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MC

Moelis & Co
Chart
63.75 USD
Latest Week 2026-07-10
Financial ServicesCapital MarketsMID
Snapshot 2026-07-12 · 0.9w · Fresh
0.33
OS Score
25.0%
Value
99.0%
Quality
18.0%
Momentum
7/9
F-Score
0.497
QV
StrategiesValueQualityMomentumCompositeInteractionsFactor AnalysisTrendsFundamentals
Strategy Eligibility
4 of 23 passing
★
OS Composite
✗
↗
Trending Value
✗
◆
Quality × Value
✗
🏛
Cornerstone Value
✗
🌿
Cornerstone Growth
✗
💎
Deep Value
✗
◇
VC2 Cheapest
✗
📐
EBITDA/EV
✗
◐
Veiled Value
Yes
▣
Piotroski Bargains
✗
🔬
Quality Compounders
✗
📈
Consistent Earners
✗
🌱
GARP
Rev +19%
🔄
Shareholder Yield
7.9%
💰
High Yield
Div 4.1%
🚀
Momentum Leaders
✗
◉
Market Leaders
✗
◎
Tiny Titans
✗
🔍
Small Cap Value
✗
🛡
Low Volatility
✗
🏷
Sector Cheapest
✗
🧠
Capital Allocators
✗
⚡
Risk-Adj Momentum
✗
V
Value Analysis
Cheapness relative to fundamentals
25.0%ile
P/E
21.4×
P/S
3.1×
P/B
9.7×
E/P
0.0576
FCF Yield
0.102
EBITDA/EV
0.060
SH Yield
0.079
Relative Strength Across Value Dimensions
Multiples & Yields — Decomposition
VC1 (5-Factor)
80.00000000
/100 — 1=cheapest
VC2 (Trending Value)
71.00000000
/100
VC3 (Buyback)
73.00000000
/100
FCF yield of 10.2% is strong — the business generates significant free cash relative to price.
Q
Quality Analysis
Profitability, efficiency, balance sheet & earnings quality
99.0%ile
ROE
0.454
ROA
0.172
Net Margin
0.145
Op Margin
0.188
GPA
0.627
D/E
1.37
Current
0.70
F-Score
7/9
Quality Radar — Relative Strength
Profitability & Leverage Breakdown
Rev Growth
0.192
Earn Growth
0.303
Stability
0.581
lower=better
Accruals
-0.188
lower=better
5yr Consist
No
ROE of 45% is exceptional.
M
Momentum & Risk
Price trend, volatility regime, risk-adjusted returns
18.0%ile
6M Return
-12.8%
12M Return
-4.5%
12-1 Mom
1.4%
Risk-Adj
0.04
Vol 252d
34.5%
Vol 60d
77.9%
↑ Expanding
Max DD 12M
-32.6%
Return Comparison — 6M / 12M / 12-1
Volatility Regime — 60d vs 252d
Near-term vol (78%) is expanding vs long-term (35%) — risk is increasing.
OS
Composite & Factor Heatmap
All factors at a glance
0.33
Pillar Balance — Value / Quality / Momentum
Factor Heatmap — green=strong, red=weak
▦
Sector Context
Financial Services · 500 peers
Sector Value %ile
0.2%
Sector Quality %ile
100.0%
P/E z-score
0.17
P/B z-score
0.61
Sector Avg OS
85.8%
Ticker vs Sector Averages
Relative Valuation Z-Score
Top Sector Peers (By OS)
SymbolNameOSValueQualityMomentum
BFH Bread Financial Holdings, Inc. 99.0% 97.0% 89.0% 81.0%
RILY BRC Group Holdings, Inc. 99.0% 95.0% 88.0% 92.0%
CARE Carter Bank and Trust 99.0% 96.0% 95.0% 92.0%
RILYL BRC Group Holdings, Inc. 99.0% 95.0% 87.0% 97.0%
BAP Credicorp Ltd 99.0% 97.0% 96.0% 86.0%
PEBK Peoples Bancorp of North Carolina 98.0% 89.0% 90.0% 87.0%
MRX Marex Group plc Ordinary Shares 98.0% 92.0% 80.0% 92.0%
VINP Vinci Partners Investments Ltd 98.0% 98.0% 91.0% 70.0%
Factor Interactions
Strong Capital Return
Shareholder yield 7.9% backed by 10.2% FCF yield. Returns are well-funded.
