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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) has demonstrated stronger recent momentum, gaining approximately 26% over the past 30 days, outpacing Raymond James Financial (RJF)'s 5% rise.
- RJF boasts a larger market capitalization of around $30 billion compared to MC's $5 billion, reflecting greater scale and diversification.
- Both stocks exhibit upward trend signals from AI technical indicators, including moving average crossovers, though MC shows more bullish momentum.
- MC offers a higher dividend yield of 3.79%, appealing to income-focused investors, versus RJF's 1.42%.
- RJF trades at a lower trailing P/E ratio of 14.88 compared to MC's 23.36, suggesting relative value in the diversified financial services space.
- Upcoming earnings reports—RJF on April 22 and MC on April 29—could drive near-term volatility and sentiment shifts.
Introduction
This stock comparison examines MC and RJF, two players in the financial services sector focused on investment banking and brokerage activities. Investors and traders interested in capital markets exposure, particularly those tracking M&A (mergers and acquisitions) advisory and wealth management trends, may find value in their relative performance. Amid recent market volatility and shifting interest rate expectations, understanding their business models, momentum, and positioning provides insights into sector dynamics and potential trade-offs in growth versus stability.
Moelis & Company (MC) Overview and Recent Performance
Moelis & Company (MC) is an independent investment bank specializing in advisory services for M&A, capital markets, restructurings, and strategic matters, serving corporations, governments, and financial sponsors globally. In recent market activity, the stock has surged around 26% over the past 30 days, rebounding from earlier lows amid technical breakouts above key moving averages and positive momentum indicators. This follows a strong Q4 2025 where revenues rose 11% year-over-year to $488 million, beating estimates, fueled by advisory fee growth. Year-to-date gains stand at about 1%, with shares trading near $69, supported by a robust balance sheet and analyst overweight ratings. Sentiment has improved on expectations of recovering deal flow, though higher volatility (beta of 1.86) reflects sensitivity to economic cycles.
Raymond James Financial (RJF) Overview and Recent Performance
Raymond James Financial (RJF) is a diversified financial services firm offering wealth management through over 8,900 advisors managing $1.7 trillion in AUM (assets under management), capital markets, asset management, and banking services. Recent weeks have seen a 5% stock rise to around $152, driven by pre-earnings optimism and moving above the 50-day average, though quarterly performance dipped 12% amid softer capital markets revenues. Q1 fiscal 2026 results showed revenue slightly missing estimates but EPS beating, with strength in trading offset by M&A weakness. Year-to-date up 4.5%, the stock benefits from lower volatility (beta 1.01) and scale, though insider sales and analyst target cuts have tempered enthusiasm ahead of Q2 earnings.
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Head-to-Head Comparison
MC and RJF both operate in financial services but differ in focus: MC’s asset-light advisory model ties performance closely to M&A cycles, offering high margins (15% profit margin) but cyclical risk, while RJF’s diversified platform emphasizes stable fee-based wealth management revenues amid $1.7 trillion AUM. Growth drivers contrast with MC’s recent 26% momentum versus RJF’s steadier path; RJF edges in ROE (17%) and lower P/E, signaling value, but MC leads in dividend yield. Risk factors include MC’s higher beta and deal dependency versus RJF’s interest rate sensitivity in banking. Market sentiment favors MC’s rebound, while RJF benefits from scale in a rotating sector landscape.
Tickeron AI Verdict
Tickeron’s AI analysis leans toward MC in the current environment, citing consistent upward trend signals like MACD crossovers and momentum above zero, alongside superior recent price stability and catalysts from Q4 beats. While RJF offers broader positioning, MC’s relative strength in momentum and technicals suggests higher probability of near-term outperformance, subject to earnings outcomes and market trends.
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 Hold and RJF 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 whileRJF’s FA Score has 2 green FA rating(s).
- MC’s FA Score: 2 green, 3 red.
