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| Date | Value |
|---|---|
| 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% |