Quality at a Premium
High quality (99th) but expensive (25th value). Upside may be limited without earnings growth.
Volatility Expanding
60-day vol (78%) significantly exceeds 252-day (35%). Near-term risk is elevated.
⚖
Factor Analysis
Comprehensive factor intelligence — strengths, weaknesses & cross-factor profile
Value
C
57.0% avg (7 factors)
Quality
B
74.1% avg (8 factors)
Momentum
F
27.8% avg (4 factors)
Risk
C
59.2% avg (1 factors)
Momentum is weak, suggesting the market isn't yet buying this thesis. Patience required.
▲ Top Strengths — highest scoring factors
▼ Key Weaknesses — lowest scoring factors
Score Trends6 snapshots
Factor Persistence6 snapshots
FactorCurrentStreakTrendSpark
OS Composite0.330—0—
Value %ile0.250—6—
Quality %ile0.990—6—
Momentum %ile0.180—1—
F-Score7.000—6—
Confidence0.980—6—
Volatility0.345—0—
Value Lens2021-07-13 → 2026-07-12
P/E Ratio
Earnings Yield
Value FactorsCheapness relative to fundamentals — lower multiples = cheaper
P/E Ratio
21.44
Earnings Yield (E/P)
0.0576
Price / Sales
3.10
Price / Book
9.73
Price / Cash Flow
10.24
FCF Yield
10.2%
EBITDA / EV
6.0%
Sales Yield (1/P·S)
0.3066
Shareholder Yield
Div + net buyback / mktcap
7.9%
Quality FactorsProfitability, efficiency, and balance sheet strength
Return on Equity
45.4%
Return on Assets
17.2%
Net Margin
14.5%
Operating Margin
18.8%
Gross Profit / Assets
Novy-Marx GPA
62.7%
Debt / Equity
1.37
Current Ratio
0.70
Accruals Ratio
(NI-OCF)/Assets — lower=better
-0.188
MomentumPrice trend strength over different horizons
6M Return
-12.8%
12M Return
-4.5%
12-1 Momentum
Jegadeesh-Titman (skip recent month)
1.4%
Risk-Adjusted Momentum
Mom 12-1 ÷ Vol
0.04
Growth & StabilityEarnings trajectory, consistency, and capital allocation
Revenue Growth (YoY)
19.2%
Earnings Growth (YoY)
30.3%
Earnings Stability (CV)
Lower = more stable
0.581
5yr Consistent
EPS up every year for 5 years
No
Piotroski F-Score
7
Dividend Yield
4.1%
Buyback Yield
3.8%
O'Shaughnessy CompositesValue Composites (WWOWS 4th Ed) — 1=cheapest, 100=most expensive
VC1 (5-factor)
P/E+P/S+P/B+P/CF+EBITDA/EV
80
VC2 (6-factor)
VC1 + Shareholder Yield — used for Trending Value
71
VC3 (6-factor)
VC1 + Buyback Yield — no dividend preference
73
Capital Allocation & AlphaAlpha within factors — quality of management decisions
Veiled Value
Expensive by P/B, cheap by everything else
Yes
Market Leader
Above-avg mcap+revenue, non-utility
No
All Stocks Universe
Market cap > $200M
Yes
Tiny Titan
Micro-cap, low P/S, positive momentum
No
Quarterly Fundamentals
Revenue
Net Income
FCF
Net Margin
Show all
Op Income
OCF
CapEx
Equity
Annual Fundamentals
Revenue
Net Income
FCF
Net Margin
Show all
Op Income
OCF
CapEx
Equity