Moelis & Company
MCFinancial ServicesNASDAQCapital Markets · Last scanned Sep 5, 2026
Scan Results
Daily timeframeMoelis & Company operates as an investment banking advisory company in North and South America, Europe, the Middle East, Asia, and Australia. The $5.11B market capitalization puts MC squarely in mid-cap range for its industry. 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 advisory, capital markets, capital structure advisory, and private capital advisory.
Market Cap
$5.11B
Beta
1.84
P/E (TTM)
24.05
P/E (Fwd)
17.60
EPS (TTM)
$2.87
EPS (Fwd)
$3.92
ROE
41.4%
ROA
18.6%
Cash
$207.7M
Total Debt
$262.8M
Free CF
—
52W Change
-4.5%
Annual Financials
Cash vs Debt
Where MC stands vs its 150-day and 200-day moving averages
As of the September 3, 2026 close, MC finished 5.67% above its 150-day moving average ($63.90) and 4.10% above its 200-day moving average ($64.86). This snapshot is end-of-day data shown with a five-trading-day delay on the free plan; Premium members see readings from the latest close.
Is MC overbought or oversold?
At the September 3, 2026 close, MC's RSI(14) was 40.1, in neutral territory (between 30 and 70). The MACD histogram was negative, so short-term momentum leaned bearish at that close. These readings are historical, refresh daily after market close, and are not investment advice.
On the balance sheet, MC has $207.7M in cash with $262.8M in obligations. The ability to service this debt comfortably depends on continued operational cash generation. Return on equity stands at 41.4%, which is exceptionally high for the sector. ROE measures how effectively a company uses shareholder capital to generate profits. Return on assets of 18.6% further supports the picture of efficient asset utilization. Revenue has been relatively flat, moving from $1.54B (2021) to $1.52B (2025).
Moelis & Company's elevated beta suggests the stock experiences more pronounced price movements than the overall market, which increases both upside potential and downside risk. It is important to consider these factors alongside broader market conditions and individual financial goals when reviewing MC.