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Moelis & Company logo

Moelis & Company

MC

Moelis & Company is a leading global independent investment bank providing strategic and financial advisory services to a diverse client base.

Market cap
$5.1B-3.4%
Net income$248.1M+32.1%
Free cash flow$417.0M-0.1%
EPS (diluted)$2.78+26.4%
Trailing twelve months · change vs. prior year

Table of contents

Earnings

Q2 2026 report

July 29, 2026
Revenue$409.4MBeat by $22.1MEPS$0.63Beat by $0.01

Next report

Date not yet announced

Financials

Q1 2026

Income statement

See full
Operating income$40.5M+9.7%
Net income$42.3M-21.3%
EPS (diluted)$0.48-25.0%

Balance sheet

See full
Cash & equivalents$77.4M+15.5%
Total debt$267.2M+21.4%
Total equity$487.1M+0.5%
Total assets$1.3B+6.9%

Cash flow

See full
Operating cash flow-$278.8M-68.5%
CapEx$12.8M+312%
Free cash flow-$291.6M-73.0%

Valuation & ratios

Valuation

See full
Market cap$5.1B-3.4%
Enterprise value$5.29B-1.9%
P/E20.6×-3.5×

Returns & leverage

See full
Return on equity51.1%+6.8pp
Debt / equity0.5×+0.1×

Competitors

By market cap

Morgan Stanley logo
Morgan Stanley$332.60B+45.0%
Goldman Sachs Group logo
Goldman Sachs Group$304.84B+35.7%
Evercore logo
Evercore$13.2B+12.6%
Houlihan Lokey logo
Houlihan Lokey$10.2B-24.6%
Moelis & Company logo
Moelis & Company$5.1B-3.3%
PJT Partners logo
PJT Partners$4.5B+3.2%
Lazard logo
Lazard$4.2B-15.8%
Perella Weinberg Partners logo
Perella Weinberg Partners$1.2B-11.2%

By revenue growth

Evercore logo
Evercore+45.7%
PJT Partners logo
PJT Partners+22.9%
Morgan Stanley logo
Morgan Stanley+18.0%
Goldman Sachs Group logo
Goldman Sachs Group+17.8%
Houlihan Lokey logo
Houlihan Lokey+9.6%
Lazard logo
Lazard+5.7%
Perella Weinberg Partners logo
Perella Weinberg Partners-30.3%

By net margin

Goldman Sachs Group logo
Goldman Sachs Group31.68%+4.0pp
Morgan Stanley logo
Morgan Stanley22.76%+0.4pp
Houlihan Lokey logo
Houlihan Lokey16.26%-0.5pp
Evercore logo
Evercore15.79%+1.5pp
PJT Partners logo
PJT Partners10.58%+0.1pp
Lazard logo
Lazard7.05%-3.1pp
Perella Weinberg Partners logo
Perella Weinberg Partners2.85%+9.8pp

Profile

Moelis & Company is a leading global independent investment bank providing strategic and financial advisory services to a diverse client base. The firm specializes in high-stakes corporate finance matters, including mergers and acquisitions, recapitalizations, and capital markets transactions. Its core value proposition centers on a collaborative, non-commission-based model that emphasizes long-term client relationships and integrated global expertise.

Competitive position

A leading global independent investment bank known for its collaborative culture and lack of conflict-prone lending or trading operations.

GeographiesNorth America, South America, Europe, Middle East, Asia, Australia
Customer segmentsEnterprise, Government, Financial Institutions, Sovereign Wealth Funds
Business modelFee-for-service advisory, Transaction-based fees, Underwriting
SuppliersHuman Capital, Financial Market Data Providers, Legal and Regulatory Frameworks, Technology Infrastructure
CustomersGlobal Corporations, Private Equity Firms, Government Entities, Institutional Creditors
CountryUnited States of America
Listed2014
Employees1.2K
CEONavid Mahmoodzadegan
SectorFinancial Services
IndustryFinancial - Capital Markets
Websitemoelis.com
FilingsSEC EDGAR

Questions, answered.

What is Moelis & Company's market cap?
Moelis & Company (MC) has a market capitalization of $5.1B and trades on NYSE.
Who are Moelis & Company's competitors?
Moelis & Company's key competitors include Houlihan Lokey, Lazard, PJT Partners, and others. These companies compete in similar markets and product categories.
What subsidiaries does Moelis & Company have?
Moelis & Company's subsidiaries include Moelis & Company Group LP.
Where is Moelis & Company headquartered?
Moelis & Company is headquartered in United States of America and employs approximately 1,161 people. It has been publicly traded since 2014.