Moelis (MC) Invested Capital (2013 - 2026)
Moelis (MC) recorded quarterly Invested Capital of $487.1 million in Q1 2026, down 14.31% quarter-over-quarter from $568.4 million in Q4 2025, and down 13.94% on a YoY basis from $566.0 million in Q1 2025.
Moelis (MC) Invested Capital (2013 - 2026) Analysis & Trends
Moelis' Invested Capital history runs 14 years deep, the most recent figure standing at $487.1 million for Q1 2026.
- In Q1 2026, Invested Capital fell 13.94% year-over-year to $487.1 million; the TTM figure through Mar 2026 stood at $487.1 million (down 13.94% YoY), while the FY2025 annual figure was $568.4 million, up 18.58% from the prior year.
- Invested Capital was $487.1 million for Q1 2026 at Moelis, down from $568.4 million in the prior quarter.
- In the past five years, Invested Capital ranged from a high of $618.6 million in Q3 2025 to a low of $362.5 million in Q4 2023.
- Historically, Invested Capital has averaged $462.5 million across 5 years, with a median of $444.9 million in 2022.
- The sharpest annual moves came in 2023 and 2025: Invested Capital decreased 21.02% in 2023, then jumped 56.57% in 2025.
- A 5-year view of Invested Capital shows it stood at $458.9 million in 2022, then slipped by 21.02% to $362.5 million in 2023, then soared by 32.26% to $479.4 million in 2024, then rose by 18.58% to $568.4 million in 2025, then decreased by 14.31% to $487.1 million in 2026.
- The last three Invested Capital figures came in at $487.1 million (Q1 2026), $568.4 million (Q4 2025), and $618.6 million (Q3 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | SOL Strategies | 96,012.83 Bn | 96,012.83 Bn | - | 1,166.73 Bn |
| 2 | Morgan Stanley | 328.23 Bn | 194.70 Bn | - | 486.95 Bn |
| 3 | Goldman Sachs | 313.22 Bn | -624.33 Bn | - | 122.78 Bn |
| 4 | Schwab Charles | 154.90 Bn | 109.92 Bn | - | 49.23 Bn |
| 5 | Robinhood Markets | 75.17 Bn | 70.53 Bn | 960.00 Mn | 9.69 Bn |
| 6 | Interactive Brokers | 38.41 Bn | 49.00 Bn | - | 5.59 Bn |
| 7 | LPL Financial Holdings | 23.13 Bn | 22.10 Bn | - | 12.87 Bn |
| 8 | Tradeweb Markets | 21.12 Bn | 19.87 Bn | - | 7.31 Bn |
| 9 | Circle Internet | 19.75 Bn | 18.24 Bn | 35.01 Mn | 3.43 Bn |
| 10 | Moelis | 5.34 Bn | 5.32 Bn | - | 487.08 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 487.08 Mn |
| Dec 31, 2025 | 568.44 Mn |
| Sep 30, 2025 | 618.62 Mn |
| Jun 30, 2025 | 596.01 Mn |
| Mar 31, 2025 | 565.95 Mn |
| Dec 31, 2024 | 479.38 Mn |
| Sep 30, 2024 | 395.10 Mn |
| Jun 30, 2024 | 384.45 Mn |
| Mar 31, 2024 | 392.76 Mn |
| Dec 31, 2023 | 362.46 Mn |
| Sep 30, 2023 | 380.09 Mn |
| Jun 30, 2023 | 405.69 Mn |
| Mar 31, 2023 | 432.11 Mn |
| Dec 31, 2022 | 458.94 Mn |
| Sep 30, 2022 | 444.90 Mn |
| Jun 30, 2022 | 445.14 Mn |
| Mar 31, 2022 | 444.92 Mn |
| Dec 31, 2021 | 478.30 Mn |
| Sep 30, 2021 | 505.89 Mn |
| Jun 30, 2021 | 384.79 Mn |