Stock fact sheet · data as of
Moelis & Company (MC): fair value, margin of safety and Wheel Score
Ticker symbol MC · Financial Services · Financial - Capital Markets · United States · Class A common stock · Growth Income
MC is Moelis & Company's Class A common stock. The classes own the same business, share the same earnings report and trade within a few cents of each other; what differs is mainly the vote each share carries - the company's annual report sets out the voting rights.
Is MC undervalued?
Moelis & Company (MC) closed at 61.35 on 5 Nov 2026. The GLS average fair value - the simple average of the 9 valuation models that produced a positive number - is 88.84, which puts the price 31% below it. 4 of the 9 models value the shares above the current price. A gap this wide is rare in our universe of ~7,400 US stocks and is exactly what the Value part of the Wheel Score rewards; it is also where the question "why is it this cheap?" matters most.
The 9 models disagree widely: Graham Number gives 21.34 while Payback Time gives 228.29. A spread that wide means the average is sensitive to which methods you trust; the model table below shows where each one lands, and the Quote page lets you switch any of them off.
Ranked against every other company we cover, MC is clearly faster-growing than it is cheap, so the nightly engine files it under Growth (value score 34, growth score 85, out of 100). It also carries the Income tag (Income = a dividend yield of 4% or more).
Nine valuation models for MC
Each model turns the latest filed numbers into a value per share; the GLS fair value is the simple average of the ones that produce a positive number. The last two rows are shown for reference and never enter the average. The Quote page lets you switch any model off and add your own margin of safety.
| Model | Value | vs price | What it measures |
|---|---|---|---|
| DCF | 25.95 | -58% | Present value of the projected free cash flows, discounted at the cost of capital |
| Graham Number | 21.34 | -65% | The most a defensive investor pays for the earnings and book value per share |
| Graham Growth | 92.83 | +51% | Graham's growth formula: EPS × (8.5 + 2 × growth), adjusted for bond yields |
| Lynch | 34.63 | -44% | EPS × the earnings growth rate (PEG of 1), growth capped at 25% |
| GLS Growth | 184.98 | +202% | EPS compounded ten years at the blended growth rate, discounted back at 15% a year |
| 10 Cap | 139.74 | +128% | Owner's earnings (operating cash flow less maintenance capex) capitalised at 10% |
| Payback Time | 228.29 | +272% | Eight years of compounded free cash flow: the price at which the business pays for itself |
| DDM | 38.26 | -38% | Dividend discount model: next year's dividend ÷ (10% − 3% growth); needs a dividend |
| EPV | 33.57 | -45% | Earnings power value: current EPS capitalised at 9% with no growth |
| Zombie (liquidation) | -6.91 | -111% | Current assets less all liabilities, per share: the balance-sheet floor. Not in the average |
| Wall St target | 66.60 | +9% | Analysts' average 12-month price target. Not in the average |
Quality and financial health
On financial health MC scores 7/9 (Piotroski): most of the nine tests - positive earnings and cash flow, falling debt, rising margins and turnover - are passed, which is the kind of balance sheet a wheel trader is happy to be assigned. The GLS Moat score is 6.8 out of 10: a record that is solid on some of the four parts the score weighs (returns on capital, pricing power, lasting growth, balance sheet) and weaker on others.
Returns on capital are high - ROIC 27.9%, ROE 41.0%, ROA 12.9% - with debt at 0.47 times equity and a free-cash-flow yield of 9.6%.
The dividend yield is high at 4.24% (payout ratio 95%). A yield this size is often the market's way of pricing a risk to the payout, so the health score and cash flow matter more than usual.
Institutional ownership scores 10/10, insider activity 1/10 and Congressional trading 5/10 on the GLS smart-money scales; the last recorded insider buy was on 17 Sep 2026.
| Piotroski F-score | 7 / 9 | ROIC | 27.9% |
|---|---|---|---|
| GLS Moat | 6.8 / 10 | ROE | 41.0% |
| Debt / equity | 0.47 | ROA | 12.9% |
| Free-cash-flow yield | 9.6% | Payout ratio | 95% |
| Institutions | 10 / 10 | Insiders · Congress | 1 · 5 / 10 |
Wheel Score 81: Good
MC scores 81 out of 100 on the Wheel Score (Good band, 70-84): it passes all 9 Wheel Trade Filters. How it ranks: value strong, premium strong, moat good, health good, red flags strong, option trading weak, stability weak; Option trading (weak) holds it back.
Implied volatility is 44% on the near-the-money contracts 20-60 days out - inside the 35-60% sweet spot the Wheel Score rewards most: enough premium to be worth selling, not so much that the risk is unpaid. Chain open interest is thin - 1,156 contracts across every expiry - so fills at a fair price are not guaranteed; a 30-45-day put may not exist at a usable strike.
