock Award	2,179	-
2026-02-19	PILCHER CIAFONE KATHERINE	Chief Operating Officer	Stock Award	4,885	-
2026-02-19	RIEHL NICK	Officer	Stock Award	61	-
2025-12-05	CANTOR ERIC	Officer and Director	Stock Award	668	-
2025-12-04	SHROPSHIRE KENNETH L	Director	Stock Award	39	-

WATANABE OSAMU R

General Counsel

Sell

2026-02-19

2,765 shares · $172,066

WATANABE OSAMU R

General Counsel

Stock Award

2026-02-19

9,218 shares

CANTOR ERIC

Officer and Director

Stock Award

2026-02-19

32,367 shares

CALLESANO CHRISTOPHER

Chief Financial Officer

Stock Award

2026-02-19

2,179 shares

PILCHER CIAFONE KATHERINE

Chief Operating Officer

Stock Award

2026-02-19

4,885 shares

RIEHL NICK

Officer

Stock Award

2026-02-19

61 shares

CANTOR ERIC

Officer and Director

Stock Award

2025-12-05

668 shares

SHROPSHIRE KENNETH L

Director

Stock Award

2025-12-04

39 shares

Insider transactions can signal confidence or concerns about company prospects

SEC Filings

Recent regulatory filings from the SEC EDGAR database

8-K

2026-04-29

Mastercard Inc. likely filed this 8-K to announce its first-quarter financial results for 2026.

10-K

2026-02-26

MC filed its annual 10-K report on February 26, 2026. The provided excerpts do not contain specific financial highlights or detailed risk factors.

8-K

2026-02-04

Mastercard Inc. announced its financial results for the fourth quarter and full fiscal year 2025.

10-Q

2025-10-30

MC filed its quarterly 10-Q report on October 30, 2025. The provided excerpts do not contain specific financial highlights or detailed risk factors beyond the reference to Item 1A.

8-K

2025-10-29

MC filed an 8-K on October 29, 2025, likely to announce its third-quarter financial results.

10-Q

2025-07-25

MC submitted its quarterly 10-Q filing on July 25, 2025. While the document includes a section for risk factors under Item 1A, no specific financial highlights or detailed risk descriptions were provided in the available excerpt.

8-K

2025-07-24

Mastercard Inc. reported its financial results for the second quarter of 2025.

8-K

2025-07-01

8-K

2025-06-09

Mastercard Inc. filed an 8-K on June 9, 2025, likely reporting the results of its annual meeting of shareholders.

8-K

2025-06-06

Mastercard Inc. filed an 8-K on June 6, 2025, likely to report the results of its annual meeting of shareholders.

DEF 14A

2025-04-24

10-Q

2025-04-24

8-K

2025-04-23

10-K

2025-02-27

8-K

2025-02-27

Data sourced from SEC EDGAR. AI summaries generated automatically.

Wall Street Analysts

Professional analyst ratings and price targets

Consensus

NONE

10 analysts

Morgan Stanley

2026-04-09

Maintains

Overweight Overweight

UBS

2026-04-08

Maintains

Neutral Neutral

Keefe, Bruyette & Woods

2026-04-08

Maintains

Market Perform Market Perform

Goldman Sachs

2026-04-01

Maintains

Neutral Neutral

UBS

2026-03-12

Maintains

Neutral Neutral

Goldman Sachs

2026-03-12

Maintains

Neutral Neutral

JP Morgan

2026-02-05

Maintains

Neutral Neutral

Morgan Stanley

2026-02-05

Maintains

Overweight Overweight

UBS

2026-01-07

Maintains

Neutral Neutral

Morgan Stanley

2026-01-06

Maintains

Overweight Overweight

Past News Coverage

Recent headlines mentioning MC from our newsroom.

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MC

MC Moelis & Company - Fundamental Analysis

At a glance

AI Analysis

Key Strengths

Key Risks

Performance Snowflake

Stock Price & Analyst Targets

Multi-Horizon Performance vs Peers

Historical Performance Trends

Revenue & Net Income

Profit & Operating Margins

Return on Equity (ROE)

Quarterly Revenue Growth

Valuation Metrics

Profitability

Growth

Financial Health

Financial Statement Flow

Quarterly Earnings History

Financial Services Sector Comparison

Similar Companies

Recent Insider Trading

SEC Filings

Wall Street Analysts

Past News Coverage

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