Moelis & Company (MC) Stock Analysis
Range Bound setup · Temp Headwind edge
Financial Services · Capital Markets
Hold if already holding. Not a fresh buy at $64.57, but acceptable to hold if already in. Reasons: Concentration risk — Product: advisory fees; Analyst target reached - limited upside remaining.
Moelis and Company is a global independent investment bank with 178 Managing Directors across 20+ locations, advising corporations, financial sponsors, and governments on M&A, restructurings, capital markets, and private capital. It has advised on over $5.5 trillion of... Read more
Hold if already holding. Not a fresh buy at $64.57, but acceptable to hold if already in. Reasons: Concentration risk — Product: advisory fees; Analyst target reached - limited upside remaining. Chart setup: RSI 53 mid-range, Bollinger mid-band. Maintain position. Not compelling to add more. Score 5.9/10, moderate confidence.
Passes 4/6 gates (clean insider activity, no SEC red flags, earnings proximity no date, semi cycle peak clear). Fails on weak momentum and favorable risk/reward ratio. Suitability: aggressive.
Thesis
Key Metrics
Quality Signals
Options Flow
Concentration Risks(10-K Item 1A)
- HIGHProductadvisory fees10-K Item 1A: 'Substantially all of our revenue is derived from advisory fees.'
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
Ranks in the bottom of its industry peers on the composite signal. Better names in the same sector exist.static
Price Targets
Position Sizing
Risk Alerts
Earnings
Verdict History
Frequently Asked Questions
Hold if already holding. Not a fresh buy at $64.57, but acceptable to hold if already in. Reasons: Concentration risk — Product: advisory fees; Analyst target reached - limited upside remaining. Chart setup: RSI 53 mid-range, Bollinger mid-band. Maintain position. Not compelling to add more. Target $69.56 (+7.7%), stop $59.65 (−8.2%), A.R:R -0.4:1. Score 5.9/10, moderate confidence.
Take-profit target: $69.56 (+8.5% upside). Target $69.56 (+7.7%), stop $59.65 (−8.2%), A.R:R -0.4:1. Stop-loss: $59.65.
Concentration risk — Product: advisory fees; Analyst target reached - limited upside remaining; Negative momentum.
Moelis & Company trades at a P/E of 22.8 (forward 16.6). TrendMatrix value score: 7.1/10. Verdict: Hold.
19 analysts cover MC with a consensus score of 3.6/5. Average price target: $69.
What does Moelis & Company do?Moelis and Company is a global independent investment bank with 178 Managing Directors across 20+ locations, advising...
Moelis and Company is a global independent investment bank with 178 Managing Directors across 20+ locations, advising corporations, financial sponsors, and governments on M&A, restructurings, capital markets, and private capital. It has advised on over $5.5 trillion of transactions since founding in 2007 and derives substantially all revenue from advisory fees.