Moelis (MC) Equity Ratio (2013 - 2026)

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

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

Moelis' Equity Ratio history runs 14 years deep, the most recent figure standing at 0.38 for 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 was 0.38 for Q1 2026 at Moelis, up from 0.33 in the prior quarter.
  • In the past five years, Equity Ratio ranged from a high of 0.47 in Q1 2025 to a low of 0.31 in Q4 2023.
  • Historically, Equity Ratio has averaged 0.38 across 5 years, with a median of 0.38 in 2022.
  • The sharpest annual moves came in 2022 and 2026: Equity Ratio grew 22.67% in 2022, then decreased 19.46% in 2026.
  • A 5-year view of Equity Ratio shows it stood at 0.38 in 2022, then decreased by 18.54% to 0.31 in 2023, then increased by 13.15% to 0.35 in 2024, then dropped by 6.07% to 0.33 in 2025, then advanced by 15.7% to 0.38 in 2026.
  • The last three Equity Ratio figures came in at 0.38 (Q1 2026), 0.33 (Q4 2025), and 0.41 (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Equity Ratio (Qtr)
1 SOL Strategies 100,773.79 Bn 100,773.79 Bn - -
2 Morgan Stanley 331.35 Bn 197.82 Bn - 0.07
3 Goldman Sachs 317.73 Bn -619.82 Bn - 0.06
4 Schwab Charles 153.74 Bn 108.77 Bn - 0.10
5 Robinhood Markets 75.98 Bn 71.34 Bn 960.00 Mn 0.21
6 Interactive Brokers 38.91 Bn 49.50 Bn - 0.03
7 LPL Financial Holdings 22.76 Bn 21.73 Bn - 0.30
8 Tradeweb Markets 20.90 Bn 19.65 Bn - 0.88
9 Circle Internet 20.00 Bn 18.49 Bn 35.01 Mn 0.04
10 Moelis 5.18 Bn 5.16 Bn - 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