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BRBI vs MC

Revenue, margins, valuation, and 5-year total return — side by side.

Live fundamentals10-year financials5-year price chart
BRBI
BRBI BR Partners S.A. ADSs

Asset Management

Financial ServicesNASDAQ • BR
Market Cap$925M
5Y Perf.+11599900.0%
MC
Moelis & Company

Financial - Capital Markets

Financial ServicesNYSE • US
Market Cap$4.98B
5Y Perf.+115.9%

BRBI vs MC — Key Financials

Market cap, revenue, margins, and valuation side-by-side.

Company Snapshot
BRBI logoBRBI
MC logoMC
IndustryAsset ManagementFinancial - Capital Markets
Market Cap$925M$4.98B
Revenue (TTM)$7.41B$1.52B
Net Income (TTM)$194M$233M
Gross Margin5.9%99.2%
Operating Margin3.2%18.1%
Forward P/E24.2x22.0x
Total Debt$9.93B$267M
Cash & Equiv.$575M$509M

BRBI vs MCLong-Term Stock Performance

Price return indexed to 100 at period start. Dividends excluded.

BRBI
MC
StockJun 20Jun 26Return
BRBI BR Partners S.… (BRBI)10011600000.0+11599900.0%
Moelis & Company (MC)100215.9+115.9%

Price return only. Dividends and distributions are not included.

Quick Verdict: BRBI vs MC

Each card shows where this stock fits in a portfolio — not just who wins on paper.

Bottom line: BRBI and MC are tied at the top with 3 categories each — the right choice depends on your priorities. Moelis & Company is the stronger pick specifically for growth and revenue expansion and valuation and capital efficiency. As sector peers, any of these can serve as alternatives in the same allocation.
BRBI
BRBI BR Partners S.A. ADSs
The Banking Pick

BRBI carries the broadest edge in this set and is the clearest fit for income & stability and long-term compounding.

  • Dividend streak 1 yrs, beta 1.02
  • 630.1% 10Y total return vs MC's 280.7%
  • Lower volatility, beta 1.02, current ratio 1.25x
Best for: income & stability and long-term compounding
MC
Moelis & Company
The Banking Pick

MC is the clearest fit if your priority is growth exposure.

  • Rev growth 27.0%, EPS growth 65.2%
  • 27.0% NII/revenue growth vs BRBI's 13.1%
  • Lower P/E (22.0x vs 24.2x)
Best for: growth exposure
See the full category breakdown
CategoryWinnerWhy
GrowthMC logoMC27.0% NII/revenue growth vs BRBI's 13.1%
ValueMC logoMCLower P/E (22.0x vs 24.2x)
Quality / MarginsBRBI logoBRBIEfficiency ratio 0.0% vs MC's 0.8% (lower = leaner)
Stability / SafetyBRBI logoBRBIBeta 1.02 vs MC's 1.57
DividendsMC logoMC3.9% yield; 1-year raise streak; the other pay no meaningful dividend
Efficiency (ROA)BRBI logoBRBIEfficiency ratio 0.0% vs MC's 0.8%

BRBI vs MC — Financial Metrics

Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.

BEST OVERALLMCLAGGINGBRBI

Income & Cash Flow (Last 12 Months)

MC leads this category, winning 4 of 4 comparable metrics.

BRBI is the larger business by revenue, generating $7.4B annually — 4.9x MC's $1.5B. MC is the more profitable business, keeping 15.4% of every revenue dollar as net income compared to BRBI's 2.6%.

MetricBRBI logoBRBIBRBI BR Partners …MC logoMCMoelis & Company
RevenueTrailing 12 months$7.4B$1.5B
EBITDAEarnings before interest/tax$286M
Net IncomeAfter-tax profit$233M
Free Cash FlowCash after capex$540M
Gross MarginGross profit ÷ Revenue+5.9%+99.2%
Operating MarginEBIT ÷ Revenue+3.2%+18.1%
Net MarginNet income ÷ Revenue+2.6%+15.4%
FCF MarginFCF ÷ Revenue+1.2%+35.6%
Rev. Growth (YoY)Latest quarter vs prior year
EPS Growth (YoY)Latest quarter vs prior year-4.3%
MC leads this category, winning 4 of 4 comparable metrics.

