Moelis & Co.

ISIN US60786M1053

WKN A1XDZ8

Market cap (in EUR)

4,749 m

Country

United States

Sector

Finance

Dividend yield

3.80%

Overview

Quote

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In paid partnership.

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

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Financials

Key metrics

Market capitalisation, EUR	4,749 m
EPS, EUR	2.46
P/B ratio	10.0
P/E ratio	23.8
Dividend yield	3.80%

Income statement (2025)

Revenue, EUR	1,361 m
Net income, EUR	207 m
Profit margin	15.17%

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Capital at risk

What ETF is Moelis & Co. in?

There are 59 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 L&G Russell 2000 US Small Cap Quality UCITS ETF.

ETF	Weight	Investment focus	Fund size (in m EUR)
JPMorgan BetaBuilders US Small Cap Equity UCITS ETF USD (acc)	0.07%	Equity United States Small Cap	82
UBS MSCI USA Select Factor Mix UCITS ETF hEUR acc	0.01%	Equity United States Multi-Factor Strategy	8
Amundi MSCI World Small Cap ESG Broad Transition UCITS ETF Acc	0.01%	Equity World Small Cap Climate Change	482
iShares Russell 2000 Swap UCITS ETF USD (Acc)	0.17%	Equity United States Small Cap	53
Xtrackers MSCI World Small Cap UCITS ETF 1D	0.04%	Equity World Small Cap	15
iShares S&P SmallCap 600 UCITS ETF	0.28%	Equity United States Small Cap	2,721
L&G Russell 2000 US Small Cap Quality UCITS ETF	0.74%	Equity United States Small Cap	187
UBS MSCI USA Select Factor Mix UCITS ETF USD dis	0.01%	Equity United States Multi-Factor Strategy	28
WisdomTree US Quality Dividend Growth UCITS ETF - GBP Hedged	0.04%	Equity United States Fundamental/Quality	1
WisdomTree US Quality Dividend Growth UCITS ETF USD	0.04%	Equity United States Fundamental/Quality	109
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.02%	Equity World Multi-Factor Strategy	236
UBS MSCI USA Small Cap Selection UCITS ETF USD acc	0.15%	Equity United States Small Cap	225
WisdomTree US High Dividend UCITS ETF EUR Hedged Acc	0.18%	Equity United States Dividend	1
Vanguard Russell 2000 U.S. Small-Cap UCITS ETF USD Dist	0.16%	Equity United States Small Cap	3
State Street SPDR Russell 2000 U.S. Small Cap UCITS ETF EUR Hedged (Acc)	0.16%	Equity United States Small Cap	151
State Street SPDR MSCI World Small Cap UCITS ETF USD Unhedged (Dist)	0.05%	Equity World Small Cap	46
WisdomTree Global Quality Dividend Growth UCITS ETF EUR Hedged Acc	0.04%	Equity World Fundamental/Quality	11
Vanguard FTSE Global All-Cap UCITS ETF USD Acc	0.00%	Equity World	1,781
WisdomTree Global Quality Dividend Growth UCITS ETF USD	0.04%	Equity World Fundamental/Quality	231
WisdomTree Russell 2000	0.17%	Equity United States Small Cap	7
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Acc)	0.01%	Equity World	7,764
L&G Global Quality Dividends UCITS ETF USD Acc	0.10%	Equity World Dividend	53
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.01%	Equity World Social/Environmental	563
Xtrackers Russell 2000 UCITS ETF 1C	0.17%	Equity United States Small Cap	2,314
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Dist)	0.01%	Equity World	227
UBS MSCI USA Select Factor Mix UCITS ETF hCHF acc	0.01%	Equity United States Multi-Factor Strategy	24
Vanguard FTSE Global All-Cap UCITS ETF USD Dist	0.00%	Equity World	47
