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About the company
Moelis & Company is a global independent investment bank that provides strategic advice and solutions to a diverse client base, including corporations, governments and financial sponsors. The Company assists its clients in achieving their strategic goals by offering comprehensive integrated financial advisory services across various industry sectors. It advises clients on their critical decisions, including mergers and acquisitions (M&A), recapitalizations and restructurings, capital markets transactions, private fund raisings and secondary transactions and other corporate finance matters. It has an M&A and strategic advisory franchise advising clients on mergers, acquisitions, sales and divestitures, special committee assignments and shareholder defense. For its clients seeking capital market solutions, it also acts as placement agent, advisor, or bookrunner on a range of capital raising mandates and provides general capital markets advice. It serves its clients from 23 locations.
- Revenue in USD (TTM)854.75m
- Net income in USD-24.70m
- Incorporated2014
- Employees1.16k
- LocationMoelis & Co399 Park Avenue, 5Th FloorNEW YORK 10022United StatesUSA
- Phone+1 (212) 883-3800
- Fax+1 (302) 636-5454
- Websitehttps://www.moelis.com/
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Peer analysis
Key Information
- Key Information
- Stock Performance
- Per Share Data
- Efficiency
- Management Effectiveness
- Profitability
- Financial Strength
- Growth Rates
| Company | Revenue (TTM) | Net income (TTM) | Market cap | Employees | Price/earnings (TTM) | Price/book value (MRQ) | Price/cash flow (TTM) | Price/sales (TTM) | EPS (excl. extraordinary items, TTM) | EPS (incl. extraordinary items, TTM) | Revenue per share (TTM) | Book value per share (MRQ) | Asset turnover (TTM) | Inventory turnover (TTM) | Receivables turnover (TTM) | Revenues per employee (TTM) | Return on avg assets (TTM) | Return on avg assets (5 yr avg) | Return on investment (TTM) | Return on investment (5 yr avg) | Gross margin (TTM) | Gross margin (5 yr avg) | Net profit margin (TTM) | Net Profit margin (5 yr avg) | Quick ratio (MRQ) | Interest coverage (TTM) | Total debt to capital (MRQ) | Payout ratio (5 yr avg) | Revenue (YOY change %) | Revenue (5 yr growth rate) | Net income (YOY change %) | Net income (5 yr growth rate) | Capital expenditure (5 yr growth rate) | Dividend (5 yr growth rate) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PJT Partners Inc | 1.15bn | 81.80m | 2.21bn | 1.01k | 30.48 | 9.12 | 13.81 | 1.91 | 3.03 | 3.03 | 27.53 | 10.12 | 0.9279 | -- | 3.97 | 1,139,508.00 | 11.72 | 14.89 | 56.79 | 95.49 | -- | -- | 12.63 | 15.72 | -- | -- | 0.00 | 44.66 | 12.45 | 14.72 | -9.65 | 24.91 | -11.43 | 37.97 |
