Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial - Chart
- Upturn Summary
- Highlights
- Valuation
Upturn AI SWOT - About
MC 
Moelis & Co (MC)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- 1Y
- 1M
- 1W
Upturn Advisory Summary
11/11/2025: 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 $76.75
1 Year Target Price $76.75
| 0 | Strong Buy |
| 1 | Buy |
| 5 | Hold |
| 0 | Sell |
| 2 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -14.9% | 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 11/11/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 4.73B USD | Price to earnings Ratio 21.24 | 1Y Target Price 76.75 |
Price to earnings Ratio 21.24 | 1Y Target Price 76.75 | ||
Volume (30-day avg) 8 | Beta 1.9 | 52 Weeks Range 45.53 - 79.62 | Updated Date 11/11/2025 |
52 Weeks Range 45.53 - 79.62 | Updated Date 11/11/2025 | ||
Dividends yield (FY) 4.10% | Basic EPS (TTM) 3.01 |
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 0.68 |
Profitability
Profit Margin 15.98% | Operating Margin (TTM) 13.54% |
Management Effectiveness
Return on Assets (TTM) 19.51% | Return on Equity (TTM) 51.38% |
Valuation
Trailing PE 21.24 | Forward PE 18.15 | Enterprise Value 4676937697 | Price to Sales(TTM) 3.22 |
Enterprise Value 4676937697 | Price to Sales(TTM) 3.22 | ||
Enterprise Value to Revenue 3.19 | Enterprise Value to EBITDA 16.2 | Shares Outstanding 73996339 | Shares Floating 73246150 |
Shares Outstanding 73996339 | Shares Floating 73246150 | ||
Percent Insiders 1.07 | Percent Institutions 106.52 |
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.
Similar Stocks
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 | Co-Founder, Founding Partner, CEO & Director Mr. Navid Mahmoodzadegan J.D. | ||
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 company 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.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.