Financial - Capital Markets
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PIPR vs MC
Revenue, margins, valuation, and 5-year total return — side by side.
Financial - Capital Markets
PIPR vs MC — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Financial - Capital Markets | Financial - Capital Markets |
| Market Cap | $5.73B | $4.66B |
| Revenue (TTM) | $1.90B | $1.52B |
| Net Income (TTM) | $281M | $233M |
| Gross Margin | 93.6% | 99.2% |
| Operating Margin | 20.2% | 18.1% |
| Forward P/E | 17.0x | 20.7x |
| Total Debt | $116M | $267M |
| Cash & Equiv. | $809M | $509M |
PIPR vs MC — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Piper Sandler Compa… (PIPR) | 100 | 539.2 | +439.2% |
| Moelis & Company (MC) | 100 | 188.8 | +88.8% |
Price return only. Dividends and distributions are not included.
Quick Verdict: PIPR vs MC
Each card shows where this stock fits in a portfolio — not just who wins on paper.
PIPR carries the broadest edge in this set and is the clearest fit for income & stability and growth exposure.
- Dividend streak 1 yrs, beta 1.47, yield 2.0%
- Rev growth 28.6%, EPS growth 54.7%
- 8.3% 10Y total return vs MC's 260.6%
MC is the clearest fit if your priority is dividends.
- 4.1% yield, 1-year raise streak, vs PIPR's 2.0%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 28.6% NII/revenue growth vs MC's 27.0% | |
| Value | Lower P/E (17.0x vs 20.7x) | |
| Quality / Margins | Efficiency ratio 0.7% vs MC's 0.8% (lower = leaner) | |
| Stability / Safety | Beta 1.47 vs MC's 1.75, lower leverage | |
| Dividends | 4.1% yield, 1-year raise streak, vs PIPR's 2.0% | |
| Momentum (1Y) | +33.6% vs MC's +23.6% | |
| Efficiency (ROA) | Efficiency ratio 0.7% vs MC's 0.8% |
PIPR vs MC — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Segment breakdown not available.
PIPR vs MC — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
PIPR leads this category, winning 3 of 5 comparable metrics.
Income & Cash Flow (Last 12 Months)
PIPR and MC operate at a comparable scale, with $1.9B and $1.5B in trailing revenue. Profitability is closely matched — net margins range from 15.4% (MC) to 14.8% (PIPR).
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $1.9B | $1.5B |
| EBITDAEarnings before interest/tax | $403M | $286M |
| Net IncomeAfter-tax profit | $281M | $233M |
| Free Cash FlowCash after capex | $669M | $540M |
| Gross MarginGross profit ÷ Revenue | +93.6% | +99.2% |
| Operating MarginEBIT ÷ Revenue | +20.2% | +18.1% |
| Net MarginNet income ÷ Revenue | +14.8% | +15.4% |
| FCF MarginFCF ÷ Revenue | +36.6% | +35.6% |
| Rev. Growth (YoY)Latest quarter vs prior year | — | — |
| EPS Growth (YoY)Latest quarter vs prior year | +65.8% | -4.3% |
Valuation Metrics
PIPR leads this category, winning 6 of 6 comparable metrics.
Valuation Metrics
At 20.3x trailing earnings, PIPR trades at a 6% valuation discount to MC's 21.6x P/E. On an enterprise value basis, PIPR's 12.2x EV/EBITDA is more attractive than MC's 15.5x.
| Metric | ||
|---|---|---|
| Market CapShares × price | $5.7B | $4.7B |
| Enterprise ValueMkt cap + debt − cash | $5.0B | $4.4B |
| Trailing P/EPrice ÷ TTM EPS | 20.30x | 21.60x |
| Forward P/EPrice ÷ next-FY EPS est. | 16.99x | 20.69x |
| PEG RatioP/E ÷ EPS growth rate | 0.48x | — |
| EV / EBITDAEnterprise value multiple | 12.20x | 15.47x |
| Price / SalesMarket cap ÷ Revenue | 3.01x | 3.07x |
| Price / BookPrice ÷ Book value/share | 3.61x | 7.39x |
| Price / FCFMarket cap ÷ FCF | 8.21x | 8.63x |
Profitability & Efficiency
MC leads this category, winning 5 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 $19 for PIPR. PIPR carries lower financial leverage with a 0.07x debt-to-equity ratio, signaling a more conservative balance sheet compared to MC's 0.39x. On the Piotroski fundamental quality scale (0–9), MC scores 6/9 vs PIPR's 5/9, reflecting solid financial health.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | +19.3% | +37.9% |
| ROA (TTM)Return on assets | +13.1% | +15.9% |
| ROICReturn on invested capital | +18.0% | +24.9% |
| ROCEReturn on capital employed | +16.2% | +22.0% |
| Piotroski ScoreFundamental quality 0–9 | 5 | 6 |
| Debt / EquityFinancial leverage | 0.07x | 0.39x |
| Net DebtTotal debt minus cash | -$693M | -$241M |
| Cash & Equiv.Liquid assets | $809M | $509M |
| Total DebtShort + long-term debt | $116M | $267M |
| Interest CoverageEBIT ÷ Interest expense | 77.56x | — |
Total Returns (Dividends Reinvested)
PIPR leads this category, winning 6 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in PIPR five years ago would be worth $29,566 today (with dividends reinvested), compared to $14,428 for MC. Over the past 12 months, PIPR leads with a +33.6% total return vs MC's +23.6%. The 3-year compound annual growth rate (CAGR) favors PIPR at 37.8% vs MC's 26.6% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | -6.5% | -9.9% |
| 1-Year ReturnPast 12 months | +33.6% | +23.6% |
| 3-Year ReturnCumulative with dividends | +161.9% | +102.8% |
| 5-Year ReturnCumulative with dividends | +195.7% | +44.3% |
| 10-Year ReturnCumulative with dividends | +831.0% | +260.6% |
| CAGR (3Y)Annualised 3-year return | +37.8% | +26.6% |
Risk & Volatility
Evenly matched — PIPR and MC each lead in 1 of 2 comparable metrics.
