Moelis Co Stock Alpha and Beta Analysis
| MC Stock | USD 76.59 2.04 2.74% |
This module allows you to check different measures of market premium (i.e., alpha and beta) for all equities such as Moelis Co. It also helps investors analyze the systematic and unsystematic risks associated with investing in Moelis over a specified time horizon. Remember, high Moelis' alpha is almost always a sign of good performance; however, a high beta will depend on investors' risk tolerance level and may signal increased volatility and potential future overvaluation. Key technical indicators related to Moelis' market risk premium analysis include:
Beta 1.89 | Alpha 0.0274 | Risk 2.13 | Sharpe Ratio 0.13 | Expected Return 0.29 |
Moelis Quarterly Cash And Equivalents |
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Alpha is a measure of relative performance on a risk-adjusted basis, while beta measures volatility against the benchmark. The goal is to know if an investor is being compensated for the volatility risk taken. The return on investment might be better than its reference but still not compensate for the assumption of the risk.
Check out Moelis Backtesting, Moelis Valuation, Moelis Correlation, Moelis Hype Analysis, Moelis Volatility, Moelis History and analyze Moelis Performance. Moelis Market Premiums
Investors always prefer to have the highest possible return on investment, coupled with the lowest possible volatility. Moelis market risk premium is the additional return an investor will receive from holding Moelis long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Moelis. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Alpha and beta are two of the key measurements used to evaluate Moelis' performance over market.| α | 0.03 | β | 1.89 |
Moelis expected buy-and-hold returns
Although buy-and-hold investment strategy may not appeal to all investors, it may be used as a good measure of Moelis' Buy-and-hold return. Our buy-and-hold chart shows how Moelis performed over your current time horizon against a typical interest-earning bank account and a selected benchmark.Moelis Market Price Analysis
Market price analysis indicators help investors to evaluate how Moelis stock reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing, and determine when trading Moelis shares will generate the highest return on investment. By understating and applying Moelis stock market price indicators, traders can identify Moelis position entry and exit signals to maximize returns.
Moelis Return and Market Media
The median price of Moelis for the period between Wed, Oct 8, 2025 and Tue, Jan 6, 2026 is 67.0 with a coefficient of variation of 5.42. The daily time series for the period is distributed with a sample standard deviation of 3.62, arithmetic mean of 66.77, and mean deviation of 3.08. The Stock received substential amount of media coverage during this period. Price Growth (%) |
| Timeline |
1 | Acquisition by Kenneth Shropshire of tradable shares of Moelis subject to Rule 16b-3 | 10/16/2025 |
2 | Netflix taps Moelis Co to explore bid for Warner Bros Discovery - report | 10/31/2025 |
3 | MSTR Falls To 230 Despite Strategys Upsized Stock Offering | 11/07/2025 |
| Moelis dividend paid on 4th of December 2025 | 12/04/2025 |
4 | Analysts Set Moelis Company Target Price at 71.57 | 12/09/2025 |
5 | UBS Assumes Coverage on Moelis with a Neutral Rating MC S - GuruFocus | 12/11/2025 |
6 | Has the Rally in Moelis Shares Already Gone Too Far | 12/17/2025 |
7 | Investment Banker Invasion How Boutique Firms Dominated Hollywoods Biggest Deals in 2025 | 12/31/2025 |
8 | Acquisition by Eric Cantor of 215 shares of Moelis subject to Rule 16b-3 | 01/02/2026 |
9 | Q3 Earnings Highlights Moelis Vs The Rest Of The Investment Banking Brokerage Stocks | 01/05/2026 |
About Moelis Beta and Alpha
For many years both, Alpha and Beta indicators are used by professional money managers as critical performance measurement tools across virtually all financial instruments including Moelis or other stocks. Alpha measures the amount that position in Moelis has returned in comparison to a selected market index or another relevant benchmark. In other words, Alpha is the excess return on an investment relative to the performance of your selected benchmark. Beta, on the other hand, measures the relative risk of your investment.
| 2023 | 2024 | 2025 | 2026 (projected) | Dividend Yield | 0.0474 | 0.0347 | 0.0399 | 0.0379 | Price To Sales Ratio | 4.5 | 4.45 | 4.0 | 4.2 |
Moelis Upcoming Company Events
As portrayed in its financial statements, the presentation of Moelis' financial position is often influenced by management's estimates, judgments, and sometimes even manipulations. In the best case, Moelis' leadership is honest, while the outside auditors are strict and uncompromising. Whatever the case, investors should always follow all of Moelis' public filing events to personally review all filings and be reasonable and skeptical to interpret all of the financial statements of Moelis. Please utilize our Beneish M Score to check the likelihood of Moelis' management manipulating its earnings.
| 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 |
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Check out Moelis Backtesting, Moelis Valuation, Moelis Correlation, Moelis Hype Analysis, Moelis Volatility, Moelis History and analyze Moelis Performance. You can also try the Portfolio Anywhere module to track or share privately all of your investments from the convenience of any device.
Moelis technical stock analysis exercises models and trading practices based on price and volume transformations, such as the moving averages, relative strength index, regressions, price and return correlations, business cycles, stock market cycles, or different charting patterns.