Moelis Net Worth
Moelis Net Worth Breakdown | MC |
Moelis Net Worth Analysis
Moelis' net worth analysis, or its valuation, is the process of determining the total value of the company. This involves assessing a range of factors, including Moelis' financial performance, assets, liabilities, and potential for growth. The ultimate goal is to provide a clear understanding of Moelis' overall worth, which can help investors make informed investment decisions. There are several methods that can be used to perform Moelis' net worth analysis. One common approach is to calculate Moelis' market capitalization.Another approach is to use the price-to-earnings ratio (P/E ratio), which compares Moelis' stock price to its earnings per share (EPS). Discounted cash flow (DCF) analysis is another popular method for assessing Moelis' net worth. This approach calculates the present value of Moelis' future cash flows, taking into account factors such as growth rate, profitability, and risk. By comparing the present value of Moelis' cash flows to its current stock price, investors can gain a better understanding of the company's overall value. Finally, investors may use comparable company analysis to evaluate Moelis' net worth. This involves comparing Moelis' financial metrics to similar companies in the same industry. By identifying companies with similar financial characteristics, investors can gain insight into Moelis' net worth relative to its peers.
To determine if Moelis is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding Moelis' net worth research are outlined below:
| The company generated the yearly revenue of 854.75 M. Annual Net Loss to common stockholders was (24.7 M) with gross profit of 883.69 M. | |
| Over 100.0% of the company shares are owned by institutional investors | |
| On 2nd of December 2024 Moelis paid $ 0.6 per share dividend to its current shareholders | |
| Latest headline from finance.yahoo.com: JP Morgan, UBS Dominate Asia-Pacific MA financial advisory in 2024 |
Moelis uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in Moelis Co. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Moelis' previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
| 7th of February 2024 Upcoming Quarterly Report | View | |
| 24th of April 2024 Next Financial Report | View | |
| 31st of December 2023 Next Fiscal Quarter End | View | |
| 7th of February 2024 Next Fiscal Year End | View | |
| 30th of September 2023 Last Quarter Report | View | |
| 31st of December 2022 Last Financial Announcement | View |
Moelis Target Price Consensus
Moelis target price is determined by taking all analyst projections and averaging them out. There is no one specific way to measure analysts' performance other than comparing it to past results via a very sophisticated attribution analysis. Moelis' target price projections below should be used in combination with other traditional price prediction techniques such as stock price forecasting, investor sentiment analysis, technical analysis, earnings estimate, and various momentum models.
| 9 | Hold |
Most Moelis analysts issue ratings four times a year, at intervals of three months. Ratings are usually accompanied by a target price to help potential investors understand Moelis stock's fair price compared to its market value. Analysts arrive at stock ratings after researching the public financial statements of Moelis, talking to its executives and customers, or listening to those companies' conference calls.
Macroaxis Advice Exposure ValuationMoelis Target Price Projection
Moelis' current and average target prices are 77.34 and 74.86, respectively. The current price of Moelis is the price at which Moelis Co is currently trading. On the other hand, Moelis' target price is what analysts think the stock is worth or could sell for in the future. The more significant the discrepancy between the two prices, the more it stimulates investors to act.Target Price
Analyst Consensus On Moelis Target Price
Know Moelis' Top 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 originate 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 | 2024-09-30 | 1.6 M | Jpmorgan Chase & Co | 2024-09-30 | 1.2 M | Citadel Advisors Llc | 2024-09-30 | 1.1 M | Wells Fargo & Co | 2024-09-30 | 1.1 M | Lord, Abbett & Co Llc | 2024-09-30 | 974.1 K | Charles Schwab Investment Management Inc | 2024-09-30 | 922.9 K | Hightower Advisors, Llc | 2024-09-30 | 896.2 K | Northern Trust Corp | 2024-09-30 | 823.4 K | Natixis Advisors, Llc. | 2024-09-30 | 804.9 K | Blackrock Inc | 2024-09-30 | 8.4 M | Vanguard Group Inc | 2024-09-30 | 8 M |
Follow Moelis' market capitalization trends
The company currently falls under 'Mid-Cap' category with a market capitalization of 5.46 B.Project Moelis' profitablity
The company has Net Profit Margin (PM) of 0.04 %, which suggests that even a small decline in it sales will erase profits and may result in a net loss, or a negative profit margin. This is way below average. Likewise, it shows Net Operating Margin (NOM) of 0.06 %, which signifies that for every $100 of sales, it has a net operating income of $0.06.When accessing Moelis' net worth, it's important to look at multiple sources and consider different scenarios. For example, gross profit margin measures Moelis' profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of Moelis' profitability and make more informed investment decisions.
