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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)970.70m
- Net income in USD40.96m
- 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) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Victory Capital Holdings Inc | 866.90m | 267.13m | 4.45bn | 481.00 | 16.98 | 3.79 | 14.96 | 5.14 | 4.03 | 4.03 | 13.08 | 18.09 | 0.3332 | -- | 9.61 | 1,802,287.00 | 10.27 | 10.43 | 11.71 | 12.11 | 83.16 | 79.53 | 30.81 | 27.11 | -- | 5.85 | 0.4555 | 20.10 | -3.95 | 14.71 | -22.63 | 27.32 | 15.22 | -- |
| Main Street Capital Corp | 529.90m | 472.92m | 4.63bn | 100.00 | 9.64 | 1.74 | -- | 8.74 | 5.51 | 5.51 | 6.17 | 30.57 | 0.1108 | -- | 6.03 | 5,298,950.00 | 9.89 | 6.86 | 10.11 | 7.00 | 78.52 | 79.20 | 89.25 | 71.05 | -- | -- | 0.4496 | 90.64 | 32.78 | 16.48 | 77.33 | 20.56 | -- | 10.97 |
| Bgc Group Inc | 2.21bn | 115.52m | 4.93bn | 3.90k | 42.09 | 5.73 | 29.16 | 2.23 | 0.2414 | 0.2414 | 4.61 | 1.77 | 0.5357 | -- | 1.45 | 566,687.10 | 2.94 | 2.10 | 5.59 | 3.97 | 98.52 | 98.74 | 5.49 | 3.69 | -- | 2.69 | 0.5804 | 101.51 | 12.82 | 0.8881 | -30.06 | -15.02 | -4.08 | -43.90 |
| Cohen & Steers, Inc. | 496.82m | 135.26m | 5.16bn | 405.00 | 38.07 | 10.50 | 29.73 | 10.38 | 2.68 | 2.68 | 9.85 | 9.71 | 0.7089 | -- | 6.67 | 1,226,721.00 | 23.17 | 29.08 | 36.68 | 54.25 | 89.06 | 86.98 | 32.69 | 29.42 | -- | -- | 0.00 | 93.05 | -13.63 | 5.14 | -24.55 | 2.55 | 75.02 | 11.55 |
| Moelis & Co | 970.70m | 40.96m | 5.59bn | 1.16k | 140.27 | 15.21 | 101.51 | 5.76 | 0.5321 | 0.5321 | 13.07 | 4.91 | 0.8539 | -- | 23.31 | 836,093.00 | 3.97 | 15.08 | 6.70 | 24.26 | -- | -- | 4.65 | 18.11 | -- | -- | 0.00 | 168.33 | -13.25 | -0.712 | -116.43 | -- | 19.26 | 5.01 |
| Affiliated Managers Group, Inc. | 2.02bn | 545.50m | 5.64bn | 4.00k | 13.04 | 1.69 | 6.97 | 2.79 | 14.31 | 14.31 | 53.67 | 110.18 | 0.2255 | -- | 4.56 | 504,800.00 | 8.53 | 9.34 | 11.00 | 12.55 | -- | -- | 37.82 | 35.39 | -- | -- | 0.3593 | 3.36 | -11.67 | -2.85 | -41.28 | 22.53 | -7.89 | -49.35 |
| Virtu Financial Inc | 2.58bn | 176.33m | 5.85bn | 975.00 | 18.95 | 4.76 | 12.07 | 2.27 | 2.00 | 2.00 | 29.05 | 7.95 | 0.1611 | -- | 1.61 | 2,644,760.00 | 2.28 | 5.01 | 7.27 | 11.72 | 51.37 | 60.75 | 14.16 | 21.07 | -- | -- | 0.8892 | 38.38 | -3.02 | 4.07 | -47.54 | -13.96 | 9.69 | 0.00 |
| Blue Owl Capital Corp | 1.61bn | 629.06m | 5.88bn | -- | 9.34 | 0.9864 | -- | 3.64 | 1.61 | 1.61 | 4.14 | 15.28 | 0.1171 | -- | 68.99 | -- | 4.57 | 4.85 | 4.95 | 5.03 | 49.41 | 51.86 | 38.99 | 52.01 | -- | 6.14 | 0.5649 | 97.27 | 31.62 | 32.40 | 70.11 | 31.44 | -- | 2.29 |
