Moelis (MC) Assets Average (2014 - 2026)
Moelis (MC) posted quarterly Assets Average of $1.3 billion for Q2 2026, up 5.82% year-over-year from $1.3 billion in Q2 2025, and down 10.97% quarter-over-quarter from $1.5 billion in Q1 2026.
Moelis (MC) Assets Average (2014 - 2026) Analysis & Trends
Moelis' Assets Average history runs 13 years deep, the most recent figure standing at $1.3 billion for Q2 2026.
- In Q2 2026, Assets Average rose 5.82% year-over-year to $1.3 billion; the TTM figure through Jun 2026 stood at $1.3 billion (up 5.82% YoY), while the FY2025 annual figure was $1.6 billion, up 21.92% from the prior year.
- Assets Average for Q2 2026 stood at $1.3 billion, down from $1.5 billion in the prior quarter.
- The five-year high for Assets Average was $1.6 billion in Q4 2025, with the low at $1.0 billion in Q2 2023.
- The 5-year median for Assets Average is $1.2 billion (2022), against an average of $1.2 billion.
- The sharpest annual moves came in 2022 and 2025: Assets Average decreased 20.16% in 2022, then gained 29.76% in 2025.
- Moelis' Assets Average stood at $1.2 billion in 2022, then slipped by 3.16% to $1.2 billion in 2023, then advanced by 10.08% to $1.3 billion in 2024, then grew by 28.67% to $1.6 billion in 2025, then retreated by 17.21% to $1.3 billion in 2026.
- Business Quant data shows MC's Assets Average at $1.3 billion in Q2 2026, $1.5 billion in Q1 2026, and $1.6 billion in Q4 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Assets Avg. (Qtr) |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 338.83 Bn | 205.30 Bn | - | 1,628.24 Bn |
| 2 | Goldman Sachs | 316.34 Bn | -660.01 Bn | - | 2,093.95 Bn |
| 3 | Schwab Charles | 220.55 Bn | 135.80 Bn | - | 492.16 Bn |
| 4 | Futu Holdings | 121.48 Bn | 105.59 Bn | 733.58 Mn | 30.33 Bn |
| 5 | Robinhood Markets | 84.07 Bn | 66.74 Bn | 1.20 Bn | 51.01 Bn |
| 6 | Iren | 68.17 Bn | 65.95 Bn | 104.86 Mn | 7.15 Bn |
| 7 | ATIF Holdings | 45.42 Bn | 45.42 Bn | - | 25.42 Mn |
| 8 | Interactive Brokers | 39.54 Bn | -3.28 Bn | - | 210.99 Bn |
| 9 | LPL Financial Holdings | 28.27 Bn | 25.57 Bn | - | 19.31 Bn |
| 10 | Moelis | 6.04 Bn | 5.96 Bn | - | 1.35 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | 1.35 Bn |
| Mar 31, 2026 | 1.51 Bn |
| Dec 31, 2025 | 1.63 Bn |
| Sep 30, 2025 | 1.43 Bn |
| Jun 30, 2025 | 1.27 Bn |
| Mar 31, 2025 | 1.29 Bn |
| Dec 31, 2024 | 1.27 Bn |
| Sep 30, 2024 | 1.10 Bn |
| Jun 30, 2024 | 1.03 Bn |
| Mar 31, 2024 | 1.10 Bn |
| Dec 31, 2023 | 1.15 Bn |
| Sep 30, 2023 | 1.07 Bn |
| Jun 30, 2023 | 1.00 Bn |
| Mar 31, 2023 | 1.10 Bn |
| Dec 31, 2022 | 1.19 Bn |
| Sep 30, 2022 | 1.14 Bn |
| Jun 30, 2022 | 1.11 Bn |
| Mar 31, 2022 | 1.33 Bn |
| Dec 31, 2021 | 1.49 Bn |
| Sep 30, 2021 | 1.26 Bn |