profit from every $100 of sales.
$0$100
Moelis &
$56.97-1.13% today
-10.1% in 1 year
1-year low $51.381-year high $77.75
Trading in the middle of its range for the past year.
The essentials
Four questions every investor asks, answered in one line each.
more sales each year, on average, 2022 to 2025.
0%20% a year
You pay $18.05 for every $1 of profit it makes in a year.
CheapExpensive
Not measured for banks and insurers: deposits and policy reserves count as debt, so the usual debt test says nothing about them.
Money in, money out
What Moelis & sold, what it kept, and what it did with the cash.
Sales went from $985 million in 2022 to $1.52 billion in 2025, with $233 million of profit last year.
SalesProfit
Moelis & handed back 52% of the cash it generated last year.
$209M
Free cash flow 2025$540M
Bought back its own shares$75M
Paid as dividends$209M
Cash vs. debt$509M vs. $267M
Moelis & vs. similar companies
Moelis & grows in the middle of these 5 and is priced in the middle for its profits.
| Company | Profit from $100 of sales | Sales growth a year | Price per $1 of profit |
|---|---|---|---|
| Moelis & | 18.1× · Fair price | ||
 Raymond James Financial | 15.1× · Fair price | ||
 Tradeweb Markets | 34.8× · Expensive | ||
 Nomura Holdings | 12.9× · Cheap | ||
 LPL Financial Holdings | 27.8× · Fair price |
AI analysis
An AI analyst reads Moelis &'s last five years, its segments, earnings, insiders and peers, and writes the bull case, the bear case and what the price expects.
Run the AI analysisFull statementsIncome, balance sheet and cash flow, year by year
Income statement
| In millions of USD | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|
| 985 | 855 | 1,195 | 1,517 | |
| 367 | 140 | 364 | 500 | |
| 216 | -40 | 173 | 274 | |
| 224 | -32 | 183 | 286 | |
| 150 | -25 | 136 | 233 | |
| 2.14 | -0.36 | 1.78 | 2.94 | |
| 37.3% | 16.4% | 30.5% | 32.9% | |
| 21.9% | -4.7% | 14.5% | 18.1% | |
| 15.3% | -2.9% | 11.4% | 15.4% |
Balance sheet
| In millions of USD | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|
| Total assets | 1,217 | 1,180 | 1,379 | 1,741 |
| Cash | 207 | 186 | 412 | 509 |
| Total debt | 193 | 216 | 223 | 267 |
| Total liabilities | 758 | 817 | 900 | 1,060 |
| 444 | 352 | 442 | 568 | |
| 70 | 69 | 77 | 79 | |
| 26.8% | -5.6% | 20.6% | 25.9% | |
| 33.8% | -7.0% | 30.8% | 41.0% |
Cash flow
| In millions of USD | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|
| 33 | 158 | 427 | 576 | |
| 6 | 17 | 12 | 36 | |
| 27 | 142 | 415 | 540 | |
| Dividends paid | 175 | 182 | 184 | 209 |
| 148 | 47 | 11 | 75 | |
| 129 | 158 | 161 | 230 |
This is a bank or insurer, so cash-flow and debt ratios are left out: borrowing and lending is the business itself. Price to book and return on equity are the measures that matter here.
Valuation
- 18.1×
- 18.6×
- 1.62
- 10.2×
- 2.8×
- 5.5%
- 4.0%
Profitability
- 15.4%
- 23.4%
- 24.2%
- 42.0%
- 17.2%
Growth
- +15.5%
- +11.2%
- −8.9%
- +4.4%
How it ranks in Financial Services
Each dot is where the company stands among every company over $300M in the sector. Further right is better.
Top 6%of 848
Bottom 38%of 736
Bottom 31%of 868
Top 31%of 867
Top 18%of 926
What analysts expect
- Average price target
- $73.40
- Range
- $58.00 – $83.00
- 3 analysts
These targets were collected on May 20, 2026 and our analyst feed has not updated since, so we no longer compare them with today's price.
Recent earnings
Our results feed has not updated since May 21, 2026. Results reported after that are not in this table yet.
| Date | EPS | Expected | Surprise |
|---|---|---|---|
| Apr 29, 2026 | 0.50 | 0.59 | −15.3% |
| Feb 4, 2026 | 1.13 | 0.76 | +48.7% |
| Oct 29, 2025 | 0.68 | 0.57 | +19.3% |
| Jul 24, 2025 | 0.53 | 0.32 | +65.6% |
| Apr 23, 2025 | 0.64 | 0.56 | +15.3% |
| Feb 5, 2025 | 1.18 | 0.39 | +202.6% |
| Oct 23, 2024 | 0.22 | 0.21 | +4.8% |
| Jul 24, 2024 | 0.18 | 0.11 | +63.6% |
4.0%of the share price, paid each year
On $1,000 invested$40a year at today's yield, before tax
−8.9%2020 to 2025
Raised1 yearin a row, in our data
Paid per share, each year
$1.00 in 2015 → $2.60 in 2025
How safe it looks
89.6% of its profit
Room to growStretchedMore than it earns: 38.7%
News
No recent news on file.
Insider trades
Our insider feed has not updated since May 26, 2026. Trades filed after that are not listed yet.
No insider trades on file.
The seven classic investing rulebooks
4/7Passes 4 of 7. Each bar is how well the company fits that investor's published rules, from 0 to 100; 60 or more counts as a pass.
Warren Buffett
59No pass
Benjamin Graham
37No pass
Philip Fisher
66Pass
Peter Lynch
60Pass
Joel Greenblatt
53No pass
Charlie Munger
71Pass
Terry Smith
73Pass
Questions about Moelis &
Is Moelis & a good stock to buy?
A solid business at a fair price. 4 of the 7 famous investors' published rulebooks we apply pass it. Whether it suits you depends on your goals and the price you pay; invest-like never tells anyone to buy or sell. The AI analysis lays out the case for and against. Read the Moelis & AI analysis
What does Moelis & do?
Moelis & Company operates as an investment banking advisory firm. It offers advisory services in the areas of mergers and acquisitions, recapitalizations and restructurings, capital markets transactions, and other corporate finance matters. It is in Financial - Capital Markets, based in New York, NY, United States, with 1,416 employees.
Does Moelis & pay a dividend?
Yes. At today's price the dividend is 4.0% a year, about 90% of its yearly profit. In 2025 it paid out $209 million in dividends.
Is Moelis & stock halal?
Yes. Moelis & passes our halal screen: its business is permitted and its debt is 6% of its market value, under the 30% limit. How we check
How has Moelis & stock done over the past year?
Down 10.1% over the past twelve months, to $56.97. It traded between $51.38 and $77.75 and is 26.7% below its high.
Who are Moelis &'s competitors?
The largest listed companies in the same industry are Raymond James Financial, Tradeweb Markets, Nomura Holdings and LPL Financial Holdings. The peers table on this page compares their profit, growth and price with Moelis &'s.
Prices: daily closes to Nov 10, 2026. Fundamentals: company reports via invest-like data.