Superworth

Moelis MC

Asset Management, Financial Services
$54.53
−0.96%
Market cap
$4.3B
PE
19.0×
10y median 22.1×
Forward PE
n/m
not a meaningful number
Price to sales
n/m
not a meaningful number
EV/EBIT
15.4×
Revenue, 12 months
n/m
not a meaningful number
Net margin
n/m
not a meaningful number
Free cash flow yield
10.2%

Moelis trades at 19.0× trailing earnings, near its ten-year median.

Charts

Financials

Income statement for MC, by quarter
Income statementQ3 FY23Q4 FY23Q1 FY24Q2 FY24Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
−$20M−$9.3M$5.8M$20.1M$15.6M$131.5M$36.9M+536%$60.6M+202%$48.3M+210%$128M−3%$40.5M+10%$72.8M+20%
Pre-tax income−$10.1M−$4.2M$10M+2726%$21.8M$26.7M$137.5M$43.1M+329%$64.1M+195%$82.3M+209%$138M+0%$46.2M+7%$75.3M+17%
$1.3M−86%$2.3M−77%−$7.5M+132%$6.9M$7.4M+477%$37.7M+1568%−$10.7M+44%$17.4M+154%$22.2M+200%$39M+3%$3.9M$20.2M+16%
Net income−$10.7M−$5.7M$16.6M+352%$13.2M$16.9M$89.4M$50.3M+203%$41.5M+216%$53.4M+216%$87.9M−2%$38.4M−24%$48.6M+17%
−$0.16−$0.08$0.22+340%$0.17$0.22$1.15$0.64+191%$0.53+212%$0.67+205%$1.10−4%$0.48−25%$0.62+17%
68.8M−2%69.2M−2%75.1M+5%75.8M+11%76.9M+12%78M+13%78.6M+5%78.6M+4%79.7M+4%79.8M+2%79.5M+1%79M+1%

Net income: Q1 FY13 and Q1 FY14: not printed by the filing, worked out from its own lines.

EPS, diluted: 12 periods, Q4 FY14 to Q4 FY25: quarter's net income to common over its shares, to the cent.

Diluted shares: 10 periods, Q4 FY14 to Q4 FY25: share-days: the 12-month average less the 9-month, weighted by days. Q4 FY17 and Q4 FY23: a loss quarter: its basic count, share-days: the 12-month average less the 9-month, weighted by days.

From each company's 10-Q and 10-K filings, the newest version of each figure. Quarters are as filed (a fourth quarter is the year less its first nine months), fiscal years as the 10-K prints them, restated where a later 10-K restated them, and balance sheet lines as of the period's end. A quarter whose 10-Q isn't filed yet is from the company's results release. Growth is on the same period a year earlier. A dash is a period with no figure for the line: the filing doesn't print it, or it hasn't been read yet.

Peers

Companies in Asset Management nearest Moelis' size, closest first.

CompanyMarket capPEIts 10y median PEFwd PEP/SRevenue growthNet margin
MCMoelis$4.3B19.0×22.1×n/mn/mn/m
FHIFederated Hermes$4.2B10.6×11.7×2.2×+15%21.3%
LAZLazard$4.1B18.2×14.3×1.2×+6%6.9%
HLNEHamilton Lane INC$4.5B12.5×30.0×5.3×+24%32.1%
HASIHA Sustainable Infrastructure Capital$4.7B67.3×35.3×13.1×+27%24.1%
CNSCohen & Steers$3.7B21.8×21.9×6.3×+7%28.8%
AAMIAcadian Asset Management$3.3B32.6×11.8×4.9×+24%15.2%
ABAlliancebernstein$3.3B10.3×12.0×n/mn/mn/m
DLBDolby Laboratories$5.9B26.7×31.2×4.3×+1%16.7%
VCTRVictory Capital$6.6B19.7×12.0×4.2×+52%29.6%
APAMArtisan Partners Asset Management$2.7B8.1×12.3×2.2×+10%24.1%
Peer median$4.2B19.0×13.3×4.3×+15%24.1%

Investors who own it

Investors we follow who held Moelis at the end of Jun 30, 2026, from their 13F filings.

More on Moelis

Each number over time

Where it ranks

Its groups

About

Industry
Asset Management
Sector
Financial Services

Valuation data, not investment advice. Prices as of .