Moelis & Company

Moelis & Companyverified

MC

Price:

$66.45

Market Cap:

$4.92B

Moelis & Company operates as an investment banking advisory firm. It offers advisory services in the areas of mergers and acquisitions, recapitalizations and restructurings, capital markets transactions, and other corporate finance matters. The company offers its services to public multinational corporations, middle market private companies, financial sponsors, entrepreneurs, governments, and sovereign wealth funds. The company serves its clients in North and South America, Europe, the Middle East, Asia, and Australia. It has strategic alliances in Mexico with Alfaro, Dávila y Scherer, S.C.; and in Australia with MA Moelis Australia. The company was founded in 2007 and is headquartered in Ne...[Read more]

Industry

Financial - Capital Markets

IPO Date

2014-04-16

Stock Exchange

NYSE

Ticker

MC

The ROE as of December 2025 (TTM) for Moelis & Company (MC) is 47.46%

According to Moelis & Company’s latest financial reports and current stock price. The company's current ROE is 47.46%. This represents a change of 290.24% compared to the average of 12.16% of the last 4 quarters.

Moelis & Company (MC) Historical ROE (quarterly & annually)

How has MC ROE performed in the past?

The mean historical ROE of Moelis & Company over the last ten years is 27.53%. The current 47.46% ROE has changed 72.39% with respect to the historical average. Over the past ten years (40 quarters), MC's ROE was at its highest in in the December 2020 quarter at 26.35%. The ROE was at its lowest in in the December 2017 quarter at -7.64%.

Quarterly (TTM)
Annual

Average

27.53%

Median

27.27%

Minimum

-7.01%

Maximum

74.68%

Moelis & Company (MC) ROE by Quarter and Year

Discovering the peaks and valleys of Moelis & Company ROE, unveiling quarterly and yearly fluctuations to gain insights into the company’s financial performance and market dynamics, offering valuable data for investors and analysts alike.

Maximum Annual Increase = 284.53%

Maximum Annual ROE = 74.68%

Minimum Annual Increase = -854.34%

Minimum Annual ROE = -7.01%

Quarterly (TTM)
Annual
YearROEChange
202430.80%-539.12%
2023-7.01%-120.74%
202233.82%-54.71%
202174.68%100.41%
202037.26%57.00%
201923.73%-31.78%
201834.79%284.53%
20179.05%-50.07%
201618.12%-9.58%
201520.04%-854.34%

Moelis & Company (MC) Average ROE

How has MC ROE performed in the past?

The current ROE of Moelis & Company (MC) is less than than its 3-year, less than than its 5-year, and less than than its 10-year historical averages

3-year avg

19.20%

5-year avg

33.91%

10-year avg

27.53%

Moelis & Company (MC) ROE vs. Peers

How is MC’s ROE compared to its peers?

Moelis & Company’s ROE is less than Lazard Ltd (38.73%), less than StoneX Group Inc. (15.27%), less than Virtu Financial, Inc. (131.58%), less than Raymond James Financial, Inc. (17.47%), less than PJT Partners Inc. (97.32%), less than BGC Group, Inc (17.65%), less than Hut 8 Corp. (7.86%), less than Piper Sandler Companies (19.09%), less than White Mountains Insurance Group, Ltd. (0.65%), less than MarketAxess Holdings Inc. (15.97%),

Build a custom stock screener for Moelis & Company (MC) and other stocks

One of the best ways to find valuable stocks to invest in is to build a custom made screener in your Excel or Google Sheets spreadsheet. This allows you to compare thousands of companies like Moelis & Company using the financials and key metrics that matter to you in a single view.

The easiest way to set this up is to use the Wisesheets add-on and set your spreadsheet like this:

Custom stock screener in Wisesheets

Covering all these metrics from financial, data, dividend data, key metrics and more you can get all the data you want for over 50+ exchanges worldwide.

Get your free trial here.

Moelis & Company (MC) and other stocks custom spreadsheet templates

The easiest way to analyze a company like Moelis & Company or any others is to create a spreadsheet model that automatically retrieves all of the stock data you need.

Using Wisesheets you can set up a spreadsheet model like this with simple spreadsheet formulas. If you change the ticker you can get all of the data automatically updated for you.

Custom stock templates in Wisesheets

Whether you need live data, historical price data, financials, dividend data, key metrics, analyst estimates, or anything else...Wisesheets has you covered.

Frequently asked questions❓

What is the ROE?

How can you use the ROE?

What is Moelis & Company's ROE?

How is the ROE calculated for Moelis & Company (MC)?

What is the highest ROE for Moelis & Company (MC)?

What is the 3-year average ROE for Moelis & Company (MC)?

What is the 5-year average ROE for Moelis & Company (MC)?

How does the current ROE for Moelis & Company (MC) compare to its historical average?