Moelis & Company

Fundamentals6.0
Price Action5.0
News Sentiment5.0
AI Rating
4.0

Key Drivers

  • Strong returns
  • Weak liquidity
  • Premium valuation

AI
AI Summary

4.0

MC still has a strong annual ROE/FCF profile, but the weaker quarter, sharp operating cash flow drop, and fiduciary-duty overhang mean it should be viewed as a “prove-it” stock rather than a premium compounder until cash conversion and margins stabilize.

CashFlow
Valuation
Governance

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

6.0

Key Financial Insights:

  • Strong returns
  • Weak liquidity
  • Premium valuation

MC delivered strong annual profitability and cash generation, but its premium valuation, meaningful leverage, negative retained earnings, and sharp quarterly cash-flow deterioration make it a higher-risk hold.

HighReturns
CashFlowRisk

Price Behavior

5.0
Research tool. Not personalized advice. Technical analysis is for informational purposes only.

Key Price Behavior Insights:

  • Rebound intact
  • Resistance overhead
  • Low-60s support

MC is still in a weaker last-month trend, with the bounce off the $61.70 low constructive but capped by resistance at $64.76 and the $66.38-$67.40 zone, so a clean break above $64.76 is needed to confirm a more positive turn.

Watchlist
Mixed
Support Level: $63.16-$63.27; stronger at $61.70
Resistance Level: $64.76; heavier at $66.38-$67.40

Sharp drop to $61.70 on 2026-05-04 showed sellers overpowering buyers at higher prices

Sentiment & News

5.0

Key News Insights:

  • Earnings miss
  • Expense pressure
  • Dividend support

Moelis & Company missed Q1 earnings expectations as higher expenses and weaker other income pressured profits, even as revenue improved and its regular dividend supported valuation appeal.

EarningsMiss
Dividend

The news is mildly negative for MC near term due to margin pressure, but the dividend and relative valuation could help limit downside