Moelis & Company

Financial - Capital Markets · Financial Services

Price

$68.29

+1.42 (+2.12%)

Market Cap

$5.06B

Winston Score

Winston is happy

A high-quality business with solid fundamentals.

Data as of Aug 23, 2026 · filings through Jun 30, 2026

How the score breaks down

Quality

Exceptional

Growth

Strong

Cash Flow

Exceptional

Stability

Exceptional

Valuation

Good

Dividends

Mixed

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Share count rising — dilution

+15.8% over 4y

The company has issued more shares over this period, which dilutes each existing shareholder’s stake.

Diluted shares outstanding: 68.4M (2021) → 79.2M (2025)

Winston Score History

The full picture

Moelis & Company is an investment bank that gives financial advice to corporations, governments, and wealthy individuals. Its main service is helping clients with big financial decisions — like merging with another company, selling a business, or restructuring debt when a company is in trouble. It does not trade stocks or manage large pools of money like bigger banks do; it purely sells advice.

Moelis earns money by charging fees when deals get done, which means revenue can swing sharply depending on how active deal markets are. The firm operates globally, with offices across North America, Europe, Asia, and the Middle East, and it competes with both large Wall Street banks and other independent advisors like Lazard and PJT Partners. Its independence from big banks is actually a selling point — clients trust that its advice is not influenced by other business interests — but the firm remains highly exposed to a slowdown in mergers and acquisitions activity, which is its biggest risk.

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Growth Profile

For growth stock investors

When traditional metrics don't capture the full picture, these are the signals growth stock investors use instead.

Revenue Growth

+12.0% YoY

YoY Growth Rate

Steady revenue growth

EPS Growth

+16.4% YoY

YoY Growth Rate

Steady EPS growth

R&D Spend

$0/ year

0.0% of revenue

Below sector average (7%)

Research and development spending

Insider Activity

1.0%ownership

→ Flat

Insider ownership roughly steady over the past year

Cash Position

Cash flow positive

$509M cash & investments

Quarterly Free Cash Flow

↓ Burn rate worsening

Company generates more cash than it spends — no dilution risk from fundraising

Growth + cash flow

Moelis & Company is a rare growth stock that's already generating positive cash flow while growing at 12%. The Winston Score doesn't fully credit this transition from "burner" to "earner."

The Winston Score above measures business quality today. Growth stocks often score lower because they invest in the future rather than maximising current profits. These metrics show what matters most for evaluating that future.

Score breakdown

Every number that matters to educated investors.

Each metric is explained in plain language so you know exactly what you're looking at. Start your free trial now.

Quality

Profit per sale

Gross Margin

98.9%

Premium pricing power — 98.9% gross margin

Profit after running costs

Operating Margin

17.8%

Healthy — 17.8% operating margin

Return on the money invested

ROCE

55.6%

Exceptional — 55.6% return on capital

ROIC above 25%. Every dollar invested in the business earns more than 25 cents back per year.

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Growth

Sales growth

Sales YoY

+13.7%

Fast-growing sales (+13.7% YoY)

Profit growth

EPS YoY

+12.2%

Earnings growing (+12.2% YoY)

Healthy double-digit earnings growth — what compounders look like.

How steady the profit is

EPS Consistency

6/8 quarters

Earnings grew in most of the last 8 quarters

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Cash Flow

Profit that turns into cash

Cash Conversion

215%

Turns 215% of profit into real cash

Spare cash per sale

FCF Margin

27.7%

Converts sales into free cash efficiently (27.7%)

Free cash flow margin above 20%. Out of every $100 in sales, more than $20 is real cash they keep.

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Stability

What it owes vs what it owns

Debt / Equity

0.03

Conservative — low debt load (0.03)

Covers its interest

Interest Cover

100.00x

—

Comfortably covers interest (100.0x)

Interest coverage above 8. Profits cover interest many times over.

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Valuation

Price vs profit

P/E Ratio (TTM)

22.5x

Growth-priced — P/E 22.5

P/E above the market average. People are paying up for expected growth.

Cheaper or dearer next year

P/E vs Forward

+5.3

GROWING

Earnings expected to grow meaningfully — cheaper on forward P/E (22.5 → 17.3)

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Dividends

Dividend

Dividend Yield

3.81%

Moderate income — 3.81% yield

Standard yield zone for stable dividend payers. A meaningful piece of total return.

Dividend record

Dividend Growth

+2.0%

Dividend flat

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