Moelis & Company — Cyborg Score 7/10

Strong
Investment Banking & Financial Advisory

Strategic Profile

The firm demonstrated strong growth in 2025 with adjusted revenues up 28% to $1.54 billion and adjusted EPS increased 64% to $2.99, with improved pre-tax margin of 21.5%. CEO Navid Mahmoodzadegan reported significant momentum entering 2026 with all-time high transaction pipeline, expanded capabilities in private capital advisory and technology sectors.

Cyborg Score Rationale

Q4 2025 exceeded expectations with record revenue and strong EPS growth, benefiting from surging M&A activity and large-ticket deals. The firm has strong positioning and analyst support, though facing cyclical exposure to deal activity.

Top Insights

  • Full-year 2025 adjusted revenues grew 28% to $1.54 billion with adjusted EPS up 64% to $2.99
  • Q4 2025 achieved record revenue of $488 million, up 11% year-over-year, with earnings of $1.13 vs $0.83 forecast
  • CEO reports significant momentum entering 2026 with all-time high transaction pipeline
  • Analysts rate MC as "Buy" with 12-month price target of $72.75, representing 12.53% upside potential

Named Competitors

  • Goldman Sachs — Full-service global investment bank with advisory and trading platforms
  • Morgan Stanley — Diversified global financial services firm with strong M&A advisory
  • Evercore — Independent investment bank focused on advisory and capital markets
  • Lazard — Global financial advisory and asset management firm

Recent Developments

  • (February 2026) Q4 2025 earnings exceeded expectations with record revenue and 64% EPS growth; CEO highlights all-time high transaction pipeline
  • (February 2026) BMO Capital raised price target to $78 from $75
  • (2025) Expanded private capital advisory and technology sector capabilities; adjusted revenues grew 28% year-over-year

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