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MC vs RJF
Which Stock Would AI Choose? Moelis & Company (MC) vs. Raymond James Financial (RJF) Stock Comparison
Key Takeaways
- Moelis & Company (MC) operates as a global independent investment bank focused on advisory services in mergers and acquisitions (M&A) and restructuring, while Raymond James Financial (RJF) provides diversified financial services including wealth management, capital markets, and banking.
- In recent market activity, both stocks have shown modest year-to-date returns lagging broader market benchmarks, with MC around 4% and RJF near 6% compared to the S&P 500's stronger performance.
- MC's performance remains closely tied to deal flow and advisory revenues, with upcoming second-quarter 2026 results scheduled for July 29, 2026, amid a rebounding M&A environment.
- RJF has reported consistent earnings beats and record client assets under administration, supported by its Private Client Group and fee-based asset growth in recent quarters.
- Sector exposure differs notably: MC has higher sensitivity to cyclical investment banking trends, whereas RJF benefits from more stable wealth management and recurring revenue streams.
- Market sentiment reflects cautious optimism for both, with RJF showing relatively stronger recent earnings momentum and MC positioned for potential upside from advisory activity.
Introduction
Moelis & Company (MC) and Raymond James Financial (RJF) represent two distinct segments within the financial services sector, making their comparison relevant for investors seeking exposure to advisory-driven banking versus integrated wealth and capital markets platforms. Traders and portfolio managers focused on relative performance, sector rotation, or risk-adjusted returns in financials may find this analysis useful for assessing positioning in the current environment. The comparison highlights contrasts in business models, recent momentum, and market positioning without favoring either security.
MC Overview and Recent Performance
Moelis & Company (MC) is an independent investment bank providing strategic advisory services across North and South America, Europe, the Middle East, Asia, and Australia, with a primary focus on mergers and acquisitions (M&A), restructuring, and capital markets transactions. In recent weeks, the stock has traded in a range influenced by broader dealmaking trends and anticipation of its second-quarter 2026 earnings release on July 29, 2026. Performance has reflected modest year-to-date gains amid a selective recovery in advisory activity, with sentiment supported by reports of improving M&A volumes across the industry. Key factors include reliance on transaction-based revenues, which can lead to variability tied to market conditions and client activity levels.
RJF Overview and Recent Performance
Raymond James Financial (RJF) delivers a broad range of financial services, including wealth management through its Private Client Group, capital markets, and banking operations. Recent market activity has featured strong quarterly results, with fiscal second-quarter 2026 net revenues reaching $3.86 billion, up 13% year-over-year, alongside earnings per share beats and record client assets under administration exceeding $1.76 trillion. The stock has posted year-to-date returns near 6%, supported by growth in fee-based assets and net new client inflows. Sentiment has benefited from consistent operational execution and recurring revenue stability, though it remains sensitive to interest rate environments and overall market volatility affecting client assets.
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Head-to-Head Comparison
Moelis & Company (MC) centers on high-margin but variable advisory revenues tied to M&A and restructuring cycles, exposing it to greater volatility during periods of reduced deal activity. In contrast, Raymond James Financial (RJF) derives significant stability from wealth management fees and asset-based revenues, providing a more defensive profile with recurring income streams. Recent momentum favors RJF due to reported earnings beats and asset growth, while MC's positioning hinges on potential catalysts from an improving transaction environment. Sector exposure places both in financials, yet MC carries higher cyclical risk compared to RJF's diversified model. Market sentiment appears balanced, with RJF benefiting from demonstrated earnings consistency and MC from its leverage to broader capital markets recovery.
Tickeron AI Verdict
Based on observable factors such as earnings consistency, asset growth trends, and relative stability in recent periods, Tickeron’s AI would likely assign a probabilistic edge to Raymond James Financial (RJF) in the current environment. Its recurring revenue base and recent performance metrics suggest more consistent positioning compared to Moelis & Company (MC)’s transaction-dependent profile, though outcomes remain subject to evolving market conditions and upcoming earnings reports.
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.
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 Hold and RJF is a Buy.
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 whileRJF’s FA Score has 3 green FA rating(s).
- MC’s FA Score: 2 green, 3 red.
- RJF’s FA Score: 3 green, 2 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 3 TA indicator(s) are bullish while RJF’s TA Score has 6 bullish TA indicator(s).
