MC
Moelis & Company
Financial - Capital Markets
Market Cap$4.68B
5Y Perf.+89.7%
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Stock Comparison
MC vs JPM
Revenue, margins, valuation, and 5-year total return — side by side.
JPM
JPMorgan Chase & Co.
Banks - Diversified
Market Cap$849.03B
5Y Perf.+223.6%
MC vs JPM — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | MC | JPM |
|---|---|---|
| Industry | Financial - Capital Markets | Banks - Diversified |
| Market Cap | $4.68B | $849.03B |
| Revenue (TTM) | $1.52B | $270.79B |
| Net Income (TTM) | $233M | $58.03B |
| Gross Margin | 99.2% | 58.6% |
| Operating Margin | 18.1% | 27.7% |
| Forward P/E | 20.8x | 14.2x |
| Total Debt | $267M | $751.15B |
| Cash & Equiv. | $509M | $469.32B |
MC vs JPM — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
MC
JPM
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Moelis & Company (MC) | 100 | 189.7 | +89.7% |
| JPMorgan Chase & Co. (JPM) | 100 | 323.6 | +223.6% |
Price return only. Dividends and distributions are not included.
Quick Verdict: MC vs JPM
Each card shows where this stock fits in a portfolio — not just who wins on paper.
Bottom line: JPM leads in 5 of 7 categories, making it the strongest pick for valuation and capital efficiency and profitability and margin quality. Moelis & Company is the stronger pick specifically for growth and revenue expansion and dividend income and shareholder returns. As sector peers, any of these can serve as alternatives in the same allocation.
MC
Moelis & Company
The Banking Pick
MC is the clearest fit if your priority is growth exposure and sleep-well-at-night.
- Rev growth 27.0%, EPS growth 65.2%
- Lower volatility, beta 1.75, Low D/E 39.3%, current ratio 21.47x
- Beta 1.75, yield 4.1%, current ratio 21.47x
Best for: growth exposure and sleep-well-at-night
JPM
JPMorgan Chase & Co.
The Banking Pick
JPM carries the broadest edge in this set and is the clearest fit for income & stability and long-term compounding.
- Dividend streak 14 yrs, beta 1.00, yield 1.6%
- 471.7% 10Y total return vs MC's 261.3%
- Lower P/E (14.2x vs 20.8x)
Best for: income & stability and long-term compounding
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | MC | 27.0% NII/revenue growth vs JPM's 14.6% |
| Value | JPM | Lower P/E (14.2x vs 20.8x) |
| Quality / Margins | JPM | Efficiency ratio 0.3% vs MC's 0.8% (lower = leaner) |
| Stability / Safety | JPM | Beta 1.00 vs MC's 1.75 |
| Dividends | MC | 4.1% yield, 1-year raise streak, vs JPM's 1.6% |
| Momentum (1Y) | JPM | +28.7% vs MC's +25.4% |
| Efficiency (ROA) | JPM | Efficiency ratio 0.3% vs MC's 0.8% |
MC vs JPM — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Segment breakdown not available.
FY 2024
MC vs JPM — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
BEST OVERALLJPMLAGGINGMC
MCMoelis & Company
1leads
JPMJPMorgan Chase & Co.
4leads
6 Total Categories
CATEGORYLEADERvs MCMETRICS WON
Income & Cash FlowRevenue, margins, and cash flow strength
JPM3/5
Valuation MetricsMultiples, price ratios, and targets
JPM4/5
Profitability & EfficiencyROE, ROIC, leverage, and quality scores
MC8/8
Total Returns1Y, 3Y, 5Y total returns with dividends
JPM6/6
Risk & VolatilityBeta, volatility, and downside exposure
JPM2/2
Analyst OutlookRatings, price targets, and dividends
Tied
—
Income & Cash Flow (Last 12 Months)
JPM leads this category, winning 3 of 5 comparable metrics.
Income & Cash Flow (Last 12 Months)
JPM is the larger business by revenue, generating $270.8B annually — 178.5x MC's $1.5B. JPM is the more profitable business, keeping 21.6% of every revenue dollar as net income compared to MC's 15.4%.
| Metric | MCMoelis & Company | JPMJPMorgan Chase & … |
|---|---|---|
| RevenueTrailing 12 months | $1.5B | $270.8B |
| EBITDAEarnings before interest/tax | $286M | $81.3B |
| Net IncomeAfter-tax profit | $233M | $58.0B |
| Free Cash FlowCash after capex | $540M | -$119.7B |
| Gross MarginGross profit ÷ Revenue | +99.2% | +58.6% |
| Operating MarginEBIT ÷ Revenue | +18.1% | +27.7% |
| Net MarginNet income ÷ Revenue | +15.4% | +21.6% |
| FCF MarginFCF ÷ Revenue | +35.6% | -15.5% |
| Rev. Growth (YoY)Latest quarter vs prior year | — | — |
| EPS Growth (YoY)Latest quarter vs prior year | -4.3% | +16.0% |
JPM leads this category, winning 3 of 5 comparable metrics.