Valuation Metrics

MC leads this category, winning 3 of 5 comparable metrics.

At 23.1x trailing earnings, MC trades at a 5% valuation discount to BRBI's 24.2x P/E. On an enterprise value basis, MC's 16.6x EV/EBITDA is more attractive than BRBI's 56.9x.

MetricBRBI logoBRBIBRBI BR Partners …MC logoMCMoelis & Company
Market CapShares × price$925M$5.0B
Enterprise ValueMkt cap + debt − cash$2.8B$4.7B
Trailing P/EPrice ÷ TTM EPS24.25x23.08x
Forward P/EPrice ÷ next-FY EPS est.21.95x
PEG RatioP/E ÷ EPS growth rate
EV / EBITDAEnterprise value multiple56.89x16.60x
Price / SalesMarket cap ÷ Revenue0.63x3.29x
Price / BookPrice ÷ Book value/share5.84x7.90x
Price / FCFMarket cap ÷ FCF53.76x9.23x
MC leads this category, winning 3 of 5 comparable metrics.

Profitability & Efficiency

MC leads this category, winning 7 of 7 comparable metrics.

MC delivers a 37.9% return on equity — every $100 of shareholder capital generates $38 in annual profit, vs $24 for BRBI. MC carries lower financial leverage with a 0.39x debt-to-equity ratio, signaling a more conservative balance sheet compared to BRBI's 12.34x.

MetricBRBI logoBRBIBRBI BR Partners …MC logoMCMoelis & Company
ROE (TTM)Return on equity+23.8%+37.9%
ROA (TTM)Return on assets+1.5%+15.9%
ROICReturn on invested capital+2.0%+24.9%
ROCEReturn on capital employed+2.3%+22.0%
Piotroski ScoreFundamental quality 0–966
Debt / EquityFinancial leverage12.34x0.39x
Net DebtTotal debt minus cash$9.4B-$241M
Cash & Equiv.Liquid assets$575M$509M
Total DebtShort + long-term debt$9.9B$267M
Interest CoverageEBIT ÷ Interest expense
MC leads this category, winning 7 of 7 comparable metrics.

Total Returns (Dividends Reinvested)

Evenly matched — BRBI and MC each lead in 1 of 2 comparable metrics.
MetricBRBI logoBRBIBRBI BR Partners …MC logoMCMoelis & Company
YTD ReturnYear-to-date-14.4%-2.9%
1-Year ReturnPast 12 months+22.9%
3-Year ReturnCumulative with dividends+89.2%
5-Year ReturnCumulative with dividends+54.6%
10-Year ReturnCumulative with dividends+63005.7%+280.7%
CAGR (3Y)Annualised 3-year return+23.7%
Evenly matched — BRBI and MC each lead in 1 of 2 comparable metrics.

Risk & Volatility

Evenly matched — BRBI and MC each lead in 1 of 2 comparable metrics.

BRBI is the less volatile stock with a 1.02 beta — it tends to amplify market swings less than MC's 1.57 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. MC currently trades 86.8% from its 52-week high vs BRBI's 17.5% drawdown — a narrower gap to the peak suggests stronger recent price momentum.

MetricBRBI logoBRBIBRBI BR Partners …MC logoMCMoelis & Company
Beta (5Y)Sensitivity to S&P 5001.02x1.57x
52-Week HighHighest price in past year$67.01$78.22
52-Week LowLowest price in past year$0.00$51.06
% of 52W HighCurrent price vs 52-week peak+17.5%+86.8%
RSI (14)Momentum oscillator 0–10038.162.7
Avg Volume (50D)Average daily shares traded2K939K
Evenly matched — BRBI and MC each lead in 1 of 2 comparable metrics.

