MC vs OTEX

Comparison between Moelis & Co - Class A (MC, Company) and Open Text Corp (OTEX, Company).

MC is from the Financial Services sector, while OTEX is from the Technology sector.

5-Year PerformanceMC has outperformed OTEX, delivering a return of +10.2% compared to -11.6%

MC vs OTEX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MC(COMPANY)	OTEX(COMPANY)
Market Cap	$5.57B	$5.51B
Max Drawdown	64.41%	70.46%
Sharpe Ratio	0.18	-0.28
5Y Beta	1.50	0.93
Industry	Capital Markets	Software - Application
P/E Ratio	25.10	10.96
Forward P/E	19.27	5.11
PEG Ratio	0.90	1.02
Dividend Yield	3.72%	4.78%
5Y Dividends CAGR	-14.64%	11.89%
5Y EPS CAGR	-3.92%	29.41%
Debt to Equity	54.85%	156.74%
Free Cash Flow Yield	7.49%	17.77%
P/S Ratio	3.26	1.09
P/B Ratio	9.71	1.39

Market Cap

Winner

$5.57B

OTEX

$5.51B

Max Drawdown

Winner

64.41%

OTEX

70.46%

Sharpe Ratio

Winner

0.18

OTEX

-0.28

5Y Beta

1.50

Winner

OTEX

0.93

Industry

Capital Markets

OTEX

Software - Application

P/E Ratio

25.10

Winner

OTEX

10.96

Forward P/E

19.27

Winner

OTEX

5.11

PEG Ratio

Winner

0.90

OTEX

1.02

Dividend Yield

3.72%

Winner

OTEX

4.78%

5Y Dividends CAGR

-14.64%

Winner

OTEX

11.89%

5Y EPS CAGR

-3.92%

Winner

OTEX

29.41%

Debt to Equity

Winner

54.85%

OTEX

156.74%

Free Cash Flow Yield

7.49%

Winner

OTEX

17.77%

P/S Ratio

3.26

Winner

OTEX

1.09

P/B Ratio

9.71

Winner

OTEX

1.39

MC vs OTEX - Historical Returns

Returns include dividend reinvestment.

Period	MC	OTEX
1 month	+1.78%	+10.44%
3 months	+0.90%	+0.33%
6 months	-11.12%	-21.19%
1 year	-2.19%	-15.67%
5 years(CAGR)	+10.22%	-11.61%
10 years(CAGR)	+18.55%	-0.22%
Max(CAGR)	+15.78%	+11.92%

+1.78%

Winner

OTEX

+10.44%

Winner

+0.90%

OTEX

+0.33%

Winner

-11.12%

OTEX

-21.19%

Winner

-2.19%

OTEX

-15.67%

5Y(CAGR)

Winner

+10.22%

OTEX

-11.61%

10Y(CAGR)

Winner

+18.55%

OTEX

-0.22%

Max(CAGR)

Winner

+15.78%

OTEX

+11.92%

MC vs OTEX - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	MC	OTEX
2026	-3.26%	-25.02%
2025	-3.58%	+19.52%
2024	+38.29%	-28.08%
2023	+52.46%	+43.27%
2022	-35.28%	-35.70%
2021	+51.49%	+6.32%
2020	+60.40%	+4.07%
2019	-2.44%	+38.20%
2018	-23.43%	-4.81%
2017	+51.96%	+17.80%
2016	+33.42%	+31.72%
2015	-14.40%	-16.17%
2014	+39.19%	+28.63%
2013	N/A	+61.93%
2012	N/A	+6.94%
2011	N/A	+8.83%
2010	N/A	+13.50%
2009	N/A	+32.24%
2008	N/A	-0.59%
2007	N/A	+56.86%
2006	N/A	+31.22%
2005	N/A	-29.34%
2004	N/A	+4.97%
2003	N/A	+57.71%
2002	N/A	-24.18%
2001	N/A	+38.71%
2000	N/A	+13.84%
1999	N/A	+47.66%

MC vs OTEX Drawdown Comparison

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

The maximum drawdown for OTEX was -70.46%, occurring on Jul 26, 2002. Recovery took 989 trading sessions.

The current MC drawdown is -11.69%. The current OTEX drawdown is -50.95%.

Rank	MC	OTEX
#1	-58.34% Jun 20, 2018 - Jan 14, 2021	-70.46% Mar 1, 2000 - Feb 9, 2004
#2	-53.05% Nov 5, 2021 - Jul 16, 2024	-64.31% Mar 5, 2004 - Nov 2, 2007
#3	-39.32% Feb 6, 2025 - Apr 8, 2025	-57.83% Sep 2, 2021 - Jun 22, 2026
#4	-31.77% Jan 2, 2015 - Dec 15, 2016	-40.62% May 6, 2008 - Jul 23, 2009
#5	-17.00% Aug 29, 2014 - Nov 13, 2014	-39.23% Feb 13, 2015 - Jun 3, 2016
#6	-14.66% Jun 23, 2014 - Aug 29, 2014	-38.62% Feb 14, 2020 - Jan 20, 2021
#7	-12.95% Jul 30, 2024 - Sep 17, 2024	-35.23% Jul 22, 2011 - May 17, 2013
#8	-12.14% Nov 6, 2024 - Feb 6, 2025	-27.15% Apr 23, 2010 - Feb 1, 2011
#9	-11.76% Jul 25, 2017 - Oct 20, 2017	-20.51% Aug 30, 2018 - May 2, 2019
#10	-10.97% Nov 13, 2014 - Dec 23, 2014	-19.94% Nov 5, 2007 - Apr 30, 2008
#11	-10.63% Mar 20, 2018 - Apr 24, 2018	-14.82% Jul 26, 2019 - Nov 26, 2019
#12	-10.55% Jan 15, 2021 - Feb 19, 2021	-13.80% Aug 13, 2009 - Oct 14, 2009
#13	-10.04% Mar 17, 2021 - Jun 24, 2021	-13.27% Dec 6, 1999 - Jan 27, 2000
#14	-9.95% Mar 16, 2017 - Apr 24, 2017	-13.06% Feb 24, 2000 - Feb 29, 2000
#15	-9.27% Apr 24, 2017 - Jun 13, 2017	-12.14% Sep 16, 2014 - Nov 10, 2014

Correlation

Correlation between MC and OTEX is 0.36 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.36

-101

Dividend Comparison (2013 - 2026)

MC vs OTEX dividend yield comparison.

Year	MC	OTEX
2026	1.93%	2.36%
2025	3.78%	3.30%
2024	3.25%	3.62%
2023	4.28%	2.35%
2022	6.25%	3.13%
2021	10.88%	1.78%
2020	8.88%	1.59%
2019	10.18%	1.53%
2018	14.19%	1.80%
2017	5.11%	1.43%
2016	9.71%	1.44%
2015	3.43%	1.61%
2014	4.01%	1.15%
2013	0.00%	0.98%