Company / Return on Assets (ROA)
Moelis & Company Return on Assets (ROA) History
FY2016-FY2025 · Annual data · Source: SEC filings
At a glance
Latest annual filing availableLatest Return on Assets (ROA)
14.9%
FY2025
5-year range
-2.3% / 27.2%
FY2021-FY2025
Trend
+35.7%
vs FY2024
Sector context
#19 of 402
Financials
What the data says
Among 402 Financials companies, Moelis & Company is in the top 5% for return on assets (roa). Return on Assets (ROA) has fluctuated over the past 10 years, ranging from -2.3% in FY2023 to 27.2% in FY2021.
Based on SEC 10-K filings.
14.9% in FY2025 with a 5-year CAGR of -3.4%. Top quartile in the Financials sector.
Improved from -2.3% to 14.9% over the past 2 years.
Financials sector context is included.
Return on Assets (ROA) over time
Growth rates
- 3-Year Change
- +1.1pp
- 5-Year Change
- -3.4pp
- 10-Year Change
- -
Sector benchmark
Top 5% in FinancialsTop 5% of 402This company 14.9% Sector average 2.8%
▼
+440.2% above sector average
Key checks
Key Insights
- In FY2025, return on assets (roa) increased 35.7% year-over-year.
- Currently 12.2pp above the Financials sector average.
- Peak return on assets (roa) was recorded in FY2021.
- Lowest return on assets (roa) in the period was in FY2023.
Company context
Key Data Points
- High earnings quality (cash-backed earnings)
Data sourced from SEC EDGAR filings. Not investment advice.
Annual data
| Year | Return on Assets (ROA)Value | YoY GrowthYoY |
|---|---|---|
| FY2025 | 14.9% | +35.7% |
| FY2024 | 11.0% | +571.7% |
| FY2023 | -2.3% | -116.8% |
| FY2022 | 13.9% | -49.0% |
| FY2021 | 27.2% | +48.9% |
| FY2020 | 18.3% | +44.2% |
| FY2019 | 12.7% | -44.4% |
| FY2018 | 22.8% | +25.7% |
| FY2017 | 18.1% | -23.6% |
| FY2016 | 23.7% | +6.3% |
As of FY2025 · SEC 10-K · Updated Feb 28, 2026