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Upturn AI SWOT - About
MC 
Moelis & Co (MC)
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Upturn Advisory Summary
10/15/2025: MC (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
8 Analysts rated it
Limited analyst coverage, niche firm, research info may be scarce.
1 Year Target Price $78
1 Year Target Price $78
| 0 | Strong Buy |
| 1 | Buy |
| 5 | Hold |
| 0 | Sell |
| 2 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -14.88% | Avg. Invested days 31 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/15/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 5.02B USD | Price to earnings Ratio 26.45 | 1Y Target Price 78 |
Price to earnings Ratio 26.45 | 1Y Target Price 78 | ||
Volume (30-day avg) 8 | Beta 1.76 | 52 Weeks Range 46.00 - 80.44 | Updated Date 10/17/2025 |
52 Weeks Range 46.00 - 80.44 | Updated Date 10/17/2025 | ||
Dividends yield (FY) 3.80% | Basic EPS (TTM) 2.56 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date 2025-10-22 | When After Market | Estimate 0.52 | Actual - |
Profitability
Profit Margin 14.31% | Operating Margin (TTM) 16.59% |
Management Effectiveness
Return on Assets (TTM) 18.35% | Return on Equity (TTM) 44.8% |
Valuation
Trailing PE 26.45 | Forward PE 20.88 | Enterprise Value 5102944580 | Price to Sales(TTM) 3.63 |
Enterprise Value 5102944580 | Price to Sales(TTM) 3.63 | ||
Enterprise Value to Revenue 3.69 | Enterprise Value to EBITDA 19.95 | Shares Outstanding 74178031 | Shares Floating 73428220 |
Shares Outstanding 74178031 | Shares Floating 73428220 | ||
Percent Insiders 1.07 | Percent Institutions 104.44 |
Upturn AI SWOT
Moelis & Co
Company Overview
History and Background
Moelis & Company was founded in 2007 by Ken Moelis. It quickly established itself as a leading independent investment bank, advising corporations, institutions, and governments on mergers, acquisitions, restructurings, and other strategic matters. It has grown rapidly by attracting experienced bankers from larger firms and focusing on providing unbiased advice.
Core Business Areas
- Investment Banking Advisory: Provides advice on mergers and acquisitions (M&A), restructurings, capital markets transactions, and other strategic matters to corporations, institutions, and governments worldwide.
- Capital Markets Advisory: Offers advice on raising capital through debt and equity offerings, as well as other financing strategies.
- Restructuring: Advises companies facing financial distress or bankruptcy on restructuring their balance sheets and operations.
Leadership and Structure
Kenneth Moelis is the Chairman and CEO. The company operates with a partnership structure, with senior bankers having significant equity ownership.
Top Products and Market Share
Key Offerings
- Mergers and Acquisitions (M&A) Advisory: Moelis is known for its expertise in advising on large and complex M&A transactions. Market share fluctuates, but it consistently ranks among the top independent advisors globally. Competitors include Evercore (EVR), Lazard (LAZ), and PJT Partners (PJT). Revenue generation is dependent on number and size of deals closed.
- Restructuring Advisory: Moelis is a leading advisor in restructuring, particularly for large and complex bankruptcies. Competitors include Houlihan Lokey (HLI), Rothschild & Co, and Alvarez & Marsal. Revenue generation is dependent on number and size of restructuring cases.
Market Dynamics
Industry Overview
The investment banking industry is cyclical, driven by economic conditions, market volatility, and deal activity. Demand for M&A advisory services rises during periods of economic growth and low interest rates. Restructuring activity increases during economic downturns.
Positioning
Moelis & Co. is positioned as an independent investment bank focused on providing unbiased advice. Its partnership structure allows it to attract and retain experienced bankers. This allows them to better advise large and complex transactions.
Total Addressable Market (TAM)
The global investment banking market is estimated at hundreds of billions of dollars annually. Moelis & Co. targets a specific segment of this market, focusing on large and complex transactions. The TAM is influenced by global economic conditions and deal-making activity.
Upturn SWOT Analysis
Strengths
- Strong brand reputation
- Experienced bankers
- Independent advice
- Partnership structure
- Global presence
Weaknesses
- Reliance on key personnel
- Cyclical revenue stream
- Smaller capital base compared to bulge bracket banks
- Highly competitive market
Opportunities
- Expanding into new geographies
- Increasing market share in existing business lines
- Growing demand for restructuring advisory
- Leveraging technology to improve efficiency
- Increased demand for Capital Markets advise
Threats
- Economic downturn
- Increased competition
- Regulatory changes
- Geopolitical instability
- Loss of key personnel
Competitors and Market Share
Key Competitors
- EVR
- LAZ
- PJT
- HLI
Competitive Landscape
Moelis & Co differentiates itself through its independent advice and focus on complex transactions. Evercore and Lazard are larger independent banks with broader service offerings. PJT Partners has a strong restructuring practice. Houlihan Lokey is another notable competitor.
Growth Trajectory and Initiatives
Historical Growth: Discuss Moelis & Co's growth trends over the past years. Needs source data to fill in metrics.
Future Projections: Provide projections for Moelis & Co's future growth based on analyst estimates. Needs source data to fill in metrics.
Recent Initiatives: Highlight recent strategic initiatives undertaken by Moelis & Co. - Examples include expansion of advisory services in certain sectors or regions, strategic hires, and tech investments.
Summary
Moelis & Co. is a strong independent investment bank with a leading position in M&A and restructuring advisory. Its partnership structure and experienced bankers provide a competitive advantage. The company faces challenges from cyclical revenue streams and increased competition. Future growth will depend on its ability to expand into new markets and capitalize on opportunities in restructuring and M&A.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company website
- SEC filings
- Earnings calls transcripts
- Analyst reports
- Industry reports
Disclaimers:
This analysis is based on publicly available information and should not be considered financial advice. Market conditions and company performance are subject to change.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Moelis & Co
Exchange NYSE | Headquaters New York, NY, United States | ||
IPO Launch date 2014-04-16 | CEO - | ||
Sector Financial Services | Industry Capital Markets | Full time employees 1308 | Website https://www.moelis.com |
Full time employees 1308 | Website https://www.moelis.com | ||
Moelis & Company operates as an investment banking advisory firm in North and South America, Europe, the Middle East, Asia, and Australia. It offers advisory services in the areas of mergers and acquisitions, recapitalizations and restructurings, capital markets transactions, and other corporate finance matters, as well as strategic, capital structure and markets, and private funds advisory. The company offers its services to public multinational corporations, middle market private companies, financial sponsors, entrepreneurs, governments, and sovereign wealth funds. Moelis & Company was founded in 2007 and is headquartered in New York, New York.
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