| Nuveen Quality Municipal Income Fund | 223.32m | 43.20m | 2.57bn | 0.00 | 59.48 | 0.9527 | -- | 11.51 | 0.1851 | 0.1851 | 0.9568 | 19.74 | 0.0461 | -- | 2.00 | -- | 0.8914 | -0.1013 | 0.9087 | -0.1024 | 50.12 | 65.91 | 19.35 | -2.47 | -- | 1.63 | 0.0174 | -- | 3.64 | 1.25 | 105.18 | -- | -- | -7.08 |
| AssetMark Financial Holdings Inc | 708.50m | 123.12m | 2.58bn | 990.00 | 20.96 | 2.03 | 16.24 | 3.64 | 1.65 | 1.65 | 9.51 | 17.04 | 0.4537 | -- | 34.20 | 715,655.60 | 7.88 | 3.65 | 8.28 | 3.81 | 76.90 | 72.49 | 17.38 | 9.01 | -- | 22.97 | 0.0687 | 0.00 | 14.59 | 14.27 | 19.23 | 26.89 | 22.14 | -- |
| Victory Capital Holdings Inc | 821.03m | 213.16m | 2.87bn | 481.00 | 14.28 | 2.73 | 11.27 | 3.50 | 3.13 | 3.13 | 12.04 | 16.39 | 0.323 | -- | 9.72 | 1,706,919.00 | 8.39 | 10.43 | 9.68 | 12.11 | 81.78 | 79.53 | 25.96 | 27.11 | -- | 6.01 | 0.4844 | 20.10 | -3.95 | 14.71 | -22.63 | 27.32 | 15.22 | -- |
| Federated Hermes Inc | 1.61bn | 285.00m | 2.96bn | 2.03k | 10.27 | 2.64 | 8.93 | 1.84 | 3.42 | 3.42 | 19.24 | 13.30 | 0.7808 | -- | 24.06 | 794,731.90 | 14.79 | 14.54 | 17.47 | 18.11 | 95.68 | 95.98 | 18.94 | 19.99 | -- | -- | 0.2316 | 45.87 | 11.64 | 7.22 | 25.18 | 6.12 | -14.45 | 0.9261 |
| Virtu Financial Inc | 2.29bn | 133.89m | 3.24bn | 975.00 | 14.57 | 2.69 | 8.28 | 1.41 | 1.41 | 1.41 | 24.37 | 7.62 | 0.1831 | -- | 2.25 | 2,352,180.00 | 2.11 | 5.01 | 5.85 | 11.55 | 51.32 | 60.75 | 11.51 | 21.07 | -- | -- | 0.8863 | 38.38 | -3.02 | 4.07 | -47.54 | -13.96 | 9.69 | 0.00 |
| Piper Sandler Companies | 1.36bn | 85.49m | 3.28bn | 1.73k | 37.43 | 2.59 | 24.05 | 2.41 | 4.94 | 4.94 | 78.86 | 71.41 | 0.6284 | -- | 5.38 | 787,311.90 | 4.58 | 6.64 | 8.74 | 12.58 | 97.78 | 97.95 | 7.29 | 9.69 | -- | -- | 0.1211 | 59.56 | -5.37 | 12.39 | -22.75 | 11.52 | -8.65 | 9.86 |
| Cohen & Steers, Inc. | 489.64m | 129.05m | 3.31bn | 405.00 | 25.67 | 8.62 | 23.24 | 6.76 | 2.60 | 2.60 | 9.88 | 7.76 | 0.6946 | -- | 7.04 | 1,208,980.00 | 19.38 | 29.08 | 36.27 | 54.25 | 88.94 | 86.89 | 27.90 | 29.63 | -- | -- | 0.00 | 93.05 | -13.63 | 5.14 | -24.55 | 2.55 | 75.02 | 11.55 |
| Artisan Partners Asset Management Inc | 975.13m | 202.41m | 3.37bn | 573.00 | 13.25 | 10.41 | 10.50 | 3.46 | 3.19 | 3.19 | 15.35 | 4.05 | 0.7386 | -- | 8.94 | 1,701,799.00 | 23.62 | 27.60 | 61.44 | 72.04 | -- | -- | 31.98 | 31.77 | -- | -- | 0.2482 | 102.46 | -1.83 | 3.31 | 10.03 | 7.83 | -9.01 | -0.7615 |
