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Lazard Ltd (LAZ)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

BMG540501027

CUSIP

G54050102

Sector

Financial Services

IPO Date

May 5, 2005

Highlights

Market Cap

$4.53B

EPS (TTM)

$2.58

PE Ratio

19.39

PEG Ratio

1.02

Total Revenue (TTM)

$2.29B

Gross Profit (TTM)

$1.70B

EBITDA (TTM)

$372.78M

Year Range

$34.86 - $60.62

Target Price

$58.43

Short %

3.74%

Short Ratio

4.72

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. SCHD LAZ vs. KHC LAZ vs. VOO LAZ vs. C LAZ vs. AB LAZ vs. SPY
Popular comparisons:
LAZ vs. FWIFX LAZ vs. DOLE LAZ vs. SCHD LAZ vs. KHC LAZ vs. VOO LAZ vs. C LAZ vs. AB LAZ vs. SPY

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.


-10.00%0.00%10.00%20.00%30.00%40.00%AugustSeptemberOctoberNovemberDecember2025
3.07%
2.98%
LAZ (Lazard Ltd)
Benchmark (^GSPC)

Returns By Period

Lazard Ltd had a return of -11.07% year-to-date (YTD) and 25.63% in the last 12 months. Over the past 10 years, Lazard Ltd had an annualized return of 6.30%, while the S&P 500 had an annualized return of 11.23%, indicating that Lazard Ltd did not perform as well as the benchmark.


LAZ

YTD

-11.07%

1M

-13.62%

6M

7.16%

1Y

25.63%

5Y*

6.20%

10Y*

6.30%

^GSPC (Benchmark)

YTD

-0.77%

1M

-3.55%

6M

3.64%

1Y

22.00%

5Y*

12.20%

10Y*

11.23%

*Annualized

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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
202412.01%0.15%8.64%-8.05%5.84%-5.10%28.78%3.08%0.54%5.18%10.53%-11.35%54.83%
202315.60%-5.54%-11.38%-5.47%-6.75%11.54%9.69%0.45%-10.74%-10.45%9.91%16.08%6.92%
20220.02%-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%
20205.00%-13.69%-34.23%16.72%-0.52%6.59%2.41%9.67%4.36%1.88%12.25%13.34%12.08%
20197.80%-4.70%-3.45%7.58%-18.86%10.37%12.56%-10.14%1.92%6.66%4.79%3.42%13.89%
201811.56%-4.85%-2.61%3.54%-4.68%-4.92%11.02%-10.60%-0.02%-17.43%2.04%-8.00%-25.38%
20173.38%5.17%6.80%-6.63%4.60%4.11%0.82%-7.35%5.43%5.13%4.51%6.60%36.20%
2016-20.04%2.53%10.29%-6.12%-2.41%-15.35%20.01%4.77%-1.81%0.28%7.65%5.77%-1.15%
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%-7.24%-2.35%4.69%-2.89%13.14%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 77, LAZ is among the top 23% of stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of LAZ is 7777
Overall Rank
The Sharpe Ratio Rank of LAZ is 7777
Sharpe Ratio Rank
The Sortino Ratio Rank of LAZ is 7474
Sortino Ratio Rank
The Omega Ratio Rank of LAZ is 7070
Omega Ratio Rank
The Calmar Ratio Rank of LAZ is 8484
Calmar Ratio Rank
The Martin Ratio Rank of LAZ is 8080
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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.


Sharpe ratio
The chart of Sharpe ratio for LAZ, currently valued at 0.80, compared to the broader market-2.000.002.000.801.73
The chart of Sortino ratio for LAZ, currently valued at 1.51, compared to the broader market-4.00-2.000.002.004.001.512.33
The chart of Omega ratio for LAZ, currently valued at 1.17, compared to the broader market0.501.001.502.001.171.32
The chart of Calmar ratio for LAZ, currently valued at 1.16, compared to the broader market0.002.004.006.001.162.59
The chart of Martin ratio for LAZ, currently valued at 4.07, compared to the broader market0.0010.0020.004.0710.80
LAZ
^GSPC

The current Lazard Ltd Sharpe ratio is 0.80. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Lazard Ltd with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio1.001.502.002.503.003.50AugustSeptemberOctoberNovemberDecember2025
0.80
1.73
LAZ (Lazard Ltd)
Benchmark (^GSPC)

Dividends

Dividend History

Lazard Ltd provided a 4.37% dividend yield over the last twelve months, with an annual payout of $2.00 per share. The company has been increasing its dividends for 4 consecutive years.


2.00%3.00%4.00%5.00%6.00%7.00%8.00%$0.00$0.50$1.00$1.50$2.00$2.50$3.00$3.5020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$2.00$2.00$2.00$1.94$1.88$1.88$1.91$3.03$2.81$2.69$2.35$1.20

Dividend yield

4.37%3.89%5.75%5.60%4.31%4.44%4.78%8.21%5.35%6.55%5.22%2.40%

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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.00
2024$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
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$0.30$0.00$0.00$0.30$0.00$0.30$0.00$0.00$0.30$0.00$0.00$1.20

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%4.4%
Lazard Ltd has a dividend yield of 4.37%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%90.1%
Lazard Ltd has a payout ratio of 90.09%, which is above the market average. This might signify the company's strong earnings or financial health. However, it could also hint at a more mature business phase with potentially slower growth.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%AugustSeptemberOctoberNovemberDecember2025
-24.32%
-4.17%
LAZ (Lazard Ltd)
Benchmark (^GSPC)

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 62.72%, occurring on Oct 3, 2011. Recovery took 627 trading sessions.

The current Lazard Ltd drawdown is 24.32%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-62.72%May 3, 20071115Oct 3, 2011627Apr 2, 20141742
-59.98%Feb 2, 2018537Mar 23, 2020362Aug 27, 2021899
-50.65%Jul 22, 2015236Jun 27, 2016363Dec 4, 2017599
-43.47%Oct 26, 2021516Nov 13, 2023174Jul 25, 2024690
-28.94%May 11, 200647Jul 18, 200698Dec 5, 2006145

Volatility

Volatility Chart

The current Lazard Ltd volatility is 8.99%, 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.


0.00%5.00%10.00%15.00%AugustSeptemberOctoberNovemberDecember2025
8.99%
4.67%
LAZ (Lazard Ltd)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Lazard Ltd over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

Valuation

The Valuation section provides an assessment of the market value of Lazard Ltd compared to its peers in the Capital Markets industry.


PE Ratio
50.0100.0150.0200.0250.019.4
The chart displays the price to earnings (P/E) ratio for LAZ in comparison to other companies of the Capital Markets industry. Currently, LAZ has a PE value of 19.4. This PE ratio falls in the average range for the industry.
PEG Ratio
0.010.020.030.01.0
The chart displays the price to earnings to growth (PEG) ratio for LAZ in comparison to other companies of the Capital Markets industry. Currently, LAZ has a PEG value of 1.0. This PEG ratio falls in the average range for the industry.

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Lazard Ltd.


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Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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