# Moelis & Company (MC) fundamentals

Data as of 2026-09-08. NYSE, United States. Sector: Financial Services / Capital Markets. Price $69.02, market value $5.1 billion.

## Valuation
- **P/E (trailing): 24.0×**. Moelis & Company trades at 24.0× trailing earnings. The Financial Services median in the September 2026 study was 13.1×. Forward P/E is 17.6×, lower than trailing, so analysts expect earnings to grow.
- **Price / book: 10.1×**. The shares trade at 10.1× book value; most of the value is in earnings power and intangibles rather than the balance sheet.
- **Free-cash-flow yield: 8.5%**. Free cash flow equals 8.5% of the market value. Above 5% is generally attractive.
- **Earnings yield: 4.2%**. The inverse of the P/E: 4.2% of the price is earned each year.

## Profitability
- **Return on equity: 45.7%**. 45.7% on shareholders' equity is excellent if it is not driven by leverage; sustained above 20% usually signals a competitive advantage.

## Growth
- **Free-cash-flow growth (3 yr): 171.3%/yr**. Free cash flow has compounded at 171.3% a year over three years.

## Dividends
- **Dividend yield: 3.77%** ($2.60 per share, trailing). Moelis & Company yields 3.77%, an income-level yield.
- **Consecutive years of increases: 3**. 3 straight years of increases.
- **Dividend growth (5 yr): -8.9%/yr** (1-yr 8.3%). The dividend has not grown over five years.

## Price and momentum
- **Total return (1 yr): -0.8%** (YTD 2.4%, 3-mo 1.7%). The shares are down 0.8% over twelve months including dividends.
- **From 52-week high: -11.8%** (35.2% above the low). Trading 12% below its 52-week high.
- **200-day average: above**. The price sits above its 200-day moving average, the usual definition of an uptrend.
- **RSI (14-day): 54**. An RSI of 54 is neutral.
- **Beta (1 yr): 1.59** (volatility 38%). Beta of 1.59 against the S&P 500: the shares move much more than the market.

Live score and charts: https://foliofundamentals.com/analyzer?s=MC · Page: https://foliofundamentals.com/stocks/mc

Not investment advice.