| Moelis & Co | 854.75m | -24.70m | 3.65bn | 1.16k | -- | 10.36 | -- | 4.27 | -0.3614 | -0.3614 | 12.30 | 4.95 | 0.7133 | -- | 17.26 | 736,217.10 | -2.30 | 15.08 | -3.89 | 24.26 | -- | -- | -3.22 | 18.11 | -- | -- | 0.00 | 168.33 | -13.25 | -0.712 | -116.43 | -- | 19.26 | 5.01 |
| Alliancebernstein Holding LP | 299.78m | 264.18m | 3.71bn | 4.71k | 13.86 | 1.79 | -- | 12.39 | 2.34 | 2.34 | 2.65 | 18.16 | 0.1444 | -- | -- | 63,688.34 | 12.73 | 16.69 | 12.73 | 16.69 | -- | -- | 88.13 | 90.34 | -- | -- | 0.00 | 104.48 | -1.87 | 2.07 | -3.64 | 1.64 | -- | -1.87 |
| Bgc Group Inc | 2.03bn | 34.07m | 3.71bn | 3.90k | 106.02 | 4.24 | 31.14 | 1.83 | 0.0709 | 0.0709 | 4.39 | 1.77 | 0.648 | -- | 2.69 | 520,000.30 | 1.24 | 2.10 | 2.04 | 3.97 | 98.39 | 98.74 | 1.91 | 3.69 | -- | 1.79 | 0.5695 | 101.51 | 12.82 | 0.8881 | -30.06 | -15.02 | -4.08 | -43.90 |
| Stepstone Group Inc | 533.44m | 56.07m | 3.91bn | 980.00 | 39.40 | 2.97 | 20.54 | 7.33 | 0.8977 | 0.8977 | 8.24 | 11.89 | 0.153 | -- | 10.57 | 557,991.60 | 4.08 | 11.06 | 16.09 | 40.01 | 92.69 | 69.06 | 26.64 | 34.04 | -- | -- | 0.0691 | 31.87 | -104.52 | -- | -109.49 | -- | 10.39 | -- |
| Lazard Inc | 2.61bn | -79.92m | 4.22bn | 3.29k | -- | 7.72 | -- | 1.62 | -0.9198 | -0.9198 | 28.94 | 4.85 | 0.4979 | -- | 4.96 | 793,403.50 | -1.09 | 5.36 | -1.79 | 9.79 | 92.78 | 93.10 | -2.19 | 11.23 | -- | 548.00 | 0.822 | 68.23 | -8.55 | -1.97 | -122.72 | -- | -10.62 | 2.94 |
| Janus Henderson Group PLC | 2.14bn | 380.80m | 4.96bn | 2.20k | 12.96 | 1.11 | 11.02 | 2.32 | 2.37 | 2.37 | 13.32 | 27.78 | 0.3359 | -- | 26.68 | 972,000.00 | 6.70 | 5.72 | 7.80 | 6.72 | 71.70 | -- | 19.95 | 16.80 | -- | -- | 0.059 | 68.26 | -5.08 | -1.84 | 5.46 | -5.60 | -17.98 | 1.61 |
Data as of Apr 18 2024. Currency figures normalised to Moelis & Co's reporting currency: US Dollar USD
62.34%Per cent of shares held by top holders
| Holder | Shares | % Held |
|---|---|---|
| The Vanguard Group, Inc.as of 31 Dec 2023 | 7.61m | 11.41% |
| BlackRock Fund Advisorsas of 31 Dec 2023 | 7.40m | 11.10% |
| Kayne Anderson Rudnick Investment Management LLCas of 31 Dec 2023 | 7.08m | 10.62% |
| The London Company of Virginia LLCas of 31 Dec 2023 | 3.47m | 5.20% |
| Wasatch Advisors, Inc.as of 31 Dec 2023 | 3.26m | 4.89% |
| Goldman Sachs & Co. LLC (Private Banking)as of 31 Dec 2023 | 3.23m | 4.84% |
| Timucuan Asset Management, Inc.as of 31 Dec 2023 | 2.98m | 4.47% |
| SSgA Funds Management, Inc.as of 31 Dec 2023 | 2.56m | 3.84% |
| AllianceBernstein LPas of 31 Dec 2023 | 2.12m | 3.18% |
| Heard Capital LLCas of 31 Dec 2023 | 1.86m | 2.79% |
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Data from 31 Dec 2023 - 31 Dec 2023Source: FactSet Research Systems Inc.
