MOELIS CLASS A (MC)
Financials · Investment banking and advisory services · NYSE
A boutique independent investment bank delivering high-caliber M&A and capital markets advisory to corporations and financial sponsors across all sectors globally.
What MOELIS CLASS A does
Moelis & Company is a leading global independent investment bank providing strategic and financial advisory services to corporations, financial sponsors, governments, and sovereign wealth funds. The firm advises clients on mergers and acquisitions, capital structure, restructurings, and capital markets transactions across all major industry sectors, operating through over 20 locations worldwide with approximately 1,416 employees including 1,014 advisory professionals and 178 Managing Directors.
Themes: ["M&A advisory and transaction services"]
Fundamentals
- Price$65.40 as of 2026-07-09 close
- Market cap$5.3B as of 2026-07-10
- 1-year return-4.2% as of 2026-07-09 close
- P/E23.77 as of 2026-07-10
- Net margin+14.5% as of 2026-07-10
- ROE+42.0% as of 2026-07-10
- Debt / equity0.00 as of 2026-07-10
- Revenue growth (YoY)+19.2% as of 2026-07-10
- Beta1.85 as of 2026-07-10
Dividend: yield +4.0%; pays a dividend.
Key risks (from latest filing)
["Advisory fee revenue is highly dependent on levels of M&A and capital markets activity, which are cyclical and sensitive to economic conditions, market volatility, and client capital availability"]
Competitors & peers
Fundamentals: Finnhub, as of 2026-07-10. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-09.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.