MC · Moelis & Co
Price & Indicators
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AI Brief
TL;DR.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Ask ALVIS about this →Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders BuyIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
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| Adjusted pre-tax margin non-GAAP | 17% | first half 2026 | — |
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| Average price of open market repurchases | $64.43 | Q2 2026 | — |
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| Managing Directors on platform | 12 | first half 2026 | — |
| Open market repurchases | 2.3M | first half 2026 | — |
| Regular quarterly dividend | $0.65 | Q2 2026 | — |
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| Shares repurchased | 0.3M | Q2 2026 | — |
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| Capital returned to shareholders | $171.4M | first quarter of 2026 | — |
| Cash and short-term investments | $353.7M | first quarter of 2026 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Capital Markets — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
MC
this stock
Moelis & Co
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$5.22B | -0.3% | — | — | 5.7% |
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MS
Morgan Stanley
|
$342.71B | +20.7% | +5.5% | 17.6 | 0.8% |
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GS
Goldman Sachs Group Inc
|
$297.48B | +16.2% | +8.9% | 15.8 | 2.1% |
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SCHW
Schwab Charles Corp
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$192.99B | +11.0% | +22.0% | 20.3 | 1.2% |
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HOOD
Robinhood Markets, Inc.
|
$86.11B | -15.3% | +51.6% | 42.4 | 3.7% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| MC | +3.5% | +4.1% | +7.2% | +2.2% | -0.3% |
| SPY | -0.4% | +2.9% | +11.6% | +3.0% | +12.8% |
| vs SPY | +3.9% | +1.2% | -4.4% | -0.7% | -13.0% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.