Moelis & Company (MC)

NYSE: MC · Investment Advice · New York, NY · filing with the SEC since 2014

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Grade5.4

◀ Past 4.7● Present 5.2▶ Future 6.2

6 est.

Overview Business Financials Grade Forecast Sentiment Ownership People Filings Patents Chart

The grade of Moelis & Company

Nine metrics read from its own filings, by tense

Headline grade

5.4/10

◀ Past4.730% of the headline

● Present5.240% of the headline

▶ Future6.230% of the headline

All three tenses have at least two readings, so the archetype blend applies as printed.

Of the nine metrics, 3 read as filed from the record and 6 are SI estimates, each with its reasoning, its confidence and what would change it on its card.

◀ Past

What did they actually do?

4.7/1030% of the headline grade · 1 of 3 filed, 2 estimated

Surviving crises

as filed

7.2/10

Has it survived what it has been through?

No warning events in its filings since 2017.

weight 22% of this tense · 72nd percentile among 48 sector filers · read for itself

From the record

Moelis & Company's filings since 2017 show no warning events in the scan: no bankruptcy or receivership notice, no debt default notice, no exchange listing notice, no restatement warning, no auditor change, no material cyber incident and no late-report notice (its current reports).

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Track record

SI estimate

5.1/10

What has it actually done, year after year?

SI estimate 5.1/10, confidence 20 of 100 (family median).

weight 45% of this tense · 50th percentile among 43 sector filers · read for its customers

SI estimate Inferred, not read as filed

Why it is an estimate: Fewer than three filed years of revenue on file, so the desk assumes the typical reading of its industry family, the median of 43 members with one.
What the record cannot read: Fewer than three filed years of revenue on file.
How it was reasoned: family median, 43 readings behind it.
Confidence: 20 of 100
What would change it: Its next annual report on file with the inputs replaces this estimate with the filed reading.

From the record

SI estimate, not a filed reading: Moelis & Company's track record is put at 5.1 of 10 with a confidence of 20 of 100, because fewer than three filed years of revenue on file, so the desk assumes the typical reading of its industry family, the median of 43 members with one. Its next annual report on file with the inputs replaces this estimate with the filed reading.

Shareholder treatment

SI estimate

2.7/10

How has it treated the people who own it?

SI estimate 2.7/10, confidence 35 of 100 (one part).

weight 33% of this tense · 27th percentile among 46 sector filers · read for its shareholders

SI estimate Inferred, not read as filed

Why it is an estimate: Read from one part only, the cash returned against operating cash flow, which ranks in the bottom 27% of 46 in its family; fewer than two of the parts can be read: the share count over the years, and the cash returned against a positive operating cash flow or net income.
What the record cannot read: Fewer than two of the parts can be read: the share count over the years, and the cash returned against a positive operating cash flow or net income.
How it was reasoned: one part: cash returned against operating cash flow, the one part on file, ranked among 46 in its family.
Confidence: 35 of 100
What would change it: A filing that carries the missing parts replaces this estimate with the filed reading.

From the record

SI estimate, not a filed reading: Moelis & Company's shareholder treatment is put at 2.7 of 10 with a confidence of 35 of 100, because read from one part only, the cash returned against operating cash flow, which ranks in the bottom 27% of 46 in its family; fewer than two of the parts can be read: the share count over the years, and the cash returned against a positive operating cash flow or net income. A filing that carries the missing parts replaces this estimate with the filed reading.

● Present

What are they doing right now?

5.2/1040% of the headline grade · 2 of 3 filed, 1 estimated

Financial health

as filed

6.7/10

Is it financially healthy right now?

ROE 38%: 38¢ of profit per shareholder dollar. Leverage 61%: owes 61¢ per asset dollar.

weight 22% of this tense · 67th percentile among 44 sector filers · read for itself

From the record

Return on equity: in the fiscal year ended 2025-12-31, Moelis & Company earned about 38 cents of profit for every dollar of shareholders' money. Leverage: it owed about 61 cents per dollar of assets (the filed statements).

What it rests on

what it owes per dollar of assetsbottom 47% of its family
return on equitytop 13% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Industry position

SI estimate

5.3/10

How strong is its position in its industry?

SI estimate 5.3/10, confidence 20 of 100 (family median).

weight 45% of this tense · 50th percentile among 43 sector filers · read for its customers

SI estimate Inferred, not read as filed

Why it is an estimate: No filed revenue on file, so the desk assumes the typical reading of its industry family, the median of 43 members with one.
What the record cannot read: No filed revenue on file.
How it was reasoned: family median, 43 readings behind it.
Confidence: 20 of 100
What would change it: Its next annual report on file with the inputs replaces this estimate with the filed reading.

From the record

SI estimate, not a filed reading: Moelis & Company's industry position is put at 5.3 of 10 with a confidence of 20 of 100, because no filed revenue on file, so the desk assumes the typical reading of its industry family, the median of 43 members with one. Its next annual report on file with the inputs replaces this estimate with the filed reading.

