Moelis (MC) Return on Assets [ROA] (2014 - 2026)
Moelis' Return on Assets [ROA] was 19.02% in Q2 2026, up 1.79 percentage points from 17.23% a year earlier and up 2.64 percentage points from the prior quarter.
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Analysis
Moelis (MC) Return on Assets [ROA] (2014 - 2026) Analysis & Trends
For FY2025, Return on Assets [ROA] at Moelis came in at 16.64%, up 4.80 percentage points from FY2024.
- Return on Assets [ROA] shows a five-year change of -2.62 percentage points (FY2020 to FY2025).
- In earlier years, Return on Assets [ROA] was 11.84% in FY2024 (+14.14 pp), -2.30% in FY2023 (-14.46 pp), 12.17% in FY2022 (-18.57 pp) and 30.74% in FY2021 (+11.48 pp).
- The Q2 2026 figure marks the highest quarterly Return on Assets [ROA] since Q3 2022.
- Compared with a year earlier, Return on Assets [ROA] has increased for eight straight quarters, with an average year-over-year change of +8.95 percentage points over the last eight quarters.
- The best year-over-year quarter for Return on Assets [ROA] over five years was Q2 2025 (a gain of 15.82 percentage points); the worst was Q2 2023 (a drop of 29.42 percentage points).
- Per Business Quant data, MC's Return on Assets [ROA] in the three quarters before Q2 2026 was 16.38% (Q1 2026), 15.94% (Q4 2025) and 18.21% (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROA (Qtr) |
|---|---|---|---|---|---|
| 1 | Cme | 105.82 Bn | 93.92 Bn | - | 2.16% |
| 2 | Intercontinental Exchange | 89.41 Bn | 83.14 Bn | - | 2.32% |
| 3 | Robinhood Markets | 86.77 Bn | 67.81 Bn | - | 4.08% |
| 4 | Nasdaq | 52.58 Bn | 50.01 Bn | 1.50 Bn | 7.20% |
| 5 | Interactive Brokers | 36.48 Bn | 13.59 Bn | - | 2.10% |
| 6 | Cboe Global Markets | 32.16 Bn | 23.82 Bn | 731.60 Mn | 12.48% |
| 7 | LPL Financial Holdings | 25.21 Bn | 20.53 Bn | - | 5.21% |
| 8 | Tradeweb Markets | 24.34 Bn | 16.35 Bn | - | 12.30% |
| 9 | Circle Internet | 20.17 Bn | 14.05 Bn | 288.85 Mn | 0.57% |
| 10 | Moelis | 3.99 Bn | 2.84 Bn | - | 19.02% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 19.02% |
| Mar 31, 2026 | 16.38% |
| Dec 31, 2025 | 15.94% |
| Sep 30, 2025 | 18.21% |
| Jun 30, 2025 | 17.23% |
| Mar 31, 2025 | 14.53% |
| Dec 31, 2024 | 11.97% |
| Sep 30, 2024 | 4.10% |
| Jun 30, 2024 | 1.41% |
| Mar 31, 2024 | -1.24% |
| Dec 31, 2023 | -2.39% |
| Sep 30, 2023 | 0.15% |
| Jun 30, 2023 | 4.14% |
| Mar 31, 2023 | 8.94% |
| Dec 31, 2022 | 14.20% |
| Sep 30, 2022 | 22.82% |
| Jun 30, 2022 | 33.56% |
| Mar 31, 2022 | 31.72% |
| Dec 31, 2021 | 28.43% |
| Sep 30, 2021 | 36.80% |
API Access
Moelis Return on Assets [ROA] API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=return-on-assets-%5Broa%5D&ticker=MC&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-assets-[roa]", "ticker": "MC", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=return-on-assets-%5Broa%5D&ticker=MC&period=max&api_key=YOUR_API_KEY");
const data = await res.json();