Moelis (MC) Tax Rate (2013 - 2026)

Moelis (MC) posted quarterly Tax Rate of 8.38% for Q1 2026, up 3328.0% year-over-year from 0.24% in Q1 2025, and little changed on a QoQ basis from 8.4% in Q4 2025.

Moelis (MC) Tax Rate (2013 - 2026) Analysis & Trends

Moelis (MC) has reported Tax Rate for 14 consecutive years, with 8.38% the latest figure, recorded in Q1 2026.

  • In Q1 2026, Tax Rate rose 3328.0% year-over-year to 8.38%; the TTM figure through Mar 2026 stood at 459.36% (down 45949.0% YoY), while the FY2025 annual figure was 136.81%, down 13873.0% from the prior year.
  • Tax Rate came in at 8.38% for Q1 2026 at Moelis, roughly flat from 8.4% in the prior quarter.
  • The five-year high for Tax Rate was 31.48% in Q2 2024, with the low at 903.66% in Q1 2023.
  • Average Tax Rate over 5 years is 51.87%, with a median of 12.94% recorded in 2023.
  • Across the five-year window, Tax Rate sank 91926 bps in 2023 and jumped 82935 bps in 2024, its largest moves.
  • Year by year, Tax Rate stood at 90.86% in 2022, then surged by 120 bps to 18.48% in 2023, then tumbled by 114 bps to 2.55% in 2024, then surged by 429 bps to 8.4% in 2025, then slipped by 0 bps to 8.38% in 2026.
  • According to Business Quant data, Tax Rate over the past three periods registered 8.38%, 8.4%, and 27.02% for Q1 2026, Q4 2025, and Q3 2025 respectively.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Tax Rate (Qtr)
1 Morgan Stanley 330.70 Bn 197.17 Bn - 19.58%
2 Goldman Sachs 309.79 Bn -627.76 Bn - 13.20%
3 Schwab Charles 167.21 Bn 122.24 Bn - 22.24%
4 Futu Holdings 111.36 Bn 109.19 Bn 733.58 Mn -16.38%
5 Robinhood Markets 97.69 Bn 93.05 Bn 960.00 Mn 15.82%
6 LPL Financial Holdings 23.49 Bn 22.47 Bn - 26.45%
7 Tradeweb Markets 21.59 Bn 20.34 Bn - 23.03%
8 Circle Internet 15.14 Bn 13.62 Bn 35.01 Mn 2.47%
9 Iren 14.46 Bn 12.24 Bn 144.76 Mn 2.46%
10 Moelis 58.28 Mn 40.47 Mn - 8.38%

Historic Data

Download Data
DateValue
Mar 31, 2026 8.38%
Mar 31, 2026 8.38%
Dec 31, 2025 8.40%
Dec 31, 2025 8.40%
Sep 30, 2025 27.02%
Sep 30, 2025 27.02%
Jun 30, 2025 27.10%
Jun 30, 2025 27.10%
Mar 31, 2025 -24.90%
Mar 31, 2025 -24.90%
Dec 31, 2024 -2.55%
Dec 31, 2024 -2.55%
Sep 30, 2024 27.83%
Sep 30, 2024 27.83%
Jun 30, 2024 31.48%
Jun 30, 2024 31.48%
Mar 31, 2024 -74.31%
Mar 31, 2024 -74.31%
Dec 31, 2023 18.48%
Dec 31, 2023 18.48%