Macquarie Group Limited (MCQEF) Stock Analysis
Educational signal · not a buy or sell recommendation · How to read this
P/E 19.19 means the share price is 19.19 times one year of earnings per share; the S&P 500 usually sits near 20-25. Market cap $70.3B is the value of all shares combined. Beta 0.88: the stock has moved about 12% less than the S&P 500.
For informational purposes only. Not financial advice. Machine-generated analysis by Stock Expert AI — model gemini-2.0-flash, generated Mar 16, 2026. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief. Data sources: Financial Modeling Prep, Yahoo Finance, SEC EDGAR
Quick AnswerMacquarie Group Limited (MCQEF) trades at $184.50 with MoonshotScore 45/100 (Grade C). Macquarie Group Limited is a diversified financial services provider operating globally. Market cap: $70.3B, Sector: Financial services.
Price as of Sep 11, 2026 · Last analyzed: Mar 16, 2026Analyst Coverage for MCQEF: MCQEF does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates MCQEF against Financial Services peers across nine fundamental dimensions and assigns an underweight signal based on the underlying data.
MCQEF: 1/3 scored disciplines lean bullish. Dominant signal: Ray Dalio bullish.
How is this calculated? →AI simulations built from the named investors' published principles. Not affiliated with, endorsed by, or the opinion of these individuals. How these lenses are built
Why this analysis is different
- A 9-signal quantitative MoonshotScore built from filings, insider activity, and market data — computed from the numbers, not from opinion.
- An AI Council read across up to eight perspectives — value, macro, quantitative, and momentum lenses — that shows where they disagree instead of averaging the tension away.
- Figures come straight from FMP and Yahoo Finance filings data. The AI writes the narrative around the numbers — it never edits the numbers.
Macquarie Group Limited (MCQEF) Financial Services Profile
Macquarie Group Limited, a global financial services provider based in Australia, operates through diverse segments including asset management, banking, commodities, and capital markets. With a significant presence in the Asia Pacific region, the Americas, and Europe, the company offers a wide range of financial solutions to institutional and retail clients.
What Is the Investment Thesis for MCQEF?
The company's Macquarie Asset Management (MAM) segment, with its focus on infrastructure and green investments, is well-positioned to benefit from the increasing demand for sustainable investment opportunities. The Banking and Financial Services (BFS) segment provides a stable revenue stream, while the Commodities and Global Markets (CGM) segment offers exposure to global commodity markets. With a market capitalization of $70.3B and a dividend yield of 3.44%, Macquarie offers a blend of growth and income. The company's P/E ratio of 19.19 reflects its earnings potential. Key catalysts include continued growth in asset management and expansion in emerging markets. Potential risks include regulatory changes and economic downturns.
Based on FMP financials and quantitative analysis
MCQEF Key Highlights
Market capitalization of $70.3B, reflecting its significant size and influence in the financial services industry.
- P/E ratio of 19.19, indicating its valuation relative to earnings.
- Profit margin of 14.9%, showcasing its ability to generate profits from its revenue.
- Dividend yield of 3.44%, providing income to investors.
- Beta of 0.88, suggesting lower volatility compared to the overall market.
Who Are MCQEF's Competitors?
MCQEF is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | MoonshotScore |
|---|---|---|---|---|
| BHKLY BOC Hong Kong (Holdings) Limited | $132.07 | +0.42% | $69.8B | 579-signal |
| CIIHF CITIC Securities Company Limited | $3.50 | 0.00% | $51.9B | — |
| DBOEF Deutsche Börse AG | $325.31 | +0.44% | $58.7B | 549-signal |
| HOOD Robinhood Markets, Inc. | $112.57 | -0.67% | $101B | 415-pillar |
| RJF Raymond James Financial, Inc. | $173.53 | -1.11% | $33.3B | 845-pillar |
| NMR Nomura Holdings, Inc. | $10.54 | +0.86% | $30.8B | 755-pillar |
| LPLA LPL Financial Holdings Inc. | $347.26 | -0.67% | $27.8B | 415-pillar |
| SCHW The Charles Schwab Corporation | $107.25 | -0.07% | $187B | 509-signal |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance This table mixes two scoring engines — compare a number only with others carrying the same tag.
What Are MCQEF's Key Strengths?
Diversified business model
- Global presence
- Strong brand reputation
- Expertise in infrastructure and renewable energy
What Are MCQEF's Weaknesses?
Exposure to global economic conditions
- Regulatory complexity
- Dependence on key personnel
- Potential for reputational damage
What Could Drive MCQEF Stock Higher?
Continued growth in asset management fees driven by market appreciation and new client acquisitions.
- Expansion of renewable energy investments and infrastructure projects.
- Increased adoption of digital banking services.
- Potential acquisitions of asset management firms or other financial services companies.
What Are the Key Risks for MCQEF?
