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
DateValue
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