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MC vs PIPR
Which Stock Would AI Choose? Moelis & Company (MC) vs. Piper Sandler Companies (PIPR) Stock Comparison
Key Takeaways
- PIPR has outperformed MC year-to-date with a 5.33% return compared to 1.21%, alongside stronger one-year gains of 57.49% versus 34.41%.
- Both firms reported robust Q4 2025 revenues, with PIPR at $635 million (up 27.4%) and MC at $487.9 million (up 11%), beating estimates.
- PIPR's market cap stands at $6.26 billion, larger than MC's $4.94 billion, with similar trailing P/E ratios around 22.
- MC shows higher return on equity (44.77%) than PIPR (19.61%), reflecting efficient capital use in advisory services.
- Recent analyst targets average $94.88 for PIPR and $69.20 for MC, suggesting modest upside for both amid investment banking recovery.
Introduction
Moelis & Company (MC) and Piper Sandler Companies (PIPR) are prominent players in the investment banking sector, focusing on advisory, capital markets, and related services. This comparison analyzes their business models, recent market performance, and key metrics to help investors and traders evaluate relative opportunities in a recovering financial services landscape. Those tracking mid-cap financials, M&A (mergers and acquisitions) activity, or sector rotation may find insights into momentum, valuation, and risk trade-offs particularly relevant.
MC Overview and Recent Performance
Moelis & Company (MC) is a global independent investment bank specializing in M&A advisory, capital markets, and restructuring across industries. With a market cap of approximately $4.94 billion and trailing P/E of 22.87, it trades around $67 per share. In recent market activity, MC has rebounded from earlier pressures, posting a 34.41% one-year return amid Q4 2025 revenue growth of 11% to $487.9 million, surpassing estimates. Buybacks and a dividend hike (yield 3.87%) have supported sentiment, though YTD gains lag at 1.21%. Influences include stabilizing M&A volumes and positive earnings surprises, with analysts noting valuation appeal post-rebound.
PIPR Overview and Recent Performance
Piper Sandler Companies (PIPR) provides middle-market investment banking, including equities, fixed income, and advisory services, with a market cap of $6.26 billion and trailing P/E of 22.17, trading near $88 per share. Recent performance has been robust, with Q4 2025 revenues up 27.4% to $635 million, exceeding expectations by 22.5%, driving YTD returns of 5.33% and one-year gains of 57.49%. Analyst price target upgrades, such as Goldman Sachs raising to $97, reflect optimism around advisory and financing growth. Sentiment benefits from strong profit margins (14.81%) and outperformance versus benchmarks in recent weeks.
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Head-to-Head Comparison
Both MC and PIPR operate in investment banking but differ in focus: MC emphasizes elite M&A advisory for large deals, while PIPR offers broader middle-market coverage including institutional sales and trading. Growth drivers favor PIPR's recent revenue acceleration versus MC's steadier advisory fees. Momentum tilts to PIPR with superior YTD and multi-year returns, though MC boasts higher ROE (44.77% vs. 19.61%). Risks include cyclical dependence on deal flow and interest rates, with similar betas around 1.5-1.8 signaling volatility. Market sentiment leans positive for both amid sector recovery, but PIPR's larger scale provides diversification trade-offs.
Tickeron AI Verdict
Tickeron's AI currently favors PIPR over MC, based on stronger trend consistency, YTD outperformance, and revenue momentum in recent quarters. While MC offers attractive valuation and capital returns, PIPR's relative positioning suggests higher probability of near-term gains in a favorable banking environment.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer. Disclaimers and Limitations
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is MC is a Buy and PIPR is a StrongBuy.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
MC’s FA Score shows that 2 FA rating(s) are green whilePIPR’s FA Score has 2 green FA rating(s).
- MC’s FA Score: 2 green, 3 red.
- PIPR’s FA Score: 2 green, 3 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
MC’s TA Score shows that 7 TA indicator(s) are bullish while PIPR’s TA Score has 4 bullish TA indicator(s).
- MC’s TA Score: 7 bullish, 4 bearish.
- PIPR’s TA Score: 4 bullish, 5 bearish.
Price Growth
MC (@Investment Banks/Brokers) experienced а +4.72% price change this week, while PIPR (@Investment Banks/Brokers) price change was -8.46% for the same time period.
The average weekly price growth across all stocks in the @Investment Banks/Brokers industry was +1.68%. For the same industry, the average monthly price growth was -7.73%, and the average quarterly price growth was -8.80%.
Reported Earning Dates
MC is expected to report earnings on Jul 29, 2026.
PIPR is expected to report earnings on Jul 24, 2026.
