Investment banking firm Moelis & Company (NYSE: MC) reported Q4 CY2025 results exceeding the market’s revenue expectations, with sales up 11.2% year on year to $487.9 million. Its non-GAAP profit of $1.13 per share was 35.4% above analysts’ consensus estimates.
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Moelis (MC) Q4 CY2025 Highlights:
- Revenue: $487.9 million vs analyst estimates of $443.5 million (11.2% year-on-year growth, 10% beat)
- Pre-tax Profit: $138 million (28.3% margin)
- Adjusted EPS: $1.13 vs analyst estimates of $0.83 (35.4% beat)
- Market Capitalization: $5.13 billion
Company Overview
Founded in 2007 by veteran banker Ken Moelis during the lead-up to the financial crisis, Moelis & Company (NYSE: MC) is an independent investment bank that provides strategic and financial advisory services to corporations, financial sponsors, governments, and sovereign wealth funds.
Revenue Growth
Reviewing a company’s long-term sales performance reveals insights into its quality. Any business can put up a good quarter or two, but many enduring ones grow for years. Luckily, Moelis’s revenue grew at a decent 10.2% compounded annual growth rate over the last five years. Its growth was slightly above the average financials company and shows its offerings resonate with customers.
We at StockStory place the most emphasis on long-term growth, but within financials, a half-decade historical view may miss recent interest rate changes, market returns, and industry trends. Moelis’s annualized revenue growth of 33.6% over the last two years is above its five-year trend, suggesting its demand recently accelerated. 
Note: Quarters not shown were determined to be outliers, impacted by outsized investment gains/losses that are not indicative of the recurring fundamentals of the business.
This quarter, Moelis reported year-on-year revenue growth of 11.2%, and its $487.9 million of revenue exceeded Wall Street’s estimates by 10%.
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Key Takeaways from Moelis’s Q4 Results
It was good to see Moelis beat analysts’ EPS expectations this quarter. We were also excited its revenue outperformed Wall Street’s estimates by a wide margin. Zooming out, we think this was a solid print. The stock remained flat at $71.00 immediately after reporting.
Moelis may have had a good quarter, but does that mean you should invest right now? The latest quarter does matter, but not nearly as much as longer-term fundamentals and valuation, when deciding if the stock is a buy. We cover that in our actionable full research report which you can read here (it’s free).
