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Moelis (Moelis) 5-Year ROIIC % : -68.88% (As of Dec. 2023)


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What is Moelis 5-Year ROIIC %?

5-Year Return on Invested Incremental Capital (5-Year ROIIC %) measures the change in earnings as a percentage of change in investment over 5-year. Moelis's 5-Year ROIIC % for the quarter that ended in Dec. 2023 was -68.88%. High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.

The industry rank for Moelis's 5-Year ROIIC % or its related term are showing as below:

MC's 5-Year ROIIC % is ranked worse than
92.32% of 638 companies
in the Capital Markets industry
Industry Median: 0.75 vs MC: -68.88

Moelis 5-Year ROIIC % Historical Data

The historical data trend for Moelis's 5-Year ROIIC % can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

* Premium members only.

Moelis 5-Year ROIIC % Chart

Moelis Annual Data
Trend Dec14 Dec15 Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23
5-Year ROIIC %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 11.82 15.74 35.38 20.52 -68.88

Moelis Quarterly Data
Jun19 Sep19 Dec19 Mar20 Jun20 Sep20 Dec20 Mar21 Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24
5-Year ROIIC % Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only - - - -68.88 -

Competitive Comparison of Moelis's 5-Year ROIIC %

For the Capital Markets subindustry, Moelis's 5-Year ROIIC %, along with its competitors' market caps and 5-Year ROIIC % data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


Moelis's 5-Year ROIIC % Distribution in the Capital Markets Industry

For the Capital Markets industry and Financial Services sector, Moelis's 5-Year ROIIC % distribution charts can be found below:

* The bar in red indicates where Moelis's 5-Year ROIIC % falls into.



Moelis 5-Year ROIIC % Calculation

Moelis's 5-Year ROIIC % for the quarter that ended in Dec. 2023 is calculated as:

5-Year ROIIC %=5-Year Incremental Net Operating Profit After Taxes (NOPAT)**/5-Year Incremental Invested Capital**
=( -38.092288 (Dec. 2023) - 197.8210663 (Dec. 2018) )/( 933.558 (Dec. 2023) - 591.067 (Dec. 2018) )
=-235.9133543/342.491
=-68.88%***

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

** Annual data of NOPAT and Invested Capital was used to calculate 5-Year ROIIC %.
*** Please be aware that the ROIIC (Return on Invested Capital) calculations are based on company-level data using the primary share class. The calculated data provided is for demonstration purposes and may slightly differ from the results displayed in the title due to potential variations caused by currency exchange rate differences throughout the year.


Moelis  (NYSE:MC) 5-Year ROIIC % Explanation

Return on Incremental Invested Capital (ROIIC) is an extension of Return on Investment Capital (ROIC). ROIC % tells investors how efficiently that profitability is earned per dollar of company capital. ROIIC narrows the focus even further and shows how profitable each additional unit of capital investment could be. ROIIC % is a more powerful metric than ROIC because it measures how much money the company can generate going forward on future capital investments.

High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.

Be Aware

It's important to keep in mind that when tracking ROIIC, the metric is better suited to forecasting the trend of future returns rather than measuring current return on investment.


Moelis 5-Year ROIIC % Related Terms

Thank you for viewing the detailed overview of Moelis's 5-Year ROIIC % provided by GuruFocus.com. Please click on the following links to see related term pages.


Moelis (Moelis) Business Description

Traded in Other Exchanges
Address
399 Park Avenue, 4th Floor, New York, NY, USA, 10022
Moelis & Co is an independent investment bank that provides strategic and financial advice to a diverse client base, including corporations, financial sponsors, governments, and sovereign wealth funds. The company assists its clients in achieving their strategic goals by offering comprehensive, globally integrated financial advisory services across all industry sectors. It also advises clients on their critical decisions, including mergers and acquisitions, recapitalizations and restructurings, capital markets transactions, and other corporate finance matters. it generates revenue from advisory transactions. The firm derives a majority of its revenue from the United States followed by Europe and the rest of the World.
Executives
Kenneth Moelis director, 10 percent owner, officer: Chairman and CEO C/O MOELIS & COMPANY, 399 PARK AVENUE, 5TH FLOOR, NEW YORK NY 10022
Ciafone Katherine Pilcher officer: Chief Operating Officer 399 PARK AVE, NEW YORK NY 10022
Kenneth Shropshire director C/O MOELIS & COMPANY, 399 PARK AVENUE, 5TH FLOOR, NEW YORK NY 10011
Elizabeth Crain officer: Chief Operating Officer C/O MOELIS & COMPANY, 399 PARK AVENUE, 5TH FLOOR, NEW YORK NY 10022
Navid Mahmoodzadegan director, officer: Managing Director C/O MOELIS & COMPANY, 399 PARK AVENUE, 5TH FLOOR, NEW YORK NY 10022
Osamu R. Watanabe officer: General Counsel and Secretary C/O MOELIS & COMPANY, 399 PARK AVENUE, 5TH FLOOR, NEW YORK NY 10022
Jeffrey Raich director, officer: Managing Director C/O MOELIS & COMPANY, 399 PARK AVENUE, 5TH FLOOR, NEW YORK NY 10022
Christopher Callesano officer: SVP & Principal Acct Officer C/O MOELIS & COMPANY, 399 PARK AVENUE, 5TH FLOOR, NEW YORK NY 10022
Laila Worrell director 399 PARK AVENUE, NEW YORK NY 10022
Joseph Simon officer: Chief Financial Officer C/O MOELIS & COMPANY, 399 PARK AVENUE, 5TH FLOOR, NEW YORK NY 10022
Yolonda C Richardson director 399 PARK AVENUE, NEW YORK NY 10022
Leaman J Richard Iii director, officer: Managing Partner C/O MOELIS & COMPANY, 399 PARK AVENUE, 5TH FLOOR, NEW YORK NY 10022
John A Allison director PO BOX 1250, WINSTON SALEM NC 27102-1250
Yvonne Greenstreet director PACIRA PHARMACEUTICALS, INC., 5 SYLVAN WAY, PARSIPPANY NJ 07054
Eric Cantor director C/O MOELIS & COMPANY, 399 PARK AVENUE, 5TH FLOOR, NEW YORK NY 10022