Moelis & Company (MC) is a publicly traded company in the Financial Services — Financial - Capital Markets industry listed on NYSE. This overview shows the latest price, key valuation ratios, profitability metrics and financial-health indicators used by fundamental investors.
Moelis & Company operates as a dedicated investment banking advisory firm, offering expert counsel on a wide range of corporate finance matters. Its core services include strategic guidance for mergers and acquisitions (M&A), corporate recapitalizations and restructurings, and capital market transactions.
Is Moelis & Company stock overvalued or undervalued in 2026?
Moelis & Company (MC) trades at 20.4× earnings (P/E), above the median of the 324 financial services companies over $2bn in Kaplio's universe. At the decade median (20.1×) $58 (-1 %); at its sector median (13.0×) $37 (-36 %).
Kaplio overview: Moelis & Company
Market cap $4B · 52 weeks $51 – $78 (21 % below the high) · P/E 20.4× · 2027 expected P/E 15.2× · Dividend 4.4 % · Next earnings November 5, 2026 · expected EPS $0.73 · Closing price, Oct 30 · accounts published Jul 29.
- Valuation: P/E 20.4× (fairly priced).
- Business: ROE 43.6 % (excellent).
- Balance sheet: Debt/Equity 0.52 (watch).
- Earnings: 7 of 8 (on track).
What would it be worth at its usual multiples?
At the decade median (20.1×) $58 (-1 %); at its sector median (13.0×) $37 (-36 %). Implied price from applying the reference multiples to today's earnings (or book value, or FFO) per share. Not a fair value: it is where the stock would trade at its usual multiples.
What matters in financial services: 3 of 6 pass
- 5y revenue growth 3.9 %, fails.
- Operating margin 18.1 %, fails.
- Debt / Equity 0.52, borderline.
- ROE 43.6 %, passes.
- FCF / Net Income 231.7 %, passes.
- P/E vs own 5y 20.4×, passes.
Against its peers (reference peers) — Moelis & Company: P/E 20.4×; EV/EBITDA 14.3×; ROIC 26.1 %; $4.3B. Virtu Financial, Inc. (P/E 6.8×; EV/EBITDA 3.7×; ROIC 25.7 %; $4.7B), Lazard Inc (P/E 23.0×; EV/EBITDA 13.0×; ROIC 6.5 %; $3.7B), BGC Group, Inc (P/E 27.0×; EV/EBITDA 12.3×; ROIC 4.8 %; $5.2B).
Expensive or cheap against its last ten years?
P/E at each close: today 20.4× · median 20.1× · minimum 10.3× · maximum 41.0× · cheap below 17.4× · expensive above 25.5×. It has been cheaper than today 51% of the time over its last ten years.
Dividend
tight · Yield 4.4 % ($2.78 per share in 2025) · Years raising it 1 · 5-year growth -11 % a year · Free cash flow coverage 1.9× · With $1,000 invested today you'd collect $44.40 a year ($3.70 a month).
Profitability
| Return on Equity | 43.55% |
| Return on Invested Capital | 26.05% |
| Return on Assets | 16.21% |
| Gross Margin | 69.91% |
| Operating Margin | 18.40% |
| Net Margin | 14.50% |
Financial Health
| Debt / Equity | 0.52 |
| Current Ratio | 20.27 |
| Piotroski F-Score | 7 |
| Altman Z-Score | 3.84 |
Price Performance
| 1 month | +4.28% |
| 3 months | -10.58% |
| Year-to-date | -12.74% |
| 1 year | -6.67% |
| 3 years | +44.04% |
| 5 years | -17.54% |
| 10 years | +136.14% |
Dividend History
Paid in the last 12 months: $2.6000 per share in 4 payments.
| Date | Amount |
|---|---|
| 2026-08-10 | $0.6500 |
| 2026-05-11 | $0.6500 |
| 2026-02-17 | $0.6500 |
| 2025-11-10 | $0.6500 |
| 2025-08-04 | $0.6500 |
| 2025-05-05 | $0.6500 |
| 2025-02-18 | $0.6500 |
| 2024-11-04 | $0.6000 |
| 2024-08-05 | $0.6000 |
| 2024-05-03 | $0.6000 |
Amounts adjusted for stock splits.
Related companies: HUT · SNEX · MKTX · BGC · RJF · VIRT · WTM · LAZ
Explore sector: Financial Services · Financial - Capital Markets
More sections of MC: Financials · Valuation · Statistics · Estimates · Technical · Ownership · News · Events
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