Moelis (MC) Assets Average (2014 - 2026)
Moelis (MC) posted Assets Average of $1.3 billion for Q2 2026, down 10.97% on a QoQ basis from $1.5 billion in Q1 2026, and up 5.82% year-over-year from $1.3 billion in Q2 2025.
Analysis
Moelis (MC) Assets Average (2014 - 2026) Analysis & Trends
Moelis has reported Assets Average for 13 years, with the latest figure at $1.3 billion in Q2 2026.
- On a quarterly basis, Assets Average rose 5.82% year-over-year to $1.3 billion in Q2 2026; TTM through Jun 2026 was $1.3 billion, a 5.82% increase from a year earlier, with the FY2025 full-year figure at $1.6 billion, up 21.92% from the prior year.
- Assets Average was $1.3 billion for Q2 2026 at Moelis, 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.
- Average Assets Average over 5 years is $1.2 billion, with a median of $1.2 billion recorded in 2022.
- The sharpest annual moves came in 2022 and 2025: Assets Average dropped 20.16% in 2022, then climbed 29.76% in 2025.
- Over 5 years, Assets Average stood at $1.2 billion in 2022, then declined by 3.16% to $1.2 billion in 2023, then grew by 10.08% to $1.3 billion in 2024, then rose by 28.67% to $1.6 billion in 2025, then slipped by 17.21% to $1.3 billion in 2026.
- The last three Assets Average figures came in at $1.3 billion (Q2 2026), $1.5 billion (Q1 2026), and $1.6 billion (Q4 2025), per Business Quant data.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Assets Avg. (Qtr) |
|---|---|---|---|---|---|
| 1 | Evercore | 10.14 Bn | 8.05 Bn | 975.67 Mn | 4.51 Bn |
| 2 | Jefferies Financial | 9.74 Bn | -5.67 Bn | 3.09 Bn | 76.96 Bn |
| 3 | Houlihan Lokey | 9.07 Bn | 7.99 Bn | - | 4.12 Bn |
| 4 | Cluster Group Holdings | 8.00 Bn | 8.00 Bn | - | - |
| 5 | PJT Partners | 5.75 Bn | 5.81 Bn | 481.98 Mn | 1.66 Bn |
| 6 | Moelis | 5.25 Bn | 5.17 Bn | - | 1.35 Bn |
| 7 | Piper Sandler Companies | 4.88 Bn | 4.77 Bn | - | 2.23 Bn |
| 8 | Lazard | 3.95 Bn | 2.96 Bn | - | 4.30 Bn |
| 9 | BRBI BR Partners | 3.50 Bn | 3.38 Bn | 16.77 Mn | 3.55 Bn |
| 10 | Perella Weinberg Partners | 1.40 Bn | 1.59 Bn | - | 620.38 Mn |
Historic Data
Download Data
Historic 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 |