Moelis & Company Class A Common Stock (MC)

FairStock Score: 54/100 — MIXED

Key Financials

AI Analysis

AI-generated, general educational analysis — not personal investment advice.

I approach Moelis as an advisory partnership rather than a balance-sheet lender. The company advises on M&A, restructurings, capital markets and private capital; its key assets are people and relationships, not factories. That can be a real moat when talent stays, but it is not a wide, durable moat like a low-cost deposit franchise. The record is cyclical: fiscal year 2023 filed net income was a loss of $27.5M, then fiscal year 2024 earned $151.5M and fiscal year 2025 $259.6M. In fiscal Q2 2026, the quarter ended 2026-06-30, filed net income was $55.1M versus $46.8M in fiscal Q2 2025. That supports the given Lynch category, TURNAROUND — returned to profit after a loss within the last three years. Financial health looks decent: D/E 0.41, FairStock's Piotroski 7/9, and FairStock's ROE 41.45%, though an asset-light advisory firm can post high ROE with limited book capital. At the 2026-10-26 close of $55.25, FairStock shows P/E 19.25, P/B 8.09, PEG 1.12 and dividend yield 4.35%. The P/E is not demanding if profits keep growing, but 8x book leaves little margin of safety and beta 1.84 signals a volatile equity. The 52-week range of $51.06-$78.22 shows the shares have already de-rated, and FairStock's 54/100 score tempers enthusiasm. Bank-specific CET1, NIM and combined ratio are not in the data and are not meaningful for this advisory model. I would call it a fair-to-full price for a cyclical, talent-dependent business with strong recent earnings momentum, not a classic Graham bargain.

In plain English: Moelis advises companies on deals such as mergers and restructurings. The business looks strong lately: it lost money in fiscal 2023 but has earned solid profits since. At $55.25, the shares look fair to slightly full compared with those profits and accounting value, and the stock has been volatile.

The full AI analysis, bull and bear case and key monitorables are in FairStock Pro.

Data as of 2026-10-26 close · note generated 2026-10-28 · model deepseek-flash

Sources (SEC EDGAR): fiscal Q2 2026 10-Q (period ended 2026-06-30) · fiscal Q1 2026 10-Q (period ended 2026-03-31) · fiscal Q3 2025 10-Q (period ended 2025-09-30) · fiscal Q2 2025 10-Q (period ended 2025-06-30) · FY2025 10-K (period ended 2025-12-31) · FY2024 10-K (period ended 2024-12-31) · FY2023 10-K (period ended 2023-12-31)

Fundamentals from company filings and market-data providers; prices are end-of-day, not real-time. AI-generated analysis is general and educational — not personal investment advice. Scoring methodology · Score test · Disclaimer