Moelis stock
MCNYSEMoelis & Company, Financial ServicesISIN US60786M1053
67Score 67 out of 100, Neutral
Price and trend
47 / 100
Price history
−12% in one yearThe chart shows daily closes over 13 years, adjusted for stock splits and without dividends. Click into the chart to set a price alert at that price.
Below the 200-day line: the price is 11% below it.
Since September 2026 the 50-day line has been below the 200-day line; the trend has turned down.
Normal: the price is neither overheated nor sold off (RSI 53).
The price is 28% below its 52-week high. Largest decline in 13 years: 64% (June 2018 to March 2020).
Chart figures for advanced users
- SMA 50$58.72
- Average price of the last 50 trading days, shows the short-term trend.
- SMA 200$63.30
- Average price of the last 200 trading days, shows the long-term trend.
- RSI (14)53
- Relative strength over the last 14 days on a scale from 0 to 100. Above 70 the price counts as overheated, below 30 as sharply fallen.
- MACDabove the signal line
- Compares a fast and a slow price average. Above its signal line momentum is rising, below it momentum is fading.
- Support$51.38
- The lowest closing price of the last twelve months.
- Resistance$77.75
- The highest closing price of the last twelve months.
Snapshot
Computed from the data by fixed rules, no AI
- Moelis & Company belongs to the Financial (Capital Markets) industry (United States) and, with a market value of $4.17B, is number 52 of 81 companies in its industry on MEQIRI.
- In fiscal 2025 it reported revenue of $1.52B (up 27% year on year) and earnings of $233.04M (up 71.3%).
- For fiscal 2026, analysts expect on average revenue of $1.73B (up 13.8%) and adjusted earnings per share of $3.03 (up 1.7%).
Show more
- MEQIRI Score 67 out of 100 (Neutral): rank 543 of 976 in Financial Services, median 68.
- The P/E is 19.1 (Financial (Capital Markets) median 13.7, own median of recent years 16.8).
- Our model puts fair value at $42.57, with the price 32% above it.
In plain words
The numbers on this page in plain words, written by an AI
Strengths
- High return on equityReturn on equity 44.6% over the last 12 months.Profitability 100
- High dividend yieldDividend yield 4.62%, Financial (Capital Markets) median 2.13%.Capital allocation 59
- Analysts expect strong earnings growthUp 18.2% a year through 2027 (estimates from 6 analysts).Growth 51
Weaknesses
- DilutionShare count up 33% since 2020.Capital allocation 59
Its standout strengths are profitability and fundamentals, while technical analysis and momentum hold the score back.
Daily figure as of 12 Nov 2026
How the score is calculatedScore overview
The fundamentals are strong overall.
Score history
The full history of up to 20 years comes with MEQIRI Pro.
See plansCrash risk medium
How well MEQIRI warnsIn the middle among smaller stocks.
From 2016 to 2025, 20 in 100 such stocks fell 30% or more within a year, against a group average of 23 in 100.
What lowers it
- solid fundamentals
Valuation
Valuation signal
Modestly overvaluedIn our model the price counts as cheap below $32.75 and expensive above $60.82 (uncertainty medium, based on the price swings of the past year).
The two parts of the fair value come to $44.76 (excess return model) and $40.39 (industry comparison), and the gap between them shows how uncertain the estimate is. The price is above both.
Calculated with a cost of equity of 11.2%. At 12.2% the fair value would be $39.90, at 10.2% it would be $46.09.
Valuation metrics
Half from the excess return model, half from earnings times the industry P/E (13.7).
Calculate with your own assumptionsCompany performance
This shows several years of history with an automatic assessment.
Revenue
In the twelve months to 30 Sep 2026, revenue rose 11.9% on the twelve months before. Revenue has grown strongly since 2011, at around 13% per year.
Margins
- Operating margin
- Net margin
In fiscal 2025: operating 18%, net 15%. Banks and insurers have no gross margin, and their net margin is not comparable with other industries. The score leaves both out.
Debt & balance sheet
latest quarterFor banks and insurers, deposits and liabilities are the business. Debt to equity and the current ratio say little here, and the score does not rate them.
Earnings
- Next earnings
- 3 Feb 2027in 83 days
- Last reported
- 5 Nov 2026EPS reported $0.75 (expected $0.72)above expectations
Analyst estimates
Earnings estimates have barely changed since 15 Oct 2026.
