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
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