Moelis & Company
Financial ServicesNYSE:MC · New York Stock Exchange
-$1.08 today
Vol 0.49M · Avg 1.15M
Management
Put operating results in leadership context
Review returns on capital, executive background, insider transactions, and growth quality to judge whether management is compounding value well.
Return Metrics
ROE, ROIC & ROA over time
ROE
41.0%
avg 28.7%
ROIC
12.0%
avg 29.5%
ROA
12.9%
avg 10.3%
Analysis
ROE is currently the strongest return metric at 41.0% versus its period average of 28.7%. 3 of 3 return metrics are above their quality threshold, which helps indicate how efficiently the company turns capital and assets into profit.
Management
Key executives, compensation & ownership
| Name | Title | Compensation | Tenure | Age | Shares Owned | Ownership % |
|---|---|---|---|---|---|---|
Navid Mahmoodzadegan | Co-Founder, Founding Partner, Chief Executive Officer & Director | $8.73M | — | 57 | $453,762.06 | 0.61% |
Kate Pilcher Ciafone | Co- Founder & Chief Operating Officer | $1.97M | — | 46 | $4,046.58 | <0.01% |
Christopher Callesano | Chief Financial Officer | $1.27M | — | 53 | $1,343.02 | <0.01% |
Kenneth David Moelis | Founder & Executive Chairman | $662,475.00 | — | 67 | $1,814.11 | <0.01% |
Jeffrey Raich | Co-Founder & Executive Vice Chairman | $662,475.00 | — | 59 | $35,705.00 | 0.05% |
John Momtazee | Co-Founder, MD and Global Chairman of Media, Sports & Entertainment | — | — | — | $2,484.43 | <0.01% |
Matthew Tsukroff | Vice President of Investor Relations | — | — | — | — | — |
Nick Riehl | Principal Accounting Officer | — | — | — | $947.99 | <0.01% |
Osamu R. Watanabe | General Counsel & Secretary | — | — | 65 | $6,041.01 | <0.01% |
Eric Cantor | Vice Chairman & MD | — | — | 63 | $20,425.99 | 0.03% |
Perry Hall | Managing Director of New York | — | — | — | — | — |
Ted Ferguson | MD of New York & Chief Information Officer | — | — | — | — | — |
Michele S. Miyakawa | Co-Founder & MD of Los Angeles | — | — | 56 | — | — |
Liz Eberhart | Head of Human Resources & MD of New York | — | — | — | — | — |
Insider Trading
SEC Form 4 transactions — last 12 months
Buys
0
$0.00
Sells
3
$822,243.35
Net Sentiment
$822,243.35
Net selling
Most Active
WATANABE OSAMU R.
2 transactions
Analysis
Insiders reported 0 buys worth $0.00 and 3 sells worth $822,243.35 over the last 12 months. That adds up to net selling of $822,243.35. WATANABE OSAMU R. was the most active insider with 2 transactions.
Growth Analysis
Historical CAGR & forward analyst estimates
| Metric | 10yr | 5yr | 3yr | Fwd Est. |
|---|---|---|---|---|
| EPS | N/A | N/A | -30.3% | +8.0% (14yr)1 analysts |
| Revenue | N/A | N/A | +12.7% | +9.8% (14yr)2 analysts |
| Net Income | N/A | N/A | -2.0% | +18.6% (14yr)2 analysts |
| EBIT | N/A | N/A | +53.5% | +6.9% (14yr)2 analysts |
Analysis
Recent growth has been strongest in EBIT at +53.5% over three years. Forward estimates point to Net Income at +18.6% (14yr), giving you a quick check on whether expectations are accelerating or cooling.
Competitors
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Who manages MC?
Moelis & Company (MC) lists 14 active executives. The top listed executive is Kate Pilcher Ciafone, Co- Founder & Chief Operating Officer.
Are MC insiders buying or selling?
Recent insider activity shows net selling of $1.43M.
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