MC

MoelisC

NYSE / Financial Services

At close

2026-07-21

Current thesis

The bull read is that record Q1 revenue, record announced transaction activity, a near-all-time-high pipeline, continued Managing Director additions, no debt, and aggressive buybacks indicate the franchise is still benefiting from an improving advisory backdrop despite near-term earnings noise [#8-K-2026-04-29].

Posture

Mixed

Lead driver

Value

What changed

Value remains the lead driver in the composite, 7D delta -0.0.

What can break

Advisory revenue depends on a limited number of large engagements and transaction closings, so quarterly results can swing sharply [#10-K-2026-02-26].

Momentum

Value

Sentiment

Setup hits (3d)

0 · Net Neutral

AI TargetsBase $65.00 · Bull $80.00 · Bear $56.00

Data freshness

Prices

As of 2026-07-21

Fundamentals

As of 2026-07-21 • Vendor: Data Vendor v1

Scores

As of 2026-07-21 • Model: HYBRID_IC_RP

AI Memo

As of 2026-04-29 • Model: RankAlpha Sentiment Codex

Investment thesis

As of 2026-07-21

Supporting evidence

What

Grade C · Mixed

Confidence Medium · Net Neutral

Target $71.50

Why

Momentum54 · Δ7d +14.7

Value52 · Δ7d -0.0

Sentiment52 · Δ7d -8.4

So what

Balanced signals (Net Neutral). Wait for confirmation before sizing up.

Lead driver: Value · See fundamentals

Momentum

26% active weight

Current posture

7d trendImproving

Δ7d

+14.7

Δ21d

-12.6

Value

39% active weight

Current posture

7d trendFlat

Δ7d

-0.0

Δ21d

+0.1

Sentiment

34% active weight

Current posture

7d trendSoftening

Δ7d

-8.4

Δ21d

-10.3

Why this grade

Composite grade C. Momentum 53.6 / Value 51.7 / Sentiment 51.9

Fundamentals (TTM)

As of 2026-07-21

Market Cap

$5.52B

Beta

1.86

Shares Out

74.37M

P/E (TTM)

25.0

P/S (TTM)

3.98

P/FCF (TTM)

18.14

Rev YoY

+4.3%

EPS YoY

-24.4%

Gross Margin

Op Margin

+18.9%

Net Debt

-$242.21M

Current Ratio

0.67

As of 2026-07-21 • Updated nightlySource: Internal modelMethodology