Value
6.7/10data confidence 83%| Component | Sub-score |
|---|---|
| P/E | 5.1 |
| P/S | 8.0 |
| Fwd P/E | 7.2 |
| PEG | 10.0 |
| Analyst target | 3.0 |
- ▸Forward P/E: 17.4x
- ▸PEG: 0.41
MC · Why this verdict
Why Moelis & (MC) is rated HOLD
Updated
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
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VerdictHOLD
Overall score6.0/10
ConfidenceMEDIUM
MacroRISK_OFF
Per-dimension breakdown
Quality
8.3/10data confidence 100%| Component | Sub-score |
|---|---|
| ROE | 10.0 |
| ROA | 10.0 |
| Gross margin | 10.0 |
| Op margin | 5.1 |
| Net margin | 7.2 |
| Current ratio | 6.7 |
| Moat | 7.1 |
| Piotroski F | 10.0 |
- ▸Excellent ROE: 42%
- ▸Strong Piotroski F-Score: 9/9
- ▸High-quality business
Growth
6.8/10data confidence 67%| Component | Sub-score |
|---|---|
| Rev growth | 3.6 |
| EPS growth | 10.0 |
Momentum
6.0/10data confidence 100%| Component | Sub-score |
|---|---|
| RSI | 5.0 |
| MACD | 10.0 |
| OBV | 4.2 |
| MA position | 8.0 |
| Volume | 2.7 |
- ▸Above 200-MA but MA slope flat
Sentiment
5.2/10data confidence 100%| Component | Sub-score |
|---|---|
| Analyst rating | 5.0 |
| Price target | 5.5 |
| erm sentiment | 5.0 |
Insider
5.0/10data confidence 50%| Component | Sub-score |
|---|---|
| materiality | 5.0 |
| holder change | 5.1 |
- ▸No net insider activity — $0 (0.000% of mkt cap)
Peer rank
3.1/10data confidence 80%| Component | Sub-score |
|---|---|
| value rank | 3.8 |
| quality rank | 6.9 |
| growth rank | 1.9 |
- ▸Superior ROE vs peers
Technical
3.9/10data confidence 100%| Component | Sub-score |
|---|---|
| bollinger | 1.8 |
| support resistance | 2.1 |
| 52w position | 7.9 |
Risk (lower is worse)
5.5/10data confidence 100%| Component | Sub-score |
|---|---|
| short interest | 6.4 |
| days to cover | 6.2 |
| volatility | 4.0 |
| put call | 10.0 |
| implied vol | 2.3 |
| max pain risk | 3.0 |
| beta | 3.8 |
| debt equity | 8.3 |
- ▸High IV: 66%
- ▸Above max pain $35
Catalyst
6.0/10data confidence 100%| Component | Sub-score |
|---|---|
| erm | 5.0 |
| earnings history | 6.7 |
| earnings timing | 5.0 |
| surprise avg | 10.0 |
| dividend safety | 3.5 |
- ▸Strong earnings: 3B/1M
- ▸Yield trap warning: high yield but unsafe
How the verdict was assembled
Engine trigger
Maintain position. Not compelling to add more.
Engine technical detail
verdict_path:
L4:PATH_F_HOLDPassed (8)
- MOMENTUM:6.0>=5.5
- INSIDER:OK
- DEATH_CROSS:QUALITY_MOMENTUM_EXEMPT
- 8K:CLEAN
- NEWS_EVENTS:NONE_RECENT
- EARNINGS_PROXIMITY:51d clear
- SEMI_CYCLE_PEAK:CLEAR
- MATERIALS_CYCLE_PEAK:CLEAR
Failed (1)
- ASYMMETRY:-1.0=NEGATIVE
Warning (1)
- DEATH_CROSS:quality=8.3>=7.5+momentum=6.0>=5.0 exempted
Reward-to-Risk
-1.02
Upside
-10.1%
Downside
9.9%
Sizing output
AVOID
SetupMOMENTUM_CONT — Trend continuation, RSI 66, MACD bullish
EdgeNO_EDGE — No clear edge identified
SuitabilityAGGRESSIVE — Beta 1.85>1.3
Investment implication
None of the engine's positive-conviction paths (C-quality, D-momentum) triggered — the F-path HOLD reflects balanced signals. Strongest-cleared gate: MOMENTUM:6.0>=5.5. Top dim: Quality at 8.3; weakest: Peer rank at 3.1. No conviction either direction.
The strongest dimensions are Quality at 8.3, Growth at 6.8, and Value at 6.7; the weakest are Peer rank at 3.1, Technical at 3.9, and Insider at 5.0. The V9 engine flagged 1 failed gate with 1 warning, producing an asymmetric reward-to-risk of -1.02 and an engine sizing output of AVOID.