Moelis Co Stock Buy Hold or Sell Recommendation
| MC Stock | USD 54.60 1.38 2.59% |
Allowing for the 90-day total investment horizon and your above-average risk tolerance, our recommendation regarding Moelis Co is 'Strong Hold'. Macroaxis provides Moelis buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding Moelis positions. The advice algorithm takes into account all of Moelis' available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Moelis' buy or sell advice are summarized below:
Real Value 46.81 | Target Price 39.2 | Hype Value 54.62 | Market Value 54.6 |
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Moelis Co given historical horizon and risk tolerance towards Moelis. When Macroaxis issues a 'buy' or 'sell' recommendation for Moelis Co, the advice is generated through an automated system that utilizes algorithms and statistical models.
Moelis |
Execute Moelis Buy or Sell Advice
The Moelis recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Moelis Co. Macroaxis does not own or have any residual interests in Moelis Co or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Moelis' advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Strong Hold
Market Performance | Very Weak | Details | |
Volatility | Very steady | Details | |
Hype Condition | Low key | Details | |
Current Valuation | Overvalued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Follows the market closely | Details | |
Investor Sentiment | Impartial | Details | |
Analyst Consensus | Hold | Details | |
Financial Strenth (F Score) | Strong | Details | |
Financial Leverage | Inapplicable | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Moelis Trading Alerts and Improvement Suggestions
| 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 99.0% of the company shares are owned by institutional investors | |
| On 28th of March 2024 Moelis paid $ 0.6 per share dividend to its current shareholders | |
| Latest headline from nbcnews.com: Express files for bankruptcy, plans to close nearly 100 stores as investor group looks to save the brand |
Moelis Returns Distribution Density
The distribution of Moelis' historical returns is an attempt to chart the uncertainty of Moelis' future price movements. The chart of the probability distribution of Moelis daily returns describes the distribution of returns around its average expected value. We use Moelis Co price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Moelis returns is essential to provide solid investment advice for Moelis.
| Mean Return | 0.02 | Value At Risk | -3.22 | Potential Upside | 3.70 | Standard Deviation | 1.99 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Moelis historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
Moelis Stock 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 originates 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 | 2023-12-31 | 1.4 M | Jpmorgan Chase & Co | 2023-12-31 | 1.1 M | Hightower Advisors, Llc | 2023-12-31 | 1.1 M | Dimensional Fund Advisors, Inc. | 2023-12-31 | 1.1 M | Westwood Holdings Group Inc | 2023-12-31 | 1.1 M | Ameriprise Financial Inc | 2023-12-31 | 1.1 M | Artisan Partners Limited Partnership | 2023-12-31 | 1.1 M | Wells Fargo & Co | 2023-12-31 | 1.1 M | Lord, Abbett & Co Llc | 2023-12-31 | 1.1 M | Blackrock Inc | 2023-12-31 | 8 M | Vanguard Group Inc | 2023-12-31 | 7.8 M |
Moelis Cash Flow Accounts
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
| Change To Inventory | (33.9M) | 57.3M | 264.8M | 16.3M | 18.8M | 35.0M | |
| Change In Cash | (93.2M) | 34.7M | 317.7M | (313.5M) | (20.3M) | (19.3M) | |
| Free Cash Flow | 202.8M | 388.6M | 920.6M | 27.0M | 141.8M | 259.3M | |
| Depreciation | 5.0M | 4.7M | 7.2M | 8.0M | 8.3M | 4.8M | |
| Other Non Cash Items | (22.8M) | 2.0M | (31.0M) | 14.8M | (10.0M) | (10.5M) | |
| Dividends Paid | 209.2M | 282.9M | 480.0M | 174.7M | 182.2M | 243.0M | |
| Capital Expenditures | 6.5M | 40.7M | 16.4M | 6.0M | 16.7M | 9.9M | |
| Net Income | 135.7M | 218.4M | 423.0M | 168.7M | (24.7M) | (23.5M) | |
| End Period Cash Flow | 168.6M | 203.3M | 521.0M | 207.5M | 187.2M | 265.4M | |
| Investments | (45.4M) | 708K | (658K) | (2.2M) | 48.6M | 51.0M | |
| Change Receivables | 7.1M | (46.7M) | 26.9M | (20.3M) | (18.3M) | (17.4M) | |
| Change To Netincome | 105.1M | 174.6M | 189.9M | 173.4M | 199.4M | 156.5M |
Moelis Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Moelis or Capital Markets sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Moelis' price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Moelis stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over NYSE Composite | -0.06 | |
β | Beta against NYSE Composite | 0.87 | |
σ | Overall volatility | 2.02 | |
Ir | Information ratio | -0.04 |
Moelis Volatility Alert
Moelis Co has relatively low volatility with skewness of -0.03 and kurtosis of 0.38. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Moelis' stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Moelis' stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.Moelis Fundamentals Vs Peers
Comparing Moelis' fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Moelis' direct or indirect competition across all of the common fundamentals between Moelis and the related equities. This way, we can detect undervalued stocks with similar characteristics as Moelis or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Moelis' fundamental indicators could also be used in its relative valuation, which is a method of valuing Moelis by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Moelis to competition |
| Fundamentals | Moelis | Peer Average |
