LAZARD INC (LAZ) Fundamental Analysis & Valuation

NYSE:LAZ • US52110M1099

Current stock price

39.25 USD
-0.59 (-1.48%)
At close:
39.25 USD
0 (0%)
After Hours:

This LAZ fundamental analysis includes valuation metrics, fair value assessment, financial health analysis, profitability trends, growth metrics and dividend sustainability analysis.

6

1. LAZ Profitability Analysis

1.1 Basic Checks

  • LAZ had positive earnings in the past year.
  • In the past year LAZ had a positive cash flow from operations.
  • LAZ had positive earnings in 4 of the past 5 years.
  • Each year in the past 5 years LAZ had a positive operating cash flow.
LAZ Yearly Net Income VS EBIT VS OCF VS FCFLAZ Yearly Net Income VS EBIT VS OCF VS FCFYearly Net Income VS EBIT VS OCF VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 200M 400M 600M 800M 1B

1.2 Ratios

  • With a decent Return On Assets value of 4.67%, LAZ is doing good in the industry, outperforming 67.08% of the companies in the same industry.
  • LAZ has a better Return On Equity (26.43%) than 90.42% of its industry peers.
  • LAZ has a better Return On Invested Capital (8.29%) than 80.42% of its industry peers.
  • Measured over the past 3 years, the Average Return On Invested Capital for LAZ is in line with the industry average of 7.14%.
  • The last Return On Invested Capital (8.29%) for LAZ is above the 3 year average (6.42%), which is a sign of increasing profitability.
Industry RankSector Rank
ROA 4.67%
ROE 26.43%
ROIC 8.29%
ROA(3y)2.88%
ROA(5y)4.38%
ROE(3y)16.83%
ROE(5y)33.39%
ROIC(3y)6.42%
ROIC(5y)7.63%
LAZ Yearly ROA, ROE, ROICLAZ Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 20 40 60

1.3 Margins

  • The Profit Margin of LAZ (7.25%) is worse than 60.83% of its industry peers.
  • In the last couple of years the Profit Margin of LAZ has declined.
  • Looking at the Operating Margin, with a value of 11.86%, LAZ is doing worse than 64.58% of the companies in the same industry.
  • In the last couple of years the Operating Margin of LAZ has declined.
  • The Gross Margin of LAZ (93.42%) is better than 95.00% of its industry peers.
  • LAZ's Gross Margin has been stable in the last couple of years.
Industry RankSector Rank
OM 11.86%
PM (TTM) 7.25%
GM 93.42%
OM growth 3Y-13.15%
OM growth 5Y-8.97%
PM growth 3Y-16.22%
PM growth 5Y-13.44%
GM growth 3Y0.05%
GM growth 5Y0.08%
LAZ Yearly Profit, Operating, Gross MarginsLAZ Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 20 40 60 80

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5

2. LAZ Health Analysis

2.1 Basic Checks

  • LAZ has more shares outstanding than it did 1 year ago.
  • The number of shares outstanding for LAZ has been reduced compared to 5 years ago.
  • LAZ has a better debt/assets ratio than last year.
LAZ Yearly Shares OutstandingLAZ Yearly Shares OutstandingYearly Shares Outstanding 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 20M 40M 60M 80M 100M
LAZ Yearly Total Debt VS Total AssetsLAZ Yearly Total Debt VS Total AssetsYearly Total Debt VS Total Assets 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2B 4B 6B

2.2 Solvency

  • LAZ has an Altman-Z score of 2.07. This is not the best score and indicates that LAZ is in the grey zone with still only limited risk for bankruptcy at the moment.
  • With a decent Altman-Z score value of 2.07, LAZ is doing good in the industry, outperforming 69.58% of the companies in the same industry.
  • LAZ has a debt to FCF ratio of 4.31. This is a neutral value as LAZ would need 4.31 years to pay back of all of its debts.
  • Looking at the Debt to FCF ratio, with a value of 4.31, LAZ is in the better half of the industry, outperforming 72.08% of the companies in the same industry.
  • A Debt/Equity ratio of 2.40 is on the high side and indicates that LAZ has dependencies on debt financing.
  • The Debt to Equity ratio of LAZ (2.40) is worse than 80.42% of its industry peers.
Industry RankSector Rank
Debt/Equity 2.4
Debt/FCF 4.31
Altman-Z 2.07
ROIC/WACCN/A
WACCN/A
LAZ Yearly LT Debt VS Equity VS FCFLAZ Yearly LT Debt VS Equity VS FCFYearly LT Debt VS Equity VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 500M 1B 1.5B 2B

