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
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%