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| Date | Value |
|---|---|
| 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 |