MC vs ATHS
Comparison between Moelis & Co - Class A (MC, Company) and Athene Holding Ltd (ATHS, Company).
MC vs ATHS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Market Cap
Winner
MC
$5.13B
ATHS
$5.13B
Max Drawdown
MC
64.41%
Winner
ATHS
9.03%
Sharpe Ratio
MC
0.14
Winner
ATHS
0.24
5Y Beta
MC
1.49
Winner
ATHS
0.13
Industry
MC
Capital Markets
ATHS
N/A
P/E Ratio
MC
23.14
Winner
ATHS
1.60
Forward P/E
MC
20.79
ATHS
N/A
PEG Ratio
MC
0.83
ATHS
N/A
Dividend Yield
Winner
MC
3.61%
ATHS
2.25%
5Y Dividends CAGR
MC
-14.64%
ATHS
N/A
5Y EPS CAGR
MC
-3.92%
ATHS
N/A
Debt to Equity
MC
54.85%
ATHS
N/A
Free Cash Flow Yield
MC
8.12%
ATHS
N/A
P/S Ratio
MC
N/A
ATHS
0.24
P/B Ratio
MC
N/A
ATHS
0.02
MC vs ATHS - Historical Returns
Returns include dividend reinvestment.
1M
MC
-7.60%
Winner
ATHS
+0.62%
3M
Winner
MC
+5.25%
ATHS
+2.55%
6M
MC
-10.50%
Winner
ATHS
+1.78%
1Y
MC
-0.27%
Winner
ATHS
+4.94%
5Y(CAGR)
MC
+9.21%
ATHS
N/A
10Y(CAGR)
MC
+19.05%
ATHS
N/A
Max(CAGR)
Winner
MC
+15.51%
ATHS
+6.07%
MC vs ATHS - Annual Returns (2014 - 2026)
Returns include dividend reinvestment.
| Year | MC | ATHS |
|---|---|---|
| 2026 | -6.28% | +1.94% |
| 2025 | -3.58% | +6.87% |
| 2024 | +38.29% | +4.68% |
| 2023 | +52.46% | N/A |
| 2022 | -35.28% | N/A |
| 2021 | +51.49% | N/A |
| 2020 | +60.40% | N/A |
| 2019 | -2.44% | N/A |
| 2018 | -23.43% | N/A |
| 2017 | +51.96% | N/A |
| 2016 | +33.42% | N/A |
| 2015 | -14.40% | N/A |
| 2014 | +39.19% | N/A |
MC vs ATHS Drawdown Comparison
The maximum drawdown for MC was -58.34%, occurring on Mar 18, 2020. Recovery took 647 trading sessions.
The maximum drawdown for ATHS was -5.65%, occurring on Mar 31, 2026. Recovery took 47 trading sessions.
The current MC drawdown is -14.45%. The current ATHS drawdown is -0.42%.
| Rank | MC | ATHS |
|---|---|---|
| #1 | -58.34% Jun 20, 2018 - Jan 14, 2021 | -5.65% Feb 17, 2026 - Apr 24, 2026 |
| #2 | -53.05% Nov 5, 2021 - Jul 16, 2024 | -5.20% Mar 3, 2025 - Jun 16, 2025 |
| #3 | -39.32% Feb 6, 2025 - Apr 8, 2025 | -4.73% Jun 25, 2024 - Sep 16, 2024 |
| #4 | -31.77% Jan 2, 2015 - Dec 15, 2016 | -3.16% Sep 23, 2025 - Feb 17, 2026 |
| #5 | -17.00% Aug 29, 2014 - Nov 13, 2014 | -3.06% Mar 21, 2024 - May 31, 2024 |
| #6 | -14.66% Jun 23, 2014 - Aug 29, 2014 | -1.97% Aug 19, 2025 - Sep 8, 2025 |
| #7 | -12.95% Jul 30, 2024 - Sep 17, 2024 | -1.97% Jun 24, 2025 - Aug 8, 2025 |
| #8 | -12.14% Nov 6, 2024 - Feb 6, 2025 | -1.63% May 11, 2026 - Jun 10, 2026 |
| #9 | -11.76% Jul 25, 2017 - Oct 20, 2017 | -1.35% Nov 29, 2024 - Jan 21, 2025 |
| #10 | -10.97% Nov 13, 2014 - Dec 23, 2014 | -1.32% Oct 2, 2024 - Nov 8, 2024 |
| #11 | -10.63% Mar 20, 2018 - Apr 24, 2018 | -1.28% Nov 8, 2024 - Nov 29, 2024 |
| #12 | -10.55% Jan 15, 2021 - Feb 19, 2021 | -0.94% Jan 27, 2025 - Feb 10, 2025 |
| #13 | -10.04% Mar 17, 2021 - Jun 24, 2021 | -0.93% Jun 5, 2024 - Jun 13, 2024 |
| #14 | -9.95% Mar 16, 2017 - Apr 24, 2017 | -0.89% Sep 17, 2025 - Sep 23, 2025 |
| #15 | -9.27% Apr 24, 2017 - Jun 13, 2017 | -0.52% Apr 24, 2026 - May 7, 2026 |
Correlation
Correlation between MC and ATHS is 0.56 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.56
-101
Dividend Comparison (2014 - 2026)
MC vs ATHS dividend yield comparison.
| Year | MC | ATHS |
|---|---|---|
| 2026 | 1.99% | 3.68% |
| 2025 | 3.78% | 7.24% |
| 2024 | 3.25% | 5.92% |
| 2023 | 4.28% | 0.00% |
| 2022 | 6.25% | 0.00% |
| 2021 | 10.88% | 0.00% |
| 2020 | 8.88% | 0.00% |
| 2019 | 10.18% | 0.00% |
| 2018 | 14.19% | 0.00% |
| 2017 | 5.11% | 0.00% |
| 2016 | 9.71% | 0.00% |
| 2015 | 3.43% | 0.00% |
| 2014 | 4.01% | 0.00% |
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