Moelis & Co
About Moelis & Co
Moelis & Co is an independent investment bank that provides strategic and financial advice to a diverse client base, including corporations, financial sponsors, governments, and sovereign wealth funds. The company assists its clients in achieving their strategic goals by offering comprehensive, globally integrated financial advisory services across all industry sectors. It also advises clients on their critical decisions, including mergers and acquisitions, recapitalizations and restructurings, capital markets transactions, and other corporate finance matters. It generates revenue from advisory transactions. The firm derives a majority of its revenue from the United States, followed by Europe and the rest of the World.
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Financial summary
- Net income
- $2.8M
- Total assets
- $1.7B
- Market cap
- $5.0B
- Operating margin
- 18.1%
- Net margin
- 17.1%
Source: SEC EDGAR · updated Jun 7, 2026
Revenue & profit trend
Financial statements
Income statement
- Revenue
- $1.5B
- Operating expenses
- $1.2B
- Operating income
- $273.9M
- Income tax
- $67.9M
- Net income
- $259.6M
Balance sheet
- Total assets
- $1.7B
- Current assets
- $1.7B
- Total liabilities
- $1.1B
- Current liabilities
- $1.1B
- Shareholders’ equity
- $680.4M
Cash flow
- Operating cash flow
- $576.3M
- Investing cash flow
- -$196.0M
- Financing cash flow
- -$283.9M
- Net cash flow
- $96.2M
Statements via Polygon.io (SEC filings)
- Market cap
- $5.0B
- Dividend yield
- 3.78%
- Shares outstanding
- 73.5M
- Open
- —
- Day range
- –
- Prev close
- —
- Volume
- —
- IPO date
- Apr 16, 2014
Market data by Polygon.io · prices are 15-minute delayed
At a glance
- Profitable — net income of $2.8M.
- Revenue grew 61% from FY2020 to FY2025.
- Trading 12% below its 52-week high.
- Pays a dividend yielding about 3.78% annually.
Automatically generated from public filings and market data. Informational only — not investment advice or a recommendation to buy or sell any security.
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News about Moelis & Co
News & sentiment via Polygon.io