Moelis & Company
MCFinancial ServicesNASDAQCapital Markets · Last scanned Oct 24, 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. Valued at $4.04B, MC is a mid-cap name in its sector. 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
$4.04B
Beta
1.90
P/E (TTM)
19.00
P/E (Fwd)
14.03
EPS (TTM)
$2.87
EPS (Fwd)
$3.89
ROE
41.4%
ROA
18.6%
Cash
$207.7M
Total Debt
$262.8M
Free CF
—
52W Change
-23.1%
Annual Financials
Cash vs Debt
Where MC stands vs its 150-day and 200-day moving averages
As of the October 20, 2026 close, MC finished 16.28% below its 150-day moving average ($63.39) and 17.00% below its 200-day moving average ($63.94). 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 October 20, 2026 close, MC's RSI(14) was 25.6, in oversold territory (below 30). 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.
Moelis & Company carries $262.8M in total debt against $207.7M in cash reserves — debt is modestly above the cash position. Managing this leverage effectively will be important for long-term financial stability. 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).
A beta of 1.90 means MC is more volatile than average. Investors should be prepared for wider price swings relative to broader indices. It is important to consider these factors alongside broader market conditions and individual financial goals when reviewing MC.