Kenneth Moelis - Moelis Chairman of the Board, Chief Executive Officer
MC Stock | USD 57.49 2.32 4.21% |
Chairman
Mr. Kenneth D. Moelis is Chairman of the Board, Chief Executive Officer of Moelis Company. Mr. Moelis is the Chairman of our Board of Directors and has served as our Chief Executive Officer since 2007. Mr. Moelis has over 30 years of investment banking and mergers and acquisitions experience. Prior to founding our Company, Mr. Moelis worked at UBS from 2001 to 2007, where he was most recently President of UBS Investment Bank and previously Joint Global Head of Investment Banking. Before joining UBS, Mr. Moelis was Head of Corporationrationrate Finance at Donaldson, Lufkin Jenrette, where he worked from 1990 through 2000. Mr. Moelis began his career as an investment banker with Drexel Burnham Lambert in 1981. Mr. Moelis serves on the University of Pennsylvania Board of Trustees, the Wharton Board of Overseers, the Ronald Reagan UCLA Medical Center Board of Advisors and was formerly Chair and Director on the Tourette Association of America Board since 2007.
Age | 65 |
Tenure | 17 years |
Professional Marks | MBA |
Address | 399 Park Avenue, New York, NY, United States, 10022 |
Phone | 212 883 3800 |
Web | https://www.moelis.com |
Latest Insider Transactions
Moelis holds a B.S. and an M.B.A. from the Wharton School at the University of Pennsylvania.Kenneth Moelis Latest Insider Activity
Tracking and analyzing the buying and selling activities of Kenneth Moelis against Moelis stock is an integral part of due diligence when investing in Moelis. Kenneth Moelis insider activity provides valuable insight into whether Moelis is net buyers or sellers over its current business cycle. Note, Moelis insiders must abide by specific rules, including filing SEC forms every time they buy or sell Moelis'shares to prevent insider trading or benefiting illegally from material non-public information that their positions give them access to.
Kenneth Moelis a day ago Acquisition by Kenneth Moelis of 197222 shares of Moelis subject to Rule 16b-3 |
Moelis Management Efficiency
The company has Return on Asset (ROA) of (0.023) % which means that for every 100 dollars spent on asset, it generated a loss of $0.023. This is way below average. Likewise, it shows a return on total equity (ROE) of (0.067) %, which implies that it produced no returns to current stockholders. Moelis' management efficiency ratios could be used to measure how well Moelis manages its routine affairs as well as how well it operates its assets and liabilities. The current year's Return On Capital Employed is expected to grow to -0.07. The current year's Return On Assets is expected to grow to -0.02. At present, Moelis' Intangible Assets are projected to increase significantly based on the last few years of reporting. The current year's Asset Turnover is expected to grow to 1.09, whereas Total Assets are forecasted to decline to about 923.3 M.Similar Executives
Found 10 records | CHAIRMAN Age | ||
Douglas Polinsky | Mill City Ventures | 65 | |
Jian Zhang | Distoken Acquisition | 42 | |
Ellen Richey | Visa Class A | 68 | |
Vasant Prabhu | Visa Class A | 64 | |
Robert Matschullat | Visa Class A | 73 | |
Roderick Dillon | Diamond Hill Investment | 62 | |
Kelly Tullier | Visa Class A | 58 | |
Valentino Sy | Visa Class A | N/A | |
Chris Clark | Visa Class A | N/A | |
Alfred Kelly | Visa Class A | 66 |
Management Performance
Return On Equity | -0.067 | ||||
Return On Asset | -0.023 |
Moelis Leadership Team
Elected by the shareholders, the Moelis' board of directors comprises two types of representatives: Moelis inside directors who are chosen from within the company, and outside directors, selected externally and held independent of Moelis. The board's role is to monitor Moelis' management team and ensure that shareholders' interests are well served. Moelis' inside directors are responsible for reviewing and approving budgets prepared by upper management to implement core corporate initiatives and projects. On the other hand, Moelis' outside directors are responsible for providing unbiased perspectives on the board's policies.
Richard Leaman, Vice Chairman of the Board | ||
Yvonne Greenstreet, Independent Director | ||
Michele Miyakawa, IR Contact Officer | ||
Eric Cantor, Vice Chairman of the Board, Managing Director | ||
Kenneth Moelis, Chairman of the Board, Chief Executive Officer | ||
Elizabeth Crain, COO, Co-Founder, and Managing Director | ||
Melissa Mariaschin, Managing Director | ||
Joseph CPA, Chief Officer | ||
Jeffrey Raich, Founding Partner, Co-President, Head of Mergers and Acquisitions and Director | ||
John JD, Founding CoFounder | ||
Joseph Simon, CFO and Principal Accounting Officer | ||
Osamu Watanabe, Chief Compliance Officer, General Counsel | ||
Yolonda Richardson, Independent Director | ||
Kate Ciafone, IR Contact Officer | ||
Kenneth Shropshire, Independent Director | ||
Navid Mahmoodzadegan, Co-President, Co-Founder, Managing Director, Director | ||
Chris Callesano, Principal Accounting Officer | ||
John Allison, Independent Director | ||
Christopher Callesano, Principal Accounting Officer | ||
Stephen Trauber, Global Chairman |
Moelis Stock Performance Indicators
The ability to make a profit is the ultimate goal of any investor. But to identify the right stock is not an easy task. Is Moelis a good investment? Although profit is still the single most important financial element of any organization, multiple performance indicators can help investors identify the equity that they will appreciate over time.