| PIMCO Dynamic Income Fund | 811.41m | 563.47m | 5.90bn | -- | 10.48 | 1.14 | -- | 7.27 | 1.83 | 1.83 | 2.57 | 16.82 | 0.0919 | -- | -- | -- | 6.38 | 0.629 | 11.20 | 1.15 | 63.20 | 71.71 | 69.44 | 7.18 | -- | -- | 0.3895 | 1,255.74 | 4.67 | 30.27 | 242.73 | 33.80 | -- | 0.00 |
| FS KKR Capital Corp | 1.76bn | 528.00m | 6.03bn | -- | 11.43 | 0.9043 | -- | 3.43 | 1.89 | 1.89 | 6.29 | 23.82 | 0.1154 | -- | 2.76 | -- | 3.46 | 3.55 | 3.55 | 3.63 | 51.22 | 54.02 | 29.98 | 35.95 | -- | 2.78 | 0.5472 | 130.74 | 11.93 | 35.95 | 656.52 | 4.11 | -- | -3.38 |
| Piper Sandler Companies | 1.52bn | 164.08m | 6.06bn | 1.73k | 36.39 | 4.65 | 30.50 | 3.98 | 9.35 | 9.35 | 86.54 | 73.22 | 0.7607 | -- | 7.07 | 881,401.80 | 8.48 | 6.64 | 14.57 | 12.58 | 98.25 | 97.95 | 11.15 | 9.69 | -- | -- | 0.0876 | 59.56 | -5.37 | 12.39 | -22.75 | 11.52 | -8.65 | 9.86 |
| Blackstone Secured Lending Fund | 1.28bn | 688.91m | 6.29bn | 0.00 | 8.70 | 1.15 | -- | 4.92 | 3.60 | 3.60 | 6.67 | 27.27 | 0.1153 | -- | 21.54 | -- | 6.21 | 5.21 | 6.36 | 5.35 | 56.59 | 59.58 | 53.88 | 57.09 | -- | 84.94 | 0.5285 | 54.79 | 34.49 | 224.58 | 51.26 | -- | -- | -- |
| Lazard Inc | 3.14bn | 250.92m | 6.44bn | 3.25k | 22.49 | 8.28 | 20.26 | 2.05 | 2.54 | 2.54 | 31.95 | 6.90 | 0.6899 | -- | 6.07 | 955,508.40 | 6.14 | 5.36 | 9.27 | 9.79 | 93.82 | 93.10 | 8.90 | 11.23 | -- | 1,807.02 | 0.771 | 68.23 | -8.55 | -1.97 | -122.72 | -- | -10.62 | 2.94 |
Data as of Nov 22 2024. Currency figures normalised to Moelis & Co's reporting currency: US Dollar USD
56.65%Per cent of shares held by top holders
| Holder | Shares | % Held |
|---|---|---|
| The Vanguard Group, Inc.as of 30 Sep 2024 | 7.84m | 11.11% |
| BlackRock Fund Advisorsas of 30 Sep 2024 | 7.84m | 11.10% |
| Kayne Anderson Rudnick Investment Management LLCas of 30 Sep 2024 | 7.23m | 10.25% |
| The London Company of Virginia LLCas of 30 Sep 2024 | 3.69m | 5.23% |
| Wasatch Advisors LPas of 30 Sep 2024 | 2.85m | 4.04% |
| SSgA Funds Management, Inc.as of 30 Sep 2024 | 2.73m | 3.87% |
| Timucuan Asset Management, Inc.as of 30 Sep 2024 | 2.58m | 3.66% |
| Heard Capital LLCas of 30 Sep 2024 | 1.80m | 2.55% |
| Goldman Sachs & Co. LLC (Private Banking)as of 30 Sep 2024 | 1.77m | 2.51% |
| Threadneedle Asset Management Ltd.as of 30 Sep 2024 | 1.65m | 2.34% |
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Data from 30 Sep 2024 - 30 Sep 2024Source: FactSet Research Systems Inc.
