Moelis Co Stock Performance
| MC Stock | USD 49.75 0.51 1.01% |
The company secures a Beta (Market Risk) of 0.96, which conveys possible diversification benefits within a given portfolio. Moelis returns are very sensitive to returns on the market. As the market goes up or down, Moelis is expected to follow. Moelis has an expected return of -0.17%. Please make sure to verify Moelis Co skewness, and the relationship between the treynor ratio and rate of daily change , to decide if Moelis performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
0 of 100
Weak | Strong |
Very Weak
Over the last 90 days Moelis Co has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of latest weak performance, the Stock's fundamental indicators remain sound and the latest tumult on Wall Street may also be a sign of longer-term gains for the firm shareholders. ...more
Actual Historical Performance (%)
One Day Return (1.01) | Five Day Return (4.33) | Year To Date Return (10.65) | Ten Year Return 84.26 | All Time Return 90.25 |
Forward Dividend Yield 0.0482 | Payout Ratio 1.2 | Last Split Factor 1:2 | Forward Dividend Rate 2.4 | Dividend Date 2024-03-28 |
1 | Disposition of 20001 shares by Navid Mahmoodzadegan of Moelis at 55.82 subject to Rule 16b-3 | 02/16/2024 |
2 | Disposition of 5869 shares by Osamu Watanabe of Moelis at 54.38 subject to Rule 16b-3 | 02/23/2024 |
3 | Disposition of 44710 shares by Jeffrey Raich of Moelis at 54.23 subject to Rule 16b-3 | 02/29/2024 |
4 | Acquisition by Osamu Watanabe of tradable shares of Moelis subject to Rule 16b-3 | 03/20/2024 |
5 | Acquisition by Kenneth Moelis of 197222 shares of Moelis subject to Rule 16b-3 | 03/27/2024 |
| Moelis dividend paid on 28th of March 2024 | 03/28/2024 |
6 | Acquisition by Kenneth Moelis of 598 shares of Moelis subject to Rule 16b-3 | 04/02/2024 |
7 | Moelis Company to Announce First Quarter 2024 Financial Results and Host a Conference Call on April 24, 2024 | 04/03/2024 |
8 | Acquisition by Chris Callesano of tradable shares of Moelis subject to Rule 16b-3 | 04/05/2024 |
9 | Moelis Company Scheduled to Post Quarterly Earnings on Wednesday - Defense World | 04/16/2024 |
10 | Express files for bankruptcy, plans to close nearly 100 stores as investor group looks to save the brand | 04/22/2024 |
11 | Moelis Co Surpasses Quarterly Revenue Estimates with Strategic Growth Initiatives | 04/24/2024 |
12 | Raymond James Q2 Earnings Miss, Revenues Rise YY | 04/25/2024 |
13 | Moelis Company Q1 2024 Earnings Call Transcript | 04/26/2024 |
| Begin Period Cash Flow | 207.5 M |
Moelis |
Moelis Relative Risk vs. Return Landscape
If you would invest 5,635 in Moelis Co on January 30, 2024 and sell it today you would lose (660.00) from holding Moelis Co or give up 11.71% of portfolio value over 90 days. Moelis Co is generating negative expected returns and assumes 2.1181% volatility on return distribution over the 90 days horizon. Put differently, 18% of stocks are less risky than Moelis on the basis of their historical return distribution, and some 99% of all equities are expected to be superior in generating returns on investments over the next 90 days. Expected Return |
| Risk |
Moelis Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Moelis' investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Moelis Co, and traders can use it to determine the average amount a Moelis' price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.0813
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | MC |
Estimated Market Risk
| 2.12 actual daily | 18 82% of assets are more volatile |
Expected Return
| -0.17 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.08 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Moelis is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Moelis by adding Moelis to a well-diversified portfolio.
Moelis Fundamentals Growth
Moelis Stock prices reflect investors' perceptions of the future prospects and financial health of Moelis, and Moelis fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Moelis Stock performance.
| Return On Equity | -0.033 | ||||
| Return On Asset | -0.0136 | ||||
| Profit Margin | (0.01) % | ||||
| Operating Margin | 0.03 % | ||||
| Current Valuation | 3.64 B | ||||
| Shares Outstanding | 70.35 M | ||||
| Price To Earning | 11.64 X | ||||
| Price To Book | 9.86 X | ||||
| Price To Sales | 4.06 X | ||||
| Revenue | 854.75 M | ||||
| Gross Profit | 913.57 M | ||||
| EBITDA | (32.03 M) | ||||
| Net Income | (24.7 M) | ||||
| Cash And Equivalents | 206.79 M | ||||
| Cash Per Share | 2.17 X | ||||
| Total Debt | 215.68 M | ||||
| Debt To Equity | 0.44 % | ||||
| Current Ratio | 1.38 X | ||||
| Book Value Per Share | 5.18 X | ||||
| Cash Flow From Operations | 158.47 M | ||||
| Earnings Per Share | (0.19) X | ||||
| Market Capitalization | 3.5 B | ||||
| Total Asset | 1.18 B | ||||
| Retained Earnings | (767.59 M) | ||||
| Working Capital | (350.76 M) | ||||
| Current Asset | 288.11 M | ||||
| Current Liabilities | 265.77 M | ||||
About Moelis Performance
To evaluate Moelis Stock as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Moelis generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Moelis Stock's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Moelis market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Moelis's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 85.68 | 130.26 | |
| 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) |
Things to note about Moelis performance evaluation
Checking the ongoing alerts about Moelis for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Moelis help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Moelis generated a negative expected return over the last 90 days | |
| 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. | |
| Over 100.0% 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 finance.yahoo.com: Moelis Company Q1 2024 Earnings Call Transcript |
- Analyzing Moelis' financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Moelis' stock is overvalued or undervalued compared to its peers.
- Examining Moelis' industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Moelis' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Moelis' management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Moelis' stock. These opinions can provide insight into Moelis' potential for growth and whether the stock is currently undervalued or overvalued.
Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in Moelis Co. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in main economic indicators. 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 Sectors module to list of equity sectors categorizing publicly traded companies based on their primary business activities.
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.
| Analyst Advice Analyst recommendations and target price estimates broken down by several categories | |
| Idea Analyzer Analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas | |
| Sign In To Macroaxis Sign in to explore Macroaxis' wealth optimization platform and fintech modules | |
| Balance Of Power Check stock momentum by analyzing Balance Of Power indicator and other technical ratios | |
| Financial Widgets Easily integrated Macroaxis content with over 30 different plug-and-play financial widgets | |
| Portfolio File Import Quickly import all of your third-party portfolios from your local drive in csv format | |
| Bond Analysis Evaluate and analyze corporate bonds as a potential investment for your portfolios. | |
| Portfolio Manager State of the art Portfolio Manager to monitor and improve performance of your invested capital | |
| Share Portfolio Track or share privately all of your investments from the convenience of any device |
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 3.276 | Dividend Share 2.4 | Earnings Share (0.19) | Revenue Per Share 12.57 | Quarterly Revenue Growth 0.158 |
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.