2.3 Liquidity

  • A Current Ratio of 1.47 indicates that LAZ should not have too much problems paying its short term obligations.
  • LAZ's Current ratio of 1.47 is fine compared to the rest of the industry. LAZ outperforms 67.92% of its industry peers.
  • A Quick Ratio of 1.47 indicates that LAZ should not have too much problems paying its short term obligations.
  • LAZ has a better Quick ratio (1.47) than 68.33% of its industry peers.
Industry RankSector Rank
Current Ratio 1.47
Quick Ratio 1.47
LAZ Yearly Current Assets VS Current LiabilitesLAZ Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 1B 2B 3B

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WACCDebt/EquityHow to determine the health of a companyAltman-Z scoreShow peers with great health

5

3. LAZ Growth Analysis

3.1 Past

  • The Earnings Per Share has been growing slightly by 4.27% over the past year.
  • LAZ shows a decrease in Earnings Per Share. Measured over the last years, the EPS has been decreasing by -7.38% yearly.
  • Looking at the last year, LAZ shows a small growth in Revenue. The Revenue has grown by 0.91% in the last year.
  • LAZ shows a small growth in Revenue. Measured over the last years, the Revenue has been growing by 3.78% yearly.
EPS 1Y (TTM)4.27%
EPS 3Y-13.04%
EPS 5Y-7.38%
EPS Q2Q%2.56%
Revenue 1Y (TTM)0.91%
Revenue growth 3Y3.73%
Revenue growth 5Y3.78%
Sales Q2Q%9.81%

3.2 Future

  • The Earnings Per Share is expected to grow by 33.12% on average over the next years. This is a very strong growth
  • The Revenue is expected to grow by 13.57% on average over the next years. This is quite good.
EPS Next Y51.19%
EPS Next 2Y41.95%
EPS Next 3Y33.12%
EPS Next 5YN/A
Revenue Next Year19.96%
Revenue Next 2Y15.28%
Revenue Next 3Y13.57%
Revenue Next 5YN/A

3.3 Evolution

  • When comparing the EPS growth rate of the last years to the growth rate of the upcoming years, we see that the growth is accelerating.
  • When comparing the Revenue growth rate of the last years to the growth rate of the upcoming years, we see that the growth is accelerating.
LAZ Yearly Revenue VS EstimatesLAZ Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 1B 2B 3B 4B
LAZ Yearly EPS VS EstimatesLAZ Yearly EPS VS EstimatesYearly EPS VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 1 2 3 4 5

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7

4. LAZ Valuation Analysis

4.1 Price/Earnings Ratio

  • The Price/Earnings ratio is 16.09, which indicates a correct valuation of LAZ.
  • LAZ's Price/Earnings ratio is in line with the industry average.
  • Compared to an average S&P500 Price/Earnings ratio of 25.23, LAZ is valued a bit cheaper.
  • With a Price/Forward Earnings ratio of 10.64, the valuation of LAZ can be described as very reasonable.
  • LAZ's Price/Forward Earnings ratio is a bit cheaper when compared to the industry. LAZ is cheaper than 63.33% of the companies in the same industry.
  • When comparing the Price/Forward Earnings ratio of LAZ to the average of the S&P500 Index (23.28), we can say LAZ is valued rather cheaply.
Industry RankSector Rank
PE 16.09
Fwd PE 10.64
LAZ Price Earnings VS Forward Price EarningsLAZ Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 10 20 30 40

4.2 Price Multiples

  • Compared to the rest of the industry, the Enterprise Value to EBITDA ratio of LAZ indicates a rather cheap valuation: LAZ is cheaper than 88.33% of the companies listed in the same industry.
  • LAZ's Price/Free Cash Flow ratio is a bit cheaper when compared to the industry. LAZ is cheaper than 78.33% of the companies in the same industry.
Industry RankSector Rank
P/FCF 7.56
EV/EBITDA 9.26
LAZ Per share dataLAZ EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 10 20 30

