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Upturn AI SWOT - About
MC 
Moelis & Co (MC)
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Upturn Advisory Summary
08/14/2025: MC (1-star) has a low Upturn Star Rating. Not recommended to BUY.
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 $74.8
1 Year Target Price $74.8
| 0 | Strong Buy |
| 1 | Buy |
| 5 | Hold |
| 0 | Sell |
| 2 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -7.87% | Avg. Invested days 28 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 5.52B USD | Price to earnings Ratio 29.04 | 1Y Target Price 74.8 |
Price to earnings Ratio 29.04 | 1Y Target Price 74.8 | ||
Volume (30-day avg) 8 | Beta 1.68 | 52 Weeks Range 46.00 - 80.44 | Updated Date 08/14/2025 |
52 Weeks Range 46.00 - 80.44 | Updated Date 08/14/2025 | ||
Dividends yield (FY) 3.40% | Basic EPS (TTM) 2.56 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date 2025-07-22 | When Before Market | Estimate 0.305 | Actual 0.53 |
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 29.04 | Forward PE 30.03 | Enterprise Value 5565088530 | Price to Sales(TTM) 3.98 |
Enterprise Value 5565088530 | Price to Sales(TTM) 3.98 | ||
Enterprise Value to Revenue 4.02 | Enterprise Value to EBITDA 21.76 | Shares Outstanding 74178000 | Shares Floating 73428220 |
Shares Outstanding 74178000 | Shares Floating 73428220 | ||
Percent Insiders 1.07 | Percent Institutions 103.49 |
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 global independent investment bank, advising corporations, governments, and financial sponsors on strategic matters, including mergers and acquisitions, recapitalizations and restructurings, and other corporate finance matters. The firm went public in 2014.
Core Business Areas
- Advisory: Provides financial advisory services, including mergers and acquisitions, recapitalizations and restructurings, and other corporate finance matters.
Leadership and Structure
Ken Moelis serves as the Chairman and Chief Executive Officer. The company has a partnership structure, with Managing Directors playing a key role in client relationships and business development. The firm operates globally with offices in major financial centers.
Top Products and Market Share
Key Offerings
- Mergers and Acquisitions (M&A) Advisory: Advises clients on buy-side and sell-side M&A transactions. Moelis competes with large investment banks like Goldman Sachs (GS) and boutique firms like Centerview Partners. Market share fluctuates based on deal volume.
- Restructuring Advisory: Provides advice to companies undergoing financial distress or restructuring. Competitors include Houlihan Lokey (HLI) and Lazard (LAZ). Market share depends on the volume of distressed situations.
- Capital Markets Advisory: Advises companies on raising capital through debt and equity offerings. Competitors include the bulge bracket investment banks and other advisory firms. Market share can be influenced by the general economic climate.
Market Dynamics
Industry Overview
The investment banking industry is highly competitive and cyclical, influenced by economic conditions, interest rates, and regulatory changes. Demand for advisory services fluctuates based on M&A activity and restructuring needs.
Positioning
Moelis & Co. is positioned as an independent investment bank, providing conflict-free advice. This independence is a competitive advantage, particularly in situations where larger banks may have conflicting interests due to lending or trading activities. Their expertise in M&A and restructuring provides further advantages.
Total Addressable Market (TAM)
The global investment banking market is estimated to be worth hundreds of billions of dollars annually. Moelis & Co. targets a portion of this market through its advisory services. Their positioning allows them to capture a share of high-value transactions and restructuring deals.
Upturn SWOT Analysis
Strengths
- Strong reputation and brand
- Experienced leadership team
- Independent advice model (conflict-free)
- Global presence
- Expertise in M&A and restructuring
Weaknesses
- Reliance on key personnel
- Smaller scale compared to larger investment banks
- Vulnerability to economic cycles
- Revenue concentration in advisory
Opportunities
- Expanding into new geographies
- Increasing market share in specific sectors
- Leveraging technology to improve efficiency
- Benefiting from increased M&A activity
- Capitalizing on restructuring opportunities during economic downturns
Threats
- Increased competition from larger banks and boutiques
- Economic downturns impacting M&A activity
- Regulatory changes affecting the financial industry
- Loss of key personnel
- Geopolitical instability
Competitors and Market Share
Key Competitors
- GS
- LAZ
- HLI
- PJT
Competitive Landscape
Moelis & Co. differentiates itself through its independent advice model and expertise in M&A and restructuring. While smaller than bulge bracket banks, its specialization allows it to compete effectively in specific niches. Their biggest advantage is their smaller size when compared to bigger competitors like GS.
Major Acquisitions
Eastport Capital
- Year: 2013
- Acquisition Price (USD millions):
- Strategic Rationale: Expand restructuring capabilities.
Growth Trajectory and Initiatives
Historical Growth: Moelis & Co. has experienced growth driven by increased M&A activity and expansion into new markets. Revenue has generally trended upwards, but growth can be volatile due to the cyclical nature of the investment banking industry.
Future Projections: Analysts project continued growth for Moelis & Co., driven by strategic initiatives and expansion into new markets. Revenue growth is expected to be in the mid-single digits over the next few years.
Recent Initiatives: Recent initiatives include expanding their industry coverage, investing in technology to enhance efficiency, and attracting and retaining top talent.
Summary
Moelis & Co. is a strong independent investment bank with a solid reputation and expertise in M&A and restructuring. Its independence is a key advantage, allowing it to provide conflict-free advice. Economic cycles and competition remain significant challenges. The company should continue to focus on strategic initiatives and talent retention to sustain growth.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings
- Analyst reports
- Financial news sources
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Market share data are estimates and may vary. Financial data should be verified with official company filings.
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 | Founder, CEO & Chairman Mr. Kenneth David Moelis | ||
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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