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Upturn AI SWOT - About
MC 
Moelis & Co (MC)
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Upturn Advisory Summary
06/30/2025: 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
Moderately tracked stock, growing coverage, gaining market and investor attention.
1 Year Target Price $58.33
1 Year Target Price $58.33
| 0 | Strong Buy |
| 1 | Buy |
| 5 | Hold |
| 0 | Sell |
| 2 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -23.55% | Avg. Invested days 25 | 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 06/30/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 4.67B USD | Price to earnings Ratio 28.62 | 1Y Target Price 58.33 |
Price to earnings Ratio 28.62 | 1Y Target Price 58.33 | ||
Volume (30-day avg) 8 | Beta 1.63 | 52 Weeks Range 46.44 - 81.21 | Updated Date 06/29/2025 |
52 Weeks Range 46.44 - 81.21 | Updated Date 06/29/2025 | ||
Dividends yield (FY) 4.13% | Basic EPS (TTM) 2.2 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 13.22% | Operating Margin (TTM) 12.04% |
Management Effectiveness
Return on Assets (TTM) 16.93% | Return on Equity (TTM) 39.17% |
Valuation
Trailing PE 28.62 | Forward PE 31.45 | Enterprise Value 4706283434 | Price to Sales(TTM) 3.64 |
Enterprise Value 4706283434 | Price to Sales(TTM) 3.64 | ||
Enterprise Value to Revenue 3.67 | Enterprise Value to EBITDA 21.9 | Shares Outstanding 74183400 | Shares Floating 73427628 |
Shares Outstanding 74183400 | Shares Floating 73427628 | ||
Percent Insiders 1.07 | Percent Institutions 101.91 |
Analyst Ratings
Rating 3 | Target Price 58.33 | Buy 1 | Strong Buy - |
Buy 1 | Strong Buy - | ||
Hold 5 | Sell - | Strong Sell 2 | |
Strong Sell 2 |
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 on major transactions and restructurings. The company went public in 2014 (NYSE: MC).
Core Business Areas
- Advisory Services: Provides financial advisory services, including M&A, restructuring, and capital markets advisory. It advises corporations, governments, and financial sponsors on strategic matters.
Leadership and Structure
Ken Moelis is the Chairman and CEO. The firm operates with a partnership structure where Managing Directors lead client engagements. The organizational structure emphasizes sector and product expertise.
Top Products and Market Share
Key Offerings
- Mergers and Acquisitions (M&A) Advisory: Provides advisory services to clients involved in mergers, acquisitions, divestitures, and other strategic transactions. Market share fluctuates based on deal size. Competitors: Goldman Sachs (GS), Morgan Stanley (MS), JP Morgan (JPM).
- Restructuring Advisory: Offers advisory services to companies facing financial distress or bankruptcy. Revenue varies based on economic cycles. Competitors: Lazard (LAZ), Houlihan Lokey (HLI).
Market Dynamics
Industry Overview
The investment banking industry is cyclical and highly competitive, driven by economic conditions and deal flow. Consolidation is common as firms seek to expand their capabilities and reach.
Positioning
Moelis & Co is a leading independent investment bank, known for its expertise in M&A and restructuring. Its independence allows it to provide unbiased advice. They compete directly with the large banks that may have capital deployment or competing interests.
Total Addressable Market (TAM)
The global investment banking market is estimated to be worth several hundred billion dollars annually. Moelis & Co is positioned to capture a portion of this TAM, particularly in the M&A and restructuring segments.
Upturn SWOT Analysis
Strengths
- Strong brand reputation
- Experienced leadership
- Independent advice
- Focus on high-value transactions
- Global reach
Weaknesses
- Reliance on key personnel
- Vulnerability to economic cycles
- Smaller capital base compared to bulge-bracket banks
- Concentration in advisory services
Opportunities
- Expansion into new markets
- Increasing demand for restructuring services
- Growing M&A activity
- Strategic partnerships
- Technological advancement
Threats
- Increased competition
- Economic downturn
- Regulatory changes
- Talent attrition
- Geopolitical instability
Competitors and Market Share
Key Competitors
- GS
- MS
- JPM
- LAZ
- HLI
- PJT
Competitive Landscape
Moelis & Co's competitive advantage lies in its independence and specialized advisory services. It competes with bulge-bracket banks and other independent firms for deal flow and talent.
Growth Trajectory and Initiatives
Historical Growth: Moelis & Co has experienced growth in revenue and earnings over the past decade, driven by its advisory services.
Future Projections: Future growth projections depend on analyst estimates and economic forecasts.
Recent Initiatives: Recent initiatives include strategic hires, expansion into new sectors, and investments in technology.
Summary
Moelis & Co is a strong independent investment bank with a solid reputation in M&A and restructuring. Its independence is a key differentiator, but it faces competition from larger, well-capitalized banks. Economic downturns and talent retention are key challenges. The company's strategic initiatives focusing on technological advancement should drive future success.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings
- Financial news sources
- Analyst reports
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Market share estimates are approximate and may vary based on specific methodologies.
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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