- Earnings per share
- $3.03+0.4%
- Revenue
- $1.73B+0.4%
- Earnings per share
- $3.85−0.6%
- Revenue
- $2.02B+0.1%
MEQIRI has stored the estimates since 15 Oct 2026. Until 30 days are available, the card shows the change since that day. Mean estimate according to Financial Modeling Prep. No price target and no recommendation.
Company outlook confirmed
Share price after the results: −0.3%Management expects a strong second half, with non-compensation costs in the mid to high $60 million range per quarter; no change to guidance stated.
“We expect our quarterly non-comp expenses to be in the mid to high $60 million range for the remainder of the year.”The outlook is not part of the score and not a recommendation to buy or sell.
From the earnings call on 29 Jul 2026 (fiscal Q2 2026), read by AI.
Insiders
Open-market purchases and sales by executives, board members and major holders
No open-market purchases in the last 6 months. 2 insiders sold, $466,007 in total.
Sales say less than purchases: many insiders sell on a fixed plan, for taxes or to diversify.
Source: Form 4 filings with the US Securities and Exchange Commission. Grants, option exercises, gifts and tax withholdings are hidden. Not a recommendation to buy.
What happened at Moelis
The key events of the last six months from our own data. A click takes you to the matching card.
Sector comparison
976 rated companies in Financial Services
- This company
- 67
- Sector median
- 68
Categories against the sector median
The median is the middle value: half of the companies in the sector lie above it, half below. Categories with too few comparable companies are left out.
Competitors in Financial (Capital Markets)
The next larger and next smaller companies by market value
- Galaxy DigitalGLXY $5.3B19
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- BGC GroupBGC $5.24B72
- Huaan Securities600909.SS $5.2B75
- LazardLAZ $4.09B64
- XTBXTB.WA $4.02B86
- Miami International HoldingsMIAX $3.69B61
- MARA HoldingsMARA $2.96B27
ETFs that hold Moelis
Held by 18 ETFs on Xetra. Shown per index: the ETF with the largest weight.
| ETF | Weight | Cost | Fund size |
|---|---|---|---|
| L&G Russell 2000 US Small Cap Quality UCITS ETFETLZ | 0.69% | 0.30% | €185.82M |
| iShares S&P SmallCap 600 UCITS ETFIUS3 | 0.26% | 0.30% | €2.28B |
| WisdomTree US Equity Income UCITS ETF EUR Hedged AccWTDY | 0.16% | 0.35% | €204.34M |
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| WisdomTree US High Dividend UCITS ETF AccWTD9 | 0.16% | 0.29% | €182.46M |
| Xtrackers Russell 2000 UCITS ETF 1CXRS2 | 0.15% | 0.30% | €2.17B |
| State Street SPDR Russell 2000 U.S. Small Cap UCITS ETF (Acc)ZPRR | 0.14% | 0.30% | €4.22B |
| iShares MSCI World Small Cap UCITS ETFIUSN | 0.04% | 0.35% | €8.19B |
| WisdomTree US Quality Dividend Growth UCITS ETF USD AccWTDM | 0.03% | 0.33% | €721.26M |
Holdings as reported by the funds via FMP, excluding swap ETFs (their holdings are only collateral).
Data status and sources
- Score
- Daily value of 12 Nov 2026, recalculated nightly
- Price
- Closing price of 11 Nov 2026
- Latest annual report
- Fiscal year 2025, period end 31 Dec 2025
- Source
- Financial statements, ratios and prices from Financial Modeling Prep (FMP), based on the company's reports. MEQIRI calculates the score and fair value from them.
Mandatory disclosures for this rating
- ; time horizon around 12 months
- Rated Neutral, published since 7 Nov 2026 (in the score history since 18 Sep 2026)
- Valuation signal Fairly valued since 7 Nov 2026
- End-of-day prices, metrics cached for up to 24 hours
- Score and fair value are estimates from a disclosed model. They are not facts and not a price target.
- Produced by SSM Ventures UG (haftungsbeschränkt), responsible person Sven Brostmeyer, Managing Director, automatically according to the disclosed model.
- Not investment advice. Losses up to and including a total loss are possible. Personal circumstances are not considered.