Please note, the presentation of Moelis' financial position, as portrayed in its financial statements, is often influenced by management's estimates, judgments, and sometimes even manipulations. In the best case, Moelis' management is honest, while the outside auditors are strict and uncompromising. Please utilize our Beneish M Score to check the likelihood of Moelis' management manipulating its earnings.
Evaluate Moelis' management efficiency
Moelis has Return on Asset (ROA) of 0.0398 % which means that for every $100 of assets, it generated a profit of $0.0398. This is way below average. Likewise, it shows a return on total equity (ROE) of 0.1166 %, which means that it produced $0.1166 on every 100 dollars invested by current stockholders. Moelis' management efficiency ratios could be used to measure how well Moelis manages its routine affairs as well as how well it operates its assets and liabilities.Moelis showcases strong leadership that adapts to market changes and drives innovation. Our analysis explores how this adaptability affects the stock's investment appeal.
Enterprise Value Revenue 5.6922 | Revenue | Quarterly Revenue Growth 0.006 | Revenue Per Share 13.755 | Return On Equity |
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Moelis insiders, such as employees or executives, is commonly permitted as long as it does not rely on Moelis' material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Moelis insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Moelis Corporate Filings
8K | 17th of January 2025 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
F4 | 4th of December 2024 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
10Q | 24th of October 2024 Quarterly performance report mandated by Securities and Exchange Commission (SEC), to be filed by publicly traded corporations | ViewVerify |
F3 | 23rd of September 2024 The report used by insiders such as officers, directors, and major shareholders (beneficial owners holding more than 10% of any class of the company's equity securities) to declare their ownership of a company's stock | ViewVerify |
Moelis Earnings Estimation Breakdown
The calculation of Moelis' earning per share is based on the data from the past 12 consecutive months, used for reporting the company's financial figures. The next projected EPS of Moelis is estimated to be 0.27715 with the future projection ranging from a low of 0.25 to a high of 0.319025. Please be aware that this consensus of annual earnings estimates for Moelis Co is based on EPS before non-recurring items and includes expenses related to employee stock options.Last Reported EPS
0.25 Lowest | Expected EPS | 0.32 Highest |
Moelis Earnings Projection Consensus
Suppose the current estimates of Moelis' value are higher than the current market price of the Moelis stock. In this case, investors may conclude that Moelis is overpriced and will exhibit bullish sentiment. On the other hand, if the present value is lower than the stock price, analysts may conclude that the market undervalues the equity. These scenarios may suggest that the market is not as efficient as it should be at the estimation time, and Moelis' stock will quickly adjusts to the new information provided by the consensus estimate.
| Number of Analysts | Historical Accuracy | Last Reported EPS | Estimated EPS for 31st of December 2024 | Current EPS (TTM) | |
| 9 | 50.43% | 0.22 | 0.27715 | 0.53 |
Moelis Earnings per Share Projection vs Actual
Actual Earning per Share of Moelis refers to what the company shows during its earnings calls or quarterly reports. The Expected EPS is what analysts covering Moelis Co predict the company's earnings will be in the future. The higher the earnings per share of Moelis, the better is its profitability. While calculating the Earning per Share, we use the weighted ratio, as the number of shares outstanding can change over time.Moelis Estimated Months Earnings per Share
For an investor who is primarily interested in generating an income out of investing in entities such as Moelis, the EPS ratio can tell if the company is intending to increase its current dividend. Although EPS is an essential tool for investors, it should not be used in isolation. EPS of Moelis should always be considered in relation to other companies to make a more educated investment decision.Moelis Quarterly Analyst Estimates and Surprise Metrics
Earnings surprises can significantly impact Moelis' stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate.