| Return On Equity | -0.067 | -0.31 |
| Return On Asset | -0.023 | -0.14 |
| Profit Margin | (0.03) % | (1.27) % |
| Operating Margin | (0.04) % | (5.51) % |
| Current Valuation | 3.59 B | 16.62 B |
| Shares Outstanding | 66.67 M | 571.82 M |
| Shares Owned By Insiders | 0.60 % | 10.09 % |
| Shares Owned By Institutions | 99.40 % | 39.21 % |
| Number Of Shares Shorted | 6.07 M | 4.71 M |
| Price To Earning | 11.64 X | 28.72 X |
| Price To Book | 9.86 X | 9.51 X |
| Price To Sales | 4.06 X | 11.42 X |
| Revenue | 854.75 M | 9.43 B |
| Gross Profit | 913.57 M | 27.38 B |
| EBITDA | (32.03 M) | 3.9 B |
| Net Income | (24.7 M) | 570.98 M |
| Cash And Equivalents | 206.79 M | 2.7 B |
| Cash Per Share | 2.17 X | 5.01 X |
| Total Debt | 215.68 M | 5.32 B |
| Debt To Equity | 0.44 % | 48.70 % |
| Current Ratio | 1.38 X | 2.16 X |
| Book Value Per Share | 5.28 X | 1.93 K |
| Cash Flow From Operations | 158.47 M | 971.22 M |
| Short Ratio | 8.83 X | 4.00 X |
| Earnings Per Share | (0.36) X | 3.12 X |
| Price To Earnings To Growth | 1.97 X | 4.89 X |
| Target Price | 53.4 | |
| Number Of Employees | 1.16 K | 18.84 K |
| Beta | 1.38 | -0.15 |
| Market Capitalization | 3.55 B | 19.03 B |
| Total Asset | 1.18 B | 29.47 B |
| Retained Earnings | (767.59 M) | 9.33 B |
| Working Capital | (350.76 M) | 1.48 B |
Note: Disposition of 30917 shares by Kenneth Moelis of Moelis subject to Rule 16b-3 [view details]
Moelis Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Moelis . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
About Moelis Buy or Sell Advice
When is the right time to buy or sell Moelis Co? Buying financial instruments such as Moelis Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.| 2021 | 2022 | 2023 | 2024 (projected) | Other Current Liabilities | 788.0M | 529.3M | 543.4M | 410.8M | Total Assets | 1.6B | 1.2B | 1.2B | 923.3M |
Use Investing Ideas to Build Portfolios
In addition to having Moelis in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Electronics Thematic Idea Now
Electronics
Companies manufacturing electronic appliances and goods. The Electronics theme has 45 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Electronics Theme or any other thematic opportunities.
| View All Next | Launch |
Check out Moelis Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. Note that the Moelis information on this page should be used as a complementary analysis to other Moelis' statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Earnings Calls module to check upcoming earnings announcements updated hourly across public exchanges.
Complementary Tools for Moelis Stock analysis
When running Moelis' price analysis, check to measure Moelis' market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Moelis is operating at the current time. Most of Moelis' value examination focuses on studying past and present price action to predict the probability of Moelis' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Moelis' price. Additionally, you may evaluate how the addition of Moelis to your portfolios can decrease your overall portfolio volatility.
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets | |
| Financial Widgets Easily integrated Macroaxis content with over 30 different plug-and-play financial widgets | |
| Portfolio Analyzer Portfolio analysis module that provides access to portfolio diagnostics and optimization engine | |
| Equity Forecasting Use basic forecasting models to generate price predictions and determine price momentum | |
| ETFs Find actively traded Exchange Traded Funds (ETF) from around the world | |
| Competition Analyzer Analyze and compare many basic indicators for a group of related or unrelated entities | |
| Top Crypto Exchanges Search and analyze digital assets across top global cryptocurrency exchanges | |
| Portfolio Backtesting Avoid under-diversification and over-optimization by backtesting your portfolios | |
| Stock Screener Find equities using a custom stock filter or screen asymmetry in trading patterns, price, volume, or investment outlook. | |
| Commodity Directory Find actively traded commodities issued by global exchanges | |
| ETF Categories List of ETF categories grouped based on various criteria, such as the investment strategy or type of investments | |
| Piotroski F Score Get Piotroski F Score based on the binary analysis strategy of nine different fundamentals | |
| Positions Ratings Determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance |
Is Moelis' industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Moelis. If investors know Moelis will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Moelis listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth (0.95) | Dividend Share 2.4 | Earnings Share (0.36) | Revenue Per Share 12.819 | Quarterly Revenue Growth 0.037 |
The market value of Moelis is measured differently than its book value, which is the value of Moelis that is recorded on the company's balance sheet. Investors also form their own opinion of Moelis' value that differs from its market value or its book value, called intrinsic value, which is Moelis' true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Moelis' market value can be influenced by many factors that don't directly affect Moelis' underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Moelis' value and its price as these two are different measures arrived at by different means. Investors typically determine if Moelis is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Moelis' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.