Stock fact sheet · data as of
Moelis & Company (MC): fair value, margin of safety and Wheel Score
Financial Services · Financial - Capital Markets · United States · High Growth
Is MC undervalued?
Moelis & Company (MC) closed at 55.32 on 16 Oct 2026. The GLS average fair value - the simple average of the 9 valuation models that produced a positive number - is 88.95, which puts the price 38% 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.
The nightly engine files MC under High Growth: revenue and earnings growing fast enough that the growth-based models carry the valuation.
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 | 25.40 | -54% | Present value of the projected free cash flows, discounted at the cost of capital |
| Graham Number | 21.34 | -61% | The most a defensive investor pays for the earnings and book value per share |
| Graham Growth | 93.81 | +70% | Graham's growth formula: EPS × (8.5 + 2 × growth), adjusted for bond yields |
| Lynch | 35.13 | -36% | EPS × the earnings growth rate (PEG of 1), growth capped at 25% |
| GLS Growth | 184.98 | +234% | EPS compounded ten years at the blended growth rate, discounted back at 15% a year |
| 10 Cap | 139.74 | +153% | Owner's earnings (operating cash flow less maintenance capex) capitalised at 10% |
| Payback Time | 228.29 | +313% | Eight years of compounded free cash flow: the price at which the business pays for itself |
| DDM | 38.26 | -31% | Dividend discount model: next year's dividend ÷ (10% − 3% growth); needs a dividend |
| EPV | 33.57 | -39% | Earnings power value: current EPS capitalised at 9% with no growth |
| Zombie (liquidation) | -6.91 | -112% | Current assets less all liabilities, per share: the balance-sheet floor. Not in the average |
| Wall St target | 66.60 | +20% | 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 5.3 out of 10: a ten-year record that is consistent in some of the metrics the score tracks (revenue, earnings, margins, cash flow, returns on capital) and patchy in 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 10.6%.
The dividend yield is high at 4.70% (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 | 5.3 / 10 | ROE | 41.0% |
| Debt / equity | 0.47 | ROA | 12.9% |
| Free-cash-flow yield | 10.6% | Payout ratio | 95% |
| Institutions | 10 / 10 | Insiders · Congress | 1 · 5 / 10 |
Wheel Score 83: Prime
MC scores 83 out of 100 on the Wheel Score, in the Prime band (80 and above), which fewer than one stock in twenty reaches on any night. The score blends five things a wheel trader checks before selling a cash-secured put: the margin of safety (Value, 25/25), Piotroski health (16/20), the GLS moat (8/15), the option premium on offer (20/20) and how easily the stock trades (15/20).
Implied volatility is 53% on the near-the-money contracts 20-60 days out - inside the 35-60% range the Wheel Score pays full marks for: enough premium to be worth selling, not so much that the risk is unpaid. Chain open interest is thin - 1,704 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 1.3M shares a day on a market cap of $4.1B, with a beta of 1.90 - 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 gives that 15 of 20.
| Part | Points | From | |
|---|---|---|---|
| Value | 25 / 25 | 38% margin of safety | |
| Health | 16 / 20 | Piotroski 7/9 | |
| Moat | 8 / 15 | moat 5.3/10 | |
| Premium | 20 / 20 | implied volatility 53% | |
| Stability | 15 / 20 | 1.3M shares/day, $4.1B cap, beta 1.90 |
The Wheel Score ranks ~7,400 US stocks for selling cash-secured puts and covered calls; it is updated nightly and is not a recommendation. The walkthrough lesson shows how the score fits into a trade, start to finish.
Upcoming events
The next earnings report is due on 4 Nov 2026 (after the close), 19 days away; a 30-45-day put sold today would expire after it, which is worth weighing against the premium.
Earnings, dividend, IPO, split and economic calendars for the whole market, filterable to your watchlists.
Similar stocks in Financial - Capital Markets
The 12 companies below are the closest to Moelis & Company by market cap within the Financial - Capital Markets industry, each with its own fact sheet; the Compare page puts up to eight of them side by side.
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|---|---|---|---|---|---|
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| MRX Marex Group Limited | 72.30 | 292.20 | +75% | 83Prime | $5.2B |
| MARA Marathon Digital Holdings, Inc. | 8.33 | - | - | 45Weak | $3.2B |
| BGC BGC Group, Inc | 11.60 | 9.42 | -23% | 66Good | $5.4B |
| MIAX Miami International Holdings, Inc. | 30.87 | 40.69 | +24% | 81Prime | $3.1B |
| RIOT Riot Platforms, Inc. | 15.10 | - | - | 45Weak | $5.7B |
| WULF TeraWulf Inc. | 11.54 | - | - | 45Weak | $5.8B |
| MKTX MarketAxess Holdings Inc. | 164.54 | 118.33 | -39% | 43Weak | $5.8B |
| GLXY Galaxy Digital | 18.25 | 6,114.23 | +100% | 45Weak | $6.1B |
| CLSK CleanSpark, Inc. | 9.35 | - | - | 45Weak | $2.4B |
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A free GLS Equity account gets you nightly fair value and the Wheel Score on ~7,400 US stocks, a watchlist, the scanner preview and the Sunday Scan - the same eight-rule screen, emailed every week. Pro adds the full put and call scanners, unlimited watchlists with alerts and the trade journal.
Start free See the Sunday ScanQuestions about MC
Is MC undervalued right now?
By the GLS models, yes: at 55.32 the stock is 38% below the average fair value of 88.95 (data as of 16 Oct 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 83 out of 100 (Prime). The Wheel Score blends the margin of safety (25 points), Piotroski health (20), the GLS moat (15), the option premium on offer (20) and trading stability (20) into one number that ranks stocks for the wheel strategy - selling cash-secured puts, then covered calls if assigned. 80 and above is Prime, 65-79 Good, 50-64 Fair, under 50 Weak.
What is the GLS fair value for MC?
88.95 per share as of 16 Oct 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 4 Nov 2026 (after the close), 19 days from the data date of 16 Oct 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 144 listed contracts with 1,704 open interest across all expiries and implied volatility of 53% 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.