Moelis & Company (MC) Competitors

$50.40
+1.32 (+2.69%)
(As of 05/1/2024 ET)

MC vs. STEP, CNS, APAM, LAZ, VCTR, FHI, DBRG, JHG, AMK, and AMG

Should you be buying Moelis & Company stock or one of its competitors? The main competitors of Moelis & Company include StepStone Group (STEP), Cohen & Steers (CNS), Artisan Partners Asset Management (APAM), Lazard (LAZ), Victory Capital (VCTR), Federated Hermes (FHI), DigitalBridge Group (DBRG), Janus Henderson Group (JHG), AssetMark Financial (AMK), and Affiliated Managers Group (AMG). These companies are all part of the "investment advice" industry.

Moelis & Company vs.

StepStone Group (NASDAQ:STEP) and Moelis & Company (NYSE:MC) are both mid-cap finance companies, but which is the superior business? We will contrast the two businesses based on the strength of their community ranking, institutional ownership, analyst recommendations, earnings, valuation, profitability, risk, dividends and media sentiment.

In the previous week, Moelis & Company had 20 more articles in the media than StepStone Group. MarketBeat recorded 27 mentions for Moelis & Company and 7 mentions for StepStone Group. Moelis & Company's average media sentiment score of 0.59 beat StepStone Group's score of 0.42 indicating that StepStone Group is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
StepStone Group
1 Very Positive mention(s)
2 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Moelis & Company
7 Very Positive mention(s)
4 Positive mention(s)
7 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Neutral

StepStone Group has higher earnings, but lower revenue than Moelis & Company. Moelis & Company is trading at a lower price-to-earnings ratio than StepStone Group, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
StepStone Group$527.20M7.45-$18.40M$0.9039.53
Moelis & Company$854.75M4.10-$24.70M-$0.19-259.00

StepStone Group presently has a consensus price target of $35.21, suggesting a potential downside of 1.11%. Moelis & Company has a consensus price target of $50.80, suggesting a potential upside of 3.02%. Given StepStone Group's higher probable upside, analysts clearly believe Moelis & Company is more favorable than StepStone Group.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
StepStone Group
0 Sell rating(s)
5 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
2.29
Moelis & Company
2 Sell rating(s)
4 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.67

StepStone Group pays an annual dividend of $0.84 per share and has a dividend yield of 2.4%. Moelis & Company pays an annual dividend of $2.40 per share and has a dividend yield of 4.9%. StepStone Group pays out 93.3% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Moelis & Company pays out -1,263.2% of its earnings in the form of a dividend. StepStone Group has raised its dividend for 2 consecutive years. Moelis & Company is clearly the better dividend stock, given its higher yield and lower payout ratio.

StepStone Group has a beta of 1.26, meaning that its share price is 26% more volatile than the S&P 500. Comparatively, Moelis & Company has a beta of 1.35, meaning that its share price is 35% more volatile than the S&P 500.

Moelis & Company received 285 more outperform votes than StepStone Group when rated by MarketBeat users. Likewise, 56.85% of users gave Moelis & Company an outperform vote while only 32.35% of users gave StepStone Group an outperform vote.

CompanyUnderperformOutperform
StepStone GroupOutperform Votes
22
32.35%
Underperform Votes
46
67.65%
Moelis & CompanyOutperform Votes
307
56.85%
Underperform Votes
233
43.15%

StepStone Group has a net margin of 0.00% compared to StepStone Group's net margin of -1.33%. Moelis & Company's return on equity of 7.94% beat StepStone Group's return on equity.

Company Net Margins Return on Equity Return on Assets
StepStone GroupN/A 7.94% 3.65%
Moelis & Company -1.33%-0.12%-0.04%

55.5% of StepStone Group shares are owned by institutional investors. Comparatively, 91.5% of Moelis & Company shares are owned by institutional investors. 19.9% of StepStone Group shares are owned by company insiders. Comparatively, 7.0% of Moelis & Company shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock is poised for long-term growth.

Summary

StepStone Group beats Moelis & Company on 12 of the 21 factors compared between the two stocks.

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New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding MC and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of NYSE and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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MC vs. The Competition

MetricMoelis & CompanyInvestment advice IndustryFinance SectorNYSE Exchange
Market Cap$3.50B$9.12B$8.68B$17.42B
Dividend Yield4.80%24.19%10.67%3.53%
P/E Ratio-259.0023.0757.7022.58
Price / Sales4.106.793,674.4710.26
Price / CashN/A16.0228.0217.73
Price / Book8.913.682.284.86
Net Income-$24.70M$313.90M$1.02B$964.11M
7 Day Performance-8.85%-1.68%-0.64%-0.79%
1 Month Performance-12.39%-2.80%-2.20%-4.42%
1 Year Performance31.02%20.93%11.70%94.09%

Moelis & Company Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
STEP
StepStone Group
3.336 of 5 stars
$35.79
-1.2%
$35.21
-1.6%
+63.7%$3.95B$1.37B39.77980Short Interest ↓
CNS
Cohen & Steers
2.0035 of 5 stars
$71.59
+3.2%
$67.00
-6.4%
+14.5%$3.55B$489.64M27.86405Short Interest ↑
APAM
Artisan Partners Asset Management
1.7392 of 5 stars
$43.43
+2.1%
$43.00
-1.0%
+18.0%$3.47B$975.10M13.74573Earnings Report
Short Interest ↑
LAZ
Lazard
4.4078 of 5 stars
$39.65
+3.0%
$46.00
+16.0%
+23.1%$4.47B$2.52B-40.873,291Earnings Report
Dividend Announcement
Analyst Revision
VCTR
Victory Capital
4.0922 of 5 stars
$50.64
+3.5%
$45.43
-10.3%
+66.5%$3.26B$821.03M16.18481Upcoming Earnings
High Trading Volume
FHI
Federated Hermes
4.6809 of 5 stars
$34.95
-1.2%
$38.50
+10.2%
-20.6%$2.95B$1.61B10.252,025Earnings Report
Dividend Increase
Analyst Report
Short Interest ↑
DBRG
DigitalBridge Group
4.3956 of 5 stars
$17.42
+1.6%
$22.08
+26.8%
+32.3%$2.85B$1.50B35.55300Analyst Report
News Coverage
Gap Down
JHG
Janus Henderson Group
3.491 of 5 stars
$31.85
+2.0%
$28.83
-9.5%
+20.3%$5.14B$2.10B13.442,200Upcoming Earnings
AMK
AssetMark Financial
3.4907 of 5 stars
$35.14
-0.9%
$32.67
-7.0%
+10.2%$2.61B$708.50M21.43990
AMG
Affiliated Managers Group
4.1336 of 5 stars
$161.42
-0.1%
$171.20
+6.1%
+8.2%$5.25B$2.06B9.304,000Upcoming Earnings

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This page (NYSE:MC) was last updated on 5/1/2024 by MarketBeat.com Staff

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