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