4.3 Compensation for Growth

  • The low PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates a rather cheap valuation of the company.
  • LAZ has a very decent profitability rating, which may justify a higher PE ratio.
  • LAZ's earnings are expected to grow with 33.12% in the coming years. This may justify a more expensive valuation.
PEG (NY)0.31
PEG (5Y)N/A
EPS Next 2Y41.95%
EPS Next 3Y33.12%

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Price/EarningsPrice/FCFFCF per shareEV/EBITDAPEG RATIOShow best valued peers

7

5. LAZ Dividend Analysis

5.1 Amount

  • With a Yearly Dividend Yield of 5.02%, LAZ is a good candidate for dividend investing.
  • The stock price of LAZ dropped by -20.99% in the last 3 months. With lower prices the dividend yield is higher, but it may be a sign investors do not trust the long term dividend.
  • Compared to an average industry Dividend Yield of 6.91, LAZ has a dividend in line with its industry peers.
  • LAZ's Dividend Yield is rather good when compared to the S&P500 average which is at 1.89.
Industry RankSector Rank
Dividend Yield 5.02%

5.2 History

  • The dividend of LAZ has a limited annual growth rate of 1.52%.
  • LAZ has paid a dividend for at least 10 years, which is a reliable track record.
  • LAZ has not decreased its dividend for at least 10 years, so it has a reliable track record of non decreasing dividend.
Dividend Growth(5Y)1.52%
Div Incr Years0
Div Non Decr Years11
LAZ Yearly Dividends per shareLAZ Yearly Dividends per shareYearly Dividends per share 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 0.5 1 1.5

5.3 Sustainability

  • 80.80% of the earnings are spent on dividend by LAZ. This is not a sustainable payout ratio.
  • LAZ's earnings are growing more than its dividend. This makes the dividend growth sustainable.
DP80.8%
EPS Next 2Y41.95%
EPS Next 3Y33.12%
LAZ Yearly Income VS Free CF VS DividendLAZ Yearly Income VS Free CF VS DividendYearly Income VS Free CF VS Dividend 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 200M 400M 600M 800M 1B
LAZ Dividend Payout.LAZ Dividend Payout, showing the Payout Ratio.LAZ Dividend Payout.PayoutRetained Earnings

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LAZ Fundamentals: All Metrics, Ratios and Statistics

LAZARD INC

NYSE:LAZ (3/20/2026, 8:05:34 PM)

After market: 39.25 0 (0%)

39.25

-0.59 (-1.48%)

Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryCapital Markets
Earnings (Last)01-29
Earnings (Next)04-23
Inst Owners95.99%
Inst Owner Change5.99%
Ins Owners0.7%
Ins Owner Change2.08%
Market Cap3.69B
Revenue(TTM)3.19B
Net Income(TTM)230.91M
Analysts72
Price Target60.82 (54.96%)
Short Float %5.19%
Short Ratio3.67
Dividend
Industry RankSector Rank
Dividend Yield 5.02%
Yearly Dividend2.03
Dividend Growth(5Y)1.52%
DP80.8%
Div Incr Years0
Div Non Decr Years11
Ex-Date02-09
Surprises & Revisions
EPS beat(2)2
Avg EPS beat(2)18.29%
Min EPS beat(2)13.99%
Max EPS beat(2)22.59%
EPS beat(4)4
Avg EPS beat(4)28.13%
Min EPS beat(4)13.99%
Max EPS beat(4)46.49%
EPS beat(8)7
Avg EPS beat(8)28.06%
EPS beat(12)9
Avg EPS beat(12)14.73%
EPS beat(16)12
Avg EPS beat(16)13.43%
Revenue beat(2)1
Avg Revenue beat(2)3.02%
Min Revenue beat(2)-1.13%
Max Revenue beat(2)7.16%
Revenue beat(4)2
Avg Revenue beat(4)3.35%
Min Revenue beat(4)-4.17%
Max Revenue beat(4)11.53%
Revenue beat(8)5
Avg Revenue beat(8)4.14%
Revenue beat(12)7
Avg Revenue beat(12)2.96%
Revenue beat(16)10
Avg Revenue beat(16)3.89%
PT rev (1m)0%
PT rev (3m)7.85%
EPS NQ rev (1m)-5.6%
EPS NQ rev (3m)-14.83%
EPS NY rev (1m)-0.5%
EPS NY rev (3m)-6.53%
Revenue NQ rev (1m)-2.26%
Revenue NQ rev (3m)-4.57%
Revenue NY rev (1m)0%
Revenue NY rev (3m)-0.88%
Valuation
Industry RankSector Rank
PE 16.09
Fwd PE 10.64
P/S 1.16
P/FCF 7.56
P/OCF 7.1
P/B 4.22
P/tB 7.7
EV/EBITDA 9.26
EPS(TTM)2.44
EY6.22%
EPS(NY)3.69
Fwd EY9.4%
FCF(TTM)5.19
FCFY13.22%
OCF(TTM)5.53
OCFY14.09%
SpS33.93
BVpS9.3
TBVpS5.09
PEG (NY)0.31
PEG (5Y)N/A
Graham Number22.6
Profitability
Industry RankSector Rank
ROA 4.67%
ROE 26.43%
ROCE 12.17%
ROIC 8.29%
ROICexc 15.81%
ROICexgc 21.73%
OM 11.86%
PM (TTM) 7.25%
GM 93.42%
FCFM 15.3%
ROA(3y)2.88%
ROA(5y)4.38%
ROE(3y)16.83%
ROE(5y)33.39%
ROIC(3y)6.42%
ROIC(5y)7.63%
ROICexc(3y)12.04%
ROICexc(5y)14.66%
ROICexgc(3y)16.72%
ROICexgc(5y)19.19%
ROCE(3y)9.5%
ROCE(5y)12.31%
ROICexgc growth 3Y2.16%
ROICexgc growth 5Y-3.38%
ROICexc growth 3Y-0.98%
ROICexc growth 5Y-4.26%
OM growth 3Y-13.15%
OM growth 5Y-8.97%
PM growth 3Y-16.22%
PM growth 5Y-13.44%
GM growth 3Y0.05%
GM growth 5Y0.08%
F-Score6
Asset Turnover0.64
Health
Industry RankSector Rank
Debt/Equity 2.4
Debt/FCF 4.31
Debt/EBITDA 5.1
Cap/Depr 93.44%
Cap/Sales 1%
Interest Coverage 4.7
Cash Conversion 126.05%
Profit Quality 211.07%
Current Ratio 1.47
Quick Ratio 1.47
Altman-Z 2.07
F-Score6
WACCN/A
ROIC/WACCN/A
Cap/Depr(3y)94.79%
Cap/Depr(5y)100.9%
Cap/Sales(3y)1.2%
Cap/Sales(5y)1.31%
Profit Quality(3y)N/A
Profit Quality(5y)N/A
High Growth Momentum
Growth
EPS 1Y (TTM)4.27%
EPS 3Y-13.04%
EPS 5Y-7.38%
EPS Q2Q%2.56%
EPS Next Y51.19%
EPS Next 2Y41.95%
EPS Next 3Y33.12%
EPS Next 5YN/A
Revenue 1Y (TTM)0.91%
Revenue growth 3Y3.73%
Revenue growth 5Y3.78%
Sales Q2Q%9.81%
Revenue Next Year19.96%
Revenue Next 2Y15.28%
Revenue Next 3Y13.57%
Revenue Next 5YN/A
EBIT growth 1Y-16.22%
EBIT growth 3Y-9.91%
EBIT growth 5Y-5.53%
EBIT Next Year74.5%
EBIT Next 3Y36.47%
EBIT Next 5YN/A
FCF growth 1Y-30.11%
FCF growth 3Y-14.67%
FCF growth 5Y-0.97%
OCF growth 1Y-30.09%
OCF growth 3Y-14.61%
OCF growth 5Y-2.05%

LAZARD INC / LAZ Fundamental Analysis FAQ

Can you provide the ChartMill fundamental rating for LAZARD INC?

ChartMill assigns a fundamental rating of 6 / 10 to LAZ.


What is the valuation status of LAZARD INC (LAZ) stock?

ChartMill assigns a valuation rating of 8 / 10 to LAZARD INC (LAZ). This can be considered as Undervalued.


Can you provide the profitability details for LAZARD INC?

LAZARD INC (LAZ) has a profitability rating of 6 / 10.


How financially healthy is LAZARD INC?

The financial health rating of LAZARD INC (LAZ) is 5 / 10.


Can you provide the expected EPS growth for LAZ stock?

The Earnings per Share (EPS) of LAZARD INC (LAZ) is expected to grow by 51.19% in the next year.