Volume runs at 1.5M shares a day on a market cap of $4.5B, with a beta of 1.86 - a high beta, so the stock tends to move more than the market and a strike can be gapped through; the Stability part of the Wheel Score rates that weak.
| Filter | Wheel Trade Filter | Result | Detail |
|---|---|---|---|
| 1 | Options that actually trade | Passes | Listed options with 1,000+ contracts of open interest and 100+ traded a day |
| 2 | A real business, not a gamble | Passes | Profitable over the last twelve months - not a speculative stock, fund or note |
| 3 | Below fair value | Passes | Trading below the nine-model average fair value (margin of safety above 0) |
| 4 | Financially healthy | Passes | Piotroski F-score 6 or more out of 9 (a company with no score on file passes) |
| 5 | Can repay its debt | Passes | Long-term debt repaid from 3 years of operating cash flow or less (6 for real estate and utilities; banks and insurers are not judged on it) |
| 6 | No serious red flags | Passes | Red Flags score 60 or more out of 100 (earnings, margins, debt, analysts, filings and price checked the same way for every stock) |
| 7 | A premium worth selling | Passes | Implied volatility 25-80% (enough premium, not a lottery ticket) |
| 8 | Big enough | Passes | Market cap $1 billion or more |
| 9 | Not a penny stock | Passes | Share price $5 or more |
| How it ranks | Rating | From | |
|---|---|---|---|
| Value | Strong | 31% below fair value | |
| Premium | Strong | implied volatility 44% | |
| Moat | Good | moat 6.8/10 | |
| Health | Good | Piotroski 7/9 | |
| Red Flags | Strong | Red Flags score 90/100 | |
| Option trading | Weak | 431 contracts a day, 1,156 open interest | |
| Stability | Weak | beta 1.86, $4.5B company |
The Wheel Score ranks ~7,400 US stocks for selling cash-secured puts and covered calls: a stock must pass all 9 Wheel Trade Filters to score 70, and the score then ranks the ones that pass; the Sunday Scan is the top 10. It is updated nightly and is not a recommendation. How the Wheel Score works · the walkthrough lesson shows how it fits into a trade, start to finish.
Upcoming events
Moelis & Company reports earnings on 5 Nov 2026 (after the close) - inside the 14-day window the Sunday Scan avoids, because a put sold now would carry the report's gap risk.
Analysts upgraded MC 1 time in the last 30 days with no downgrades; the latest action was a reiterated rating by Morgan Stanley on 8 Oct 2026.
Earnings, dividend, IPO, split and economic calendars for the whole market, filterable to your watchlists.
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| LAZ Lazard Inc | 40.66 | 61.04 | +33% | 81Good | $4.0B |
| BGC BGC Group, Inc | 11.27 | 9.43 | -19% | 42Weak | $5.3B |
| RIOT Riot Platforms, Inc. | 15.37 | - | - | 20Weak | $5.8B |
| MKTX MarketAxess Holdings Inc. | 165.61 | 115.27 | -44% | 23Weak | $5.8B |
| WULF TeraWulf Inc. | 11.70 | - | - | 14Weak | $5.8B |
| MIAX Miami International Holdings, Inc. | 34.97 | 63.05 | +45% | 48Weak | $3.5B |
| HUT Hut 8 Corp. | 48.94 | - | - | 14Weak | $6.0B |
| LTSAP Osaic Financial Services, Inc. | 18.70 | 49.53 | +62% | 31No options | $3.3B |
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Start free See the Sunday ScanQuestions about MC
What kind of share is MC?
MC is Moelis & Company's Class A common stock. The classes own the same business, share the same earnings report and trade within a few cents of each other; what differs is mainly the vote each share carries - the company's annual report sets out the voting rights.
Is MC undervalued right now?
By the GLS models, yes: at 61.35 the stock is 31% below the average fair value of 88.84 (data as of 5 Nov 2026). Whether the discount is deserved is the question to research next.
What is the Wheel Score of MC and what does it mean?
MC scores 81 out of 100 (Good). The Wheel Score ranks stocks for the wheel strategy - selling cash-secured puts, then covered calls if assigned - in two parts: the 9 pass/fail Wheel Trade Filters (busy options, a real business, below fair value, Piotroski 6 or more, debt it can repay, a Red Flags score of 60 or more, implied volatility of 25-80%, a $1 billion company, $5 a share) and a ranking of how strongly a stock passes on value, premium, moat, health, red flags, option trading and stability. A stock that fails any filter stays under 70; 70-84 is Good, 85 and above is Prime. The Sunday Scan is the top 10 that pass, sorted by Wheel Score.
What is the GLS fair value for MC?
88.84 per share as of 5 Nov 2026 - the simple average of the 9 valuation models (out of nine: DCF, Graham Number, Graham Growth, Lynch, GLS Growth, 10 Cap, Payback Time, DDM and EPV) that produced a positive value. The models run every night on the latest filings; the Quote page lets you switch any of them off and add a margin of safety of your own.
When does Moelis & Company report earnings next?
The next earnings report is due on 5 Nov 2026 (after the close), 0 days from the data date of 5 Nov 2026. The Calendars page lists every upcoming report with its time of day.
Does MC have listed options, and how liquid are they?
Yes. The nightly snapshot found 54 listed contracts with 1,156 open interest across all expiries and implied volatility of 44% on the near-the-money contracts. The Options scanner lists the cash-secured put and covered call set-ups with premium and annualised yield worked out.