Positive context积极背景
Stocks股票 / Financials / MC
Moelis & Company · Financials
MC US listed · USD美股 · 美元
Moelis & Company is a global investment bank that provides financial advisory services to corporations, governments, and financial sponsors. The firm advises on strategic decisions such as mergers and acquisitions, recapitalizations and restructurings and other corporate finance matters.Moelis & Company 是一家全球投资银行，为企业、政府和金融赞助商提供财务咨询服务，就并购、资本重组和重组及其他企业融资事务等战略决策提供建议。
Financials
S&P 600标普600小盘Russell 2000罗素2000
Financial金融股
$64.03
-$0.22 · -0.34%
52w low52周低 $49.41high高 $77.42
Lagging — relative weakness落后 — 相对弱势
Daily low forming, but the bigger trend is still bearish. Small size only; stop below 63.69.日线低点正在形成，但大趋势仍偏空。只适合小仓位；止损设于 63.69 下方。
As of 2026-09-14截至 2026-09-14
Company intelligence公司情报
The latest call, in context把最新财报放回历史脉络
A synthesized event record across management commentary and recorded metrics. Read as context; verify exact wording in the transcript before relying.综合管理层表述与记录指标形成事件档案。仅供参考；使用前请在电话会原文中核对准确措辞。
Live company record实时公司记录
JavaScript loads the source-bounded event record here. Open Terminal if the live module does not start.JavaScript 会在此加载受来源约束的事件记录。如实时模块未启动，请打开终端。
Continue with full transcript history继续查看完整电话会历史 ↗Pressure context压力背景
History mode历史模式
Context only仅供参考 · not a signal or recommendation不构成信号或建议
Narrative claims may await line-level citation; verify in the transcript.叙述性内容可能仍待逐行引用，请在电话会原文中核对。
Price chart价格图表
daily · interactive日线 · 可交互
Open in Terminal打开终端 ↗
Loading chart…图表加载中…
The interactive chart could not load here.互动图表暂时无法在此加载。
Open the live chart in Terminal在终端中打开实时图表 ↗
Candles, volume and moving averages — pan and zoom inside the chart.蜡烛图、成交量与均线 — 图内可缩放拖动。
MMastermind Terminal — live & interactiveMastermind 终端 — 实时互动 ↗
Technicals技术面
daily bars日线数据 · 2026-09-14
Momentum (RSI 14)动量（RSI 14）
40
Depressed偏低
vs 50-day average相对50日均线
-4.6% below下方
Below trend跌破趋势
vs 200-day average相对200日均线
-2.3% below下方
Long trend down长期向下
Volatility波动率
32th percentile第32百分位
These readings feed the stance at the top — one source per number, refreshed nightly.以上读数构成页首的引擎立场 — 每个数字只有一个来源，每晚更新。
Earnings财务业绩
next report下次财报 2026-11-0451
Estimates being cut预期下调
Beat in 3 of last 4 quarters近 4 季中 3 季超预期
EPS surprise vs consensus, last quarters每股收益相对预期的超预期幅度（近几个季度） · average平均 13.6%
Financials财务数据
fiscal years财年Free cash flow自由现金流
$540.0M2025
20202025
Return on equity股本回报率 46%
Clean稳健
Leverage杠杆
Net debt / EBITDA净债务/EBITDA-1.78
Debt coming due到期债务
SEC filingsSEC 文件We do not have an SEC filing record for this listing.我们目前没有该证券的 SEC 备案记录。
This panel only reads filings an issuer makes with the SEC, and this listing has not been matched to one.本面板仅读取发行人向 SEC 提交的文件，该证券尚未匹配到对应的备案主体。
Research context only — reported figures from SEC filings, not a rating, a signal or investment advice.仅供研究参考 — 数据摘自 SEC 文件披露口径，不构成评级、信号或投资建议。
Why is it moving为何波动
6 checks · nightly六项检查 · 每晚
