Company / Return on Equity (ROE)
Moelis & Company Return on Equity (ROE) History
FY2016-FY2025 · Annual data · Source: SEC filings
At a glance
Latest annual filing availableLatest Return on Equity (ROE)
45.7%
FY2025
5-year range
-7.6% / 88.4%
FY2021-FY2025
Trend
+33.1%
vs FY2024
Sector context
#16 of 390
Financials
What the data says
Among 390 Financials companies, Moelis & Company is in the top 4% for return on equity (roe). Return on Equity (ROE) has fluctuated over the past 10 years, ranging from -7.6% in FY2023 to 88.4% in FY2021.
Based on SEC 10-K filings.
45.7% in FY2025 with a 5-year CAGR of -3.5%. Top quartile in the Financials sector.
Improved from -7.6% to 45.7% over the past 2 years.
Financials sector context is included.
Return on Equity (ROE) over time
Growth rates
- 3-Year Change
- +8.9pp
- 5-Year Change
- -3.5pp
- 10-Year Change
- -
Sector benchmark
Top 4% in FinancialsTop 4% of 390This company 45.7% Sector average 17.6%
▼
+160.0% above sector average
Key checks
Key Insights
- In FY2025, return on equity (roe) increased 33.1% year-over-year.
- Currently 28.1pp above the Financials sector average.
- Peak return on equity (roe) was recorded in FY2021.
- Lowest return on equity (roe) 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 Equity (ROE)Value | YoY GrowthYoY |
|---|---|---|
| FY2025 | 45.7% | +33.1% |
| FY2024 | 34.3% | +551.9% |
| FY2023 | -7.6% | -120.7% |
| FY2022 | 36.8% | -58.4% |
| FY2021 | 88.4% | +79.9% |
| FY2020 | 49.1% | +42.7% |
| FY2019 | 34.4% | -38.4% |
| FY2018 | 56.0% | +52.2% |
| FY2017 | 36.8% | -34.9% |
| FY2016 | 56.4% | +20.8% |
As of FY2025 · SEC 10-K · Updated Feb 28, 2026