Moelis vs StoneX

This page compares Moelis (Moelis & Company) and StoneX (INTL FCStone Inc), examining their business models, financial performance, and market context in a neutral, accessible way. It highlights how each firm operates, serves clients, and positions itself in markets, without offering recommendations. Educational content, not financial advice.

This page compares Moelis (Moelis & Company) and StoneX (INTL FCStone Inc), examining their business models, financial performance, and market context in a neutral, accessible way. It highlights how e...

Comparison Snapshot

Key Financial Metrics

MC

Metric

SNEX

$5.86B

Market Cap

$5.55B

0.52%

Potential Profit

-10.12%

Hold

Analyst Rating

Strong Buy

Investment Analysis

Moelis

MC

Pros

Moelis & Company reported a 30.4% year-over-year revenue increase, reaching $356.89 million in the latest quarter.
The company maintains a strong dividend yield of around 4.1%, with a quarterly dividend of $0.65 per share.
Moelis exhibits strong profitability metrics including a 46.27% return on equity and a 28.32% return on invested capital.

Considerations

Analysts currently have a consensus rating of 'Hold' with an average price target implying a modest potential downside of about 9.5% over the next year.
Operating expenses are high relative to revenues, with $304.75 million in operating costs potentially limiting margin expansion.
The company carries debt of approximately $220 million, which may introduce financial risk despite a solid equity base.

StoneX

SNEX

Pros

StoneX has robust diversification across global markets providing multiple revenue streams in financial services and commodities.
The company has demonstrated growth potential by expanding its offerings and geographic footprint in recent years.
StoneX benefits from strong client relationships and reputation in risk management and global market execution.

Considerations

StoneX faces volatility risks tied to commodity price fluctuations and regulatory changes across its diverse operations.
The firm is exposed to cyclical economic conditions, making its earnings somewhat dependent on global trade environments.
Execution risks remain due to integration challenges of acquired businesses and competitive pressures in brokerage and advisory services.

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.

StoneX (SNEX)

INTL FCStone Inc (ticker SNEX) is a diversified financial-services group offering execution, clearing, market intelligence and risk-management solutions across capital markets, commodities, foreign exchange and payments. The company serves institutional, commercial and retail clients through brokerage, electronic trading platforms, clearing services and treasury solutions. Revenue and profitability are sensitive to trading volumes, commodity price swings and interest-rate moves, while strategic acquisitions and technology investments aim to increase recurring-fee businesses. With a market capitalisation of about $5.25bn, investors commonly monitor trading revenue, margins on clearing and payments, and balance-sheet leverage. Key considerations include cyclical market conditions, regulatory change and FX exposure. This information is general and educational only and not personal investment advice; investments can fall as well as rise and may not be suitable for all investors.

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 White Mountains Insurance

Moelis vs Ameris Bancorp

Moelis vs Ameris Bancorp: A stock comparison

Moelis vs Credit Acceptance

Moelis vs Credit Acceptance: a stock comparison

Moelis vs StoneX

Comparison Snapshot