Moelis (MC) Tax Rate (2013 - 2026)
Moelis (MC) recorded quarterly Tax Rate of 8.38% in Q1 2026, little changed quarter-over-quarter from 8.4% in Q4 2025, and up 3328.0% on a YoY basis from 0.24% in Q1 2025.
Moelis (MC) Tax Rate (2013 - 2026) Analysis & Trends
Moelis' Tax Rate history runs 14 years deep, the most recent figure standing at 8.38% for 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 was 8.38% for Q1 2026 at Moelis, roughly flat from 8.4% in the prior quarter.
- In the past five years, Tax Rate ranged from a high of 31.48% in Q2 2024 to a low of 903.66% in Q1 2023.
- Historically, Tax Rate has averaged 51.87% across 5 years, with a median of 12.94% in 2023.
- The sharpest annual moves came in 2023 and 2024: Tax Rate plunged 91926 bps in 2023, then jumped 82935 bps in 2024.
- A 5-year view of Tax Rate shows it stood at 90.86% in 2022, then surged by 120 bps to 18.48% in 2023, then slumped by 114 bps to 2.55% in 2024, then surged by 429 bps to 8.4% in 2025, then fell by 0 bps to 8.38% in 2026.
- The last three Tax Rate figures came in at 8.38% (Q1 2026), 8.4% (Q4 2025), and 27.02% (Q3 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Tax Rate (Qtr) |
|---|---|---|---|---|---|
| 1 | SOL Strategies | 100,773.79 Bn | 100,773.79 Bn | - | - |
| 2 | Morgan Stanley | 331.35 Bn | 197.82 Bn | - | 19.58% |
| 3 | Goldman Sachs | 317.73 Bn | -619.82 Bn | - | 13.20% |
| 4 | Schwab Charles | 153.74 Bn | 108.77 Bn | - | 22.24% |
| 5 | Robinhood Markets | 75.98 Bn | 71.34 Bn | 960.00 Mn | 15.82% |
| 6 | Interactive Brokers | 38.91 Bn | 49.50 Bn | - | 9.08% |
| 7 | LPL Financial Holdings | 22.76 Bn | 21.73 Bn | - | 26.45% |
| 8 | Tradeweb Markets | 20.90 Bn | 19.65 Bn | - | 23.03% |
| 9 | Circle Internet | 20.00 Bn | 18.49 Bn | 35.01 Mn | 2.47% |
| 10 | Moelis | 5.18 Bn | 5.16 Bn | - | 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% |