Is Moelis Stock a Good Investment?

Moelis Investment Advice

To provide specific investment advice or recommendations on Moelis Co stock, we recommend investors consider the following general factors when evaluating Moelis Co. This will help you to make an informed decision on whether to include Moelis in one of your diversified portfolios:

Examine Moelis' financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
Research Moelis' leadership team and their track record. Good management can help Moelis navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
Consider the overall health of the Investment Banking & Brokerage space and any emerging trends that could impact Moelis' business and its evolving consumer preferences.
Compare Moelis' performance and market position to its competitors. Analyze how Moelis is positioned in terms of product offerings, innovation, and market share.
Check if Moelis pays a dividend and its dividend yield and payout ratio.
Review what financial analysts are saying about Moelis' stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.

It's important to note that investing in Moelis Co stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if Moelis Co is a good investment.

Sell

Buy

Strong Hold

Macroaxis provides unbiased advice on Moelis that should be used to complement current analysts and expert consensus on Moelis. Our investment recommendation engine determines the firm's potential to grow exclusively from the perspective of an investors' current risk tolerance and investing horizon. To make sure Moelis is not overpriced, please verify all Moelis Co fundamentals, including its net income, short ratio, and the relationship between the price to sales and debt to equity . Given that Moelis has a price to earning of 11.64 X, we recommend you to check Moelis market performance and probability of bankruptcy to ensure the company can sustain itself in the current economic cycle given your last-minute risk tolerance and investing horizon.

Market Performance	Modest	Details
Volatility	Very steady	Details
Hype Condition	Low key	Details
Current Valuation	Overvalued	Details
Odds Of Distress	Low	Details
Economic Sensitivity	Hyperactively responds to market trends	Details
Investor Sentiment	Alarmed	Details
Analyst Consensus	Hold	Details
Financial Strenth (F Score)	Strong	Details
Financial Leverage	Not Rated	Details
Reporting Quality (M-Score)	Unlikely Manipulator	Details

Examine Moelis Stock

Researching Moelis' stock involves analyzing various aspects of the company and its industry to make an informed investment decision. The key areas to focus on are fundamentals, business model and competitive advantage. It is also important to analyze trends in revenue, net income, and cash flow, as well as key financial ratios, such as price-to-earnings (P/E), price-to-sales (P/S), and debt-to-equity (D/E). About 100.0% of the company shares are owned by institutional investors. The company has Price/Earnings To Growth (PEG) ratio of 1.97. Moelis last dividend was issued on the 4th of November 2024. The entity had 1:2 split on the 29th of August 2014.

To determine if Moelis is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding Moelis' research are outlined below:

	The company generated the yearly revenue of 854.75 M. Annual Net Loss to common stockholders was (24.7 M) with gross profit of 913.57 M.
	Moelis has a strong financial position based on the latest SEC filings
	Over 100.0% of the company shares are owned by institutional investors
	Latest headline from news.google.com: 23,417 Shares in Moelis Company Acquired by Hilton Capital Management LLC - MarketBeat

Moelis Quarterly Liabilities And Stockholders Equity

1.15 Billion

Moelis uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in Moelis Co. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Moelis' previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.

	7th of February 2024 Upcoming Quarterly Report	View
	24th of April 2024 Next Financial Report	View
	31st of December 2023 Next Fiscal Quarter End	View
	7th of February 2024 Next Fiscal Year End	View
	30th of September 2023 Last Quarter Report	View
	31st of December 2022 Last Financial Announcement	View

Earnings surprises can significantly impact Moelis' stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate. Below are the table of largest EPS Surprises Moelis' investors have experienced.

Reported	Fiscal Date	Estimated EPS	Reported EPS	Surprise
2023-07-26	2023-06-30	-0.01	-0.04	-0.03	300
2015-07-29	2015-06-30	0.33	0.37	0.04	12
2024-02-07	2023-12-31	-0.11	-0.06	0.05	45
2023-04-26	2023-03-31	0.1	0.05	-0.05	50
2020-07-29	2020-06-30	-0.16	-0.11	0.05	31
2015-04-29	2015-03-31	0.33	0.28	-0.05	15
2019-04-30	2019-03-31	0.21	0.15	-0.06	28
2016-08-03	2016-06-30	0.29	0.35	0.06	20

Know Moelis' Top Institutional Investors

Have you ever been surprised when a price of an equity instrument such as Moelis is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Moelis Co backward and forwards among themselves. Moelis' institutional investor refers to the entity that pools money to purchase Moelis' securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.

		Shares
Madison Asset Management, Llc	2024-09-30	1.6 M
Jpmorgan Chase & Co	2024-06-30	1.5 M
Alliancebernstein L.p.	2024-06-30	1.4 M
Morgan Stanley - Brokerage Accounts	2024-06-30	1.3 M
Citadel Advisors Llc	2024-09-30	1.1 M
Wells Fargo & Co	2024-06-30	1.1 M
Hightower Advisors, Llc	2024-06-30	1 M
Lord, Abbett & Co Llc	2024-09-30	974.1 K
Charles Schwab Investment Management Inc	2024-09-30	922.9 K
Blackrock Inc	2024-06-30	8.1 M
Vanguard Group Inc	2024-09-30	8 M

Note, although Moelis' institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Moelis' market capitalization trends

The company currently falls under 'Mid-Cap' category with a market capitalization of 5.43 B.

