Moelis (MC) Return on Equity [ROE] (2013 - 2026)
Moelis' Return on Equity [ROE] came in at 40.59% for Q2 2026, up 2.79 percentage points from 37.80% a year earlier and up 2.50 percentage points from the prior quarter.
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Analysis
Moelis (MC) Return on Equity [ROE] (2013 - 2026) Analysis & Trends
For FY2025, Moelis' Return on Equity [ROE] was 44.77%, up 8.78 percentage points from FY2024.
- Return on Equity [ROE] carries a five-year change of -7.34 percentage points (FY2020 to FY2025).
- Going back by year, Return on Equity [ROE] was 35.99% in FY2024 (+42.69 pp), -6.70% in FY2023 (-42.70 pp), 36.00% in FY2022 (-55.68 pp) and 91.68% in FY2021 (+39.56 pp).
- The five-year range for quarterly Return on Equity [ROE] is -7.41% (Q4 2023) to 104.42% (Q3 2021).
- Year-over-year, Return on Equity [ROE] has increased for eight consecutive quarters, with an average year-over-year change of +21.05 percentage points over the last eight quarters.
- The fastest year-over-year change in Return on Equity [ROE] over five years came in Q3 2021 (a gain of 81.20 percentage points), and the weakest in Q2 2023 (a drop of 73.54 percentage points).
- Business Quant data shows MC's Return on Equity [ROE] at 38.10% (Q1 2026), 39.97% (Q4 2025) and 42.88% (Q3 2025) in the three quarters before Q2 2026.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROE (Qtr) |
|---|---|---|---|---|---|
| 1 | Cme | 105.82 Bn | 93.92 Bn | - | 16.14% |
| 2 | Intercontinental Exchange | 89.41 Bn | 83.14 Bn | - | 13.86% |
| 3 | Robinhood Markets | 86.77 Bn | 67.81 Bn | - | 21.63% |
| 4 | Nasdaq | 52.58 Bn | 50.01 Bn | 1.50 Bn | 16.37% |
| 5 | Interactive Brokers | 36.48 Bn | 13.59 Bn | - | 22.51% |
| 6 | Cboe Global Markets | 32.16 Bn | 23.82 Bn | 731.60 Mn | 24.60% |
| 7 | LPL Financial Holdings | 25.21 Bn | 20.53 Bn | - | 17.60% |
| 8 | Tradeweb Markets | 24.34 Bn | 16.35 Bn | - | 13.89% |
| 9 | Circle Internet | 20.17 Bn | 14.05 Bn | 288.85 Mn | 13.01% |
| 10 | Moelis | 3.99 Bn | 2.84 Bn | - | 40.59% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 40.59% |
| Mar 31, 2026 | 38.10% |
| Dec 31, 2025 | 39.97% |
| Sep 30, 2025 | 42.88% |
| Jun 30, 2025 | 37.80% |
| Mar 31, 2025 | 35.93% |
| Dec 31, 2024 | 34.65% |
| Sep 30, 2024 | 11.59% |
| Jun 30, 2024 | 3.75% |
| Mar 31, 2024 | -3.60% |
| Dec 31, 2023 | -7.41% |
| Sep 30, 2023 | 0.41% |
| Jun 30, 2023 | 9.92% |
| Mar 31, 2023 | 22.14% |
| Dec 31, 2022 | 37.33% |
| Sep 30, 2022 | 58.32% |
| Jun 30, 2022 | 83.46% |
| Mar 31, 2022 | 91.15% |
| Dec 31, 2021 | 85.95% |
| Sep 30, 2021 | 104.42% |
API Access
Moelis Return on Equity [ROE] 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-equity-%5Broe%5D&ticker=MC&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-equity-[roe]", "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-equity-%5Broe%5D&ticker=MC&period=max&api_key=YOUR_API_KEY");
const data = await res.json();