Moelis (MC) Invested Capital (2013 - 2026)
Moelis (MC) posted quarterly Invested Capital of $487.1 million for Q1 2026, down 13.94% year-over-year from $566.0 million in Q1 2025, and down 14.31% on a QoQ basis from $568.4 million in Q4 2025.
Moelis (MC) Invested Capital (2013 - 2026) Analysis & Trends
Moelis (MC) has reported Invested Capital for 14 consecutive years, with $487.1 million the latest figure, recorded in 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 came in at $487.1 million for Q1 2026 at Moelis, down from $568.4 million in the prior quarter.
- The five-year high for Invested Capital was $618.6 million in Q3 2025, with the low at $362.5 million in Q4 2023.
- Average Invested Capital over 5 years is $462.5 million, with a median of $444.9 million recorded in 2022.
- Across the five-year window, Invested Capital declined 21.02% in 2023 and jumped 56.57% in 2025, its largest moves.
- Year by year, Invested Capital stood at $458.9 million in 2022, then fell by 21.02% to $362.5 million in 2023, then soared by 32.26% to $479.4 million in 2024, then climbed by 18.58% to $568.4 million in 2025, then declined by 14.31% to $487.1 million in 2026.
- According to Business Quant data, Invested Capital over the past three periods registered $487.1 million, $568.4 million, and $618.6 million for Q1 2026, Q4 2025, and Q3 2025 respectively.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 330.70 Bn | 197.17 Bn | - | 486.95 Bn |
| 2 | Goldman Sachs | 309.79 Bn | -627.76 Bn | - | 122.78 Bn |
| 3 | Schwab Charles | 167.21 Bn | 122.24 Bn | - | 49.23 Bn |
| 4 | Futu Holdings | 111.36 Bn | 109.19 Bn | 733.58 Mn | 6.75 Bn |
| 5 | Robinhood Markets | 97.69 Bn | 93.05 Bn | 960.00 Mn | 9.69 Bn |
| 6 | LPL Financial Holdings | 23.49 Bn | 22.47 Bn | - | 12.87 Bn |
| 7 | Tradeweb Markets | 21.59 Bn | 20.34 Bn | - | 7.31 Bn |
| 8 | Circle Internet | 15.14 Bn | 13.62 Bn | 35.01 Mn | 3.43 Bn |
| 9 | Iren | 14.46 Bn | 12.24 Bn | 144.76 Mn | 2.94 Bn |
| 10 | Moelis | 58.28 Mn | 40.47 Mn | - | 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 |