Moelis (MC) Equity Average (2013 - 2026)

Moelis (MC) posted quarterly Equity Average of $527.8 million for Q1 2026, up 0.97% year-over-year from $522.7 million in Q1 2025, and down 11.08% on a QoQ basis from $593.5 million in Q4 2025.

Moelis (MC) Equity Average (2013 - 2026) Analysis & Trends

Moelis (MC) has reported Equity Average for 14 consecutive years, with $527.8 million the latest figure, recorded in 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 came in at $527.8 million for Q1 2026 at Moelis, down from $593.5 million in the prior quarter.
  • The five-year high for Equity Average was $607.3 million in Q3 2025, with the low at $371.3 million in Q4 2023.
  • Average Equity Average over 5 years is $462.2 million, with a median of $445.0 million recorded in 2022.
  • Across the five-year window, Equity Average declined 17.84% in 2023 and jumped 55.81% in 2025, its largest moves.
  • Year by year, Equity Average stood at $451.9 million in 2022, then fell by 17.84% to $371.3 million in 2023, then increased by 17.77% to $437.2 million in 2024, then surged by 35.74% to $593.5 million in 2025, then decreased by 11.08% to $527.8 million in 2026.
  • According to Business Quant data, Equity Average over the past three periods registered $527.8 million, $593.5 million, and $607.3 million for Q1 2026, Q4 2025, and Q3 2025 respectively.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Equity Avg. (Qtr)
1 Morgan Stanley 330.70 Bn 197.17 Bn - 113.51 Bn
2 Goldman Sachs 309.79 Bn -627.76 Bn - 123.88 Bn
3 Schwab Charles 167.21 Bn 122.24 Bn - 49.33 Bn
4 Futu Holdings 111.36 Bn 109.19 Bn 733.58 Mn -
5 Robinhood Markets 97.69 Bn 93.05 Bn 960.00 Mn 9.42 Bn
6 LPL Financial Holdings 23.49 Bn 22.47 Bn - 5.52 Bn
7 Tradeweb Markets 21.59 Bn 20.34 Bn - 7.25 Bn
8 Circle Internet 15.14 Bn 13.62 Bn 35.01 Mn 3.38 Bn
9 Iren 14.46 Bn 12.24 Bn 144.76 Mn 2.59 Bn
10 Moelis 58.28 Mn 40.47 Mn - 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