Moelis & Company

Fundamentals8.0
Price Action6.0
News Sentiment6.0
AI Rating
7.0

Key Drivers

  • High cash conversion
  • Meaningful leverage
  • Elevated SG&A

AI
AI Summary

7.0

Moelis is now an “event‑sensitive” cash‑generative advisory play: its exceptional free cash flow supports buybacks/dividends and a durable franchise, but near‑term valuation hinges on resolution of a governance/legal probe and the company's ability to defend margins while scaling PCA. Actionable stance: treat as a two‑part trade—collect income and add selectively on legal/earnings resolution or reclaim of key technical resistance (~$57–58), but avoid new full‑price exposure until governance and recurring fee trends clear.

CashGeneration
LegalRisk
EventSensitivity‍

Price Chart

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Financial Metrics

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Revenue (TTM)
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Net Income (TTM)
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EPS (Q)
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MCAP

Deep Analysis

Research tool. Not personalized advice.

Fundamental Analysis

8.0

Key Financial Insights:

  • High cash conversion
  • Meaningful leverage
  • Elevated SG&A

MC demonstrates strong profitability and cash generation (high ROE/ROIC and ~$540M FCF) with solid cash on hand, but meaningful leverage, very high SG&A and negative retained earnings mean diligence is needed given a premium valuation. #cash-rich​

warning

Price Behavior

6.0
Research tool. Not personalized advice. Technical analysis is for informational purposes only.

Key Price Behavior Insights:

  • Short-term downtrend
  • Support at low‑$50s
  • Failed mid‑$60s break

MC has weakened about 14% over the last month, trading below its ~$57.10 short MA and showing short-term seller control with support near $51.38 and resistance in the mid‑$60s.

weak
watch
Support Level: $51.38
Resistance Level: $63.96 (mid‑$60s band)

Orderly ~14% decline from $63.18 to $54.13 over the last month indicating potential for mean‑reversion rather than a crash

Sentiment & News

6.0

Key News Insights:

  • Zacks bullish ratings
  • Shares down 18.8%
  • Legal probe initiated

Moelis & Company faces mixed signals—Zacks-style bullish ratings and a large institutional stake rise are offset by an 18.8% post-earnings share drop, insider selling and a shareholder legal probe.

TopPick
LegalRisk

Analyst endorsements and increased institutional interest support longer-term appeal, but near-term price pressure and governance scrutiny raise downside risk until resolved