Risk & Volatility
PIPR is the less volatile stock with a 1.47 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. MC currently trades 81.2% from its 52-week high vs PIPR's 21.4% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.47x | 1.75x |
| 52-Week HighHighest price in past year | $375.55 | $78.22 |
| 52-Week LowLowest price in past year | $60.11 | $51.06 |
| % of 52W HighCurrent price vs 52-week peak | +21.4% | +81.2% |
| RSI (14)Momentum oscillator 0–100 | 35.9 | 44.2 |
| Avg Volume (50D)Average daily shares traded | 1.7M | 1.3M |
Analyst Outlook
MC leads this category, winning 1 of 1 comparable metric.
Analyst Outlook
Wall Street rates PIPR as "Hold" and MC as "Hold". Consensus price targets imply 21.4% upside for PIPR (target: $98) vs 15.6% for MC (target: $73). For income investors, MC offers the higher dividend yield at 4.15% vs PIPR's 2.00%.
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Hold | Hold |
| Price TargetConsensus 12-month target | $97.58 | $73.40 |
| # AnalystsCovering analysts | 11 | 22 |
| Dividend YieldAnnual dividend ÷ price | +2.0% | +4.1% |
| Dividend StreakConsecutive years of raises | 1 | 1 |
| Dividend / ShareAnnual DPS | $1.60 | $2.63 |
| Buyback YieldShare repurchases ÷ mkt cap | +2.2% | +1.6% |
PIPR leads in 3 of 6 categories (Income & Cash Flow, Valuation Metrics). MC leads in 2 (Profitability & Efficiency, Analyst Outlook). 1 tied.
PIPR vs MC: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is PIPR or MC a better buy right now?
For growth investors, Piper Sandler Companies (PIPR) is the stronger pick with 28.
6% revenue growth year-over-year, versus 27. 0% for Moelis & Company (MC). Piper Sandler Companies (PIPR) offers the better valuation at 20. 3x trailing P/E (17. 0x forward), making it the more compelling value choice. Analysts rate Piper Sandler Companies (PIPR) a "Hold" — based on 11 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 — PIPR or MC?
On trailing P/E, Piper Sandler Companies (PIPR) is the cheapest at 20.
3x versus Moelis & Company at 21. 6x. On forward P/E, Piper Sandler Companies is actually cheaper at 17. 0x.
03Which is the better long-term investment — PIPR or MC?
Over the past 5 years, Piper Sandler Companies (PIPR) delivered a total return of +195.
7%, compared to +44. 3% for Moelis & Company (MC). Over 10 years, the gap is even starker: PIPR returned +831. 0% versus MC's +260. 6%. 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 — PIPR or MC?
By beta (market sensitivity over 5 years), Piper Sandler Companies (PIPR) is the lower-risk stock at 1.
47β versus Moelis & Company's 1. 75β — meaning MC is approximately 19% more volatile than PIPR relative to the S&P 500. On balance sheet safety, Piper Sandler Companies (PIPR) carries a lower debt/equity ratio of 7% versus 39% for Moelis & Company — giving it more financial flexibility in a downturn.
05Which is growing faster — PIPR or MC?
By revenue growth (latest reported year), Piper Sandler Companies (PIPR) is pulling ahead at 28.
6% versus 27. 0% for Moelis & Company (MC). On earnings-per-share growth, the picture is similar: Moelis & Company grew EPS 65. 2% year-over-year, compared to 54. 7% for Piper Sandler Companies. 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 — PIPR or MC?
Moelis & Company (MC) is the more profitable company, earning 15.
4% net margin versus 14. 8% for Piper Sandler Companies — meaning it keeps 15. 4% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: PIPR leads at 20. 2% 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 PIPR or MC more undervalued right now?
On forward earnings alone, Piper Sandler Companies (PIPR) trades at 17.
0x forward P/E versus 20. 7x for Moelis & Company — 3. 7x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for PIPR: 21. 4% to $97. 58.
08Which pays a better dividend — PIPR or MC?
All stocks in this comparison pay dividends.
Moelis & Company (MC) offers the highest yield at 4. 1%, versus 2. 0% for Piper Sandler Companies (PIPR).
09Is PIPR or MC better for a retirement portfolio?
For long-horizon retirement investors, Piper Sandler Companies (PIPR) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (2.
0% yield, +831. 0% 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 (PIPR: +831. 0%, MC: +260. 6%), 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 PIPR 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.
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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