MC vs EBC

Comparison between Moelis & Co - Class A (MC, Company) and Eastern Bankshares Inc (EBC, Company).

Both MC and EBC are from the Financial Services sector.

5-Year PerformanceMC has outperformed EBC, delivering a return of +7.8% compared to +7.0%

MC vs EBC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MC(COMPANY)	EBC(COMPANY)
Market Cap	$5.23B	$5.24B
Max Drawdown	64.41%	54.12%
Sharpe Ratio	-0.01	1.28
5Y Beta	1.51	0.99
Industry	Capital Markets	Banks - Regional
P/E Ratio	23.60	13.45
Forward P/E	20.58	12.45
PEG Ratio	0.85	N/A
Dividend Yield	3.83%	2.27%
5Y Dividends CAGR	-14.64%	30.99%
5Y EPS CAGR	-3.92%	N/A
Debt to Equity	54.85%	0.00%
Free Cash Flow Yield	7.97%	7.16%
P/S Ratio	3.20	4.70
P/B Ratio	10.36	1.15

Market Cap

$5.23B

Winner

EBC

$5.24B

Max Drawdown

64.41%

Winner

EBC

54.12%

Sharpe Ratio

-0.01

Winner

EBC

1.28

5Y Beta

1.51

Winner

EBC

0.99

Industry

Capital Markets

EBC

Banks - Regional

P/E Ratio

23.60

Winner

EBC

13.45

Forward P/E

20.58

Winner

EBC

12.45

PEG Ratio

0.85

EBC

N/A

Dividend Yield

Winner

3.83%

EBC

2.27%

5Y Dividends CAGR

-14.64%

Winner

EBC

30.99%

5Y EPS CAGR

-3.92%

EBC

N/A

Debt to Equity

54.85%

Winner

EBC

0.00%

Free Cash Flow Yield

Winner

7.97%

EBC

7.16%

P/S Ratio

Winner

3.20

EBC

4.70

P/B Ratio

10.36

Winner

EBC

1.15

MC vs EBC - Historical Returns

Returns include dividend reinvestment.

Period	MC	EBC
1 month	-2.59%	+7.82%
3 months	-1.49%	+11.12%
6 months	-9.12%	+14.45%
1 year	-3.86%	+43.72%
5 years(CAGR)	+7.83%	+7.01%
10 years(CAGR)	+18.24%	N/A
Max(CAGR)	+15.48%	+14.13%

-2.59%

Winner

EBC

+7.82%

-1.49%

Winner

EBC

+11.12%

-9.12%

Winner

EBC

+14.45%

-3.86%

Winner

EBC

+43.72%

5Y(CAGR)

Winner

+7.83%

EBC

+7.01%

10Y(CAGR)

+18.24%

EBC

N/A

Max(CAGR)

Winner

+15.48%

EBC

+14.13%

MC vs EBC - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

Year	MC	EBC
2026	-6.04%	+23.77%
2025	-3.58%	+12.03%
2024	+38.29%	+26.39%
2023	+52.46%	-14.72%
2022	-35.28%	-14.90%
2021	+51.49%	+30.09%
2020	+60.40%	+34.24%
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 EBC Drawdown Comparison

The maximum drawdown for MC was -58.34%, occurring on Mar 18, 2020. Recovery took 647 trading sessions.

The maximum drawdown for EBC was -52.33%, occurring on May 2, 2023. Recovery took 1170 trading sessions.

The current MC drawdown is -14.22%. The current EBC drawdown is -3.58%.

Rank	MC	EBC
#1	-58.34% Jun 20, 2018 - Jan 14, 2021	-52.33% May 24, 2021 - Jan 21, 2026
#2	-53.05% Nov 5, 2021 - Jul 16, 2024	-15.03% Feb 9, 2026 - Jun 25, 2026
#3	-39.32% Feb 6, 2025 - Apr 8, 2025	-6.31% Dec 24, 2020 - Jan 7, 2021
#4	-31.77% Jan 2, 2015 - Dec 15, 2016	-6.01% Jan 7, 2021 - Feb 22, 2021
#5	-17.00% Aug 29, 2014 - Nov 13, 2014	-4.82% May 6, 2021 - May 20, 2021
#6	-14.66% Jun 23, 2014 - Aug 29, 2014	-4.62% Jul 6, 2026 - Jul 16, 2026
#7	-12.95% Jul 30, 2024 - Sep 17, 2024	-4.46% Mar 19, 2021 - Apr 15, 2021
#8	-12.14% Nov 6, 2024 - Feb 6, 2025	-4.41% Oct 22, 2020 - Nov 9, 2020
#9	-11.76% Jul 25, 2017 - Oct 20, 2017	-3.77% Jul 16, 2026 - Jul 22, 2026
#10	-10.97% Nov 13, 2014 - Dec 23, 2014	-3.69% Dec 14, 2020 - Dec 22, 2020
#11	-10.63% Mar 20, 2018 - Apr 24, 2018	-2.27% Apr 16, 2021 - Apr 23, 2021
#12	-10.55% Jan 15, 2021 - Feb 19, 2021	-2.22% Oct 15, 2020 - Oct 21, 2020
#13	-10.04% Mar 17, 2021 - Jun 24, 2021	-2.19% Feb 3, 2026 - Feb 9, 2026
#14	-9.95% Mar 16, 2017 - Apr 24, 2017	-2.11% Jan 22, 2026 - Jan 29, 2026
#15	-9.27% Apr 24, 2017 - Jun 13, 2017	-2.06% Feb 25, 2021 - Mar 2, 2021

Correlation

Correlation between MC and EBC is 0.44 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.44

-101

Dividend Comparison (2014 - 2026)

MC vs EBC dividend yield comparison.

Year	MC	EBC
2026	1.98%	1.24%
2025	3.78%	2.77%
2024	3.25%	2.61%
2023	4.28%	2.89%
2022	6.25%	2.32%
2021	10.88%	1.49%
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%