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Upturn AI SWOT - About
MC 
Moelis & Co (MC)
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Upturn Advisory Summary
04/01/2025: MC (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type Stock | Historic Profit -51.63% | Avg. Invested days 26 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 4.12B USD | Price to earnings Ratio 32.8 | 1Y Target Price 74.71 |
Price to earnings Ratio 32.8 | 1Y Target Price 74.71 | ||
Volume (30-day avg) 1130859 | Beta 1.42 | 52 Weeks Range 44.47 - 82.18 | Updated Date 04/1/2025 |
52 Weeks Range 44.47 - 82.18 | Updated Date 04/1/2025 | ||
Dividends yield (FY) 4.46% | Basic EPS (TTM) 1.78 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 11.39% | Operating Margin (TTM) 29.98% |
Management Effectiveness
Return on Assets (TTM) 11.84% | Return on Equity (TTM) 35.99% |
Valuation
Trailing PE 32.8 | Forward PE 21.05 | Enterprise Value 3970894848 | Price to Sales(TTM) 3.45 |
Enterprise Value 3970894848 | Price to Sales(TTM) 3.45 | ||
Enterprise Value to Revenue 3.26 | Enterprise Value to EBITDA 21.27 | Shares Outstanding 70610000 | Shares Floating 69850457 |
Shares Outstanding 70610000 | Shares Floating 69850457 | ||
Percent Insiders 1.12 | Percent Institutions 100.24 |
Analyst Ratings
Rating 2.78 | Target Price 74.86 | Buy 2 | Strong Buy - |
Buy 2 | Strong Buy - | ||
Hold 5 | Sell - | Strong Sell 2 | |
Strong Sell 2 |
Upturn AI SWOT
Moelis & Co
Company Overview
History and Background
Moelis & Company was founded in 2007 by Ken Moelis. It quickly established itself as a leading independent investment bank, focusing on providing strategic and financial advice to corporations, institutions, and governments.
Core Business Areas
- Investment Banking Advisory: Provides advisory services on mergers and acquisitions, restructurings, recapitalizations, and other strategic transactions.
- Capital Markets Advisory: Offers advice on raising capital through debt and equity offerings.
Leadership and Structure
Ken Moelis serves as Chairman and Chief Executive Officer. The firm operates with a relatively flat organizational structure, empowering senior bankers to lead client relationships.
Top Products and Market Share
Key Offerings
- Mergers and Acquisitions (M&A) Advisory: Advises clients on buying, selling, or merging companies. Market share fluctuates based on deal volume, but Moelis consistently ranks among the top independent M&A advisors. Competitors include Goldman Sachs, Morgan Stanley, and Lazard.
- Restructuring Advisory: Provides advice to companies facing financial distress or bankruptcy. Moelis is a leading restructuring advisor. Competitors include Houlihan Lokey and Rothschild & Co.
- Capital Structure Advisory: Assists companies with optimizing their capital structure through debt and equity financing. Competitors include PJT Partners, Evercore and Lazard.
Market Dynamics
Industry Overview
The investment banking industry is highly competitive and cyclical, influenced by macroeconomic conditions, interest rates, and regulatory changes.
Positioning
Moelis & Co is positioned as a leading independent investment bank, known for its expertise in M&A and restructuring advisory. Its competitive advantage lies in its independent advice, senior banker involvement, and global reach.
Total Addressable Market (TAM)
The global investment banking market is valued in the hundreds of billions of dollars. Moelis is positioned to capture a significant portion of this TAM through its specialization in advisory services.
Upturn SWOT Analysis
Strengths
- Strong brand reputation
- Experienced senior bankers
- Independent advisory model
- Global presence
- Expertise in M&A and restructuring
Weaknesses
- Smaller scale compared to bulge-bracket banks
- Revenue concentration in advisory fees
- Dependence on key personnel
Opportunities
- Growing demand for independent advice
- Expansion into new geographies
- Increasing M&A activity
- Growth in private capital markets
Threats
- Economic downturns
- Increased competition
- Regulatory changes
- Loss of key personnel
Competitors and Market Share
Key Competitors
- LAZ
- EVR
- PJT
Competitive Landscape
Moelis & Co. competes with both large bulge-bracket banks and other independent advisory firms. Its advantages include its independent advice and senior banker involvement. However, it faces challenges from larger firms with greater resources.
Major Acquisitions
Growth Trajectory and Initiatives
Historical Growth: Moelis & Co. has experienced significant growth since its founding, driven by its strong advisory business.
Future Projections: Future growth is projected to be driven by continued demand for M&A and restructuring advisory services.
Recent Initiatives: Moelis & Co. has been expanding its global presence and investing in new technologies to enhance its advisory capabilities.
Summary
Moelis & Co is a well-regarded independent investment bank with a strong advisory business, particularly in M&A and restructuring. The firm benefits from its independent advice and experienced bankers. However, its smaller scale compared to bulge-bracket banks is a disadvantage and the firm should be aware of economic downturns and increased competition.
Similar Companies
- LAZ
- EVR
- PJT
- HLI
Sources and Disclaimers
Data Sources:
- Company Filings
- Analyst Reports
- Industry Publications
Disclaimers:
The information provided is for informational purposes only and does not constitute financial advice. Market share data is approximate and may vary depending on the source.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Moelis & Co
Exchange NYSE | Headquaters New York, NY, United States | ||
IPO Launch date 2014-04-16 | Founder, CEO & Chairman Mr. Kenneth David Moelis | ||
Sector Financial Services | Industry Capital Markets | Full time employees 1308 | Website https://www.moelis.com |
Full time employees 1308 | Website https://www.moelis.com | ||
Moelis & Company operates as an investment banking advisory firm in North and South America, Europe, the Middle East, Asia, and Australia. It offers advisory services in the areas of mergers and acquisitions, recapitalizations and restructurings, capital markets transactions, and other corporate finance matters, as well as strategic, capital structure and markets, and private funds advisory. The company offers its services to public multinational corporations, middle market private companies, financial sponsors, entrepreneurs, governments, and sovereign wealth funds. Moelis & Company was founded in 2007 and is headquartered in New York, New York.
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