Moelis Co Stock Performance
| MC Stock | USD 67.93 0.58 0.85% |
On a scale of 0 to 100, Moelis holds a performance score of 10. The company secures a Beta (Market Risk) of 1.9, which conveys a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Moelis will likely underperform. Please check Moelis' semi variance, day typical price, and the relationship between the maximum drawdown and accumulation distribution , to make a quick decision on whether Moelis' current price movements will revert.
Risk-Adjusted Performance
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Compared to the overall equity markets, risk-adjusted returns on investments in Moelis Co are ranked lower than 10 (%) of all global equities and portfolios over the last 90 days. In spite of rather uncertain fundamental indicators, Moelis exhibited solid returns over the last few months and may actually be approaching a breakup point. ...more
Actual Historical Performance (%)
One Day Return (0.85) | Five Day Return (2.64) | Year To Date Return 22 | Ten Year Return 97.07 | All Time Return 159.77 |
Forward Dividend Yield 0.0348 | Payout Ratio 0.1263 | Last Split Factor 1:2 | Forward Dividend Rate 2.4 | Dividend Date 2024-09-26 |
1 | Moelis Company to Announce Second Quarter 2024 Financial Results and Host a Conference Call on July 24, 2024 | 07/10/2024 |
2 | Moelis Co Q2 2024 Earnings EPS of 0.17, Revenue of 264.6 Million, Surpassing Estimates | 07/24/2024 |
3 | Disposition of 5308 shares by Kenneth Moelis of Moelis at 68.87 subject to Rule 16b-3 | 07/30/2024 |
4 | Disposition of 6494 shares by Kenneth Moelis of Moelis at 69.16 subject to Rule 16b-3 | 07/31/2024 |
5 | OppFi Acquires Equity Interest in Bitty, Enters Small Business Financing Market | 08/01/2024 |
6 | Archer Closes PIPE As Part Of 230M In Capital Raised Since End Of Q2, Giving It One Of The Strongest Liquidity Positions In Its Industry | 08/22/2024 |
7 | Box Reports Fiscal Second Quarter 2025 Financial Results | 08/27/2024 |
8 | Howard Lutnick Emerges as Trumps No. 1 Salesman on Wall Street | 09/09/2024 |
9 | Insider Trading | 09/17/2024 |
10 | Tupperware, A Nostalgic Staple Of Our Kitchens, Files For Bankruptcy | 09/18/2024 |
11 | Miami Investment Firm777 Says Ex-IT Head Stole Data for Lenders Fraud Suit | 09/19/2024 |
12 | Deutsche Bank Said to Hire Moelis Mazumder for India Dealmaking | 09/24/2024 |
| Moelis dividend paid on 26th of September 2024 | 09/26/2024 |
| Begin Period Cash Flow | 207.5 M |
Moelis |
Moelis Relative Risk vs. Return Landscape
If you would invest 5,752 in Moelis Co on July 4, 2024 and sell it today you would earn a total of 1,041 from holding Moelis Co or generate 18.1% return on investment over 90 days. Moelis Co is generating 0.2879% of daily returns and assumes 2.19% volatility on return distribution over the 90 days horizon. Put differently, 19% of stocks are less risky than Moelis on the basis of their historical return distribution, and some 95% of all equities are expected to be superior in generating returns on investments over the next 90 days. Expected Return |
| Risk |
Moelis Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Moelis' investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Moelis Co, and traders can use it to determine the average amount a Moelis' price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.1314
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Estimated Market Risk
| 2.19 actual daily | 19 81% of assets are more volatile |
Expected Return
| 0.29 actual daily | 5 95% of assets have higher returns |
Risk-Adjusted Return
| 0.13 actual daily | 10 90% of assets perform better |
Based on monthly moving average Moelis is performing at about 10% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Moelis by adding it to a well-diversified portfolio.
Moelis Fundamentals Growth
Moelis Stock prices reflect investors' perceptions of the future prospects and financial health of Moelis, and Moelis fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Moelis Stock performance.
| Return On Equity | 0.0369 | ||||
| Return On Asset | 0.0141 | ||||
| Profit Margin | 0.01 % | ||||
| Operating Margin | 0.08 % | ||||
| Current Valuation | 4.88 B | ||||
| Shares Outstanding | 70.36 M | ||||
| Price To Earning | 11.64 X | ||||
| Price To Book | 13.48 X | ||||
| Price To Sales | 4.93 X | ||||
| Revenue | 854.75 M | ||||
| Gross Profit | 913.57 M | ||||
| EBITDA | (32.03 M) | ||||
| Net Income | (24.7 M) | ||||
| Cash And Equivalents | 206.79 M | ||||
| Cash Per Share | 2.17 X | ||||
| Total Debt | 215.68 M | ||||
| Debt To Equity | 0.44 % | ||||
| Current Ratio | 1.38 X | ||||
| Book Value Per Share | 5.08 X | ||||
| Cash Flow From Operations | 158.47 M | ||||
| Earnings Per Share | 0.15 X | ||||
| Market Capitalization | 4.85 B | ||||
| Total Asset | 1.18 B | ||||
| Retained Earnings | (767.59 M) | ||||
| Working Capital | (350.76 M) | ||||
| Current Asset | 288.11 M | ||||
| Current Liabilities | 265.77 M | ||||
About Moelis Performance
By analyzing Moelis' fundamental ratios, stakeholders can gain valuable insights into Moelis' financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Moelis has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Moelis has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 85.68 | 130.26 | |
| Return On Tangible Assets | (0.02) | (0.02) | |
| Return On Capital Employed | (0.07) | (0.07) | |
| Return On Assets | (0.02) | (0.02) | |
| Return On Equity | (0.07) | (0.07) |
Things to note about Moelis performance evaluation
Checking the ongoing alerts about Moelis for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Moelis help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The company generated the yearly revenue of 854.75 M. Annual Net Loss to common stockholders was (24.7 M) with gross profit of 913.57 M. | |
| Moelis has a strong financial position based on the latest SEC filings | |
| Over 100.0% of the company shares are owned by institutional investors | |
| On 26th of September 2024 Moelis paid $ 0.6 per share dividend to its current shareholders | |
| Latest headline from MacroaxisInsider: Acquisition by Worrell Laila of tradable shares of Moelis subject to Rule 16b-3 |
- Analyzing Moelis' financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Moelis' stock is overvalued or undervalued compared to its peers.
- Examining Moelis' industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Moelis' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Moelis' management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Moelis' stock. These opinions can provide insight into Moelis' potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Moelis Stock analysis
When running Moelis' price analysis, check to measure Moelis' market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Moelis is operating at the current time. Most of Moelis' value examination focuses on studying past and present price action to predict the probability of Moelis' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Moelis' price. Additionally, you may evaluate how the addition of Moelis to your portfolios can decrease your overall portfolio volatility.
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