Macro宏观
Short-duration name into a restrictive, rising-real-rate regime → rate tailwind.短久期标的进入偏紧、实际利率上行的环境→利率顺风。
Positioning持仓
Insider cluster activity内部人集中交易
Technical技术面
MC weekly MACD crossed downMC 周线MACD下穿
Ownership & smart money持仓与聪明钱
13FInsider activity:内部人动向： -$0.2M net (0 buyers, 1 sellers)-$0.2M 净值（0 买家，1 卖家）
Concentrated ownership集中持仓
| Fund基金 | Grade评级 | Latest move最新动作 | % of book组合占比 | As of截至 |
|---|---|---|---|---|
| Basswood Capital Management | B | trimtrim | 0.1% | 2026-06-30 |
Signal history信号历史
engine events引擎事件
BOTTOMING → UNCONFIRMED TURN筑底中 → 未确认转向
HIGH-RISK · NIMBLE ONLY. A daily bottoming setup is forming (swing low in, momentum turned up) — but the higher timeframes haven't confirmed it: the bigger picture is still bearish (weekly momentum just crossed down; 3-day crossed down; last cycle left-translated (topped early)). This is an UNCONFIRMED TURN, not a confirmed buy. Weekly confirmation lags price, so this exact reading covers BOTH bounces that fail AND the first leg of a genuine new cycle — you can't tell which in real time, so treat it as a risk/size signal, not a direction call. Measured: weekly-unconfirmed bottoming setups held the low ~49% of the time vs ~68% once the weekly turns up. Last cycle was left-translated (topped early) — a bearish structural tell高风险 · 仅限灵活操作。正在形成日线筑底形态（摆动低点已现、动量转向上行）——但更高周期尚未确认：大局仍偏空（周线动量刚刚向下交叉；3 日线向下交叉；上一周期左移（见顶偏早））。这是「未确认转向」，并非已确认的买入。周线确认滞后于价格，因此同样的读数既涵盖最终失败的反弹，也涵盖真正新周期的第一段——实时无法判定属于哪一种，故应将其视为风险/仓位信号，而非方向判断。实测：周线未确认的筑底形态约 49% 守住低点，周线转向后升至约 68%。 上一周期为左移结构（见顶偏早）——属于看空的结构性信号
Sep 11, 2026
MC weekly MACD crossed downMC 周线MACD下穿
The weekly MACD histogram turned negative — the slower, less-whippy momentum read.周线MACD柱状图转负 — 更慢、更少来回的动量信号。
Sep 9, 2026
MC lost its 200-day averageMC 跌破200日均线
Price closed below the 200-day moving average — the classic bear dividing line. $65.39.收盘跌破200日均线 — 经典的空头分界线。$65.39。
Sep 9, 2026
MC broke down vs the marketMC 相对市场走弱
Relative strength vs SPY crossed below the 10th percentile of the last 90 days — weakness often leads price. $65.39.相对标普500的强弱下穿近90日的第10百分位 — 走弱常先于价格。$65.39。
Sep 9, 2026
MC daily MACD crossed downMC 日线MACD下穿
The daily MACD histogram turned negative — fast and noisy, context rather than a standalone trigger. $65.39.日线MACD柱状图转负 — 快速且嘈杂，仅作背景。$65.39。
Sep 3, 2026
MC daily MACD crossed upMC 日线MACD上穿
The daily MACD histogram turned positive — fast and noisy, context rather than a standalone trigger. $69.14.日线MACD柱状图转正 — 快速且嘈杂，仅作背景。$69.14。
Sep 1, 2026
NEARING A HIGH → BOTTOMING接近高点 → 筑底中
BUY SETUP买入预备
Sep 1, 2026
MC daily MACD crossed downMC 日线MACD下穿
The daily MACD histogram turned negative — fast and noisy, context rather than a standalone trigger. $66.76.日线MACD柱状图转负 — 快速且嘈杂，仅作背景。$66.76。
Aug 31, 2026
UPTREND → NEARING A HIGH上涨趋势 → 接近高点
TAKE PROFITS止盈
Aug 27, 2026
NEARING A LOW → UPTREND接近低点 → 上涨趋势
HOLD持有
Aug 26, 2026
BOTTOMING → NEARING A LOW筑底中 → 接近低点
GET READY准备