| Reported | Fiscal Date | Estimated EPS | Reported EPS | Surprise | |||
|---|---|---|---|---|---|---|---|
2024-10-23 | 2024-09-30 | 0.21 | 0.22 | 0.01 | 4 | ||
2024-07-24 | 2024-06-30 | 0.11 | 0.18 | 0.07 | 63 | ||
2024-04-24 | 2024-03-31 | 0.13 | 0.22 | 0.09 | 69 | ||
2024-02-07 | 2023-12-31 | -0.11 | -0.06 | 0.05 | 45 | ||
2023-11-02 | 2023-09-30 | 0.03 | -0.15 | -0.18 | 600 | ||
2023-07-26 | 2023-06-30 | -0.01 | -0.04 | -0.03 | 300 | ||
2023-04-26 | 2023-03-31 | 0.1 | 0.05 | -0.05 | 50 | ||
2023-02-08 | 2022-12-31 | 0.34 | 0.33 | -0.01 | 2 | ||
2022-11-02 | 2022-09-30 | 0.35 | 0.37 | 0.02 | 5 | ||
2022-07-27 | 2022-06-30 | 0.43 | 0.57 | 0.14 | 32 | ||
2022-04-27 | 2022-03-31 | 0.77 | 0.95 | 0.18 | 23 | ||
2022-02-09 | 2021-12-31 | 1.49 | 1.42 | -0.07 | 4 | ||
2021-10-27 | 2021-09-30 | 1.35 | 1.77 | 0.42 | 31 | ||
2021-07-21 | 2021-06-30 | 0.83 | 1.19 | 0.36 | 43 | ||
2021-04-28 | 2021-03-31 | 0.88 | 1.02 | 0.14 | 15 | ||
2021-02-10 | 2020-12-31 | 1.34 | 1.99 | 0.65 | 48 | ||
2020-10-26 | 2020-09-30 | 0.03 | 0.54 | 0.51 | 1700 | ||
2020-07-29 | 2020-06-30 | -0.16 | -0.11 | 0.05 | 31 | ||
2020-04-22 | 2020-03-31 | 0.34 | 0.45 | 0.11 | 32 | ||
2020-02-05 | 2019-12-31 | 0.25 | 0.38 | 0.13 | 52 | ||
2019-10-30 | 2019-09-30 | 0.57 | 0.76 | 0.19 | 33 | ||
2019-07-30 | 2019-06-30 | 0.42 | 0.56 | 0.14 | 33 | ||
2019-04-30 | 2019-03-31 | 0.21 | 0.15 | -0.06 | 28 | ||
2019-02-06 | 2018-12-31 | 0.67 | 0.77 | 0.1 | 14 | ||
2018-10-22 | 2018-09-30 | 0.63 | 0.62 | -0.01 | 1 | ||
2018-07-23 | 2018-06-30 | 0.55 | 0.78 | 0.23 | 41 | ||
2018-04-23 | 2018-03-31 | 0.72 | 0.84 | 0.12 | 16 | ||
2018-02-07 | 2017-12-31 | 0.42 | 0.52 | 0.1 | 23 | ||
2017-10-25 | 2017-09-30 | 0.42 | 0.57 | 0.15 | 35 | ||
2017-07-24 | 2017-06-30 | 0.47 | 0.66 | 0.19 | 40 | ||
2017-04-25 | 2017-03-31 | 0.41 | 0.54 | 0.13 | 31 | ||
2017-02-08 | 2016-12-31 | 0.61 | 0.66 | 0.05 | 8 | ||
2016-10-26 | 2016-09-30 | 0.34 | 0.44 | 0.1 | 29 | ||
2016-08-03 | 2016-06-30 | 0.29 | 0.35 | 0.06 | 20 | ||
2016-04-27 | 2016-03-31 | 0.38 | 0.35 | -0.03 | 7 | ||
2016-02-09 | 2015-12-31 | 0.51 | 0.55 | 0.04 | 7 | ||
2015-10-28 | 2015-09-30 | 0.41 | 0.45 | 0.04 | 9 | ||
2015-07-29 | 2015-06-30 | 0.33 | 0.37 | 0.04 | 12 | ||
2015-04-29 | 2015-03-31 | 0.33 | 0.28 | -0.05 | 15 | ||
2015-02-05 | 2014-12-31 | 0.57 | 0.51 | -0.06 | 10 | ||
2014-10-29 | 2014-09-30 | 0.39 | 0.42 | 0.03 | 7 | ||
2014-07-30 | 2014-06-30 | 0.24 | 0.42 | 0.18 | 75 |
Moelis Corporate Directors
| Yolonda Richardson | Independent Director | Profile | |
| Kenneth Shropshire | Independent Director | Profile | |
| John Allison | Independent Director | Profile | |
| Elizabeth Crain | COO, Co-Founder, and Managing Director | Profile |
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 closely tied with the direction of predictive economic indicators such as signals in main economic indicators. You can also try the Fundamental Analysis module to view fundamental data based on most recent published financial statements.
Is Investment Banking & Brokerage space 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 0.53 | Revenue Per Share 13.755 | Quarterly Revenue Growth 0.006 |
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.