Lazard Ltd (LAZ)
Company Info
| ISIN | BMG540501027 |
|---|---|
| CUSIP | G54050102 |
| Sector | Financial Services |
| Industry | Capital Markets |
Highlights
| Market Cap | $3.49B |
|---|---|
| EPS | -$0.28 |
| PE Ratio | 9.48 |
| PEG Ratio | 1.02 |
| Revenue (TTM) | $2.74B |
| Gross Profit (TTM) | $2.49B |
| Year Range | $25.49 - $42.24 |
| Target Price | $48.29 |
| Short % | 2.93% |
| Short Ratio | 3.11 |
Share Price Chart
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Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Popular comparisons: LAZ vs. FWIFX, LAZ vs. DOLE, LAZ vs. AB, LAZ vs. C, LAZ vs. SCHD, LAZ vs. KHC, LAZ vs. VOO
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Lazard Ltd, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Lazard Ltd had a return of 19.97% year-to-date (YTD) and 51.04% in the last 12 months. Over the past 10 years, Lazard Ltd had an annualized return of 3.19%, while the S&P 500 had an annualized return of 10.90%, indicating that Lazard Ltd did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 19.97% | 11.05% |
| 1 month | 11.00% | 4.86% |
| 6 months | 55.14% | 17.50% |
| 1 year | 51.04% | 27.37% |
| 5 years (annualized) | 8.88% | 13.14% |
| 10 years (annualized) | 3.19% | 10.90% |
Monthly Returns
The table below presents the monthly returns of LAZ, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 12.01% | 0.15% | 8.64% | -8.05% | 19.97% | ||||||||
| 2023 | 15.60% | -5.54% | -11.38% | -5.47% | -6.75% | 11.54% | 9.69% | 0.45% | -10.74% | -10.45% | 9.91% | 16.08% | 6.92% |
| 2022 | 0.02% | -19.83% | -0.23% | -5.01% | 9.10% | -8.08% | 16.23% | -2.22% | -12.43% | 18.47% | -1.52% | -5.30% | -16.21% |
| 2021 | -2.60% | -5.06% | 12.46% | 3.40% | 5.92% | -4.09% | 4.31% | 1.42% | -3.38% | 6.97% | -12.15% | 2.37% | 7.41% |
| 2020 | 5.01% | -13.69% | -34.23% | 16.72% | -0.52% | 6.59% | 2.41% | 9.67% | 4.36% | 1.88% | 12.25% | 13.34% | 12.08% |
| 2019 | 7.80% | -4.70% | -3.45% | 7.58% | -18.86% | 10.37% | 12.56% | -10.14% | 1.92% | 6.66% | 4.79% | 3.42% | 13.89% |
| 2018 | 11.56% | -5.59% | -2.61% | 3.54% | -4.68% | -4.92% | 11.02% | -10.60% | -0.02% | -17.43% | 2.04% | -8.00% | -25.96% |
| 2017 | 3.38% | 4.23% | 6.80% | -6.63% | 4.60% | 4.11% | 0.82% | -7.35% | 5.43% | 5.13% | 4.51% | 6.60% | 34.99% |
| 2016 | -20.04% | 1.41% | 10.29% | -6.12% | -2.41% | -15.35% | 20.01% | 4.77% | -1.81% | 0.28% | 7.65% | 5.77% | -2.23% |
| 2015 | -8.45% | 14.04% | 3.36% | 1.50% | 4.77% | 1.22% | -0.86% | -10.25% | -12.93% | 7.75% | 0.32% | -3.14% | -5.78% |
| 2014 | -5.65% | 5.95% | 4.67% | -0.08% | 7.99% | 2.10% | 2.00% | 4.51% | -7.25% | -2.35% | 4.69% | -2.89% | 13.14% |
| 2013 | 16.12% | 3.61% | -4.93% | -0.67% | 0.72% | -5.11% | 13.09% | -1.92% | 1.69% | 8.00% | 7.97% | 9.24% | 56.02% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of LAZ is 84, placing it in the top 16% of stocks on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
LAZ (Lazard Ltd)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Lazard Ltd (LAZ) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Lazard Ltd granted a 4.92% dividend yield in the last twelve months. The annual payout for that period amounted to $2.00 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $2.00 | $2.00 | $1.94 | $1.88 | $1.88 | $1.91 | $3.03 | $2.81 | $2.69 | $2.35 | $1.20 | $1.00 |
