Profitability
Weight: 25%
B
70
Scored using ROA (NIM proxy) — financial-archetype substitution.
- 5yr Avg ROA 9.5%
- Operating Margin Trend -3.57 pp/yr
MC
Moelis & Company
AlphaQuality composite grade, weighted for banks, insurers & asset managers businesses.
Capital Efficiency
Weight: 20%
B
74
Scored using ROTCE — financial-archetype substitution.
- 5yr Avg ROTCE 30.3%
- 5yr Share-Count CAGR 3.7%
Growth Quality
Weight: 10%
D-
27
Scored using BVPS — financial-archetype substitution.
- 5yr BVPS CAGR 0.0%
- 5yr EPS CAGR -13.9%
- Positive-EPS Years (5) 4/5
Cash Generation
Weight: 5%
A
90
Scored using OCF/NI — banks have no FCF concept.
- 5yr OCF/NI 2.10x
Balance Sheet
Weight: 30%
A+
100
Scored using Equity/Assets — financial-archetype substitution.
- Equity / Assets 31.4%
- Interest Coverage (EBIT/Int) 30.00x
Stability
Weight: 10%
C-
48
- EPS Volatility (σ/μ) 0.53
- Piotroski F-Score 6
- Negative-Revenue Years (5) 2/5
Guru Flow
Curated superinvestor sentiment — not part of the AlphaQuality grade.Not enough curated-guru data to call a flow.
- Cooperman sold -100%