Moelis (MC) Return on Invested Capital (2013 - 2026)

Moelis (MC) recorded quarterly Return on Invested Capital of 0.03% in Q1 2026, up 169.12% quarter-over-quarter from 0.01% in Q4 2025, and up 3.0% on a YoY basis from 0.03% in Q1 2025.

Moelis (MC) Return on Invested Capital (2013 - 2026) Analysis & Trends

Moelis' Return on Invested Capital history runs 14 years deep, the most recent figure standing at 0.03% for Q1 2026.

  • In Q1 2026, Return on Invested Capital rose 3.0% year-over-year to 0.03%; the TTM figure through Mar 2026 stood at 0.03% (up 3.0% YoY), while the FY2025 annual figure was 0.01%, up 1.0% from the prior year.
  • Return on Invested Capital was 0.03% for Q1 2026 at Moelis, up from 0.01% in the prior quarter.
  • In the past five years, Return on Invested Capital ranged from a high of 0.03% in Q1 2026 to a low of 0.06% in Q2 2022.
  • Historically, Return on Invested Capital has averaged 0.0% across 5 years, with a median of 0.0% in 2023.
  • The sharpest annual moves came in 2022 and 2023: Return on Invested Capital retreated 7 bps in 2022, then rose 6 bps in 2023.
  • A 5-year view of Return on Invested Capital shows it stood at 0.0% in 2022, then slumped by 123 bps to 0.0% in 2023, then jumped by 471 bps to 0.0% in 2024, then surged by 182 bps to 0.01% in 2025, then jumped by 169 bps to 0.03% in 2026.
  • The last three Return on Invested Capital figures came in at 0.03% (Q1 2026), 0.01% (Q4 2025), and 0.0% (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) ROIC (Qtr)
1 SOL Strategies 96,012.83 Bn 96,012.83 Bn - -
2 Morgan Stanley 328.23 Bn 194.70 Bn - 0.00%
3 Goldman Sachs 313.22 Bn -624.33 Bn - 0.01%
4 Schwab Charles 154.90 Bn 109.92 Bn - 0.00%
5 Robinhood Markets 75.17 Bn 70.53 Bn 960.00 Mn 0.00%
6 Interactive Brokers 38.41 Bn 49.00 Bn - 0.01%
7 LPL Financial Holdings 23.13 Bn 22.10 Bn - 0.00%
8 Tradeweb Markets 21.12 Bn 19.87 Bn - 0.00%
9 Circle Internet 19.75 Bn 18.24 Bn 35.01 Mn 0.00%
10 Moelis 5.34 Bn 5.32 Bn - 0.03%

Historic Data

Download Data
DateValue
Mar 31, 2026 0.03%
Dec 31, 2025 0.01%
Sep 30, 2025 0.00%
Jun 30, 2025 0.00%
Mar 31, 2025 0.00%
Dec 31, 2024 0.00%
Sep 30, 2024 0.00%
Jun 30, 2024 0.00%
Mar 31, 2024 0.00%
Dec 31, 2023 0.00%
Sep 30, 2023 0.00%
Jun 30, 2023 0.00%
Mar 31, 2023 0.00%
Dec 31, 2022 0.00%
Sep 30, 2022 0.01%
Jun 30, 2022 -0.06%
Mar 31, 2022 -0.01%
Dec 31, 2021 -0.01%
Sep 30, 2021 0.01%
Jun 30, 2021 0.01%