- RJF’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 4 TA indicator(s) are bullish while RJF’s TA Score has 6 bullish TA indicator(s).
- MC’s TA Score: 4 bullish, 4 bearish.
- RJF’s TA Score: 6 bullish, 4 bearish.
Price Growth
MC (@Investment Banks/Brokers) experienced а -3.11% price change this week, while RJF (@Investment Managers) price change was +1.25% for the same time period.
The average weekly price growth across all stocks in the @Investment Banks/Brokers industry was -1.65%. For the same industry, the average monthly price growth was -2.24%, and the average quarterly price growth was -6.21%.
The average weekly price growth across all stocks in the @Investment Managers industry was -2.08%. For the same industry, the average monthly price growth was -2.27%, and the average quarterly price growth was -7.83%.
Reported Earning Dates
MC is expected to report earnings on Jul 29, 2026.
RJF is expected to report earnings on Jul 22, 2026.
Industries' Descriptions
@Investment Banks/Brokers (-1.65% 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 (-2.08% 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 | 4.98B | 30.5B | 16% |
| EBITDA | 290M | N/A | - |
| Gain YTD | -0.657 | -1.758 | 37% |
| P/E Ratio | 24.08 | 14.79 | 163% |
| Revenue | 1.53B | 14.5B | 11% |
| Total Cash | 153M | 2.61B | 6% |
| Total Debt | 267M | 4.22B | 6% |
MC | RJF | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 91 | 23 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 11 Undervalued | 69 Overvalued | |
PROFIT vs RISK RATING 1..100 | 55 | 32 | |
SMR RATING 1..100 | 22 | 15 | |
PRICE GROWTH RATING 1..100 | 46 | 52 | |
P/E GROWTH RATING 1..100 | 62 | 50 | |
SEASONALITY SCORE 1..100 | 90 | 45 |
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 (11) in the Investment Banks Or Brokers industry is somewhat better than the same rating for RJF (69). This means that MC’s stock grew somewhat faster than RJF’s over the last 12 months.
RJF's Profit vs Risk Rating (32) in the Investment Banks Or Brokers industry is in the same range as MC (55). This means that RJF’s stock grew similarly to MC’s over the last 12 months.
RJF's SMR Rating (15) in the Investment Banks Or Brokers industry is in the same range as MC (22). This means that RJF’s stock grew similarly to MC’s over the last 12 months.
MC's Price Growth Rating (46) in the Investment Banks Or Brokers industry is in the same range as RJF (52). This means that MC’s stock grew similarly to RJF’s over the last 12 months.
RJF's P/E Growth Rating (50) in the Investment Banks Or Brokers industry is in the same range as MC (62). This means that RJF’s stock grew similarly to MC’s over the last 12 months.
| MC | RJF | |
|---|---|---|
| RSI ODDS (%) | 1 day ago 67% | 1 day ago 45% |
| Stochastic ODDS (%) | 1 day ago 72% | 1 day ago 60% |
| Momentum ODDS (%) | 1 day ago 66% | 1 day ago 64% |
| MACD ODDS (%) | 1 day ago 66% | 1 day ago 64% |
| TrendWeek ODDS (%) | 1 day ago 68% | 1 day ago 63% |
| TrendMonth ODDS (%) | 1 day ago 67% | 1 day ago 59% |
| Advances ODDS (%) | 8 days ago 72% | 8 days ago 59% |
| Declines ODDS (%) | N/A | 13 days ago 58% |
| BollingerBands ODDS (%) | 1 day ago 82% | 1 day ago 61% |
| Aroon ODDS (%) | 1 day ago 64% | 1 day ago 59% |
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RJF and
Correlation & Price change
A.I.dvisor indicates that over the last year, RJF has been closely correlated with SF. These tickers have moved in lockstep 87% of the time. This A.I.-generated data suggests there is a high statistical probability that if RJF jumps, then SF could also see price increases.