(LAZ) Lazard - Ratings and Ratios
Advisory, Asset, Mergers, Restructuring, Investments
LAZ EPS (Earnings per Share)
LAZ Revenue
Description: LAZ Lazard
Lazard Ltd (NYSE:LAZ) is a global financial advisory and asset management firm operating across multiple regions, including the Americas, Europe, the Middle East, Africa, and the Asia Pacific. The company is divided into two main segments: Financial Advisory and Asset Management, offering a range of services including mergers and acquisitions, capital markets, restructuring, and investment management to various clients across different industries.
The Financial Advisory segment provides strategic advisory services to corporate, institutional, government, and individual clients, while the Asset Management segment offers diversified investment solutions, including equity and fixed income strategies, asset allocation, and alternative investments. With a history dating back to 1848, Lazard has established itself as a significant player in the financial services industry, serving a broad client base across the globe.
From a performance perspective, Lazards key metrics indicate a strong position in the market. The companys return on equity (RoE) stands at 47.59%, suggesting a high level of profitability relative to its equity. The price-to-earnings (P/E) ratio is 18.90, with a forward P/E of 25.51, indicating the markets expectations for future growth. Additionally, the companys market capitalization is approximately $5.14 billion, categorizing it as a mid-cap stock.
To further analyze Lazards performance, other key performance indicators (KPIs) such as revenue growth, assets under management (AUM), and the ratio of net revenue to total revenue can provide insights into its operational efficiency and market position. For instance, a growing AUM would indicate an increase in the companys asset management business, while a high net revenue ratio would suggest effective cost management. These metrics, combined with the companys historical data and industry benchmarks, can help in assessing Lazards competitive standing and potential for future growth.
LAZ Stock Overview
| Market Cap in USD | 5,361m |
| Sub-Industry | Investment Banking & Brokerage |
| IPO / Inception | 2005-05-05 |
LAZ Stock Ratings
| Growth Rating | 49.0% |
| Fundamental | 70.5% |
| Dividend Rating | 64.3% |
| Return 12m vs S&P 500 | -1.75% |
| Analyst Rating | 3.25 of 5 |
LAZ Dividends
| Dividend Yield 12m | 3.81% |
| Yield on Cost 5y | 7.85% |
| Annual Growth 5y | 1.25% |
| Payout Consistency | 96.2% |
| Payout Ratio | 89.3% |
LAZ Growth Ratios
| Growth Correlation 3m | 85.5% |
| Growth Correlation 12m | 2.8% |
| Growth Correlation 5y | 47.5% |
| CAGR 5y | 22.29% |
| CAGR/Max DD 3y | 0.50 |
| CAGR/Mean DD 3y | 2.25 |
| Sharpe Ratio 12m | -0.30 |
| Alpha | 0.01 |
| Beta | 0.923 |
| Volatility | 32.97% |
| Current Volume | 938.1k |
| Average Volume 20d | 897k |
| Stop Loss | 53.9 (-3.1%) |
| Signal | 1.06 |
Piotroski VR‑10 (Strict, 0-10) 7.0
| Net Income (310.0m TTM) > 0 and > 6% of Revenue (6% = 185.5m TTM) |
| FCFTA 0.12 (>2.0%) and ΔFCFTA 6.94pp (YES ≥ +1.0pp, WARN ≥ +0.5pp) |
| NWC/Revenue 26.35% (prev 47.45%; Δ -21.10pp) (YES ≤20% & Δ≤-1pp; WARN ≤25% & Δ≤0 oder ≤40% & Δ≤-3pp) |
| CFO/TA 0.08 (>3.0%) and CFO 361.2m > Net Income 310.0m (YES >=105%, WARN >=100%) |
| Net Debt (-460.1m) to EBITDA (415.0m) ratio: -1.11 <= 3.0 (WARN <= 3.5) |
| Current Ratio 1.89 (target 1.5–3.0; WARN 1.2–<1.5 or >3.0–5.0; CFO/TA gate active) |
| Outstanding Shares last Quarter (104.9m) change vs 12m ago 4.26% (target <= -2.0% for YES) |
| Gross Margin 36.16% (prev 49.18%; Δ -13.03pp) >=18% & Δ>=+0.5pp (WARN >=15% & Δ>=0) |
| Asset Turnover 68.55% (prev 62.56%; Δ 5.99pp) >=50% & Δ>=+2pp (WARN >=35% & Δ>=0) |
| Interest Coverage Ratio 4.47 (EBITDA TTM 415.0m / Interest Expense TTM 87.0m) >= 6 (WARN >= 3) |
Altman Z'' 2.99
| (A) 0.18 = (Total Current Assets 1.73b - Total Current Liabilities 918.5m) / Total Assets 4.49b |
| (B) 0.33 = Retained Earnings (Balance) 1.48b / Total Assets 4.49b |
| (C) 0.09 = EBIT TTM 388.5m / Avg Total Assets 4.51b |
| (D) 0.14 = Book Value of Equity 516.5m / Total Liabilities 3.62b |
| Total Rating: 2.99 = (6.56 * A) + (3.26 * B) + (6.72 * C) + (1.05 * D) |
ValueRay F-Score (Strict, 0-100) 70.45
| 1. Piotroski 7.0pt = 2.0 |
| 2. FCF Yield 8.68% = 4.34 |
| 3. FCF Margin 17.83% = 4.46 |
| 4. Debt/Equity 2.98 = -0.74 |
| 5. Debt/Ebitda 5.32 = -2.50 |
| 6. ROIC - WACC (= 5.23)% = 6.54 |
| 7. RoE 47.59% = 2.50 |
| 8. Rev. Trend 42.96% = 3.22 |
| 9. EPS Trend 12.55% = 0.63 |
What is the price of LAZ shares?