Showing the last 15 of显示最近15条，共 279 signals条信号
Company profile公司档案
Moelis & Company is a global investment bank that provides financial advisory services to corporations, governments, and financial sponsors. The firm advises on strategic decisions such as mergers and acquisitions, recapitalizations and restructurings and other corporate finance matters.Moelis & Company 是一家全球投资银行，为企业、政府和金融赞助商提供财务咨询服务，就并购、资本重组和重组及其他企业融资事务等战略决策提供建议。
Style DNA — how it trades vs the market风格基因 — 相对市场的交易特征
Quality质量
Above market高于市场
Investment资本投入
Below market低于市场
Low volatility低波动
Below market低于市场
Low market beta低市场敏感度
Below market低于市场
Earnings quality盈利质量
Below market低于市场
Short interest空头兴趣
Above market高于市场
The whole US universe — S&P 1500 and Russell 2000 — read nightly.覆盖标普1500与罗素2000全部成分股 — 每晚更新解读。
Signals, options positioning, smart-money moves and factor DNA — the same engine that wrote this page covers 2,700+ US stocks.信号、期权持仓、聪明钱动向与因子基因 — 撰写本页的引擎覆盖2700多只美股。
Statistics — full detail统计数据 — 完整明细
Relative strength相对强度
vs market, 1 month相对大盘（1个月）
25/100 — weaker than most弱于多数
vs market, 3 months相对大盘（3个月）
32/100 — middle of the pack居中
vs market, 6 months相对大盘（6个月）
73/100 — stronger than most强于多数
vs market, 12 months相对大盘（12个月）
27/100 — weaker than most弱于多数
Rank in sector行业内排名
#223 / 261
0–100 percentile of total return vs all covered stocks.总回报在全部覆盖股票中的百分位（0–100）。
Price history价格历史
| Period周期 | This stock本股 | S&P 500标普500 |
|---|---|---|
| 1 Week近1周 | -7.2% | -0.8% |
| 1 Month近1月 | -3.4% | -1.1% |
| 3 Months近3月 | -5.4% | +3.3% |
| 6 Months近6月 | +25.0% | +15.7% |
| Year to date年初至今 | -8.3% | +12.2% |
| 1 Year近1年 | -12.8% | +17.2% |
| 3 Years近3年 | +51.6% | +77.4% |
Trading information交易信息
Beta vs market贝塔
1.55
Volatility rank波动率分位
32th pctile
Off 52-week high距52周高点
-16.0%
Research context only — refreshed nightly. Not investment advice.仅供研究参考 — 每晚更新，不构成投资建议。
Financials — full detail财务数据 — 完整明细
Multi-year record多年财务记录
| 20202020 | 20212021 | 20222022 | 20232023 | 20242024 | 20252025 | |
|---|---|---|---|---|---|---|
| Revenue营业收入 | — | — | — | — | — | — |
| EPS每股收益 | — | — | — | — | — | — |
| Free cash flow自由现金流 | $389M | $921M | $27M | $142M | $415M | $540M |
| Gross margin毛利率 | — | — | — | — | — | — |
| Net margin净利率 | — | — | — | — | — | — |
| FCF margin自由现金流利润率 | — | — | — | — | — | — |
Latest fiscal year最近财年
Net income净利润
$260M
Operating cash flow经营现金流
$576M
Total assets总资产
$1.7B
Shareholder equity股东权益
$568M
Returns & growth回报与增长
Return on equity股本回报率
45.7%
Return on assets资产回报率
14.9%
Profit growth利润增速
+71.4%
Asset growth资产增速
+26.2%
Accounting quality checks会计质量检查
- Earnings quality: earnings cash-backed盈利质量：盈利有现金支撑
- Capital discipline: assets +26.2% (aggressive expansion)资本纪律：资产 +26.2%（扩张激进）
Research context only — refreshed nightly. Not investment advice.仅供研究参考 — 每晚更新，不构成投资建议。
Technicals — full detail技术面 — 完整明细
Indicator readings指标读数
RSI (14-day)RSI（14日）
40
RSI (2-day)RSI（2日）
4
vs 20-day average相对20日均线
