Moelis Competitors
| MC Stock | USD 62.73 1.16 1.82% |
Moelis vs MarketAxess Holdings Correlation
Modest diversification
The correlation between Moelis Co and MKTX is 0.26 (i.e., Modest diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding Moelis Co and MKTX in the same portfolio, assuming nothing else is changed.
Moving together with Moelis Stock
Moving against Moelis Stock
The current year's Return On Tangible Assets is expected to grow to 0.13. The current year's Return On Capital Employed is expected to grow to 0.43. At present, Moelis' Other Current Assets are projected to increase significantly based on the last few years of reporting. The current year's Return On Tangible Assets is expected to grow to 0.13, whereas Total Assets are forecasted to decline to about 968.9 M.Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Moelis' price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Moelis Competition Correlation Matrix
Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Moelis and its competitors represents the degree of relationship between the price movements of corresponding stocks. A correlation of about +1.0 implies that the price of Moelis and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Moelis does not affect the price movement of the other competitor.
High positive correlations
| High negative correlations
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Risk-Adjusted Indicators
There is a big difference between Moelis Stock performing well and Moelis Company doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Moelis' multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.| Mean Deviation | Jensen Alpha | Sortino Ratio | Treynor Ratio | Semi Deviation | Expected Shortfall | Potential Upside | Value @Risk | Maximum Drawdown | ||
|---|---|---|---|---|---|---|---|---|---|---|
| LAZ | 1.66 | (0.04) | 0.00 | 0.03 | 2.34 | 3.71 | 12.16 | |||
| SNEX | 1.85 | 0.42 | 0.22 | 0.25 | 1.67 | 4.80 | 9.35 | |||
| VIRT | 1.47 | 0.16 | 0.06 | 0.63 | 1.82 | 2.81 | 13.20 | |||
| RJF | 1.23 | (0.08) | 0.00 | (0.02) | 0.00 | 2.28 | 11.78 | |||
| PJT | 1.53 | (0.19) | 0.00 | (0.08) | 0.00 | 3.08 | 12.71 | |||
| BGC | 1.45 | 0.09 | 0.03 | 0.20 | 1.73 | 2.89 | 12.12 | |||
| HUT | 5.22 | 0.70 | 0.11 | 0.27 | 6.53 | 14.21 | 32.22 | |||
| PIPR | 1.76 | (0.10) | (0.01) | 0.01 | 2.41 | 3.71 | 15.85 | |||
| WTM | 0.85 | 0.19 | 0.15 | 0.46 | 0.82 | 1.95 | 10.24 | |||
| MKTX | 1.18 | 0.05 | 0.01 | 0.19 | 1.54 | 3.55 | 9.14 |
Cross Equities Net Income Analysis
Compare Moelis and related stocks such as Lazard, Stonex Group, and Virtu Financial Net Income Over Time
Select Fundamental| 2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LAZ | 305.8 M | 174.9 M | 84.3 M | 160.2 M | 427.3 M | 986.4 M | 387.7 M | 253.6 M | 527.1 M | 286.5 M | 402.5 M | 528.1 M | 357.5 M | (75.5 M) | 279.9 M | 236.8 M | 288.5 M |
| SNEX | 577.3 K | 12.9 M | 19.2 M | 19.3 M | 55.7 M | 54.7 M | 6.4 M | 55.5 M | 85.1 M | 169.6 M | 116.3 M | 207.1 M | 238.5 M | 260.8 M | 305.9 M | 351.8 M | 369.4 M |
| VIRT | 89.3 M | 89.3 M | 87.6 M | 182.2 M | 190.1 M | 20.9 M | 33 M | 2.9 M | 289.4 M | (58.6 M) | 649.2 M | 476.9 M | 265 M | 142 M | 276.4 M | 468.4 M | 491.8 M |
| RJF | 4.6 M | 295.9 M | 367.2 M | 480.2 M | 502.1 M | 529.4 M | 636 M | 857 M | 1 B | 818 M | 1.4 B | 1.5 B | 1.7 B | 2.1 B | 2.1 B | 2.5 B | 2.6 B |
| PJT | (42.5 M) | (42.5 M) | (42.5 M) | (17.2 M) | 4.5 M | 7.6 M | (3 M) | (32.6 M) | 27.2 M | 29.6 M | 117.5 M | 106.2 M | 90.5 M | 81.8 M | 134.4 M | 180.1 M | 189.1 M |
| BGC | 39.2 M | 20.1 M | 23.9 M | 70.9 M | (3 M) | 160 M | 185 M | 51.5 M | 202.2 M | 43.9 M | 45.1 M | 124 M | 48.7 M | 36.3 M | 127 M | 155 M | 162.7 M |
| HUT | (168.9 K) | (168.9 K) | (168.9 K) | (225.2 K) | (82.1 K) | (105.4 K) | (106 K) | 567.1 K | (136.8 M) | 2.1 M | (19.3 M) | (31.8 M) | (65.6 M) | 21.9 M | 331.9 M | 381.7 M | 400.7 M |
| PIPR | 20.7 M | (102 M) | 41.3 M | 45.1 M | 63.2 M | 52.1 M | (22 M) | (61.9 M) | 57 M | 111.7 M | 40.5 M | 278.5 M | 110.7 M | 85.5 M | 181.1 M | 281.3 M | 295.4 M |
