Moelis & Company

Financial - Capital Markets · Financial Services

Price

$67.51

-1.74 (-2.51%)

Market Cap

$5.02B

Winston Score

Winston is curious

Mixed quality — meaningful strengths and weaknesses.

Share count rising — dilution

+15.8% over 4y

The company has issued more shares over this period, which dilutes each existing shareholder’s stake.

Diluted shares outstanding: 68.4M (2021) → 79.2M (2025)

Moelis & Company is an investment bank that gives financial advice to corporations, governments, and wealthy individuals. Its main service is helping clients with big financial decisions — like merging with another company, selling a business, or restructuring debt when a company is in trouble. It does not trade stocks or manage large pools of money like bigger banks do; it purely sells advice.

Moelis earns money by charging fees when deals get done, which means revenue can swing sharply depending on how active deal markets are. The firm operates globally, with offices across North America, Europe, Asia, and the Middle East, and it competes with both large Wall Street banks and other independent advisors like Lazard and PJT Partners. Its independence from big banks is actually a selling point — clients trust that its advice is not influenced by other business interests — but the firm remains highly exposed to a slowdown in mergers and acquisitions activity, which is its biggest risk.

Winston Score History

Politician Trades

1 trades / 12mo

0 Congressional buys and 1 sell on MC in the last 12 months.

Unlock the full Smart Money Map — every trade plotted on the price chart with politicians, amounts and returns since each trade. Founder's Deal is $57/mo locked for life.

Unlock politician trades

Growth Profile

For growth stock investors

When traditional metrics don't capture the full picture, these are the signals growth stock investors use instead.

Revenue Growth

+4.3% YoY

YoY Growth Rate

Slow revenue growth

EPS Growth

-25.0% YoY

YoY Growth Rate

Earnings declining

R&D Spend

$0/ year

0.0% of revenue

Below sector average (7%)

Research and development spending

Insider Activity

1.1%ownership

Relatively low insider ownership

Cash Runway

~2 months

$153M cash & investments

Quarterly Free Cash Flow

↓ Burn rate worsening

Short runway — potential dilution ahead through share issuance

Cash watch

Moelis & Company has less than a year of cash at its current burn rate. Growth investors should watch for potential share dilution from future fundraising — that directly reduces your ownership.

The Winston Score above measures business quality today. Growth stocks often score lower because they invest in the future rather than maximising current profits. These metrics show what matters most for evaluating that future.

Score breakdown

Every number that matters to educated investors.

Each metric is explained in plain language so you know exactly what you're looking at. Start your free trial now.

Quality

Gross Margin

34.2%

Modest — 34.2% gross margin

Operating Margin

12.7%

Healthy — 12.7% operating margin

ROCE

8.3%

Below par — 8.3% return on capital

ROIC between 5% and 15%. They earn 5 to 15 cents back per year on every dollar invested.

Full breakdown available with your free trial

See every metric, trend, and what it means for this stock.

Try free

Growth

Sales YoY

+19.2%

Fast-growing sales (19.2% YoY)

EPS YoY

+26.2%

Earnings growing fast (26.2% YoY)

Earnings growing 25%+ a year. The compounder zone.

EPS Consistency

4/8 quarters

Earnings inconsistent quarter-to-quarter

Full breakdown available with your free trial

See every metric, trend, and what it means for this stock.

Try free

Cash Flow

Cash Conversion

209%

Turns 209% of profit into real cash

FCF Margin

27.3%

Converts sales into free cash efficiently (27.3%)

Free cash flow margin above 20%. Out of every $100 in sales, more than $20 is real cash they keep.

Full breakdown available with your free trial

See every metric, trend, and what it means for this stock.

Try free

Stability

Debt / Equity

N/A

Data not available

Interest Cover

100.00x

—

Comfortably covers interest (100.0x)

Interest coverage above 8. Profits cover interest many times over.

Full breakdown available with your free trial

See every metric, trend, and what it means for this stock.

Try free

Valuation

P/E Ratio (TTM)

23.0x

Growth-priced — P/E 23.0

P/E above the market average. People are paying up for expected growth.

P/E vs Forward

+6.0

GROWING

Earnings expected to grow meaningfully — cheaper on forward P/E (23.0 → 17.0)

Full breakdown available with your free trial

See every metric, trend, and what it means for this stock.

Try free

Dividends

Dividend Yield

3.87%

Moderate income — 3.87% yield

Standard yield zone for stable dividend payers. A meaningful piece of total return.

Dividend Growth

+4.0%

Dividend growing modestly (4.0% YoY)

Full breakdown available with your free trial

See every metric, trend, and what it means for this stock.

Try free

🔒 See full fundamentals and if they are improving or declining — click here for your free trial now.

Start free trial