Financial-distress signal — its Altman Z-Score of 0.62 sits in the distress zone (elevated bankruptcy risk).
- Inconsistent delivery — missed Wall Street EPS estimates in 6 of the last 8 reported quarters.
- Weak fundamentals — a Piotroski F-Score of 3/9 flags soft profitability, leverage or efficiency.
- Economic downturns could reduce asset values and decrease demand for financial services.
- Increased competition could erode market share and profitability.
- Regulatory changes could increase compliance costs and limit business activities.
- Geopolitical risks could disrupt global markets and impact investment returns.
- Fluctuations in interest rates and currency exchange rates could affect financial performance.
What Are the Growth Opportunities for MCQEF?
- Macquarie's MAM segment is well-positioned to capture a larger share of this market by expanding its offerings in infrastructure, green investments, and private credit. This expansion can be achieved through organic growth, acquisitions, and strategic partnerships. Timeline: Ongoing.
- Growth in renewable energy investments: With increasing global focus on climate change, investments in renewable energy are expected to surge. Macquarie can leverage its expertise in infrastructure and energy project development to capitalize on this trend. This includes investments in solar, wind, and other renewable energy projects. The market for renewable energy investments is estimated to be in the hundreds of billions of dollars. Timeline: Ongoing.
- Increased focus on digital banking: The banking industry is undergoing a digital transformation, with increasing adoption of online and mobile banking services. Macquarie can enhance its digital banking capabilities to attract and retain customers. This includes investments in fintech and partnerships with technology companies. The digital banking market is expected to grow significantly in the coming years. Timeline: Ongoing.
- Expansion in emerging markets: Emerging markets offer significant growth opportunities for financial services companies. Macquarie can expand its presence in these markets by offering its range of financial products and services. This includes investments in infrastructure, banking, and asset management. The growth potential in emerging markets is substantial, driven by increasing urbanization and economic development. Timeline: Ongoing.
- Strategic acquisitions: Macquarie can pursue strategic acquisitions to expand its capabilities and geographic reach. This includes acquisitions of asset management firms, banks, and other financial services companies. Acquisitions can provide access to new markets, technologies, and talent. The market for acquisitions in the financial services industry is active, with numerous opportunities available. Timeline: Ongoing.
What Are MCQEF's Competitive Advantages?
- Diversified business model reduces reliance on any single segment.
- Global presence provides access to multiple markets and opportunities.
- Strong brand reputation enhances credibility and attracts clients.
- Expertise in infrastructure and renewable energy provides a competitive edge.
What Does MCQEF Do?
Founded in 1969 and headquartered in Sydney, Australia, Macquarie Group Limited has evolved into a diversified financial services provider with a global reach. The company operates through four primary segments: Macquarie Asset Management (MAM), Banking and Financial Services (BFS), Commodities and Global Markets (CGM), and Macquarie Capital. MAM offers investment solutions across various asset classes, including infrastructure, real estate, private credit, and public equities. BFS provides personal and business banking products, including home loans, transaction accounts, and financial advisory services. CGM offers risk management, financing, and market access solutions to corporate and institutional clients. Macquarie Capital focuses on advisory and capital raising services, as well as infrastructure and energy project development. Macquarie's geographic footprint spans Australia, the Americas, Europe, the Middle East, Africa, and the Asia Pacific region. The company distributes and manages funds and wealth management products, catering to a diverse clientele.
What Products and Services Does MCQEF Offer?
- Provides investment solutions to clients through Macquarie Asset Management (MAM).
- Offers personal banking products like home loans and credit cards through Banking and Financial Services (BFS).
- Provides risk management and financing solutions through Commodities and Global Markets (CGM).
- Offers advisory and capital raising services through Macquarie Capital.
- Engages in infrastructure and energy project development and investment.
- Trades fixed income, equities, foreign exchange, and commodities.
- Distributes and manages funds and wealth management products.
How Does MCQEF Make Money?
- Generates revenue through fees from asset management activities.
- Earns interest income from lending and banking services.
- Derives revenue from trading and market-making activities.
- Receives fees from advisory and capital raising services.
What Industry Does MCQEF Operate In?
Macquarie Group Limited operates in the financial services industry, which is characterized by increasing competition, technological disruption, and evolving regulatory landscapes. The company's diversified business model and global presence provide a competitive advantage in this environment. The financial services industry is experiencing growth in asset management, driven by increasing demand for investment solutions. Macquarie's focus on infrastructure and green investments aligns with this trend. Competitors include firms like BHKLY, CIIHF, CIIHY, DBOEF, and DBOEY, each with their own strengths and specializations. Macquarie's ability to adapt to changing market conditions and regulatory requirements will be crucial for its continued success.
Who Are MCQEF's Key Customers?
- Institutional investors seeking investment solutions.
- Retail customers using personal banking products.
