MC vs SPY

Comparison between Moelis & Co - Class A (MC, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed MC, delivering a return of +13.8% compared to +9.7%

MC vs SPY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MC(COMPANY)	SPY(ETF)
Market Cap / Net Assets	$5.11B	$735B
Expense Ratio	N/A	0.09%
Max Drawdown	64.41%	56.47%
Sharpe Ratio	0.34	1.67
5Y Beta	1.48	1.00
Industry	Capital Markets	N/A
P/E Ratio	23.03	28.81
Forward P/E	18.87	22.07
PEG Ratio	0.83	N/A
Dividend Yield	4.07%	N/A
5Y Dividends CAGR	-14.64%	5.43%
5Y EPS CAGR	-3.92%	25.84%
Debt to Equity	54.85%	34.16%
Free Cash Flow Yield	8.16%	N/A
P/S Ratio	N/A	3.69
P/B Ratio	N/A	5.54

Market Cap / Net Assets

$5.11B

Winner

SPY

$735B

Expense Ratio

N/A

SPY

0.09%

Max Drawdown

64.41%

Winner

SPY

56.47%

Sharpe Ratio

0.34

Winner

SPY

1.67

5Y Beta

1.48

Winner

SPY

1.00

Industry

Capital Markets

SPY

N/A

P/E Ratio

Winner

23.03

SPY

28.81

Forward P/E

Winner

18.87

SPY

22.07

PEG Ratio

0.83

SPY

N/A

Dividend Yield

4.07%

SPY

N/A

5Y Dividends CAGR

-14.64%

Winner

SPY

5.43%

5Y EPS CAGR

-3.92%

Winner

SPY

25.84%

Debt to Equity

54.85%

Winner

SPY

34.16%

Free Cash Flow Yield

8.16%

SPY

N/A

P/S Ratio

N/A

SPY

3.69

P/B Ratio

N/A

SPY

5.54

MC vs SPY - Historical Returns

Returns include dividend reinvestment.

Period	MC	SPY
1 month	-5.48%	+4.59%
3 months	+2.76%	+7.81%
6 months	+7.83%	+14.24%
1 year	+11.15%	+26.47%
5 years(CAGR)	+9.69%	+13.84%
10 years(CAGR)	+17.31%	+15.57%
Max(CAGR)	+15.53%	+8.50%

-5.48%

Winner

SPY

+4.59%

+2.76%

Winner

SPY

+7.81%

+7.83%

Winner

SPY

+14.24%

+11.15%

Winner

SPY

+26.47%

5Y(CAGR)

+9.69%

Winner

SPY

+13.84%

10Y(CAGR)

Winner

+17.31%

SPY

+15.57%

Max(CAGR)

Winner

+15.53%

SPY

+8.50%

MC vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	MC	SPY
2026	-7.90%	+8.80%
2025	-3.58%	+18.00%
2024	+38.29%	+25.59%
2023	+52.46%	+26.72%
2022	-35.28%	-18.64%
2021	+51.49%	+30.52%
2020	+60.40%	+17.28%
2019	-2.44%	+31.09%
2018	-23.43%	-5.24%
2017	+51.96%	+20.78%
2016	+33.42%	+13.59%
2015	-14.40%	+1.31%
2014	+39.19%	+14.56%
2013	N/A	+29.00%
2012	N/A	+14.17%
2011	N/A	+0.85%
2010	N/A	+13.14%
2009	N/A	+22.67%
2008	N/A	-36.25%
2007	N/A	+5.32%
2006	N/A	+13.85%
2005	N/A	+5.32%
2004	N/A	+10.75%
2003	N/A	+24.18%
2002	N/A	-22.42%
2001	N/A	-10.13%
2000	N/A	-8.84%
1999	N/A	+8.61%

MC vs SPY Drawdown Comparison

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

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current MC drawdown is -15.92%. The current SPY drawdown is -0.92%.

Rank	MC	SPY
#1	-58.34% Jun 20, 2018 - Jan 14, 2021	-55.20% Oct 9, 2007 - Aug 16, 2012
#2	-53.05% Nov 5, 2021 - Jul 16, 2024	-47.50% Mar 24, 2000 - Oct 26, 2006
#3	-39.32% Feb 6, 2025 - Apr 8, 2025	-33.70% Feb 19, 2020 - Aug 10, 2020
#4	-31.77% Jan 2, 2015 - Dec 15, 2016	-24.50% Jan 3, 2022 - Dec 13, 2023
#5	-17.00% Aug 29, 2014 - Nov 13, 2014	-19.34% Sep 20, 2018 - Apr 12, 2019
#6	-14.66% Jun 23, 2014 - Aug 29, 2014	-18.76% Feb 19, 2025 - Jun 26, 2025
#7	-12.95% Jul 30, 2024 - Sep 17, 2024	-13.02% Jul 20, 2015 - Apr 18, 2016
#8	-12.14% Nov 6, 2024 - Feb 6, 2025	-10.10% Jan 26, 2018 - Aug 6, 2018
#9	-11.76% Jul 25, 2017 - Oct 20, 2017	-9.44% Sep 2, 2020 - Nov 11, 2020
#10	-10.97% Nov 13, 2014 - Dec 23, 2014	-9.30% Jan 19, 2000 - Mar 17, 2000
#11	-10.63% Mar 20, 2018 - Apr 24, 2018	-9.05% Jul 19, 2007 - Oct 5, 2007
#12	-10.55% Jan 15, 2021 - Feb 19, 2021	-8.88% Jan 27, 2026 - Apr 14, 2026
#13	-10.04% Mar 17, 2021 - Jun 24, 2021	-8.41% Jul 16, 2024 - Sep 19, 2024
#14	-9.95% Mar 16, 2017 - Apr 24, 2017	-7.35% Sep 14, 2012 - Jan 2, 2013
#15	-9.27% Apr 24, 2017 - Jun 13, 2017	-7.27% Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between MC and SPY is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96

-101

Dividend Comparison (1999 - 2026)

MC vs SPY dividend yield comparison.

Year	MC	SPY
2026	2.02%	0.24%
2025	3.78%	1.07%
2024	3.25%	1.21%
2023	4.28%	1.40%
2022	6.25%	1.65%
2021	10.88%	1.20%
2020	8.88%	1.52%
2019	10.18%	1.75%
2018	14.19%	2.04%
2017	5.11%	1.80%
2016	9.71%	2.03%
2015	3.43%	2.06%
2014	4.01%	1.87%
2013	0.00%	1.81%
2012	0.00%	2.18%
2011	0.00%	2.05%
2010	0.00%	1.80%
2009	0.00%	1.95%
2008	0.00%	3.02%
2007	0.00%	1.85%
2006	0.00%	1.73%
2005	0.00%	1.73%
2004	0.00%	1.82%
2003	0.00%	1.47%
2002	0.00%	1.70%
2001	0.00%	1.25%
2000	0.00%	1.15%
1999	0.00%	0.24%