Moelis (17M) AI Stock Analysis

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Moelis

(XETRA:17M)

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Action:N/A

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Positive Factors

Revenue and Pipeline GrowthRecord revenue, rising origination, and a record pipeline indicate expanding client demand and stronger future fee opportunities. A broad base of announced mandates can support revenue visibility over the next several quarters, although realization remains tied to transaction completion.

Negative Factors

Cyclical EarningsMoelis’s advisory revenue depends heavily on transaction volumes, deal sizes, and closing timing, creating meaningful cycle sensitivity. Historical swings in revenue, profitability, and cash generation indicate that strong current results may not remain steady through a weaker market.

Moelis (17M) vs. iShares MSCI Germany ETF (EWG)

Market Cap: EUR 4.14B
Dividend Yield: 4.57%
Average Volume (3M): 73
Price to Earnings (P/E): 18.1
Beta (1Y): 0.83
Revenue Growth: 6.33%
EPS Growth: -7.76%
Country: Germany
Employees: 1,416
Sector: Financial
Sector Strength: 68
Industry: Financial - Capital Markets

Moelis Business Overview & Revenue Model

Company Description

Moelis & Company operates as a dedicated investment banking advisory firm, offering expert counsel on a wide range of corporate finance matters. Its core services include strategic guidance for mergers and acquisitions (M&A), corporate recapitalizati...

Moelis Earnings Call Summary

Earnings Call Date:Nov 05, 2026(Q3-2026)|% Change Since:-3.81%|Next Earnings Date:Feb 10, 2027

Earnings Call SentimentPositive

The call was strongly positive overall. The firm reported double-digit revenue growth, record nine-month revenue and transaction fees, strong M&A and capital structure advisory performance, record pipeline levels, significant recruiting progress, expanding PCA capabilities, and a strong cash position with no debt. Offsetting issues included softer capital markets revenue, muted sponsor activity, higher non-compensation expenses, potential future tax-rate pressure, unresolved market volatility, and early-stage PCA revenue. Management remained constructive because of strong client demand, diversified capabilities, and a growing pipeline.

Positive Updates

Q3 Revenue Growth

Q3 revenues were $426 million, up 13% from the prior year period, driven by substantial growth in M&A and strong performance in capital structure advisory.

Negative Updates

Softer Capital Markets Revenue

Q3 capital markets revenues were softer following a record first half, primarily reflecting the impact of increased market volatility on transaction timing.

Company Guidance

Management expects full-year non-compensation expense growth to be approximately 19% over last year, with non-compensation costs in the high teens, and expects to exhibit some comp leverage and a reduction in the compensation ratio by the time the year finishes up. For 2027, management is not providing any real direction, although technology expense could continue to grow, while real estate and other line items will not grow as much. The expected impact of Section 162(m) could add a few points to the tax rate, give or take, a point or two on either side. Management expects traditional restructurings to increase over time, believes there is a meaningful PCA pipeline building for next year, expects the remaining 11 Managing Directors to join over the remainder of 2026 and into 2027, and believes a fair amount of software liability management is likely to happen over the next 12 to 18 months.

Moelis Risk Analysis

Moelis disclosed 7 risk factors in its most recent earnings report. Moelis reported the most risks in the "Finance & Corporate" category.

Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy

Latest Risks Added

0 New Risks

Moelis Peers Comparison

Overall Rating

UnderperformOutperform

Sector (68)

Financial Indicators

DE:17M against its peers
Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
EVR	80Outperform	$11.22B	15.07	39.99%	1.17%	36.68%	43.58%
PJT	75Outperform	$3.82B	17.50	60.92%	0.66%	10.21%	4.60%
HLI	73Outperform	$9.95B	23.57	17.54%	1.82%	-0.45%	-5.71%
Sector *	68Neutral	$18.00B	11.42	9.92%	3.81%	9.73%	1.22%
LAZ	65Neutral	$3.99B	22.11	20.43%	4.95%	8.86%	-35.87%
LPLA	61Neutral	$22.76B	16.72	24.65%	0.41%	31.04%	59.91%

* Financial Sector Average

Performance Comparison

DE:17M and its peers over the selected period
Ticker	Company Name	Price	Change	% Change
DE:17M	Moelis	50.50	-1.90	-3.62%
EVR	Evercore Partners	296.35	3.06	1.04%
LAZ	Lazard Ltd.	40.40	-5.18	-11.36%
LPLA	LPL Financial Holdings Inc.	292.46	-67.56	-18.77%
HLI	Houlihan Lokey Inc.	142.84	-28.03	-16.41%
PJT	Pjt Partners Inc.	150.90	-6.98	-4.42%

Glossary

BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.

Moelis AI Stock Analysis