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Moelis & Company (MC) Stock Analysis

Temp Headwind edge

HoldModerate Confidence

Financial Services · Capital Markets

Hold if already holding. Not a fresh buy at $62.25, but acceptable to hold if already in. Reasons: Analyst target reached - limited upside remaining; Negative momentum.

Moelis & Company is a global independent investment bank providing M&A, restructuring, and capital markets advisory services with 178 Managing Directors and 1,416 employees across 20+ locations worldwide. Substantially all revenue is earned from advisory fees; in 2025, 254... Read more

$62.25+10.6% A.UpsideScore 6.0/10#14 of 40 Capital Markets
QualityF-score9 / 9FCF yield
IncomeYield4.07%(5y avg 4.46%)Payout93.53%at-risk
Stop $59.40Target $68.86(resistance)A.R:R -0.1:1
Analyst target$70.90+13.9%10 analysts
$68.86our TP
$62.25price
$70.90mean
$58
$86

Hold if already holding. Not a fresh buy at $62.25, but acceptable to hold if already in. Reasons: Analyst target reached - limited upside remaining; Negative momentum. Chart setup: No recognized chart pattern (not a breakout, bounce, continuation, recovery, falling knife, or range) — technicals mixed. Maintain position. Not compelling to add more. Score 6.0/10, moderate confidence.

Passes 6/8 gates (clean insider activity, no SEC red flags, news events none recent, earnings proximity 72d clear, semi cycle peak clear, materials cycle peak clear). Fails on weak momentum and favorable risk/reward ratio. Suitability: aggressive.

Recent Developments — Moelis & Company

Generated 2026-05-20T21:06:21Z.

Thesis

Rewards
V7 flight-to-quality bonus: +0.5 (Q=8.3 in RISK_OFF)
Sector modifier (Financial Services): +1.0
Strong earnings beat streak (3/4)
Risks
Analyst target reached - limited upside remaining
Negative momentum

Key Metrics

P/E (TTM)23.0
P/E (Fwd)16.2
Mkt Cap$4.7B
EV/EBITDA
Profit Mgn14.5%
ROE41.8%
Rev Growth4.3%
Beta1.87
Dividend4.07%
Rating analysts19

Quality Signals

Piotroski F9/9MoatNarrow

Options Flow

P/C1.60bearish
IV57%elevated

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. Full disclaimer

Rating Breakdown

2 floor-breakers

Momentum below the gate floor. Component breakdown shows what dragged the score down.static

Macd
0.0
Volume
1.4
Rsi
3.5
Ma Position
4.2
Obv
5.9
Below 200-MA but MA still rising (+0.0%/30d) — pullback in uptrend, not confirmed weakness

Ranks in the bottom of its industry peers on the composite signal. Better names in the same sector exist.static

Growth Rank
1.9
Value Rank
4.2
Quality Rank
6.9
Superior ROE vs peers
GatesMomentum 3.0<4.5A.R:R -0.1=NEGATIVEInsider activity: OKNo SEC red flagsNEWS EVENTS NONE RECENTEARNINGS PROXIMITY 72d clearSEMI CYCLE PEAK CLEARMATERIALS CYCLE PEAK CLEARSuitability: Aggressive
RSI
32 · Neutral
20D MA 50D MA 200D MADEATH CROSSSupport $61.24Resistance $70.27

Price Targets

$59
$69
A.Upside+10.6%
A.R:R-0.1:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeRisk-Off

Risk Alerts

! Target reached (-0.9% upside)
! Momentum score 3.0/10 — below 4.5 minimum
! Negative risk/reward — downside exceeds upside

Earnings

B
B
B
M
3/4 beats
Next Earnings2026-07-30 (72d)

Verdict History

reverse chrono — latest first
Loading history...
Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is MC stock a buy right now?

Hold if already holding. Not a fresh buy at $62.25, but acceptable to hold if already in. Reasons: Analyst target reached - limited upside remaining; Negative momentum. Chart setup: No recognized chart pattern (not a breakout, bounce, continuation, recovery, falling knife, or range) — technicals mixed. Maintain position. Not compelling to add more. Target $68.86 (+10.6%), stop $59.40 (−4.8%), A.R:R -0.1:1. Score 6.0/10, moderate confidence.

What is the MC stock price target?

Take-profit target: $68.86 (+10.6% upside). Target $68.86 (+10.6%), stop $59.40 (−4.8%), A.R:R -0.1:1. Stop-loss: $59.40.

What are the risks of investing in MC?

Analyst target reached - limited upside remaining; Negative momentum.

Is MC overvalued or undervalued?

Moelis & Company trades at a P/E of 23.0 (forward 16.2). TrendMatrix value score: 7.1/10. Verdict: Hold.

What do analysts say about MC?

19 analysts cover MC with a consensus score of 3.6/5. Average price target: $71.

What does Moelis & Company do?Moelis & Company is a global independent investment bank providing M&A, restructuring, and capital markets advisory...

Moelis & Company is a global independent investment bank providing M&A, restructuring, and capital markets advisory services with 178 Managing Directors and 1,416 employees across 20+ locations worldwide. Substantially all revenue is earned from advisory fees; in 2025, 254 clients paid fees of at least $1 million and the top 10 transactions represented approximately 18% of revenues.

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