Over the past week, the price has changed by -0.07%, over one month by +3.81%, over three months by +30.78% and over the past year by +16.45%.
Is Lazard a good stock to buy?
Based on momentum, paid dividends and discounted-cash-flow analyses, the fair value of LAZ is around 56.77 USD . This means that LAZ is currently overvalued and has a potential downside of 2.09%.
Is LAZ a buy, sell or hold?
- Strong Buy: 2
- Buy: 1
- Hold: 3
- Sell: 1
- Strong Sell: 1
What are the forecasts/targets for the LAZ price?
| Issuer | Target | Up/Down from current |
|---|---|---|
| Wallstreet Target Price | 58.2 | 4.7% |
| Analysts Target Price | 58.2 | 4.7% |
| ValueRay Target Price | 62.4 | 12.2% |
Last update: 2025-09-05 04:50
LAZ Fundamental Data Overview
CCE Cash And Equivalents = 1.22b USD (last quarter)
P/E Trailing = 18.8146
P/E Forward = 13.9665
P/S = 1.7514
P/B = 6.9966
P/EG = 1.0002
Beta = 1.334
Revenue TTM = 3.09b USD
EBIT TTM = 388.5m USD
EBITDA TTM = 415.0m USD
Long Term Debt = 1.69b USD (from longTermDebt, last quarter)
Short Term Debt = 518.2m USD (from shortTermDebt, last quarter)
Debt = 2.21b USD (Calculated: Short Term 518.2m + Long Term 1.69b)
Net Debt = -460.1m USD (from netDebt column, last quarter)
Enterprise Value = 6.35b USD (5.36b + Debt 2.21b - CCE 1.22b)
Interest Coverage Ratio = 4.47 (Ebit TTM 388.5m / Interest Expense TTM 87.0m)
FCF Yield = 8.68% (FCF TTM 551.4m / Enterprise Value 6.35b)
FCF Margin = 17.83% (FCF TTM 551.4m / Revenue TTM 3.09b)
Net Margin = 10.03% (Net Income TTM 310.0m / Revenue TTM 3.09b)
Gross Margin = 36.16% ((Revenue TTM 3.09b - Cost of Revenue TTM 1.97b) / Revenue TTM)
Tobins Q-Ratio = 12.30 (Enterprise Value 6.35b / Book Value Of Equity 516.5m)
Interest Expense / Debt = 0.96% (Interest Expense 21.2m / Debt 2.21b)
Taxrate = 25.81% (99.8m / 386.5m)
NOPAT = 288.2m (EBIT 388.5m * (1 - 25.81%))
Current Ratio = 1.89 (Total Current Assets 1.73b / Total Current Liabilities 918.5m)
Debt / Equity = 2.98 (Debt 2.21b / last Quarter total Stockholder Equity 741.6m)
Debt / EBITDA = 5.32 (Net Debt -460.1m / EBITDA 415.0m)
Debt / FCF = 4.00 (Debt 2.21b / FCF TTM 551.4m)
Total Stockholder Equity = 651.3m (last 4 quarters mean)
RoA = 6.90% (Net Income 310.0m, Total Assets 4.49b )
RoE = 47.59% (Net Income TTM 310.0m / Total Stockholder Equity 651.3m)
RoCE = 16.60% (Ebit 388.5m / (Equity 651.3m + L.T.Debt 1.69b))
RoIC = 12.11% (NOPAT 288.2m / Invested Capital 2.38b)
WACC = 6.88% (E(5.36b)/V(7.57b) * Re(9.42%)) + (D(2.21b)/V(7.57b) * Rd(0.96%) * (1-Tc(0.26)))
Shares Correlation 3-Years: 72.73 | Cagr: 0.54%
Discount Rate = 9.42% (= CAPM, Blume Beta Adj.)
[DCF Debug] Terminal Value 71.62% ; FCFE base≈427.3m ; Y1≈386.9m ; Y5≈336.6m
Fair Price DCF = 50.94 (DCF Value 4.81b / Shares Outstanding 94.4m; 5y FCF grow -11.76% → 3.0% )
EPS Correlation: 12.55 | EPS CAGR: -22.55% | SUE: 0.90 | # QB: 3
Revenue Correlation: 42.96 | Revenue CAGR: 4.49% | SUE: 1.70 | # QB: 1
Additional Sources for LAZ Stock
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