Moelis & Company (MC) Options Positioning, Max Pain & Unusual Sweeps

Per the Roarable RQD rating, MC scores 68 out of 100 with a letter grade of C+ and a verdict of "Roarable Hold — Upper Neutral / Watch for Breakout." Across the five pillars: Fundamental Cash Engine scores 17/20 (ROIC 42.8%; FCF yield 11.5%), the strongest contributor and the clearest support for the rating. Whale 13F Flow scores 10/20, reflecting institutional accumulation and options positioning that is only moderately supportive. Insider Conviction scores 19/20 on SEC Form 4 and Congressional PTR cluster flow, the highest pillar. Macro Regime Fit scores 7/20 (Beta 0.88; sector sensitivity), the weakest pillar and a drag on the composite. Forensic Balance Sheet scores 15/20 (Altman Z 2.5; Piotroski F 9/9; Debt/Equity 0.5).

For a prospective investor, the upside case rests on cash generation and insider conviction, which the rating treats as the most reliable inputs. The valuation tradeoff is that the rating is a "Hold" rather than a "Buy," and the macro pillar indicates the stock's sensitivity to its sector environment is a meaningful limitation. The "Watch for Breakout" language signals the rating itself identifies a possible change in direction as something to monitor rather than an established trend.

Moelis & Company (MC) is a NYSE-listed issuer in the Financials sector, Investment Managers industry, per the company profile. The provided source data does not describe its specific products, customer base, or revenue model. Revenue is reported as $0.0M in each SEC financials period, so the source data does not support a description of how the company earns income. Not available in source data for the remaining business detail.

Per the SEC financials, net income moved from $-27.5M in FY 2023 to $151.5M in FY 2024 and $259.6M in FY 2025, while debt fell from $604.2M to $477.1M over the same span. Per the market data, operating margin is 20.8%, net margin 19.8%, and gross margin 0%. Per the Roarable RQD rating, ROIC is 42.8%, Altman Z is 2.5, and Piotroski F is 9/9, with Debt/Equity at 0.5. Revenue and EPS are not available in the SEC financials beyond the reported $0.0M and N/A values.

• Price target cut (RISK WATCH, RED): A TradingView headline reports a 12-month price target cut to $67.5, implying 18% upside.
• Average price target (MARKET WIRE, YELLOW): A MarketBeat headline reports an average price target of $71.00 according to brokerages.
• Institutional holding change (CATALYST, GREEN): A MarketBeat headline reports Fort Washington Investment Advisors Inc. OH raised its holdings.
• Price movement (MARKET WIRE, YELLOW): A headline reports MC edged up 1.44% to $57.08, at the midpoint of its range.
• General market wire items (YELLOW): Yahoo! Finance Canada, Yahoo Finance, and the stock forecast coverage are generic items without specific catalyst detail.

Per the Butterfly Supply-Chain Graph, the supply_chain field is NONE, there are no butterfly links, and there are no proprietary signals.

• What are MC's revenue and EPS figures, given the SEC financials show $0.0M revenue and N/A EPS across all periods?
• What is the company's specific business mix and customer base within Investment Managers?
• What is the size and direction of the Fort Washington holding change, and what other institutional or insider positions exist?
• What is the analyst consensus rating and full price target range behind the $71.00 average?
• What drives the Macro Regime Fit pillar score of 7/20, and how does sector sensitivity affect the stock beyond the 0.88 beta?