Analyst Outlook

Insufficient data to determine a leader in this category.

MC is the only dividend payer here at 3.88% yield — a key consideration for income-focused portfolios.

MetricBRBI logoBRBIBRBI BR Partners …MC logoMCMoelis & Company
Analyst RatingConsensus buy/hold/sellHold
Price TargetConsensus 12-month target$73.40
# AnalystsCovering analysts22
Dividend YieldAnnual dividend ÷ price+3.9%
Dividend StreakConsecutive years of raises11
Dividend / ShareAnnual DPS$2.63
Buyback YieldShare repurchases ÷ mkt cap0.0%+1.5%
Insufficient data to determine a leader in this category.
Key Takeaway

MC leads in 3 of 6 categories — strongest in Income & Cash Flow and Valuation Metrics. 2 categories are tied.

Best OverallMoelis & Company (MC)Leads 3 of 6 categories
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BRBI vs MC: Frequently Asked Questions

9 questions · data-driven answers · updated daily

01

Is BRBI or MC a better buy right now?

For growth investors, Moelis & Company (MC) is the stronger pick with 27.

0% revenue growth year-over-year, versus 13. 1% for BRBI BR Partners S. A. ADSs (BRBI). Moelis & Company (MC) offers the better valuation at 23. 1x trailing P/E (22. 0x forward), making it the more compelling value choice. Analysts rate Moelis & Company (MC) a "Hold" — based on 22 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.

02

Which has the better valuation — BRBI or MC?

On trailing P/E, Moelis & Company (MC) is the cheapest at 23.

1x versus BRBI BR Partners S. A. ADSs at 24. 2x.

03

Which is the better long-term investment — BRBI or MC?

Over 10 years, the gap is even starker: BRBI returned +414.

7% versus MC's +280. 7%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.

04

Which is safer — BRBI or MC?

By beta (market sensitivity over 5 years), BRBI BR Partners S.

A. ADSs (BRBI) is the lower-risk stock at 1. 02β versus Moelis & Company's 1. 57β — meaning MC is approximately 54% more volatile than BRBI relative to the S&P 500. On balance sheet safety, Moelis & Company (MC) carries a lower debt/equity ratio of 39% versus 12% for BRBI BR Partners S. A. ADSs — giving it more financial flexibility in a downturn.

05

Which is growing faster — BRBI or MC?

By revenue growth (latest reported year), Moelis & Company (MC) is pulling ahead at 27.

0% versus 13. 1% for BRBI BR Partners S. A. ADSs (BRBI). On earnings-per-share growth, the picture is similar: Moelis & Company grew EPS 65. 2% year-over-year, compared to 24. 9% for BRBI BR Partners S. A. ADSs. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.

06

Which has better profit margins — BRBI or MC?

Moelis & Company (MC) is the more profitable company, earning 15.

4% net margin versus 2. 6% for BRBI BR Partners S. A. ADSs — meaning it keeps 15. 4% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: MC leads at 18. 1% versus 3. 2% for BRBI. At the gross margin level — before operating expenses — MC leads at 99. 2%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.

07

Which pays a better dividend — BRBI or MC?

In this comparison, MC (3.

9% yield) pays a dividend. BRBI does not pay a meaningful dividend and should not be held primarily for income.

08

Is BRBI or MC better for a retirement portfolio?

For long-horizon retirement investors, BRBI BR Partners S.

A. ADSs (BRBI) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 1. 02), +414. 7% 10Y return). Moelis & Company (MC) carries a higher beta of 1. 57 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (BRBI: +414. 7%, MC: +280. 7%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.

09

What are the main differences between BRBI and MC?

Both stocks operate in the Financial Services sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.

In terms of investment character: BRBI is a small-cap quality compounder stock; MC is a small-cap high-growth stock. MC pays a dividend while BRBI does not, making them suitable for different income and tax situations. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.

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