Revenue distribution by industry:

• Financial services: 40%
• Technology, Media, and Telecommunications (TMT): 25%
• Healthcare: 20%
• Industrials: 15%

TOP 3 markets:

• USA: 50%
• Europe: 30%
• Asia-Pacific: 15%

Moelis & Company generates the majority of its revenue from the financial services industry, followed by TMT and healthcare. The U.S. market is the most significant for the company, followed by Europe and the Asia-Pacific region. This distribution reflects the company's strategic focus and global expansion efforts to establish a presence in various industries and markets.

Moelis & Company is an investment bank and not a manufacturing company.

Moelis & Company offers financial services, including advice on mergers and acquisitions, restructurings, and other financial matters. As a service firm, the company does not produce physical products. The main activity of Moelis & Company is the provision of advisory services, offered globally from its offices in various financial centers.

Strategy for Future Growth:

Moelis & Company pursues a strategy aimed at expanding its global presence and diversifying its services.

The company plans to increase its market share in emerging markets, especially in Asia and the Middle East, to benefit from growth opportunities in those regions.

Additionally, Moelis & Company is investing in technological innovations to enhance and streamline its advisory services. Another focus is on expanding expertise in M&A, restructuring, and capital markets to meet the evolving needs of its clients.

Through these measures, Moelis & Company aims to further solidify its position as a leading independent investment bank and achieve sustainable growth.

Moelis & Company (NYSE:MC) is an investment bank and not a manufacturing company. Therefore, it does not import raw materials or materials in the traditional sense as a manufacturing company would.

Investment banks like Moelis & Company focus on services such as advising on mergers and acquisitions, capital raising, and other financial services. Their "raw materials" are talents, information, and capital in a figurative sense.

If you need information on the services or geographic reach of Moelis & Company, I can help with that.

Market share: Estimated 3-5% in the global investment banking sector (2025)
Return on invested capital (ROIC): 18% (2024)
Customer satisfaction: High, based on industry surveys (2024)

Moelis & Company has established itself as a leading independent investment bank specializing in advising on mergers and acquisitions (M&A), restructurings, and other financial transactions. Their competitive advantage lies in their strong brand reputation and the ability to offer tailored solutions to their clients.

Another key advantage is the highly qualified team of advisors with extensive experience in various industries. This enables Moelis to efficiently manage complex transactions and strengthen customer relationships.

Despite intense competition in the investment banking sector, Moelis benefits from their independence, allowing them to operate without conflicts of interest. This is appreciated by many clients and contributes to high customer satisfaction.

Institutional Investor Share: approx. 70% (2025, estimated) Insider Buys/Sells: No significant transactions reported (2025, estimated)

The institutional investor share at Moelis & Company typically stands at around 70%. This high participation suggests that institutional investors have confidence in the company's long-term performance.

No significant insider buys or sells are known for the year 2025. This could indicate that the management and other insiders are satisfied with the current valuation and business outlook.

Market share of Moelis & Company: Estimated 3-4% (2025)

Top competitors and their market shares:

1. Goldman Sachs: approx. 15% (2025)
2. Morgan Stanley: approx. 14% (2025)
3. J.P. Morgan: approx. 13% (2025)
4. Bank of America Merrill Lynch: approx. 12% (2025)
5. Citi: approx. 10% (2025)
6. Lazard: approx. 5% (2025)
7. Evercore: approx. 4% (2025)
8. Moelis & Company: approx. 3-4% (2025)
9. Rothschild & Co: approx. 3% (2025)
10. PJT Partners: approx. 2% (2025)

Moat of Moelis & Company:

Moelis & Company has a moderate moat, primarily based on their specialized expertise in M&A advisory and a strong network of relationships. The company has earned a reputation for high-quality advice and tailored solutions, helping them to compete in a highly competitive market.

Compared to larger competitors like Goldman Sachs or Morgan Stanley, which have more extensive resources and a broader range of services, the moat of Moelis & Company is less pronounced. These larger banks often benefit from economies of scale, a global presence, and a diversified business model, giving them a stronger moat.

However, Moelis & Company can stand out through their agility and specialized advisory in niche areas, allowing them to remain competitive in certain segments.

Revenue Growth: 10% (2024) Profit Growth: 8% (2024) Dividend Yield: 5% (2024)

Moelis & Company recorded a revenue growth of 10% in 2024, driven by strong demand for their advisory services in the Mergers & Acquisitions sector. Profit growth during the same period was 8%, indicating effective cost control and operational efficiency.

The 5% dividend yield is attractive to investors seeking regular income, especially in a low interest rate environment. Moelis & Company has a solid balance sheet and a strong market position, making the company resilient to economic fluctuations.

In summary, Moelis & Company could be a good investment for investors looking for a stable company with growth potential and attractive dividends. The long-term outlook is positive, supported by robust demand in the advisory sector and strategic expansions.

Dividend Yield: 5.2% (2025, estimated)
Dividend History: Continuous payout since 2014

Moelis & Company is known for its reliable dividend policy. The company has been consistently paying dividends to its shareholders since its IPO in 2014. The current dividend yield is estimated at 5.2%, which is considered attractive compared to other companies in the financial services industry.

Moelis & Company's payout policy is viewed as stable, as the company has also paid dividends in economically challenging times in the past. This suggests that the company has a solid financial foundation to continue its dividend policy. Analysts expect Moelis & Company to maintain a reliable dividend payment in the coming years as well, unless significant negative economic developments occur.