Moelis & Company · Financials
MC
$67.51
Moelis & Company is a global investment bank that provides financial advisory services to corporations, governments, and financial sponsors. The firm advises on strategic decisions such as mergers and acquisitions, recapitalizations and restructurings and other corporate finance matters.Moelis&Company是一家全球投资银行，为企业、政府和金融赞助商提供财务咨询服务，就并购、资本重组和重组及其他企业融资事务等战略决策提供建议。
Financial金融股
Engine stance引擎立场2026-07-20
Neutral — no clear edge中性 — 无明显优势
Trend intact — hold; add on dips toward the 10-day average.趋势完好——持有；可在回调至 10 日均线附近时加仓。
Key Statistics关键统计
Price价格
$67.51
11.4% below 52-week high低于52周高点 11.4%
Beta贝塔
1.54
Moves about 1.5x the market波动幅度约为市场的 1.5 倍
RSI (14)RSI（14）
51
Neutral zone中性区域
Next Earnings下次财报
2026-07-23 (4d)
Volatility Rank波动率分位
98th pctile
hist. vol. percentile历史波动率分位数
Performance价格表现
| Period周期 | MC | S&P 500 | vs Index对比指数 |
|---|---|---|---|
| 1 Week近1周 | +5.9% | -1.5% | Beat the index by 7.4 points跑赢指数 7.4 个百分点 |
| 1 Month近1月 | +1.8% | +0.6% | Beat the index by 1.2 points跑赢指数 1.2 个百分点 |
| 3 Months近3月 | +0.9% | +4.7% | Lagged the index by 3.8 points落后指数 3.8 个百分点 |
| 6 Months近6月 | -11.2% | +7.8% | Lagged the index by 19.0 points落后指数 19.0 个百分点 |
| Year to date年初至今 | -3.3% | +9.1% | Lagged the index by 12.4 points落后指数 12.4 个百分点 |
| 1 Year近1年 | -2.2% | +19.4% | Lagged the index by 21.6 points落后指数 21.6 个百分点 |
| 3 Years近3年 | +52.3% | +69.4% | Lagged the index by 17.1 points落后指数 17.1 个百分点 |
Technicals技术面
RSI (14)RSI（14）
51
Neutral zone中性区域
vs 50-day相对50日均线
+1.6% vs 50-day avg
vs 200-day相对200日均线
+3.9% vs 200-day avg
Volatility rank波动率分位
98th percentile 分位
Engine reference levels — not advice引擎参考水平 — 非投资建议
Buy zone买入区间
$66.97
Don't chase above不追高于
$67.51
Stop止损
$62.91
Hold — don't add here持有 — 此处不宜加仓
Earnings财务业绩
4
days until next report天后公布财报
2026-07-23
Estimates being cut预期下调
Earnings call transcripts — coming soon财报电话会议记录 — 即将上线
Financials财务数据
Free Cash Flow自由现金流
Margins利润率
45.7%Return on Equity股本回报率
14.9%Return on Assets资产回报率
Leverage杠杆
| Net debt / EBITDA净债务/EBITDA | -1.78 |
Clean稳健
Snapshot Gauges综合指标
Beta市场敏感度
1.54×
0.21×3×
Moves about 1.5× the market波动幅度约为市场的 1.5 倍
Dividend分红
—
Does not pay a dividend不派发股息
Why Is It Moving为何波动
Macro宏观
Short-duration name into a restrictive, rising-real-rate regime → rate tailwind.短久期标的进入偏紧、实际利率上行的环境→利率顺风。
Positioning持仓
Insider cluster activity内部人集中交易
Technical技术面
UPTREND → BOTTOMING上涨趋势 → 筑底中
Ownership & Smart Money持仓与聪明钱
Insider activity内部人员活动: -$0.2M net (0 buyers, 1 sellers)-$0.2M 净值（0 买家，1 卖家）
Concentrated ownership集中持仓
| Fund基金 | Grade评级 | Activity动作 | % of portfolio组合占比 | As of截至 |
|---|---|---|---|---|
| Basswood Capital Management | B | New position新建仓 | 0.2% | 2026-03-31 |
Signal History信号历史
RALLY ON
UPTREND
Jul 15, 2026
UPTREND → BOTTOMING上涨趋势 → 筑底中
BUY SETUP买入预备
Jul 15, 2026
MC daily MACD crossed upMC 日线MACD上穿
The daily MACD histogram turned positive — fast and noisy, context rather than a standalone trigger. $70.04.日线MACD柱状图转正 — 快速且嘈杂，仅作背景。$70.04。
Jul 14, 2026
BOTTOMING → UPTREND筑底中 → 上涨趋势
HOLD持有
Jul 14, 2026
MC reclaimed its 200-day averageMC 收复200日均线
Price closed back above the 200-day moving average — the classic bull dividing line. $66.97.收盘重回200日均线 — 经典的多头分界线。$66.97。
Jul 10, 2026
MC lost its 200-day averageMC 跌破200日均线
Price closed below the 200-day moving average — the classic bear dividing line. $63.75.收盘跌破200日均线 — 经典的空头分界线。$63.75。
Jul 9, 2026
MC reclaimed its 200-day averageMC 收复200日均线
Price closed back above the 200-day moving average — the classic bull dividing line. $65.40.收盘重回200日均线 — 经典的多头分界线。$65.40。
Jul 9, 2026
MC daily MACD crossed downMC 日线MACD下穿
The daily MACD histogram turned negative — fast and noisy, context rather than a standalone trigger. $65.40.日线MACD柱状图转负 — 快速且嘈杂，仅作背景。$65.40。
Jul 8, 2026
BUY ZONE → BOTTOMING买入区 → 筑底中
BUY SETUP买入预备
Jul 8, 2026
MC lost its 200-day averageMC 跌破200日均线
Price closed below the 200-day moving average — the classic bear dividing line. $64.58.收盘跌破200日均线 — 经典的空头分界线。$64.58。
Jul 7, 2026
BOTTOMING → BUY ZONE筑底中 → 买入区
BUY买入
Jul 6, 2026
BUY ZONE → BOTTOMING买入区 → 筑底中
BUY SETUP买入预备
Jul 6, 2026
MC took relative-strength leadershipMC 取得相对强弱领先
Relative strength vs SPY crossed above the 90th percentile of the last 90 days — leadership tends to persist. $71.94.相对标普500的强弱上穿近90日的第90百分位 — 领先往往延续。$71.94。
Jul 6, 2026
MC daily MACD crossed upMC 日线MACD上穿
The daily MACD histogram turned positive — fast and noisy, context rather than a standalone trigger. $71.94.日线MACD柱状图转正 — 快速且嘈杂，仅作背景。$71.94。
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Factor Profile因子特征
Composite factor score综合因子得分: 0.55
Quality质量
+2.5
Investment资本投入
-1.1
Low volatility低波动
+0.1
Low market beta低市场敏感度
-0.9
Earnings quality盈利质量
+2.6
Short interest空头兴趣
+0.1
Company Profile公司档案
Moelis & Company is a global investment bank that provides financial advisory services to corporations, governments, and financial sponsors. The firm advises on strategic decisions such as mergers and acquisitions, recapitalizations and restructurings and other corporate finance matters.Moelis&Company是一家全球投资银行，为企业、政府和金融赞助商提供财务咨询服务，就并购、资本重组和重组及其他企业融资事务等战略决策提供建议。
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Nightly signals, options flow, and factor analysis across all S&P 500 names.每日更新的信号、期权资金流向和因子分析，覆盖所有标普500成分股。