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
DateValue
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