Market Cap

4.04 Billion

Moelis' profitablity analysis

	Last Reported	Projected for Next Year
Return On Tangible Assets	(0.02)	(0.02)
Return On Capital Employed	(0.07)	(0.07)
Return On Assets	(0.02)	(0.02)
Return On Equity	(0.07)	(0.07)

The company has Net Profit Margin (PM) of 0.04 %, which suggests that even a small decline in it sales will erase profits and may result in a net loss, or a negative profit margin. This is way below average. Likewise, it shows Net Operating Margin (NOM) of 0.06 %, which signifies that for every $100 of sales, it has a net operating income of $0.06.

Determining Moelis' profitability involves analyzing its financial statements and using various financial metrics to determine if Moelis is a good buy. For example, gross profit margin measures Moelis' profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of Moelis' profitability and make more informed investment decisions.

Moelis' Earnings Breakdown by Geography

Please note, the presentation of Moelis' financial position, as portrayed in its financial statements, is often influenced by management's estimates, judgments, and sometimes even manipulations. In the best case, Moelis' management is honest, while the outside auditors are strict and uncompromising. Please utilize our Beneish M Score to check the likelihood of Moelis' management manipulating its earnings.

Evaluate Moelis' management efficiency

Moelis has Return on Asset (ROA) of 0.0398 % which means that for every $100 of assets, it generated a profit of $0.0398. This is way below average. Likewise, it shows a return on total equity (ROE) of 0.1166 %, which means that it produced $0.1166 on every 100 dollars invested by current stockholders. Moelis' management efficiency ratios could be used to measure how well Moelis manages its routine affairs as well as how well it operates its assets and liabilities. The current year's Return On Tangible Assets is expected to grow to -0.02. The current year's Return On Capital Employed is expected to grow to -0.07. At present, Moelis' Other Current Assets are projected to increase significantly based on the last few years of reporting. The current year's Total Current Assets is expected to grow to about 317.5 M, whereas Total Assets are forecasted to decline to about 923.3 M.

	Last Reported	Projected for Next Year
Book Value Per Share	5.29	5.03
Tangible Book Value Per Share	5.27	9.60
Enterprise Value Over EBITDA	(120.94)	(114.89)
Price Book Value Ratio	10.92	11.46
Enterprise Value Multiple	(120.94)	(114.89)
Price Fair Value	10.92	11.46
Enterprise Value	3.9 B	4.1 B

Moelis showcases strong leadership that adapts to market changes and drives innovation. Our analysis explores how this adaptability affects the stock's investment appeal.

Dividend Yield

0.0309

Forward Dividend Yield

0.0309

Forward Dividend Rate

2.4

Beta

1.342

Basic technical analysis of Moelis Stock

As of the 28th of November, Moelis secures the Mean Deviation of 1.69, risk adjusted performance of 0.0685, and Downside Deviation of 1.62. In connection with fundamental indicators, the technical analysis model lets you check existing technical drivers of Moelis, as well as the relationship between them.

Moelis' insider trading activities

Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Moelis insiders, such as employees or executives, is commonly permitted as long as it does not rely on Moelis' material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Moelis insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.

		Christopher Callesano over two weeks ago Disposition of 885 shares by Christopher Callesano of Moelis at 80.0 subject to Rule 16b-3
		Eric Cantor over a month ago Disposition of 310 shares by Eric Cantor of Moelis at 53.99 subject to Rule 16b-3
		Eric Cantor over a month ago Disposition of 310 shares by Eric Cantor of Moelis at 53.99 subject to Rule 16b-3
		Worrell Laila over two months ago Acquisition by Worrell Laila of tradable shares of Moelis subject to Rule 16b-3
		Kenneth Moelis over three months ago Disposition of 6494 shares by Kenneth Moelis of Moelis at 69.16 subject to Rule 16b-3
		Kenneth Moelis over three months ago Disposition of 5308 shares by Kenneth Moelis of Moelis at 68.87 subject to Rule 16b-3
		Worrell Laila over three months ago Acquisition by Worrell Laila of tradable shares of Moelis subject to Rule 16b-3
		Kenneth Moelis over six months ago Disposition of 40000 shares by Kenneth Moelis of Moelis at 53.98 subject to Rule 16b-3
		Kenneth Moelis over six months ago Disposition of 30917 shares by Kenneth Moelis of Moelis subject to Rule 16b-3
		Chris Callesano over six months ago Acquisition by Chris Callesano of tradable shares of Moelis subject to Rule 16b-3
		Kenneth Moelis over six months ago Acquisition by Kenneth Moelis of 598 shares of Moelis subject to Rule 16b-3
		Pilcher Ciafone Katherine over six months ago Acquisition by Pilcher Ciafone Katherine of tradable shares of Moelis subject to Rule 16b-3

Moelis' Outstanding Corporate Bonds

Moelis issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Moelis uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Moelis bonds can be classified according to their maturity, which is the date when Moelis Co has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.