- Corporate clients requiring risk management and financing.
- Government entities involved in infrastructure projects.
Research confidence
Thin evidence — scoring coverage unknown. Treat this as a starting point, not a conclusion.
- ● Scoring coverage unknown
- ● Price is current
- ● Latest filing 164 days ago
- ● No analyst coverage
- ● Reported in AUD, converted to USD
Why 45?
This rating comes from our nine-signal model, which produces a score but not a per-factor breakdown. The sector-relative five-pillar model, which explains its own contributions, does not cover this listing yet. How the score is built →
MoonshotScore History
Recorded daily since 2026-08-23 · 19 snapshots
| 2026-08-23 | 45 |
| 2026-08-26 | 45 |
| 2026-08-29 | 45 |
| 2026-09-01 | 45 |
| 2026-09-04 | 45 |
| 2026-09-07 | 45 |
| 2026-09-10 | 45 |
What changed?
The score has stayed at 45.
Over the same 18 days the stock moved +0.0%.
Earnings Track Record
Macquarie Group Limited has missed Wall Street's EPS estimate in 6 of its last 8 reported quarters — a recurring pattern of falling short of estimates. Reported results have landed about 3.5% below estimates on average.
Financial Health
Macquarie Group Limited's Piotroski F-Score is 3/9, a 9-point checklist of profitability, leverage and efficiency — flagging fundamental weakness worth scrutiny. Its Altman Z-Score of 0.62 places it in the distress zone, a signal of elevated financial risk.
Key Financial Metrics
Return on equity for Macquarie Group Limited stands at 13.7%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is 0.9%, showing how much profit it generates from its asset base. MCQEF trades at a trailing price-to-earnings ratio of 19.19, roughly in line with the Financial Services sector average of ~17.50x. Its free cash flow yield is -9.9%, a gauge of the cash the business throws off relative to its market value. A current ratio of 1.70 indicates the company holds enough short-term assets to cover its near-term obligations. Its earnings yield is 5.2%, the inverse of the P/E and a quick read on earnings relative to price.
Macquarie Group Limited (MCQEF) Valuation Context
Valued at $70.3B, MCQEF is classified as a large-cap stock. Relative to its peer group, MCQEF's quantitative score of 45/100 is below the peer average of 57/100.
MCQEF Revenue & Earnings Trend
In Q4 FY2026, MCQEF generated $7.82B in top-line revenue, marking a sequential decrease of 32.4%. The company recorded net income of $2.29B, with diluted EPS of $5.92. Quarter-over-quarter revenue has been mixed, typical for a large-cap company operating in Financial Services.
Company Profile
Macquarie Group Limited operates in the Investment - Banking & Investment Services industry within the Financial Services sector. It is headquartered in Sydney, AU. The company is led by CEO Shemara Wikramanayake. MCQEF has traded publicly since 2007.
MCQEF Financials
Fundamental Snapshot
Based on FMP financials and quantitative analysis · FY 2026
Bull Case vs Bear Case
Bull Case
- Diversified business model
- Global presence
- Strong brand reputation
- Expertise in infrastructure and renewable energy
Bear Case
- Exposure to global economic conditions
- Regulatory complexity
- Dependence on key personnel
- Potential for reputational damage
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
Recent Quarterly Results
| Quarter | Revenue | Net Income | EPS |
|---|---|---|---|
| Q4 FY2026 | $7.82B | $2.29B | $5.92 |
| Q2 FY2026 | $11.55B | $1.19B | $2.87 |
| Q2 FY2025 | $5.91B | $1.16B | $2.96 |
Q4 FY2026 · filed 31 Mar 2026 · Financial Modeling Prep
Based on FMP financials and quantitative analysis · Converted to USD from AUD at today's rate
MCQEF Latest News
-
Euro Sun Mining plans $400m financing for Rovina Valley Project
Yahoo! Finance: MCQEF News · Sep 4, 2026
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NOVAGOLD & Paulson Announce the Appointment of Endeavour Financial and Macquarie Capital as Financial Advisors to the Donlin Gold Project
globenewswire.com · Aug 11, 2026
-
Anthropic, Macquarie Asset Management, and GIC Announce Strategic Partnership to Develop Dedicated Data Center Infrastructure at Scale
businesswire.com · Aug 10, 2026
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Macquarie Asset Management Completes Acquisition of IHS Towers' South American Tower Operations
businesswire.com · Aug 7, 2026
MCQEF Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations collected by Financial Modeling Prep for MCQEF.
Price Targets
Wall Street price target analysis for MCQEF.
MCQEF MoonshotScore
What does this score mean?
MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. MCQEF scores 45/100 (Grade C): the number comes from the legacy nine-factor engine (quantitative signals from revenue growth to news sentiment), written once, not refreshed.