Valuation Metrics
JPM leads this category, winning 4 of 5 comparable metrics.
Valuation Metrics
At 15.9x trailing earnings, JPM trades at a 27% valuation discount to MC's 21.7x P/E. On an enterprise value basis, JPM's 13.6x EV/EBITDA is more attractive than MC's 15.5x.
| Metric | MCMoelis & Company | JPMJPMorgan Chase & … |
|---|---|---|
| Market CapShares × price | $4.7B | $849.0B |
| Enterprise ValueMkt cap + debt − cash | $4.4B | $1.13T |
| Trailing P/EPrice ÷ TTM EPS | 21.70x | 15.94x |
| Forward P/EPrice ÷ next-FY EPS est. | 20.79x | 14.17x |
| PEG RatioP/E ÷ EPS growth rate | — | 1.23x |
| EV / EBITDAEnterprise value multiple | 15.55x | 13.62x |
| Price / SalesMarket cap ÷ Revenue | 3.09x | 3.14x |
| Price / BookPrice ÷ Book value/share | 7.43x | 2.63x |
| Price / FCFMarket cap ÷ FCF | 8.68x | — |
JPM leads this category, winning 4 of 5 comparable metrics.
Profitability & Efficiency
MC leads this category, winning 8 of 8 comparable metrics.
Profitability & Efficiency
MC delivers a 37.9% return on equity — every $100 of shareholder capital generates $38 in annual profit, vs $16 for JPM. MC carries lower financial leverage with a 0.39x debt-to-equity ratio, signaling a more conservative balance sheet compared to JPM's 2.18x. On the Piotroski fundamental quality scale (0–9), MC scores 6/9 vs JPM's 5/9, reflecting solid financial health.
| Metric | MCMoelis & Company | JPMJPMorgan Chase & … |
|---|---|---|
| ROE (TTM)Return on equity | +37.9% | +16.1% |
| ROA (TTM)Return on assets | +15.9% | +1.3% |
| ROICReturn on invested capital | +24.9% | +5.4% |
| ROCEReturn on capital employed | +22.0% | +8.2% |
| Piotroski ScoreFundamental quality 0–9 | 6 | 5 |
| Debt / EquityFinancial leverage | 0.39x | 2.18x |
| Net DebtTotal debt minus cash | -$241M | $281.8B |
| Cash & Equiv.Liquid assets | $509M | $469.3B |
| Total DebtShort + long-term debt | $267M | $751.1B |
| Interest CoverageEBIT ÷ Interest expense | — | 0.74x |
MC leads this category, winning 8 of 8 comparable metrics.
Total Returns (Dividends Reinvested)
JPM leads this category, winning 6 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in JPM five years ago would be worth $21,034 today (with dividends reinvested), compared to $14,435 for MC. Over the past 12 months, JPM leads with a +28.7% total return vs MC's +25.4%. The 3-year compound annual growth rate (CAGR) favors JPM at 34.0% vs MC's 26.8% — a key indicator of consistent wealth creation.
| Metric | MCMoelis & Company | JPMJPMorgan Chase & … |
|---|---|---|
| YTD ReturnYear-to-date | -9.5% | -2.3% |
| 1-Year ReturnPast 12 months | +25.4% | +28.7% |
| 3-Year ReturnCumulative with dividends | +103.7% | +140.8% |
| 5-Year ReturnCumulative with dividends | +44.3% | +110.3% |
| 10-Year ReturnCumulative with dividends | +261.3% | +471.7% |
| CAGR (3Y)Annualised 3-year return | +26.8% | +34.0% |
JPM leads this category, winning 6 of 6 comparable metrics.
Risk & Volatility
JPM leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
JPM is the less volatile stock with a 1.00 beta — it tends to amplify market swings less than MC's 1.75 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. JPM currently trades 93.4% from its 52-week high vs MC's 81.6% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | MCMoelis & Company | JPMJPMorgan Chase & … |
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.75x | 1.00x |
| 52-Week HighHighest price in past year | $78.22 | $337.25 |
| 52-Week LowLowest price in past year | $51.06 | $248.83 |
| % of 52W HighCurrent price vs 52-week peak | +81.6% | +93.4% |
| RSI (14)Momentum oscillator 0–100 | 48.1 | 53.4 |
| Avg Volume (50D)Average daily shares traded | 1.3M | 8.4M |
JPM leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
Evenly matched — MC and JPM each lead in 1 of 2 comparable metrics.