	Boeing Co 2196 Corp Bond US097023DG73	View
	HSBC Holdings PLC Corp Bond US404280DR76	View
	MPLX LP 52 Corp Bond US55336VAL45	View
	US60783XAA28 Corp Bond US60783XAA28	View

View All Moelis Corporate Bonds

Understand Moelis' technical and predictive indicators

Using predictive indicators to make investment decisions involves analyzing Moelis' various financial and market-based factors to help forecast future trends and identify investment opportunities. Select the indicators that are most relevant to your investment strategy. Each indicator has its own strengths and weaknesses, so it's essential to combine multiple indicators to get a more comprehensive view of the market and reduce the risk of making poor decisions based on limited data.

	Risk Adjusted Performance	0.0685
	Market Risk Adjusted Performance	0.085
	Mean Deviation	1.69
	Semi Deviation	1.46
	Downside Deviation	1.62
	Coefficient Of Variation	1249.56
	Standard Deviation	2.88
	Variance	8.27
	Information Ratio	0.0347
	Jensen Alpha	(0.13)
	Total Risk Alpha	(0.23)
	Sortino Ratio	0.0615
	Treynor Ratio	0.075
	Maximum Drawdown	22.37
	Value At Risk	(3.04)
	Potential Upside	3.42
	Downside Variance	2.63
	Semi Variance	2.13
	Expected Short fall	(2.29)
	Skewness	3.96
	Kurtosis	24.06

	Risk Adjusted Performance	0.0685
	Market Risk Adjusted Performance	0.085
	Mean Deviation	1.69
	Semi Deviation	1.46
	Downside Deviation	1.62
	Coefficient Of Variation	1249.56
	Standard Deviation	2.88
	Variance	8.27
	Information Ratio	0.0347
	Jensen Alpha	(0.13)
	Total Risk Alpha	(0.23)
	Sortino Ratio	0.0615
	Treynor Ratio	0.075
	Maximum Drawdown	22.37
	Value At Risk	(3.04)
	Potential Upside	3.42
	Downside Variance	2.63
	Semi Variance	2.13
	Expected Short fall	(2.29)
	Skewness	3.96
	Kurtosis	24.06

Consider Moelis' intraday indicators

Moelis intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Moelis stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.

	Accumulation Distribution	13861.78
	Daily Balance Of Power	(0.44)
	Rate Of Daily Change	0.99
	Day Median Price	76.83
	Day Typical Price	76.5
	Price Action Indicator	(1.50)
	Period Momentum Indicator	(1.05)
	Relative Strength Index	60.69

Moelis Corporate Filings

F4	12th of November 2024 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities	View Verify
10Q	24th of October 2024 Quarterly performance report mandated by Securities and Exchange Commission (SEC), to be filed by publicly traded corporations	View Verify
8K	23rd of October 2024 Report filed with the SEC to announce major events that shareholders should know about	View Verify
F3	23rd of September 2024 The report used by insiders such as officers, directors, and major shareholders (beneficial owners holding more than 10% of any class of the company's equity securities) to declare their ownership of a company's stock	View Verify

Moelis time-series forecasting models is one of many Moelis' stock analysis techniques aimed to predict future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Moelis' historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.

Moelis Stock media impact

Far too much social signal, news, headlines, and media speculation about Moelis that are available to investors today. That information is available publicly through Moelis media outlets and privately through word of mouth or via Moelis internal channels. However, regardless of the origin, that massive amount of Moelis data is challenging to quantify into actionable patterns, especially for investors that are not very sophisticated with ever-evolving tools and techniques used in the investment management field.

A primary focus of Moelis news analysis is to determine if its current price reflects all relevant headlines and social signals impacting the current market conditions. A news analyst typically looks at the history of Moelis relative headlines and hype rather than examining external drivers such as technical or fundamental data. It is believed that price action tends to repeat itself due to investors' collective, patterned thinking related to Moelis' headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive Moelis alpha.

Moelis Sentiment by Major News Outlets

Investor sentiment, mood or attitude towards Moelis can have a significant impact on its stock price or the market as a whole. This sentiment can be positive or negative, and various factors, such as economic indicators, news events, or market trends, can influence it. When investor sentiment is positive, investors are more likely to buy stocks, increasing demand and increasing the stock price. Positive investor sentiment can be driven by good news about the company or the broader market, such as solid earnings reports or positive economic data.

Note that negative investor sentiment can cause investors to sell stocks, leading to a decrease in demand and a drop in the stock price. Negative sentiment can be driven by factors such as poor earnings reports, negative news about the company or industry, or broader economic concerns. It's important to note that investor sentiment is just one of many factors that can affect stock prices. Other factors, such as company performance, industry trends, and global economic conditions, can also play a significant role in determining the value of a stock.