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
DateValue
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