Moelis (MC) Tax Rate (2013 - 2026)
Moelis' Tax Rate came in at 26.77% for Q2 2026, down 0.33 percentage points from 27.10% a year earlier but up 18.40 percentage points from the prior quarter.
Moelis (MC) Tax Rate (2013 - 2026) Analysis & Trends
Over the trailing twelve months to Jun 30, 2026, Moelis reported Tax Rate of 24.94%, up 5.86 percentage points year-over-year; for FY2025, it came in at 20.72%, down 1.99 percentage points from FY2024.
- Tax Rate carries a five-year change of +1.59 percentage points (FY2020 to FY2025).
- Going back by year, Tax Rate was 22.71% in FY2024 (+17.12 pp), 5.60% in FY2023 (-16.43 pp), 22.02% in FY2022 (+0.89 pp) and 21.13% in FY2021 (+2.00 pp).
- The five-year range for quarterly Tax Rate is -903.66% (Q1 2023) to 31.48% (Q2 2024).
- Year-over-year, Tax Rate increased in five of the last eight quarters, with an average year-over-year change of +24.97 percentage points.
- The fastest year-over-year change in Tax Rate over five years came in Q1 2024 (a gain of 829.35 percentage points), and the weakest in Q1 2023 (a drop of 919.26 percentage points).
- Business Quant data shows MC's Tax Rate at 8.38% (Q1 2026), 28.23% (Q4 2025) and 27.02% (Q3 2025) in the three quarters before Q2 2026.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Tax Rate (Qtr) |
|---|---|---|---|---|---|
| 1 | Cme | 106.56 Bn | 94.66 Bn | - | 21.53% |
| 2 | Intercontinental Exchange | 89.45 Bn | 83.19 Bn | - | 24.24% |
| 3 | Robinhood Markets | 88.18 Bn | 69.22 Bn | - | 19.18% |
| 4 | Nasdaq | 53.47 Bn | 50.90 Bn | 1.50 Bn | 22.36% |
| 5 | Interactive Brokers | 37.14 Bn | 14.26 Bn | - | 8.10% |
| 6 | Cboe Global Markets | 33.00 Bn | 24.66 Bn | 731.60 Mn | 28.62% |
| 7 | LPL Financial Holdings | 25.71 Bn | 21.03 Bn | - | 26.43% |
| 8 | Tradeweb Markets | 25.33 Bn | 17.34 Bn | - | 23.50% |
| 9 | Circle Internet | 21.30 Bn | 15.18 Bn | 288.85 Mn | 7.84% |
| 10 | Moelis | 4.08 Bn | 2.93 Bn | - | 26.77% |
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 26.77% |
| Mar 31, 2026 | 8.38% |
| Dec 31, 2025 | 28.23% |
| Sep 30, 2025 | 27.02% |
| Jun 30, 2025 | 27.10% |
| Dec 31, 2024 | 27.41% |
| Sep 30, 2024 | 27.83% |
| Jun 30, 2024 | 31.48% |
| 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% |
| Jun 30, 2021 | 22.96% |
| Dec 31, 2020 | 28.45% |
| Sep 30, 2020 | 16.96% |
| Dec 31, 2019 | 4.07% |
| Sep 30, 2019 | 20.25% |
| Jun 30, 2019 | 3.17% |
Moelis Tax Rate API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=tax-rate&ticker=MC&period=max&api_key=YOUR_API_KEY
import requests
url = "https://data.businessquant.com/historic"
params = {"slug": "tax-rate", "ticker": "MC", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()
const res = await fetch("https://data.businessquant.com/historic?slug=tax-rate&ticker=MC&period=max&api_key=YOUR_API_KEY");
const data = await res.json();