Latest News
Euro Sun Mining plans $400m financing for Rovina Valley Project
NOVAGOLD & Paulson Announce the Appointment of Endeavour Financial and Macquarie Capital as Financial Advisors to the Donlin Gold Project
Anthropic, Macquarie Asset Management, and GIC Announce Strategic Partnership to Develop Dedicated Data Center Infrastructure at Scale
Macquarie Asset Management Completes Acquisition of IHS Towers' South American Tower Operations
Leadership: Shemara R. Wikramanayake
Managing Director and Chief Executive Officer
Shemara Wikramanayake is the Managing Director and Chief Executive Officer of Macquarie Group, a role she assumed in December 2018. She joined Macquarie in 1987 and has held various leadership positions within the company, including Head of Macquarie Asset Management. Wikramanayake holds a Bachelor of Commerce and a Bachelor of Laws from the University of New South Wales.
Track Record: Under Wikramanayake's leadership, Macquarie has continued to expand its global presence and diversify its business operations. She has overseen significant investments in infrastructure and renewable energy projects. She has successfully navigated the company through challenging economic conditions and regulatory changes.
MCQEF OTC Market Information
The OTC Other tier represents the lowest tier of the over-the-counter (OTC) market. Companies in this tier often have limited or no financial disclosure, making it difficult for investors to assess their financial health and performance. Unlike companies listed on major exchanges like the NYSE or NASDAQ, OTC Other companies do not have to meet specific listing requirements, such as minimum share price or market capitalization. This lack of regulation and oversight can increase the risk of investing in these companies.
- OTC Tier: OTC Other
- Limited financial disclosure increases the risk of investing in MCQEF.
- Lower liquidity can result in wider bid-ask spreads and greater price volatility.
- Lack of regulatory oversight can increase the risk of fraud or mismanagement.
- The OTC market is generally more susceptible to market manipulation.
- MCQEF's stock price may be more volatile due to its OTC listing.
- Verify the company's registration and legal status.
- Review any available financial statements and disclosures.
- Assess the company's business model and competitive landscape.
- Evaluate the management team and their track record.
- Understand the risks associated with investing in OTC stocks.
- Monitor the company's news and announcements.
- Consult with a financial advisor before investing.
- Macquarie Group Limited is a well-established financial services provider.
- The company has a global presence and a diversified business model.
- Macquarie Group Limited is regulated by financial authorities in multiple jurisdictions.
- The company has a history of financial performance and dividend payments.
Common Questions About MCQEF (Financial Services)
What does the AI Score mean for MCQEF?
MCQEF holds an AI Score of 45/100 (Grade: C). This is an educational research signal, not a buy or sell recommendation. The number comes from the legacy nine-factor engine (quantitative signals from revenue growth to news sentiment), written once, not refreshed. Macquarie Group Limited is a diversified financial services provider operating globally.
Is MCQEF a good stock?
Stock Expert AI does not rate MCQEF buy, sell or hold. Macquarie Group Limited carries a MoonshotScore of 45/100 on the legacy nine-factor engine, a research rating against its peers. Whether it fits is your call: check what it sells, whether it earns, what the price assumes, and what would prove you wrong.
What do analysts say about MCQEF stock?
Key valuation metrics to consider include the company's P/E ratio of 19.19 and its dividend yield of 3.44%. Growth considerations include the company's expansion in asset management, renewable energy investments, and digital banking. No buy or sell recommendations are made here.
What are the key factors to evaluate for MCQEF?
Macquarie Group Limited (MCQEF) holds a MoonshotScore of 45/100 (low). P/E: 19.19x vs the S&P 500's ~20-25x. Not financial advice.
How frequently does MCQEF data refresh on this page?
MCQEF's price was last updated on Sep 11, 2026 and refreshes on page view during U.S. market hours; the quote is a provider snapshot, not an exchange feed. Fundamentals update after quarterly filings; the MoonshotScore recalculates nightly; news aggregates continuously.
What has driven MCQEF's recent stock price performance?
Macquarie Group Limited (MCQEF) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Diversified business model. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider MCQEF overvalued or undervalued right now?
Macquarie Group Limited (MCQEF) trades at 19.19x earnings. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
Can I buy fractional shares of MCQEF?
Yes, most major brokerages offer fractional shares of Macquarie Group Limited (MCQEF) with no minimum purchase requirement. This means you can invest any dollar amount regardless of the share price. Check your brokerage platform for specific terms, fees, and fractional share availability.
How can I track MCQEF's earnings and financial reports?
Macquarie Group Limited (MCQEF) reports quarterly earnings approximately 4-6 weeks after each fiscal quarter ends. You can track earnings dates, revenue and EPS estimates, and actual results on this page's Financials tab. Earnings surprises (beats or misses) often cause significant short-term price moves. Your brokerage can send alerts for MCQEF earnings announcements.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- OTC market data may be less reliable than exchange-listed data.