MC: Moelis & Company Stock

SIC 6282 – Investment Advice

Valuation
Market Cap ($M) 5,268.59
Enterprise Value ($M) 5,150.82
Book Value ($M) 384.45
Book Value / Share 5.45
Price / Book 13.70
NCAV ($M) -495.44
NCAV / Share -7.02
Price / NCAV -10.63

Profitability (mra)
Return on Invested Capital (ROIC) 0.07
Return on Assets (ROA) 0.04
Return on Equity (ROE) 0.10

Liquidity (mrq)
Quick Ratio 1.06
Current Ratio 1.06

Balance Sheet (mrq) ($M)
Current Assets 262.52
Assets 1,153.06
Liabilities 757.96
Debt n/a
Equity n/a

Income Statement (mra) ($M)
Revenue 0.00
Operating Income 0.00
Net Income 0.00
Earnings Per Share Basic And Diluted n/a
Earnings Per Share Diluted n/a
Earnings Per Share Basic n/a

Cash Flow Statement (mra) ($M)
Cash From Operations 0.00
Cash from Investing 0.00
Cash from Financing 0.00

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File Date Form Activist 13D/G Investors Ownership
(%)
Change
(%)
02-14 13G/A London Co Of Virginia 5.20 -3.72
02-13 13G/A Vanguard Group Inc 11.66 19.33
02-13 13G/A Kayne Anderson Rudnick Investment Management Llc 10.63 5.13
02-09 13G/A Wasatch Advisors Inc
01-23 13G/A BlackRock, Inc. 12.00 16.08

Top 13F Investors Shares
(1000)
Change
(%)
Value
($1000)
Change
(%)

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Date Insider Trades Code Shares Value

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File Date Form SEC Filings
2024-10-24 10-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q
2024-07-25 10-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q
2024-04-25 10-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q
2024-02-22 10-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K

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Short Volume
Market Date Short Volume Total Volume Short Volume Ratio
2024-11-22 50,921 399,145 12.76
2024-11-21 60,168 418,904 14.36
2024-11-20 32,760 260,479 12.58
2024-11-19 58,557 362,980 16.13
2024-11-18 43,937 371,605 11.82

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Similar Companies
JHG – Janus Henderson Group plc KKR – KKR & Co. Inc.
LAZ – Lazard, Inc. OWL – Blue Owl Capital Inc.
PJT – PJT Partners Inc.


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