Analyst Outlook
Wall Street rates MC as "Hold" and JPM as "Buy". Consensus price targets imply 15.1% upside for MC (target: $73) vs 7.6% for JPM (target: $339). For income investors, MC offers the higher dividend yield at 4.13% vs JPM's 1.63%.
| Metric | MCMoelis & Company | JPMJPMorgan Chase & … |
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Hold | Buy |
| Price TargetConsensus 12-month target | $73.40 | $338.78 |
| # AnalystsCovering analysts | 22 | 61 |
| Dividend YieldAnnual dividend ÷ price | +4.1% | +1.6% |
| Dividend StreakConsecutive years of raises | 1 | 14 |
| Dividend / ShareAnnual DPS | $2.63 | $5.13 |
| Buyback YieldShare repurchases ÷ mkt cap | +1.6% | +3.4% |
Evenly matched — MC and JPM each lead in 1 of 2 comparable metrics.
Key Takeaway
JPM leads in 4 of 6 categories (Income & Cash Flow, Valuation Metrics). MC leads in 1 (Profitability & Efficiency). 1 tied.
Best OverallJPMorgan Chase & Co. (JPM)Leads 4 of 6 categories
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MC vs JPM: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is MC or JPM a better buy right now?
For growth investors, Moelis & Company (MC) is the stronger pick with 27.
0% revenue growth year-over-year, versus 14. 6% for JPMorgan Chase & Co. (JPM). JPMorgan Chase & Co. (JPM) offers the better valuation at 15. 9x trailing P/E (14. 2x forward), making it the more compelling value choice. Analysts rate JPMorgan Chase & Co. (JPM) a "Buy" — based on 61 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.
02Which has the better valuation — MC or JPM?
On trailing P/E, JPMorgan Chase & Co.
(JPM) is the cheapest at 15. 9x versus Moelis & Company at 21. 7x. On forward P/E, JPMorgan Chase & Co. is actually cheaper at 14. 2x.
03Which is the better long-term investment — MC or JPM?
Over the past 5 years, JPMorgan Chase & Co.
(JPM) delivered a total return of +110. 3%, compared to +44. 3% for Moelis & Company (MC). Over 10 years, the gap is even starker: JPM returned +471. 7% versus MC's +261. 3%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — MC or JPM?
By beta (market sensitivity over 5 years), JPMorgan Chase & Co.
(JPM) is the lower-risk stock at 1. 00β versus Moelis & Company's 1. 75β — meaning MC is approximately 74% more volatile than JPM relative to the S&P 500. On balance sheet safety, Moelis & Company (MC) carries a lower debt/equity ratio of 39% versus 2% for JPMorgan Chase & Co. — giving it more financial flexibility in a downturn.
05Which is growing faster — MC or JPM?
By revenue growth (latest reported year), Moelis & Company (MC) is pulling ahead at 27.
0% versus 14. 6% for JPMorgan Chase & Co. (JPM). On earnings-per-share growth, the picture is similar: Moelis & Company grew EPS 65. 2% year-over-year, compared to 21. 7% for JPMorgan Chase & Co.. 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.
06Which has better profit margins — MC or JPM?
JPMorgan Chase & Co.
(JPM) is the more profitable company, earning 21. 6% net margin versus 15. 4% for Moelis & Company — meaning it keeps 21. 6% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: JPM leads at 27. 7% versus 18. 1% for MC. 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.
07Is MC or JPM more undervalued right now?
On forward earnings alone, JPMorgan Chase & Co.
(JPM) trades at 14. 2x forward P/E versus 20. 8x for Moelis & Company — 6. 6x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for MC: 15. 1% to $73. 40.
08Which pays a better dividend — MC or JPM?
All stocks in this comparison pay dividends.
Moelis & Company (MC) offers the highest yield at 4. 1%, versus 1. 6% for JPMorgan Chase & Co. (JPM).
09Is MC or JPM better for a retirement portfolio?
For long-horizon retirement investors, JPMorgan Chase & Co.
(JPM) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 1. 00), 1. 6% yield, +471. 7% 10Y return). Moelis & Company (MC) carries a higher beta of 1. 75 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (JPM: +471. 7%, MC: +261. 3%), 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.
10What are the main differences between MC and JPM?
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: MC is a small-cap high-growth stock; JPM is a large-cap deep-value stock. 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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Revenue Growth>
%
(MC: 27.0% · JPM: 14.6%)Net Margin>
%
(MC: 15.4% · JPM: 21.6%)P/E Ratio<
x
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