Moelis (MC) Equity Average (2013 - 2026)
Moelis (MC) recorded quarterly Equity Average of $527.8 million in Q1 2026, down 11.08% quarter-over-quarter from $593.5 million in Q4 2025, and up 0.97% on a YoY basis from $522.7 million in Q1 2025.
Moelis (MC) Equity Average (2013 - 2026) Analysis & Trends
Moelis' Equity Average history runs 14 years deep, the most recent figure standing at $527.8 million for Q1 2026.
- In Q1 2026, Equity Average rose 0.97% year-over-year to $527.8 million; the TTM figure through Mar 2026 stood at $527.8 million (up 0.97% YoY), while the FY2025 annual figure was $523.9 million, up 24.47% from the prior year.
- Equity Average was $527.8 million for Q1 2026 at Moelis, down from $593.5 million in the prior quarter.
- In the past five years, Equity Average ranged from a high of $607.3 million in Q3 2025 to a low of $371.3 million in Q4 2023.
- Historically, Equity Average has averaged $462.2 million across 5 years, with a median of $445.0 million in 2022.
- The sharpest annual moves came in 2023 and 2025: Equity Average decreased 17.84% in 2023, then jumped 55.81% in 2025.
- A 5-year view of Equity Average shows it stood at $451.9 million in 2022, then slipped by 17.84% to $371.3 million in 2023, then advanced by 17.77% to $437.2 million in 2024, then surged by 35.74% to $593.5 million in 2025, then declined by 11.08% to $527.8 million in 2026.
- The last three Equity Average figures came in at $527.8 million (Q1 2026), $593.5 million (Q4 2025), and $607.3 million (Q3 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Equity Avg. (Qtr) |
|---|---|---|---|---|---|
| 1 | SOL Strategies | 100,773.79 Bn | 100,773.79 Bn | - | - |
| 2 | Morgan Stanley | 331.35 Bn | 197.82 Bn | - | 113.51 Bn |
| 3 | Goldman Sachs | 317.73 Bn | -619.82 Bn | - | 123.88 Bn |
| 4 | Schwab Charles | 153.74 Bn | 108.77 Bn | - | 49.33 Bn |
| 5 | Robinhood Markets | 75.98 Bn | 71.34 Bn | 960.00 Mn | 9.42 Bn |
| 6 | Interactive Brokers | 38.91 Bn | 49.50 Bn | - | 13.03 Bn |
| 7 | LPL Financial Holdings | 22.76 Bn | 21.73 Bn | - | 5.52 Bn |
| 8 | Tradeweb Markets | 20.90 Bn | 19.65 Bn | - | 7.25 Bn |
| 9 | Circle Internet | 20.00 Bn | 18.49 Bn | 35.01 Mn | 3.38 Bn |
| 10 | Moelis | 5.18 Bn | 5.16 Bn | - | 527.76 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 527.76 Mn |
| Dec 31, 2025 | 593.53 Mn |
| Sep 30, 2025 | 607.32 Mn |
| Jun 30, 2025 | 580.98 Mn |
| Mar 31, 2025 | 522.67 Mn |
| Dec 31, 2024 | 437.24 Mn |
| Sep 30, 2024 | 389.78 Mn |
| Jun 30, 2024 | 388.61 Mn |
| Mar 31, 2024 | 377.61 Mn |
| Dec 31, 2023 | 371.28 Mn |
| Sep 30, 2023 | 392.89 Mn |
| Jun 30, 2023 | 418.90 Mn |
| Mar 31, 2023 | 445.52 Mn |
| Dec 31, 2022 | 451.92 Mn |
| Sep 30, 2022 | 445.02 Mn |
| Jun 30, 2022 | 445.03 Mn |
| Mar 31, 2022 | 461.61 Mn |
| Dec 31, 2021 | 492.10 Mn |
| Sep 30, 2021 | 445.34 Mn |
| Jun 30, 2021 | 422.69 Mn |