Moelis (MC) Assets Average (2014 - 2026)
Moelis (MC) posted quarterly Assets Average of $1.5 billion for Q1 2026, up 17.19% year-over-year from $1.3 billion in Q1 2025, and down 7.0% on a QoQ basis from $1.6 billion in Q4 2025.
Moelis (MC) Assets Average (2014 - 2026) Analysis & Trends
Moelis (MC) has reported Assets Average for 13 consecutive years, with $1.5 billion the latest figure, recorded in Q1 2026.
- In Q1 2026, Assets Average rose 17.19% year-over-year to $1.5 billion; the TTM figure through Mar 2026 stood at $1.5 billion (up 17.19% YoY), while the FY2025 annual figure was $1.6 billion, up 21.92% from the prior year.
- Assets Average came in at $1.5 billion for Q1 2026 at Moelis, down from $1.6 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 2023.
- Across the five-year window, Assets Average fell 20.16% in 2022 and increased 29.76% in 2025, its largest moves.
- Year by year, Assets Average stood at $1.2 billion in 2022, then retreated by 3.16% to $1.2 billion in 2023, then rose by 10.08% to $1.3 billion in 2024, then advanced by 28.67% to $1.6 billion in 2025, then dropped by 7.0% to $1.5 billion in 2026.
- According to Business Quant data, Assets Average over the past three periods registered $1.5 billion, $1.6 billion, and $1.4 billion for Q1 2026, Q4 2025, and Q3 2025 respectively.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Assets Avg. (Qtr) |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 330.70 Bn | 197.17 Bn | - | 1,500.84 Bn |
| 2 | Goldman Sachs | 309.79 Bn | -627.76 Bn | - | 1,934.75 Bn |
| 3 | Schwab Charles | 167.21 Bn | 122.24 Bn | - | 492.16 Bn |
| 4 | Futu Holdings | 111.36 Bn | 109.19 Bn | 733.58 Mn | 30.33 Bn |
| 5 | Robinhood Markets | 97.69 Bn | 93.05 Bn | 960.00 Mn | 41.81 Bn |
| 6 | LPL Financial Holdings | 23.49 Bn | 22.47 Bn | - | 18.66 Bn |
| 7 | Tradeweb Markets | 21.59 Bn | 20.34 Bn | - | 8.24 Bn |
| 8 | Circle Internet | 15.14 Bn | 13.62 Bn | 35.01 Mn | 79.62 Bn |
| 9 | Iren | 14.46 Bn | 12.24 Bn | 144.76 Mn | 7.15 Bn |
| 10 | Moelis | 58.28 Mn | 40.47 Mn | - | 1.51 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| 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 |
| Jun 30, 2021 | 1.09 Bn |