Dividend yield | 4.92% | 5.75% | 5.60% | 4.31% | 4.44% | 4.78% | 8.21% | 5.35% | 6.55% | 5.22% | 2.40% | 2.21% |
Monthly Dividends
The table displays the monthly dividend distributions for Lazard Ltd. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.50 | $0.00 | $0.00 | $0.50 | $1.00 | |||||||
| 2023 | $0.00 | $0.50 | $0.00 | $0.00 | $0.50 | $0.00 | $0.00 | $0.50 | $0.00 | $0.00 | $0.50 | $0.00 | $2.00 |
| 2022 | $0.00 | $0.47 | $0.00 | $0.00 | $0.47 | $0.00 | $0.00 | $0.50 | $0.00 | $0.00 | $0.50 | $0.00 | $1.94 |
| 2021 | $0.00 | $0.47 | $0.00 | $0.00 | $0.47 | $0.00 | $0.00 | $0.47 | $0.00 | $0.00 | $0.47 | $0.00 | $1.88 |
| 2020 | $0.00 | $0.47 | $0.00 | $0.00 | $0.47 | $0.00 | $0.00 | $0.47 | $0.00 | $0.00 | $0.47 | $0.00 | $1.88 |
| 2019 | $0.00 | $0.50 | $0.00 | $0.00 | $0.47 | $0.00 | $0.00 | $0.47 | $0.00 | $0.00 | $0.47 | $0.00 | $1.91 |
| 2018 | $0.00 | $1.71 | $0.00 | $0.00 | $0.44 | $0.00 | $0.00 | $0.44 | $0.00 | $0.00 | $0.44 | $0.00 | $3.03 |
| 2017 | $0.00 | $1.58 | $0.00 | $0.00 | $0.41 | $0.00 | $0.00 | $0.41 | $0.00 | $0.00 | $0.41 | $0.00 | $2.81 |
| 2016 | $0.00 | $1.55 | $0.00 | $0.38 | $0.00 | $0.00 | $0.00 | $0.38 | $0.00 | $0.00 | $0.38 | $0.00 | $2.69 |
| 2015 | $0.00 | $1.30 | $0.00 | $0.35 | $0.00 | $0.00 | $0.35 | $0.00 | $0.00 | $0.35 | $0.00 | $0.00 | $2.35 |
| 2014 | $0.00 | $0.30 | $0.00 | $0.00 | $0.30 | $0.00 | $0.30 | $0.00 | $0.00 | $0.30 | $0.00 | $0.00 | $1.20 |
| 2013 | $0.25 | $0.00 | $0.00 | $0.25 | $0.00 | $0.25 | $0.00 | $0.25 | $1.00 |
Dividend Yield & Payout
Dividend Yield
Payout Ratio
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below displays the maximum drawdowns of the Lazard Ltd. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Lazard Ltd was 62.80%, occurring on Oct 3, 2011. Recovery took 627 trading sessions.
The current Lazard Ltd drawdown is 10.60%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -62.8% | May 3, 2007 | 1115 | Oct 3, 2011 | 627 | Apr 2, 2014 | 1742 |
| -60.29% | Feb 2, 2018 | 537 | Mar 23, 2020 | 394 | Oct 13, 2021 | 931 |
| -51.19% | Jul 22, 2015 | 236 | Jun 27, 2016 | 367 | Dec 8, 2017 | 603 |
| -43.47% | Oct 26, 2021 | 516 | Nov 13, 2023 | — | — | — |
| -28.96% | May 11, 2006 | 47 | Jul 18, 2006 | 98 | Dec 5, 2006 | 145 |
Volatility
Volatility Chart
The current Lazard Ltd volatility is 6.71%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
Financials
Financial Performance
Income Statement
| TTM | |
|---|---|
| Revenue | |
Total Revenue | 0.00 |
Cost Of Revenue | 0.00 |
Gross Profit | 0.00 |
| Operating Expenses | |
Selling, General & Admin Expenses | 0.00 |
R&D Expenses | 0.00 |
Total Operating Expenses | 0.00 |
| Income | |
Income Before Tax | 0.00 |
Operating Income | 0.00 |
EBIT | 0.00 |
Earnings From Continuing Operations | 0.00 |
Net Income | 0.00 |
Income Tax Expense | 0.00 |
Interest Expense | 0.00 |
Other Non-Operating Income (Expenses) | 0.00 |
Extraordinary Items | 0.00 |
Discontinued Operations | 0.00 |
Effect Of Accounting Charges | 0.00 |
Non Recurring | 0.00 |
Minority Interest | 0.00 |
Other Items | 0.00 |