Leadership

as filed

4.0/10

What are the people in charge doing?

bottom 40% of 34 in its family for leadership; chief executive since 2026.

weight 33% of this tense · 40th percentile among 34 sector filers · read for its shareholders

From the record

Moelis & Company's leadership, from its insiders' filings and its current reports: the chief executive on the record is Mahmoodzadegan, Navid (Chief Executive Officer, as filed), filing under that title since 2026-02-11, 9 months (bottom 7% of its family); the 12 officers and directors filing in the last fifteen months have been on the record a median of 11.2 years (top 5%); 7 officer or director changes were reported on Form 8-K since 2023-11-13, against the 12 people in charge now (bottom 19%; fewer changes for each person reads higher) (the Form 4 record, its Form 8-K reports). Years count from a person's first filing in the SEC's data sets, which begin in 2006, so each is a floor.

What it rests on

officer and director changes on Form 8-K, against the people in charge7 in three years among 12 peoplebottom 19% of its family
the median years the people in charge have filed11.2 yearstop 5% of its family
the chief executive's years on the record10 monthsbottom 7% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

▶ Future

What are they set up to do next?

6.2/1030% of the headline grade · 0 of 3 filed, 3 estimated

Room to expand

SI estimate

8.8/10

How much room does it have to grow?

SI estimate 8.8/10, confidence 35 of 100 (one part).

weight 33% of this tense · 88th percentile among 46 sector filers · read for itself

SI estimate Inferred, not read as filed

Why it is an estimate: Read from one part only, cash less debt against assets, which ranks in the top 12% of 46 in its family; the record does not carry two of the four parts: cash less debt against assets, cash from operations less capital spending against revenue, gross margin, research against revenue.
What the record cannot read: The record does not carry two of the four parts: cash less debt against assets, cash from operations less capital spending against revenue, gross margin, research against revenue.
How it was reasoned: one part: cash less debt against assets, the one part on file, ranked among 46 in its family.
Confidence: 35 of 100
What would change it: A filing that carries the missing parts replaces this estimate with the filed reading.

From the record

SI estimate, not a filed reading: Moelis & Company's room to expand is put at 8.8 of 10 with a confidence of 35 of 100, because read from one part only, cash less debt against assets, which ranks in the top 12% of 46 in its family; the record does not carry two of the four parts: cash less debt against assets, cash from operations less capital spending against revenue, gross margin, research against revenue. A filing that carries the missing parts replaces this estimate with the filed reading.

Growth drivers

SI estimate

4.8/10

What could actually drive growth from here?

SI estimate 4.8/10, confidence 20 of 100 (family median).

weight 33% of this tense · 50th percentile among 42 sector filers · read for its customers

SI estimate Inferred, not read as filed

Why it is an estimate: The record does not carry three filed years of revenue and two of the four parts: acceleration, the newest year's growth, the growth of research and of capital spending, so the desk assumes the typical reading of its industry family, the median of 42 members with one.
What the record cannot read: The record does not carry three filed years of revenue and two of the four parts: acceleration, the newest year's growth, the growth of research and of capital spending.
How it was reasoned: family median, 42 readings behind it.
Confidence: 20 of 100
What would change it: Its next annual report on file with the inputs replaces this estimate with the filed reading.

From the record

SI estimate, not a filed reading: Moelis & Company's growth drivers is put at 4.8 of 10 with a confidence of 20 of 100, because the record does not carry three filed years of revenue and two of the four parts: acceleration, the newest year's growth, the growth of research and of capital spending, so the desk assumes the typical reading of its industry family, the median of 42 members with one. Its next annual report on file with the inputs replaces this estimate with the filed reading.

Expectations vs reality

SI estimate

5.1/10

Did its newest year beat what its own record pointed to?

SI estimate 5.1/10, confidence 20 of 100 (family median).

weight 33% of this tense · 50th percentile among 41 sector filers · read for its shareholders

SI estimate Inferred, not read as filed

Why it is an estimate: The record does not carry four filed years of revenue and two of the three parts: revenue against the prior pace, earnings against the prior average, the margin change, so the desk assumes the typical reading of its industry family, the median of 41 members with one.
What the record cannot read: The record does not carry four filed years of revenue and two of the three parts: revenue against the prior pace, earnings against the prior average, the margin change.
How it was reasoned: family median, 41 readings behind it.
Confidence: 20 of 100
What would change it: Its next annual report on file with the inputs replaces this estimate with the filed reading.

From the record

SI estimate, not a filed reading: Moelis & Company's expectations vs reality is put at 5.1 of 10 with a confidence of 20 of 100, because the record does not carry four filed years of revenue and two of the three parts: revenue against the prior pace, earnings against the prior average, the margin change, so the desk assumes the typical reading of its industry family, the median of 41 members with one. Its next annual report on file with the inputs replaces this estimate with the filed reading.

The grade is the company against its own industry, from its filings. It is not a view on the share price. How the grade is made

SI Assistanton MC · research, not advice