Return On Equity | -0.067 | ||||
Return On Asset | -0.023 | ||||
Profit Margin | (0.03) % | ||||
Operating Margin | (0.04) % | ||||
Current Valuation | 3.71 B | ||||
Shares Outstanding | 66.67 M | ||||
Shares Owned By Insiders | 0.60 % | ||||
Shares Owned By Institutions | 99.40 % | ||||
Number Of Shares Shorted | 6.72 M | ||||
Price To Earning | 11.64 X |
Moelis Investors Sentiment
The influence of Moelis' investor sentiment on the probability of its price appreciation or decline could be a good factor in your decision-making process regarding taking a position in Moelis. The overall investor sentiment generally increases the direction of a stock movement in a one-year investment horizon. However, the impact of investor sentiment on the entire stock market does not have solid backing from leading economists and market statisticians.
Investor biases related to Moelis' public news can be used to forecast risks associated with an investment in Moelis. The trend in average sentiment can be used to explain how an investor holding Moelis can time the market purely based on public headlines and social activities around Moelis Co. Please note that most equities that are difficult to arbitrage are affected by market sentiment the most.
Moelis' market sentiment shows the aggregated news analyzed to detect positive and negative mentions from the text and comments. The data is normalized to provide daily scores for Moelis' and other traded tickers. The bigger the bubble, the more accurate is the estimated score. Higher bars for a given day show more participation in the average Moelis' news discussions. The higher the estimated score, the more favorable is the investor's outlook on Moelis.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Moelis in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Moelis' short interest history, or implied volatility extrapolated from Moelis options trading.
Building efficient market-beating portfolios requires time, education, and a lot of computing power!
The Portfolio Architect is an AI-driven system that provides multiple benefits to our users by leveraging cutting-edge machine learning algorithms, statistical analysis, and predictive modeling to automate the process of asset selection and portfolio construction, saving time and reducing human error for individual and institutional investors.
Try AI Portfolio ArchitectCheck out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in Moelis Co. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in main economic indicators. Note that the Moelis information on this page should be used as a complementary analysis to other Moelis' statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Equity Forecasting module to use basic forecasting models to generate price predictions and determine price momentum.
Complementary Tools for Moelis Stock analysis
When running Moelis' price analysis, check to measure Moelis' market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Moelis is operating at the current time. Most of Moelis' value examination focuses on studying past and present price action to predict the probability of Moelis' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Moelis' price. Additionally, you may evaluate how the addition of Moelis to your portfolios can decrease your overall portfolio volatility.
Portfolio Comparator Compare the composition, asset allocations and performance of any two portfolios in your account | |
Price Ceiling Movement Calculate and plot Price Ceiling Movement for different equity instruments | |
Equity Valuation Check real value of public entities based on technical and fundamental data | |
Watchlist Optimization Optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm | |
Piotroski F Score Get Piotroski F Score based on the binary analysis strategy of nine different fundamentals | |
Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets | |
Insider Screener Find insiders across different sectors to evaluate their impact on performance | |
Stock Screener Find equities using a custom stock filter or screen asymmetry in trading patterns, price, volume, or investment outlook. | |
Money Flow Index Determine momentum by analyzing Money Flow Index and other technical indicators | |
Share Portfolio Track or share privately all of your investments from the convenience of any device | |
Crypto Correlations Use cryptocurrency correlation module to diversify your cryptocurrency portfolio across multiple coins | |
Pair Correlation Compare performance and examine fundamental relationship between any two equity instruments |
Is Moelis' industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Moelis. If investors know Moelis will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Moelis listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth (0.95) | Dividend Share 2.4 | Earnings Share (0.36) | Revenue Per Share 12.819 | Quarterly Revenue Growth 0.037 |
The market value of Moelis is measured differently than its book value, which is the value of Moelis that is recorded on the company's balance sheet. Investors also form their own opinion of Moelis' value that differs from its market value or its book value, called intrinsic value, which is Moelis' true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Moelis' market value can be influenced by many factors that don't directly affect Moelis' underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Moelis' value and its price as these two are different measures arrived at by different means. Investors typically determine if Moelis is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Moelis' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.