| WTM | (45 M) | 767.9 M | 207.4 M | 321.6 M | 312.2 M | 295.2 M | 401.8 M | 627.2 M | (141.2 M) | 414.5 M | 708.7 M | (275.4 M) | 792.8 M | 509.2 M | 230.4 M | 1.1 B | 1.2 B |
| MKTX | (65.1 M) | 47.7 M | 60.1 M | 76 M | 74.8 M | 96 M | 126.2 M | 148.1 M | 172.9 M | 204.9 M | 299.4 M | 257.9 M | 250.2 M | 258.1 M | 274.2 M | 246.8 M | 259.2 M |
Moelis and related stocks such as Lazard, Stonex Group, and Virtu Financial Net Income description
Net income is one of the most important fundamental items in finance. It plays a large role in Moelis financial statement analysis. It represents the amount of money remaining after all of Moelis Co operating expenses, interest, taxes and preferred stock dividends have been deducted from a company total revenue.Moelis Competitive Analysis
The better you understand Moelis competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Moelis' competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Moelis' competition over several years is one of the best ways to analyze its investment potential.| Better Than Average | Worse Than Peers | View Performance Chart |
Moelis Competition Performance Charts
Five steps to successful analysis of Moelis Competition
Moelis' competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Moelis in relation to its competition. Moelis' competition analysis typically involves several steps, including:- Identifying the key players in the market: This involves identifying the major competitors of Moelis in the market, both direct and indirect, as well as new entrants and disruptive technologies.
- Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
- Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Moelis' competitive landscape.
- Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Moelis, and developing a strategy to address them.
- Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.
Complement your Moelis position
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 FinTech Thematic Idea Now
FinTech
High long term potential financial entities that are ranging from payment processing, investment management to commercial and investment banking. The FinTech theme has 81 constituents at this time.
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Check out Moelis Correlation with its peers. You can also try the Portfolio Comparator module to compare the composition, asset allocations and performance of any two portfolios in your account.
Will Investment Banking & Brokerage sector continue expanding? Could Moelis diversify its offerings? Factors like these will boost the valuation of Moelis. Expected growth trajectory for Moelis significantly influences the price investors are willing to assign. Accurate valuation requires analyzing both current fundamentals and future growth trajectories. Every Moelis data point contributes insight, yet successful analysis hinges on identifying the most consequential variables.
Quarterly Earnings Growth (0.06) | Dividend Share 2.6 | Earnings Share 2.89 | Revenue Per Share | Quarterly Revenue Growth 0.112 |
Understanding Moelis requires distinguishing between market price and book value, where the latter reflects Moelis's accounting equity. The concept of intrinsic value - what Moelis' is actually worth based on fundamentals - guides informed investors toward better entry and exit points. Seasoned market participants apply comprehensive analytical frameworks to derive fundamental worth and identify mispriced opportunities. Market sentiment, economic cycles, and investor behavior can push Moelis' price substantially above or below its fundamental value.
Understanding that Moelis' value differs from its trading price is crucial, as each reflects different aspects of the company. Evaluating whether Moelis represents a sound investment requires analyzing earnings trends, revenue growth, technical signals, industry dynamics, and expert forecasts. In contrast, Moelis' trading price reflects the actual exchange value where willing buyers and sellers reach mutual agreement.