Moelis & Co.

ISIN US60786M1053

WKN A1XDZ8

Market cap (in EUR)

4,880 m

Country

United States

Sector

Finance

Dividend yield

3.69%

Overview

Quote

Description

Moelis & Co. operates as a holding company. It engages in the provision of financial advisory, capital raising and asset management services to a client base including corporations, governments, sovereign wealth funds and financial sponsors. The firm focuses on clients including large public multinational corporations, middle market private companies, financial sponsors, entrepreneurs and governments. The company was founded by Kenneth David Moelis, Navid Mahmoodzadegan, Jeffrey Raich and Elizabeth Ann Crain in July 2007 and is headquartered in New York, NY.

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Finance Investment Services United States

Chart

Financials

Key metrics

Market capitalisation, EUR	4,880 m
EPS, EUR	2.71
P/B ratio	9.8
P/E ratio	23.6
Dividend yield	3.69%

Income statement (2024)

Revenue, EUR	1,104 m
Net income, EUR	126 m
Profit margin	11.39%

What ETF is Moelis & Co. in?

There are 4 ETFs which contain Moelis & Co.. All of these ETFs are listed in the table below. The ETF with the largest weighting of Moelis & Co. is the iShares S&P SmallCap 600 UCITS ETF.

ETF	Weight	Investment focus	Fund size (in m EUR)
iShares S&P SmallCap 600 UCITS ETF	0.33%	Equity United States Small Cap	1,771
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.01%	Equity World Social/Environmental	488
Vanguard ESG North America All Cap UCITS ETF (USD) Distributing	0.01%	Equity North America Social/Environmental	27
JPMorgan BetaBuilders US Small Cap Equity UCITS ETF USD (dist)	0.08%	Equity United States Small Cap	180

Performance

Returns overview

YTD	-14.13%
1 month	+10.45%
3 months	-5.45%
6 months	+20.54%
1 year	-14.13%
3 years	+52.64%
5 years	-
Since inception (MAX)	+8.48%
2024	+36.77%
2023	+43.69%
2022	-35.71%
2021	-

Monthly returns in a heat map

Risk

Risk metrics in this section:

Volatility, annualised, measured for 1, 3 and 5 year periods. The annualised volatility reflects the degree of price fluctuations during a one year period. The higher the volatility, the more significantly the price of the asset (stock, ETF, etc.) has changed in the past. Assets with higher volatility are generally considered more risky. We calculate the volatility based on the data for the past 1, 3 and 5 years so that you can see if price fluctuations for the ETF became stronger or weaker over time.
Return per risk for 1, 3 and 5 year periods. This is the annualised (i.e. converted to a one year period) past return divided by the past annualised volatility. The metric puts the historical return of an asset in relation to its historical risk and gives you a retrospective indication of the degree of price fluctuation you had to bear with in order to obtain the return. We calculate this parameter for 1, 3 and 5 year periods to display its evolution over time.
Maximum drawdown for a period. This shows the worst possible loss an investor could have suffered during the respective period, by first buying and subsequently selling the asset at the least favourable prices. For example, if there was the following sequence of daily ETF prices: 10€, 5€, 12€, 20€, an investor would have suffered the worst loss by buying for 10€ and subsequently selling for 5€. Therefore in this case the maximum drawdown would be (5€ - 10€)/10€ = -50%.

ETF returns include dividend payments (if applicable).