Moelis (MC) Equity Ratio (2013 - 2026)

Moelis (MC) posted quarterly Equity Ratio of 0.38 for Q1 2026, down 19.46% year-over-year from 0.47 in Q1 2025, and up 15.7% on a QoQ basis from 0.33 in Q4 2025.

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

Moelis (MC) has reported Equity Ratio for 14 consecutive years, with 0.38 the latest figure, recorded in Q1 2026.

  • In Q1 2026, Equity Ratio fell 19.46% year-over-year to 0.38; the TTM figure through Mar 2026 stood at 0.38 (down 19.46% YoY), while the FY2025 annual figure was 0.33, down 6.07% from the prior year.
  • Equity Ratio came in at 0.38 for Q1 2026 at Moelis, up from 0.33 in the prior quarter.
  • The five-year high for Equity Ratio was 0.47 in Q1 2025, with the low at 0.31 in Q4 2023.
  • Average Equity Ratio over 5 years is 0.38, with a median of 0.38 recorded in 2022.
  • Across the five-year window, Equity Ratio gained 22.67% in 2022 and declined 19.46% in 2026, its largest moves.
  • Year by year, Equity Ratio stood at 0.38 in 2022, then declined by 18.54% to 0.31 in 2023, then advanced by 13.15% to 0.35 in 2024, then retreated by 6.07% to 0.33 in 2025, then increased by 15.7% to 0.38 in 2026.
  • According to Business Quant data, Equity Ratio over the past three periods registered 0.38, 0.33, and 0.41 for Q1 2026, Q4 2025, and Q3 2025 respectively.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Equity Ratio (Qtr)
1 Morgan Stanley 330.70 Bn 197.17 Bn - 0.07
2 Goldman Sachs 309.79 Bn -627.76 Bn - 0.06
3 Schwab Charles 167.21 Bn 122.24 Bn - 0.10
4 Futu Holdings 111.36 Bn 109.19 Bn 733.58 Mn 0.18
5 Robinhood Markets 97.69 Bn 93.05 Bn 960.00 Mn 0.21
6 LPL Financial Holdings 23.49 Bn 22.47 Bn - 0.30
7 Tradeweb Markets 21.59 Bn 20.34 Bn - 0.88
8 Circle Internet 15.14 Bn 13.62 Bn 35.01 Mn 0.04
9 Iren 14.46 Bn 12.24 Bn 144.76 Mn 0.37
10 Moelis 58.28 Mn 40.47 Mn - 0.38

Historic Data

Download Data
DateValue
Mar 31, 2026 0.38
Dec 31, 2025 0.33
Sep 30, 2025 0.41
Jun 30, 2025 0.44
Mar 31, 2025 0.47
Dec 31, 2024 0.35
Sep 30, 2024 0.34
Jun 30, 2024 0.37
Mar 31, 2024 0.39
Dec 31, 2023 0.31
Sep 30, 2023 0.34
Jun 30, 2023 0.40
Mar 31, 2023 0.44
Dec 31, 2022 0.38
Sep 30, 2022 0.38
Jun 30, 2022 0.40
Mar 31, 2022 0.41
Dec 31, 2021 0.31
Sep 30, 2021 0.36
Jun 30, 2021 0.35