MC
Moelis & CoPrice & Indicators
TL;DR.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
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 its earnings releases, calls, and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Average price of open market share repurchases | $59.78 | Q1 2026 | — |
| Capital returned to shareholders | $171.4M | Q1 2026 | — |
| Cash and short-term investments | $353.7M | Q1 2026 | — |
| Open market share repurchases | 0.9M | Q1 2026 | — |
| Regular quarterly dividend declared | $0.65 | Q1 2026 | — |
| Shares repurchased | 1.9M | Q1 2026 | — |
| adjusted compensation expense ratio non-GAAP | 65.8% | Q1 2026 call | — |
| adjusted noncompensation expenses non-GAAP | $67M | Q1 2026 call | — |
| adjusted pretax margin non-GAAP | 15% | Q1 2026 call | — |
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| noncompensation expense ratio non-GAAP | 21% | Q1 2026 call | — |
| quarterly dividend per share | $0.65 | Q1 2026 call | — |
| shares repurchased in the open market | 895,000 | Q1 2026 call | — |
| underlying corporate tax rate non-GAAP | 29.3% | Q1 2026 call | — |
| Managing Directors | 178 | Q4 FY2025 | — |
Figures exactly as the company stated them · click a metric with a to chart its history · period links open the stating document · "call" marks figures stated on the earnings call, "filing" figures stated in the 10-K/10-Q · YoY needs the prior-year figure on file
Versus peers
Capital Markets — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
MC
this stock
Moelis & Co
|
$5.44B | +1.7% | — | — | 5.5% |
|
MS
Morgan Stanley
|
$344.43B | +23.7% | +5.5% | 19.8 | 1.1% |
|
GS
Goldman Sachs Group Inc
|
$323.17B | +25.3% | — | 20.0 | 2.2% |
|
SCHW
Schwab Charles Corp
|
$178.78B | +3.2% | -9.3% | 20.4 | 1.4% |
|
HOOD
Robinhood Markets, Inc.
|
$95.47B | -6.3% | +51.6% | 51.5 | 4.2% |
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 | +5.9% | -0.2% | -9.1% | +5.9% | +1.7% |
| SPY | -0.1% | +0.1% | +9.0% | +0.5% | +10.1% |
| vs SPY | +6.0% | -0.3% | -18.0% | +5.3% | -8.4% |
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.