iShares MSCI USA Small Cap ESG Enhanced CTB UCITS ETF USD (Acc)	0.01%	Equity United States Small Cap	2,567
Xtrackers MSCI World Small Cap UCITS ETF 1C	0.04%	Equity World Small Cap	138
Vanguard Russell 2000 U.S. Small-Cap UCITS ETF USD Acc	0.16%	Equity United States Small Cap	10
WisdomTree US High Dividend UCITS ETF Dist	0.18%	Equity United States Dividend	55
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.02%	Equity World Multi-Factor Strategy	1,453
State Street SPDR MSCI USA Small Cap Value Weighted UCITS ETF USD	0.03%	Equity United States Small Cap	911
Vanguard ESG North America All Cap UCITS ETF (USD) Distributing	0.01%	Equity North America Social/Environmental	28
HSBC MSCI World Small Cap Screened UCITS ETF USD (Acc)	0.10%	Equity World Small Cap	65
BNP Paribas Easy MSCI USA Small Cap Min TE UCITS ETF USD Acc	0.06%	Equity United States Small Cap	42
WisdomTree US Quality Dividend Growth UCITS ETF USD Acc	0.04%	Equity United States Fundamental/Quality	626
Invesco S&P SmallCap 600 UCITS ETF	0.28%	Equity United States Small Cap	393
Amundi Russell 2000 UCITS ETF EUR (C)	0.17%	Equity United States Small Cap	721
JPMorgan BetaBuilders US Small Cap Equity UCITS ETF USD (dist)	0.07%	Equity United States Small Cap	227
WisdomTree Emerging Markets High Dividend UCITS ETF Dist	0.00%	Equity Emerging Markets Dividend	174
iShares MSCI World Small Cap UCITS ETF	0.02%	Equity World Small Cap	7,819
Vanguard ESG North America All Cap UCITS ETF (USD) Accumulating	0.01%	Equity North America Social/Environmental	267
State Street SPDR Russell 2000 U.S. Small Cap UCITS ETF USD	0.16%	Equity United States Small Cap	4,471
Amundi Russell 2000 UCITS ETF USD	0.17%	Equity United States Small Cap	215
L&G Global Quality Dividends UCITS ETF USD Dist	0.10%	Equity World Dividend	341
WisdomTree US High Dividend UCITS ETF Acc	0.18%	Equity United States Dividend	90
BNP Paribas Easy MSCI USA Small Cap Min TE UCITS ETF EUR Acc	0.06%	Equity United States Small Cap	31
WisdomTree Global Quality Dividend Growth UCITS ETF USD Acc	0.04%	Equity World Fundamental/Quality	655
WisdomTree Global Quality Dividend Growth UCITS ETF GBP Hedged Dist	0.04%	Equity World Fundamental/Quality	2
UBS MSCI USA Select Factor Mix UCITS ETF USD acc	0.01%	Equity United States Multi-Factor Strategy	110
State Street SPDR MSCI World Small Cap UCITS ETF USD Unhedged (Acc)	0.05%	Equity World Small Cap	1,714
WisdomTree Emerging Markets High Dividend UCITS ETF Acc	0.00%	Equity Emerging Markets Dividend	79
iShares Russell 2000 Swap UCITS ETF EUR Hedged (Acc)	0.17%	Equity United States Small Cap	90
Invesco Russell 2000 UCITS ETF	0.17%	Equity United States Small Cap	290
WisdomTree US High Dividend UCITS ETF GBP Hedged Acc	0.18%	Equity United States Dividend	1
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating	0.01%	Equity World Social/Environmental	1,091
WisdomTree US Quality Dividend Growth UCITS ETF - EUR Hedged Acc	0.04%	Equity United States Fundamental/Quality	10
UBS MSCI World Small Cap UCITS ETF USD acc	0.05%	Equity World Small Cap	38

Performance

Returns overview

YTD	-16.18%
1 month	-11.73%
3 months	-12.06%
6 months	+9.17%
1 year	-22.57%
3 years	+21.17%
5 years	-
Since inception (MAX)	-7.88%
2025	-10.14%
2024	+30.49%
2023	+40.81%
2022	-32.06%

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).