Industries' Descriptions
@Investment Banks/Brokers (+1.68% weekly)These banks specialize in underwriting (helping companies with debt financing or equity issuances), IPOs, facilitating mergers and other corporate reorganizations and acting as a broker or financial advisor for institutions. They might also trade securities on their own accounts. Investment banks potentially thrive on expanding its network of clients, since that could help them increase profits. Goldman Sachs, Morgan Stanley and CME Group Inc are some of the largest investment banking companies.
| MC | PIPR | MC / PIPR | |
| Capitalization | 5.1B | 4.8B | 106% |
| EBITDA | 290M | N/A | - |
| Gain YTD | 1.732 | -14.480 | -12% |
| P/E Ratio | 24.08 | 20.62 | 117% |
| Revenue | 1.53B | 1.95B | 78% |
| Total Cash | 153M | N/A | - |
| Total Debt | 267M | 112M | 238% |
MC | PIPR | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 50 | 50 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 10 Undervalued | 15 Undervalued | |
PROFIT vs RISK RATING 1..100 | 54 | 26 | |
SMR RATING 1..100 | 22 | 41 | |
PRICE GROWTH RATING 1..100 | 49 | 62 | |
P/E GROWTH RATING 1..100 | 63 | 61 | |
SEASONALITY SCORE 1..100 | 50 | 85 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
MC's Valuation (10) in the Investment Banks Or Brokers industry is in the same range as PIPR (15) in the null industry. This means that MC’s stock grew similarly to PIPR’s over the last 12 months.
PIPR's Profit vs Risk Rating (26) in the null industry is in the same range as MC (54) in the Investment Banks Or Brokers industry. This means that PIPR’s stock grew similarly to MC’s over the last 12 months.
MC's SMR Rating (22) in the Investment Banks Or Brokers industry is in the same range as PIPR (41) in the null industry. This means that MC’s stock grew similarly to PIPR’s over the last 12 months.
MC's Price Growth Rating (49) in the Investment Banks Or Brokers industry is in the same range as PIPR (62) in the null industry. This means that MC’s stock grew similarly to PIPR’s over the last 12 months.
PIPR's P/E Growth Rating (61) in the null industry is in the same range as MC (63) in the Investment Banks Or Brokers industry. This means that PIPR’s stock grew similarly to MC’s over the last 12 months.
| MC | PIPR | |
|---|---|---|
| RSI ODDS (%) | 4 days ago 90% | 4 days ago 83% |
| Stochastic ODDS (%) | 4 days ago 68% | 4 days ago 72% |
| Momentum ODDS (%) | 4 days ago 72% | 4 days ago 58% |
| MACD ODDS (%) | 4 days ago 70% | 4 days ago 59% |
| TrendWeek ODDS (%) | 4 days ago 70% | 4 days ago 63% |
| TrendMonth ODDS (%) | 4 days ago 66% | 4 days ago 62% |
| Advances ODDS (%) | 4 days ago 71% | 20 days ago 71% |
| Declines ODDS (%) | 7 days ago 69% | 4 days ago 63% |
| BollingerBands ODDS (%) | 4 days ago 80% | 4 days ago 85% |
| Aroon ODDS (%) | 4 days ago 65% | 4 days ago 50% |
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| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| MOAT | 106.29 | 1.12 | +1.06% |
| VanEck Morningstar Wide Moat ETF | |||
| IBMP | 25.38 | 0.02 | +0.08% |
| iShares iBonds Dec 2027 Term Muni Bd ETF | |||
| FPXE | 34.05 | N/A | N/A |
| First Trust IPOX Europe Equity Opps ETF | |||
| MAXJ | 29.12 | -0.01 | -0.02% |
| iShares Large Cap Max Buffer Jun ETF | |||
| NIM | 9.38 | -0.08 | -0.85% |
| Nuveen Select Maturities Municipal Fund | |||
PIPR and
Correlation & Price change
A.I.dvisor indicates that over the last year, PIPR has been closely correlated with RJF. These tickers have moved in lockstep 78% of the time. This A.I.-generated data suggests there is a high statistical probability that if PIPR jumps, then RJF could also see price increases.
| Ticker / NAME | Correlation To PIPR | 1D Price Change % | ||
|---|---|---|---|---|
| PIPR | 100% | -1.46% | ||
| RJF - PIPR | 78% Closely correlated | +2.83% | ||
| EVR - PIPR | 77% Closely correlated | +0.47% | ||
| MC - PIPR | 74% Closely correlated | +3.21% | ||
| PWP - PIPR | 74% Closely correlated | N/A | ||
| SF - PIPR | 72% Closely correlated | +1.84% | ||
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