-5.1%
vs 50-day average相对50日均线
-4.6%
vs 200-day average相对200日均线
-2.3%
Golden cross (50>200)金叉（50>200）
in effect生效中
MACDMACD
below signal位于信号线下方
Timeframe alignment多周期共振
Daily日线
momentum down — fresh downturn动能向下——刚刚转弱
3-day3日线
momentum down — fresh downturn动能向下——刚刚转弱
Weekly周线
momentum down — fresh downturn动能向下——刚刚转弱
When daily through monthly point the same way, moves carry further.当日线到月线方向一致时，行情往往更有延续性。
Volatility regime波动状态
Range width percentile波幅宽度分位
13/100
Research context only — refreshed nightly. Not investment advice.仅供研究参考 — 每晚更新，不构成投资建议。
Earnings — full detail财务业绩 — 完整明细
Surprise history超预期历史
| Quarter季度 | Reported实际 | Expected预期 | Surprise超预期 |
|---|---|---|---|
| Jun 2026 | $0.63 | $0.62 | +1.6% |
| Mar 2026 | $0.50 | $0.59 | -15.2% |
| Dec 2025 | $1.13 | $0.76 | +48.7% |
| Sep 2025 | $0.68 | $0.57 | +19.3% |
Estimate revisions预期修正
Analysts covering覆盖分析师
7
Estimate direction预期调整方向
mostly cutting多数下调
Estimate change, 90 days预期变化（90天）
-0.8%
Net upgrades, 30 days净上调（30天）
-1
Research context only — refreshed nightly. Not investment advice.仅供研究参考 — 每晚更新，不构成投资建议。
Ownership — full detail持仓 — 完整明细
Tracked funds holding it跟踪基金持仓
| Fund基金 | Grade评级 | Latest move最新动作 | % of book组合占比 | Position市值 |
|---|---|---|---|---|
| Basswood Capital Management | B | Trimming减持 | 0.1% | $3M |
Fund positioning基金持仓概览
Tracked funds in the name持有该股的跟踪基金
1
Buying vs selling买入vs卖出
0 : 1
Quarterly trend季度趋势
{'direction': 'distributing', 'n_quarters': 2, 'holders_first': 1, 'holders_last': 1, 'holders_delta': 0, 'value_change_pct': -28.0, 'from_period': '2026-03-31', 'to_period': '2026-06-30', 'available_on': '2026-08-14', 'available_on_first': '2026-05-15', 'holders_series': [1, 1]}{'direction': 'distributing', 'n_quarters': 2, 'holders_first': 1, 'holders_last': 1, 'holders_delta': 0, 'value_change_pct': -28.0, 'from_period': '2026-03-31', 'to_period': '2026-06-30', 'available_on': '2026-08-14', 'available_on_first': '2026-05-15', 'holders_series': [1, 1]}
Insiders & shorts内部人与空头
Insider net buying (6 months)内部人净买入（6个月）
-$0.2M
Insider buyers vs sellers内部人买家vs卖家
0 : 1
Days to cover回补天数
8.0
Short interest change空头变化
+6.7%
Research context only — refreshed nightly. Not investment advice.仅供研究参考 — 每晚更新，不构成投资建议。
Seasonality — full detail季节性 — 完整明细
Strongest month最强月份
May · 100%
Weakest month最弱月份
Feb · 0%
Month by month逐月统计
| Month月份 | Closed higher收涨占比 | Median move中位涨跌 | Years年数 |
|---|---|---|---|
| Jan1月 | 67% | +4.8% | 3 |
| Feb2月 | 0% | -9.0% | 3 |
| Mar3月 | 33% | -3.5% | 3 |
| Apr4月 | 33% | -6.5% | 3 |
| May5月 | 100% | +8.5% | 3 |
| Jun6月 | 67% | +0.7% | 3 |
| Jul7月 | 100% | +12.2% | 3 |
| Aug8月 | 50% | +3.1% | 4 |
| Sep9月 | 25% | -0.8% | 4 |
| Oct10月 | 0% | -7.6% | 3 |
| Nov11月 | 100% | +14.9% | 3 |
| Dec12月 | 67% | +7.1% | 3 |
History is a tendency, not a promise — small samples wobble.历史规律只是倾向而非保证 — 样本少时波动大。
Research context only — refreshed nightly. Not investment advice.仅供研究参考 — 每晚更新，不构成投资建议。