MC vs SLM

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

Both MC and SLM are from the Financial Services sector.

5-Year PerformanceSLM has outperformed MC, delivering a return of +9.9% compared to +7.4%

MC vs SLM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MC(COMPANY)	SLM(COMPANY)
Market Cap	$5.19B	$5.18B
Max Drawdown	64.41%	94.51%
Sharpe Ratio	0.03	-0.22
5Y Beta	1.53	1.10
Industry	Capital Markets	Credit Services
P/E Ratio	22.73	9.53
Forward P/E	20.41	8.98
PEG Ratio	1.71	0.51
Dividend Yield	3.86%	1.90%
5Y Dividends CAGR	-14.64%	34.08%
5Y EPS CAGR	-9.31%	18.08%
Debt to Equity	54.85%	236.16%
Free Cash Flow Yield	8.04%	-6.27%
P/S Ratio	3.56	3.06
P/B Ratio	10.47	2.36

Market Cap

Winner

$5.19B

SLM

$5.18B

Max Drawdown

Winner

64.41%

SLM

94.51%

Sharpe Ratio

Winner

0.03

SLM

-0.22

5Y Beta

1.53

Winner

SLM

1.10

Industry

Capital Markets

SLM

Credit Services

P/E Ratio

22.73

Winner

SLM

9.53

Forward P/E

20.41

Winner

SLM

8.98

PEG Ratio

1.71

Winner

SLM

0.51

Dividend Yield

Winner

3.86%

SLM

1.90%

5Y Dividends CAGR

-14.64%

Winner

SLM

34.08%

5Y EPS CAGR

-9.31%

Winner

SLM

18.08%

Debt to Equity

Winner

54.85%

SLM

236.16%

Free Cash Flow Yield

Winner

8.04%

SLM

-6.27%

P/S Ratio

3.56

Winner

SLM

3.06

P/B Ratio

10.47

Winner

SLM

2.36

MC vs SLM - Historical Returns

Returns include dividend reinvestment.

Period	MC	SLM
1 month	-4.60%	+9.13%
3 months	+5.32%	+21.49%
6 months	-7.16%	+1.50%
1 year	-1.14%	-11.46%
5 years(CAGR)	+7.38%	+9.90%
10 years(CAGR)	+17.57%	+16.00%
Max(CAGR)	+15.57%	+7.47%

-4.60%

Winner

SLM

+9.13%

+5.32%

Winner

SLM

+21.49%

-7.16%

Winner

SLM

+1.50%

Winner

-1.14%

SLM

-11.46%

5Y(CAGR)

+7.38%

Winner

SLM

+9.90%

10Y(CAGR)

Winner

+17.57%

SLM

+16.00%

Max(CAGR)

Winner

+15.57%

SLM

+7.47%

MC vs SLM - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	MC	SLM
2026	-4.52%	+1.09%
2025	-3.58%	+0.63%
2024	+38.29%	+46.43%
2023	+52.46%	+19.14%
2022	-35.28%	-13.40%
2021	+51.49%	+64.48%
2020	+60.40%	+40.42%
2019	-2.44%	+5.79%
2018	-23.43%	-26.72%
2017	+51.96%	-0.44%
2016	+33.42%	+68.50%
2015	-14.40%	-36.82%
2014	+39.19%	+11.70%
2013	N/A	+55.02%
2012	N/A	+28.57%
2011	N/A	+6.58%
2010	N/A	+9.10%
2009	N/A	+24.26%
2008	N/A	-54.03%
2007	N/A	-57.55%
2006	N/A	-10.92%
2005	N/A	+2.53%
2004	N/A	+46.70%
2003	N/A	+9.31%
2002	N/A	+27.39%
2001	N/A	+35.04%
2000	N/A	+73.74%
1999	N/A	-11.01%

MC vs SLM Drawdown Comparison

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

The maximum drawdown for SLM was -94.50%, occurring on Mar 9, 2009. Recovery took 3458 trading sessions.

The current MC drawdown is -12.84%. The current SLM drawdown is -18.77%.

Rank	MC	SLM
#1	-58.34% Jun 20, 2018 - Jan 14, 2021	-94.50% Jul 9, 2007 - Apr 1, 2021
#2	-53.05% Nov 5, 2021 - Jul 16, 2024	-46.78% Nov 15, 1999 - Oct 24, 2000
#3	-39.32% Feb 6, 2025 - Apr 8, 2025	-45.06% Jul 7, 2025 - Feb 27, 2026
#4	-31.77% Jan 2, 2015 - Dec 15, 2016	-44.08% Jul 1, 2021 - Jan 25, 2024
#5	-17.00% Aug 29, 2014 - Nov 13, 2014	-28.11% Jan 13, 2006 - Jun 13, 2007
#6	-14.66% Jun 23, 2014 - Aug 29, 2014	-23.32% Feb 18, 2025 - May 12, 2025
#7	-12.95% Jul 30, 2024 - Sep 17, 2024	-18.24% May 17, 2002 - Oct 17, 2002
#8	-12.14% Nov 6, 2024 - Feb 6, 2025	-15.91% Jul 16, 2024 - Oct 17, 2024
#9	-11.76% Jul 25, 2017 - Oct 20, 2017	-15.85% Jan 14, 2005 - Oct 21, 2005
#10	-10.97% Nov 13, 2014 - Dec 23, 2014	-15.53% Jun 16, 2003 - Mar 4, 2004
#11	-10.63% Mar 20, 2018 - Apr 24, 2018	-14.51% Dec 29, 2000 - Feb 7, 2001
#12	-10.55% Jan 15, 2021 - Feb 19, 2021	-14.20% Mar 7, 2001 - Jul 12, 2001
#13	-10.04% Mar 17, 2021 - Jun 24, 2021	-13.06% Mar 5, 2004 - Sep 20, 2004
#14	-9.95% Mar 16, 2017 - Apr 24, 2017	-9.60% Oct 17, 2024 - Nov 6, 2024
#15	-9.27% Apr 24, 2017 - Jun 13, 2017	-9.51% Aug 20, 2001 - Oct 1, 2001

Correlation

Correlation between MC and SLM is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.

0.94

-101

Dividend Comparison (1999 - 2026)

MC vs SLM dividend yield comparison.

Year	MC	SLM
2026	1.95%	0.95%
2025	3.78%	1.92%
2024	3.25%	1.67%
2023	4.28%	2.30%
2022	6.25%	2.65%
2021	10.88%	1.02%
2020	8.88%	0.97%
2019	10.18%	1.35%
2018	14.19%	0.00%
2017	5.11%	0.00%
2016	9.71%	0.00%
2015	3.43%	0.00%
2014	4.01%	163.89%
2013	0.00%	2.28%
2012	0.00%	2.92%
2011	0.00%	2.24%
2007	0.00%	1.24%
2006	0.00%	1.99%
2005	0.00%	1.54%
2004	0.00%	1.39%
2003	0.00%	1.57%
2002	0.00%	0.82%
2001	0.00%	0.86%
2000	0.00%	0.96%
1999	0.00%	0.38%