Moelis (MC) Assets (2013 - 2026)
Moelis (MC) posted quarterly Assets of $1.3 billion for Q1 2026, up 6.86% year-over-year from $1.2 billion in Q1 2025, and down 25.94% on a QoQ basis from $1.7 billion in Q4 2025.
Moelis (MC) Assets (2013 - 2026) Analysis & Trends
Moelis (MC) has reported Assets for 14 consecutive years, with $1.3 billion the latest figure, recorded in Q1 2026.
- In Q1 2026, Assets rose 6.86% year-over-year to $1.3 billion; the TTM figure through Mar 2026 stood at $1.3 billion (up 6.86% YoY), while the FY2025 annual figure was $1.7 billion, up 26.23% from the prior year.
- Assets came in at $1.3 billion for Q1 2026 at Moelis, down from $1.7 billion in the prior quarter.
- The five-year high for Assets was $1.7 billion in Q4 2025, with the low at $989.0 million in Q1 2023.
- Average Assets over 5 years is $1.2 billion, with a median of $1.2 billion recorded in 2022.
- Across the five-year window, Assets fell 21.78% in 2022 and jumped 31.58% in 2025, its largest moves.
- Year by year, Assets stood at $1.2 billion in 2022, then retreated by 3.05% to $1.2 billion in 2023, then increased by 16.88% to $1.4 billion in 2024, then gained by 26.23% to $1.7 billion in 2025, then slipped by 25.94% to $1.3 billion in 2026.
- According to Business Quant data, Assets over the past three periods registered $1.3 billion, $1.7 billion, and $1.5 billion for Q1 2026, Q4 2025, and Q3 2025 respectively.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Assets (Qtr) |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 330.70 Bn | 197.17 Bn | - | 1,581.42 Bn |
| 2 | Goldman Sachs | 309.79 Bn | -627.76 Bn | - | 2,060.18 Bn |
| 3 | Schwab Charles | 167.21 Bn | 122.24 Bn | - | 493.32 Bn |
| 4 | Futu Holdings | 111.36 Bn | 109.19 Bn | 733.58 Mn | 29.37 Bn |
| 5 | Robinhood Markets | 97.69 Bn | 93.05 Bn | 960.00 Mn | 45.47 Bn |
| 6 | LPL Financial Holdings | 23.49 Bn | 22.47 Bn | - | 18.84 Bn |
| 7 | Tradeweb Markets | 21.59 Bn | 20.34 Bn | - | 8.30 Bn |
| 8 | Circle Internet | 15.14 Bn | 13.62 Bn | 35.01 Mn | 80.54 Bn |
| 9 | Iren | 14.46 Bn | 12.24 Bn | 144.76 Mn | 7.26 Bn |
| 10 | Moelis | 58.28 Mn | 40.47 Mn | - | 1.29 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 1.29 Bn |
| Dec 31, 2025 | 1.74 Bn |
| Sep 30, 2025 | 1.52 Bn |
| Jun 30, 2025 | 1.34 Bn |
| Mar 31, 2025 | 1.21 Bn |
| Dec 31, 2024 | 1.38 Bn |
| Sep 30, 2024 | 1.15 Bn |
| Jun 30, 2024 | 1.05 Bn |
| Mar 31, 2024 | 1.01 Bn |
| Dec 31, 2023 | 1.18 Bn |
| Sep 30, 2023 | 1.12 Bn |
| Jun 30, 2023 | 1.02 Bn |
| Mar 31, 2023 | 989.03 Mn |
| Dec 31, 2022 | 1.22 Bn |
| Sep 30, 2022 | 1.16 Bn |
| Jun 30, 2022 | 1.12 Bn |
| Mar 31, 2022 | 1.10 Bn |
| Dec 31, 2021 | 1.56 Bn |
| Sep 30, 2021 | 1.42 Bn |
| Jun 30, 2021 | 1.11 Bn |