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Moelis & Company (MC) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated 1d ago

Moelis & Company

MCMarket cap $4.16BPrice $56.1

Country🇺🇸United States

SectorFinancials

IndustryCapital Markets

Advises corporations, governments, and institutions on mergers, acquisitions, and restructurings without the conflicts of a balance sheet. As a pure advisory boutique, Moelis skips lending and trading entirely, betting that independence wins bigger deals than a bank's product shelf.

In Bastion Portfolios?

52W Return-15%Global Market +16%?

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)+15%8

Revenue Forecast

Rev CAGR (1y)+14%7

Rev CAGR (3y)+14%8

Rev CAGR (5y)+11%8

Earnings Forecast

EPS Growth Y+1+21%8

EPS Growth Y+2+30%9

EPS Growth Y+3+17%8

Quality

Margins

EBIT Margin0%10

Net Income Margin15%7

Free Cash Flow Margin28%9

Debt

Net Debt/EBITDAna–

Efficiency

ROE45%10

ROA19%10

Earnings Stability55

GEAR+VERY STRONG86

Overall rating across all five factors

Value

Price Multiples

P/E Ratio (Forward)137

P/E Ratio (Forward 3y)107

P/BV9.02

EV Multiples

EV/EBITDA Fwd07

EV/EBIT Fwd07

Yield

Free Cash Flow Yield0.0%6

Dividend Yield4.6%9

Momentum

Short term

1 month return-18%1

3 month return-12%3

YTD return-16%3

Mid term

Price vs 52wHigh74%4

1 year return-11%3

Long term

3 year return+46%5

5 year return+7%4

Risk Shield

Price Risk

Beta1.52

Volatility38%5

Free Cash Flow

Free Cash Flow Margin28%9

Free Cash Flow Yield0.0%6

Quality

ROCE26%10

Earnings Stability55

Net Debt/EBITDAna–

02Growth

Is it actually growing, and how fast?

MCMoelis &

Revenue FY25$1.5B

GROWTH RATING↗

STRONG79 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+15%8

Revenue, next 1Y+14%7

Revenue, next 3Y, CAGR+14%8

Revenue, next 5Y, CAGR+11%8

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+21%8

EPS growth, FY27E+30%9

EPS growth, FY28E+17%8

GROWTH ASSESSMENT

STRENGTHS

It out-grows 79% of companies worldwide.

Revenue grew 15%/yr over the last 3 years, ahead of 70% of companies worldwide.8/10

Revenue is set to grow 14%/yr over the next 3 years, ahead of most of the market.8/10

Revenue grew 15%/yr over the last 3 years and is set to keep growing around 14%/yr.

The runway holds up: revenue is set to grow 11%/yr over five years.8/10

Earnings are set to grow faster than sales (EPS about 21%/yr vs revenue 14%/yr), so margins should widen.

WATCH

None flagged.

WEAKNESSES

None flagged.

BOTTOM LINE

Elite Compounder

A top-tier grower.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

WEAK16 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-18%1

3-month return-12%3

YTD return-16%3

MID & LONG-TERM▾SCORE

% of 52-week high74%4

1-year return-11%3

3-year return+46%5

5-year return+7%4

MOMENTUM ASSESSMENT

STRENGTHS

None flagged.

WATCH

Average long-term results. Multi-year returns are middling (+46% over three years and +7.1% over five), roughly average for the market.

WEAKNESSES

It's down 11% over the past year, now 26% below its 52-week high. That is a touch behind the market.

The stock is underperforming over the past month (-18%), over three months (-12%) and so far this year (-16%).

BOTTOM LINE

Falling Knife

Returns rank poorly over both the short and long run, and the price is still falling. Momentum is firmly negative — catching this is a bet against the tape, not with it. Wait for a base to form. The one thing to watch: the one-year trend is weak.

04Value

Are you paying a fair price for it?

Stop guessing on Moelis & Company. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

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02Growth

Is it actually growing, and how fast?

MCMoelis &

Revenue FY25$1.5B

GROWTH RATING↗

STRONG79 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+15%8

Revenue, next 1Y+14%7

Revenue, next 3Y, CAGR+14%8

Revenue, next 5Y, CAGR+11%8

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+21%8

EPS growth, FY27E+30%9

EPS growth, FY28E+17%8

GROWTH ASSESSMENT

STRENGTHS

It out-grows 79% of companies worldwide.

Revenue grew 15%/yr over the last 3 years, ahead of 70% of companies worldwide.8/10

Revenue is set to grow 14%/yr over the next 3 years, ahead of most of the market.8/10

Revenue grew 15%/yr over the last 3 years and is set to keep growing around 14%/yr.

The runway holds up: revenue is set to grow 11%/yr over five years.8/10

Earnings are set to grow faster than sales (EPS about 21%/yr vs revenue 14%/yr), so margins should widen.

WATCH

None flagged.

WEAKNESSES

None flagged.

BOTTOM LINE

Elite Compounder

A top-tier grower.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

WEAK16 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-18%1

3-month return-12%3

YTD return-16%3

MID & LONG-TERM▾SCORE

% of 52-week high74%4

1-year return-11%3

3-year return+46%5

5-year return+7%4

MOMENTUM ASSESSMENT

STRENGTHS

None flagged.

WATCH

Average long-term results. Multi-year returns are middling (+46% over three years and +7.1% over five), roughly average for the market.

WEAKNESSES

It's down 11% over the past year, now 26% below its 52-week high. That is a touch behind the market.

The stock is underperforming over the past month (-18%), over three months (-12%) and so far this year (-16%).

BOTTOM LINE

Falling Knife

04Value

Are you paying a fair price for it?

Stop guessing on Moelis & Company. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

✓
Stock VerdictValuation and investment strategy for 4,000+ stocks. Days of hedge fund analyst research, done in 2 minutes.
✓
RadarFind your next investment idea: top-ranked stocks across all 9 Bastion strategies.
✓
Portfolio ManagerCheck if Bastion algorithms added the stock you care about to their portfolios.

Secure via Stripe

Trusted by 1,000+ investors in our community