- MC’s TA Score: 3 bullish, 5 bearish.
- RJF’s TA Score: 6 bullish, 4 bearish.
Price Growth
MC (@Investment Banks/Brokers) experienced а +0.12% price change this week, while RJF (@Investment Managers) price change was +3.95% for the same time period.
The average weekly price growth across all stocks in the @Investment Banks/Brokers industry was +0.01%. For the same industry, the average monthly price growth was -6.73%, and the average quarterly price growth was -16.94%.
The average weekly price growth across all stocks in the @Investment Managers industry was +0.71%. For the same industry, the average monthly price growth was -2.05%, and the average quarterly price growth was -9.92%.
Reported Earning Dates
MC is expected to report earnings on Nov 04, 2026.
RJF is expected to report earnings on Oct 28, 2026.
Industries' Descriptions
@Investment Banks/Brokers (+0.01% 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.
@Investment Managers (+0.71% weekly)Investment Managers manage financial assets and other investments of clients. Management includes designing a short- or long-term strategy for buying/holding and selling of portfolio holdings. It can also include tax services and other aspects of financial planning as well. While it is perceived that the industry is faced with growing competition from robo-advisors/digital platforms and passive/ index-tracking funds, many investors still find value in actively managed in-person services that investment management companies often emphasize on. At the same time, many wealth managers are also incorporating digital initiatives/low cost options in addition to their in-person customized services. Their main sources of revenues are fees as a percentage of assets under management, in addition to a certain portion of clients’ gains from asset appreciation. BlackRock, Inc., Blackstone Group Inc and Brookfield Asset Management are some of the major investment management companies.
| MC | RJF | MC / RJF | |
| Capitalization | 4.97B | 33.8B | 15% |
| EBITDA | 304M | N/A | - |
| Gain YTD | -0.449 | 10.758 | -4% |
| P/E Ratio | 23.37 | 15.34 | 152% |
| Revenue | 1.57B | 14.5B | 11% |
| Total Cash | 208M | 2.61B | 8% |
| Total Debt | 263M | 4.22B | 6% |
MC | RJF | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 71 | 86 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 10 Undervalued | 71 Overvalued | |
PROFIT vs RISK RATING 1..100 | 59 | 23 | |
SMR RATING 1..100 | 23 | 16 | |
PRICE GROWTH RATING 1..100 | 53 | 26 | |
P/E GROWTH RATING 1..100 | 67 | 58 | |
SEASONALITY SCORE 1..100 | 50 | 50 |
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 somewhat better than the same rating for RJF (71). This means that MC’s stock grew somewhat faster than RJF’s over the last 12 months.
RJF's Profit vs Risk Rating (23) in the Investment Banks Or Brokers industry is somewhat better than the same rating for MC (59). This means that RJF’s stock grew somewhat faster than MC’s over the last 12 months.
RJF's SMR Rating (16) in the Investment Banks Or Brokers industry is in the same range as MC (23). This means that RJF’s stock grew similarly to MC’s over the last 12 months.
RJF's Price Growth Rating (26) in the Investment Banks Or Brokers industry is in the same range as MC (53). This means that RJF’s stock grew similarly to MC’s over the last 12 months.
RJF's P/E Growth Rating (58) in the Investment Banks Or Brokers industry is in the same range as MC (67). This means that RJF’s stock grew similarly to MC’s over the last 12 months.
| MC | RJF | |
|---|---|---|
| RSI ODDS (%) | N/A | 3 days ago 50% |
| Stochastic ODDS (%) | 3 days ago 71% | 3 days ago 56% |
| Momentum ODDS (%) | 3 days ago 67% | 3 days ago 63% |
| MACD ODDS (%) | 3 days ago 71% | 3 days ago 65% |
| TrendWeek ODDS (%) | 3 days ago 70% | 3 days ago 64% |
| TrendMonth ODDS (%) | 3 days ago 68% | 3 days ago 60% |
| Advances ODDS (%) | 6 days ago 71% | 3 days ago 60% |
| Declines ODDS (%) | 11 days ago 69% | 13 days ago 58% |
| BollingerBands ODDS (%) | 3 days ago 80% | 3 days ago 48% |
| Aroon ODDS (%) | N/A | 3 days ago 53% |
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