Moelis (MC) Tax Rate (2013 - 2026)
Moelis (MC) posted Tax Rate of 26.77% for Q2 2026, up 219.67% on a QoQ basis from 8.38% in Q1 2026, and down 33.0% year-over-year from 39.96% in Q2 2025.
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Analysis
Moelis (MC) Tax Rate (2013 - 2026) Analysis & Trends
Moelis has reported Tax Rate for 14 years, with the latest figure at 26.77% in Q2 2026.
- On a quarterly basis, Tax Rate fell 33.0% year-over-year to 26.77% in Q2 2026; TTM through Jun 2026 was 24.56%, a 548.0% increase from a year earlier, with the FY2025 full-year figure at 20.44%, down 227.0% from the prior year.
- Tax Rate was 26.77% for Q2 2026 at Moelis, up from 8.38% 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 42.1%, with a median of 25.03% recorded in 2022.
- The sharpest annual moves came in 2023 and 2024: Tax Rate tumbled 91926 bps in 2023, then surged 82935 bps in 2024.
- Over 5 years, Tax Rate stood at 29.81% in 2022, then slumped by 280 bps to 53.76% in 2023, then surged by 151 bps to 27.41% in 2024, then fell by 1 bps to 27.13% in 2025, then retreated by 1 bps to 26.77% in 2026.
- The last three Tax Rate figures came in at 26.77% (Q2 2026), 8.38% (Q1 2026), and 27.13% (Q4 2025), per Business Quant data.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Tax Rate (Qtr) |
|---|---|---|---|---|---|
| 1 | Evercore | 10.14 Bn | 8.05 Bn | 975.67 Mn | 27.84% |
| 2 | Jefferies Financial | 9.74 Bn | -5.67 Bn | 3.09 Bn | 20.79% |
| 3 | Houlihan Lokey | 9.07 Bn | 7.99 Bn | - | - |
| 4 | Cluster Group Holdings | 8.00 Bn | 8.00 Bn | - | - |
| 5 | PJT Partners | 5.75 Bn | 5.81 Bn | 481.98 Mn | 20.38% |
| 6 | Moelis | 5.25 Bn | 5.17 Bn | - | 26.77% |
| 7 | Piper Sandler Companies | 4.88 Bn | 4.77 Bn | - | 30.21% |
| 8 | Lazard | 3.95 Bn | 2.96 Bn | - | 158.38% |
| 9 | BRBI BR Partners | 3.50 Bn | 3.38 Bn | 16.77 Mn | -15.99% |
| 10 | Perella Weinberg Partners | 1.40 Bn | 1.59 Bn | - | -4.06% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 26.77% |
| Mar 31, 2026 | 8.38% |
| Dec 31, 2025 | 27.13% |
| Sep 30, 2025 | 27.02% |
| Jun 30, 2025 | 27.10% |
| Mar 31, 2025 | -24.90% |
| Dec 31, 2024 | 27.41% |
| Sep 30, 2024 | 27.83% |
| Jun 30, 2024 | 31.48% |
| Mar 31, 2024 | -74.31% |
| Dec 31, 2023 | -53.76% |
| Sep 30, 2023 | -12.75% |
| Jun 30, 2023 | 12.94% |
| Mar 31, 2023 | -903.66% |
| Dec 31, 2022 | 29.81% |
| Sep 30, 2022 | 24.19% |
| Jun 30, 2022 | 25.86% |
| Mar 31, 2022 | 15.60% |
| Dec 31, 2021 | 27.76% |
| Sep 30, 2021 | 23.07% |