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
DateValue
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