Moelis vs White Mountains Insurance

This page compares Moelis & Company and White Mountains Insurance Group, Ltd., offering a clear view of their business models, financial performance, and market context. It presents neutral, accessible information to help readers understand the topics without bias. Educational content, not financial advice.

This page compares Moelis & Company and White Mountains Insurance Group, Ltd., offering a clear view of their business models, financial performance, and market context. It presents neutral, accessibl...

Comparison Snapshot

Key Financial Metrics

MC

Metric

WTM

$5.86B

Market Cap

$5.15B

0.52%

Potential Profit

N/A

Hold

Analyst Rating

N/A

Investment Analysis

Moelis

MC

Pros

Moelis & Company delivered strong revenue growth, with adjusted revenues up 34% year-on-year in Q3 2025.
The company maintains a robust liquidity position, holding $619.9 million in cash and liquid investments with no debt.
Moelis has a history of solid earnings per share growth and high return on equity, indicating effective capital management.

Considerations

Operating expenses rose 20% year-on-year, driven by higher compensation and non-compensation costs, squeezing margins.
The stock trades at a premium valuation, with a trailing P/E ratio above 26, which is higher than many peers.
Recent earnings beat was accompanied by a dip in share price, suggesting market concerns about sustainability of growth.

White Mountains Insurance

WTM

Pros

White Mountains Insurance Group has a diversified business model across insurance, reinsurance, and financial services.
The company operates with a low beta of 0.31, indicating lower volatility compared to the broader market.
It maintains a solid interest coverage ratio of 3.47, reflecting manageable debt service obligations.

Considerations

Return on equity and return on assets are relatively modest, at around 6% and 2.7% respectively, limiting capital efficiency.
The company's dividend yield is very low, at just 0.05%, offering minimal income for investors.
Revenue growth has been moderate, with trailing twelve-month revenue at $2.58 billion and net income at $202.8 million.

About The Companies

Moelis (MC)

Moelis & Company is a publicly traded, independent investment bank (ticker: MC) that provides financial advisory services globally, including M&A, restructuring, capital markets advice and asset management. Founded in 2007, the firm operates with senior-led teams and targets corporate, sponsor and government clients. With a market capitalisation around $5.42 billion, revenues are largely fee-based and closely tied to deal flow and market activity, so performance tends to be cyclical and sensitive to economic and credit conditions. Strengths include a lean advisory-focused platform, experienced senior bankers and a global footprint that can capture cross-border mandates. Key risks include reduced deal volumes during downturns, competition from larger banks, regulatory and reputational exposure, and sensitivity to capital markets volatility. Investors should review valuation, fee margins, balance-sheet exposure and the announced-deal pipeline. This summary is for educational purposes only and is not personal financial advice; consider your own situation or consult an authorised adviser.

White Mountains Insurance (WTM)

White Mountains Insurance Group, Ltd. (WTM) is a Bermuda‑based diversified insurance holding company that combines underwriting operations, reinsurance and run‑off businesses with an investment portfolio. Investors should know it generates returns from insurance float and investment income while managing underwriting risks; its results can be affected by catastrophe losses, reserve development and capital market movements. With a market capitalisation of about $4.88bn, White Mountains tends to be evaluated on metrics such as combined ratio, book value per share and investment performance rather than short‑term price moves. The group’s capital allocation — including dividends, share repurchases and reinvestment — is important to returns and can change with economic and underwriting cycles. This summary is general, educational information only and not personal financial advice. Insurance stocks can be volatile; prospective investors should review the company’s filings, consider how it fits their portfolio and, if needed, consult a regulated financial adviser.

Which Baskets Do They Appear In?

Banking Consolidation Europe: Might UniCredit Spark Wave?

Italian banking giant UniCredit is considering the sale of its significant stake in Germany's Commerzbank, potentially to a buyer outside the European Union. This development could trigger a wave of consolidation and acquisition activity across the European banking sector, creating opportunities for strategic investors and advisory firms.

Published: September 15, 2025

Explore Basket

Banking M&A Opportunities Explained

Italian banking giant UniCredit has signaled its potential sale of a major stake in Germany's Commerzbank, possibly to a non-EU buyer. This move could catalyze a wave of mergers and acquisitions across the European banking sector, creating opportunities for investment banks and other financial institutions poised for consolidation.

Published: September 14, 2025

Explore Basket

European Banking M&A

UniCredit's major stake in Commerzbank signals the start of European banking consolidation. Our experts have selected companies positioned to benefit from this wave, including potential M&A targets and the investment banks that will earn fees from these deals.

Published: July 10, 2025

Explore Basket

Which Baskets Do They Appear In?

Banking Consolidation Europe: Might UniCredit Spark Wave?

Italian banking giant UniCredit is considering the sale of its significant stake in Germany's Commerzbank, potentially to a buyer outside the European Union. This development could trigger a wave of consolidation and acquisition activity across the European banking sector, creating opportunities for strategic investors and advisory firms.

Published: September 15, 2025

Explore Basket

Banking M&A Opportunities Explained

Italian banking giant UniCredit has signaled its potential sale of a major stake in Germany's Commerzbank, possibly to a non-EU buyer. This move could catalyze a wave of mergers and acquisitions across the European banking sector, creating opportunities for investment banks and other financial institutions poised for consolidation.

Published: September 14, 2025

Explore Basket

European Banking M&A

UniCredit's major stake in Commerzbank signals the start of European banking consolidation. Our experts have selected companies positioned to benefit from this wave, including potential M&A targets and the investment banks that will earn fees from these deals.

Published: July 10, 2025

Explore Basket

The Dealmakers: M&A Boom

A carefully selected group of financial institutions driving today's surge in mergers and acquisitions. These companies are the architects behind billion-dollar deals, earning significant fees as corporate dealmaking accelerates.

Published: June 30, 2025

Explore Basket

Megadeal Mania

The world of big business deals is booming, with global merger activity up 30% to $1.89 trillion. This collection features the financial powerhouses behind these massive transactions – the investment banks, advisory firms, and private equity giants that stand to profit from the deal-making surge.

Published: June 30, 2025

Explore Basket

Discover More Comparisons

Moelis vs Ameris Bancorp

Moelis vs Ameris Bancorp: A stock comparison

Moelis vs Credit Acceptance

Moelis vs Credit Acceptance: a stock comparison

Moelis vs Hancock Whitney

Moelis vs White Mountains Insurance

Comparison Snapshot