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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

$3.20B

EPS (TTM)

$2.68

PE Ratio

13.26

PEG Ratio

1.00

Total Revenue (TTM)

$2.33B

Gross Profit (TTM)

$1.22B

EBITDA (TTM)

$426.33M

Year Range

$31.97 - $60.05

Target Price

$40.88

Short %

6.22%

Short Ratio

4.25

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


200.00%250.00%300.00%350.00%400.00%NovemberDecember2025FebruaryMarchApril
209.76%
350.50%
LAZ (Lazard Ltd)
Benchmark (^GSPC)

Returns By Period

Lazard Ltd had a return of -30.31% year-to-date (YTD) and -2.01% in the last 12 months. Over the past 10 years, Lazard Ltd had an annualized return of 0.77%, while the S&P 500 had an annualized return of 9.70%, indicating that Lazard Ltd did not perform as well as the benchmark.


LAZ

YTD

-30.31%

1M

-23.68%

6M

-32.25%

1Y

-2.01%

5Y*

10.60%

10Y*

0.77%

^GSPC (Benchmark)

YTD

-10.18%

1M

-6.92%

6M

-9.92%

1Y

5.42%

5Y*

12.98%

10Y*

9.70%

*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
20255.61%-6.89%-13.66%-17.92%-30.31%
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%0.27%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

The current rank of LAZ is 52, indicating average performance compared to other stocks on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of LAZ is 5252
Overall Rank
The Sharpe Ratio Rank of LAZ is 5454
Sharpe Ratio Rank
The Sortino Ratio Rank of LAZ is 4949
Sortino Ratio Rank
The Omega Ratio Rank of LAZ is 4949
Omega Ratio Rank
The Calmar Ratio Rank of LAZ is 5353
Calmar Ratio Rank
The Martin Ratio Rank of LAZ is 5454
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 -0.00, compared to the broader market-2.00-1.000.001.002.003.00
LAZ: -0.00
^GSPC: 0.24
The chart of Sortino ratio for LAZ, currently valued at 0.33, compared to the broader market-6.00-4.00-2.000.002.004.00
LAZ: 0.33
^GSPC: 0.47
The chart of Omega ratio for LAZ, currently valued at 1.04, compared to the broader market0.501.001.502.00
LAZ: 1.04
^GSPC: 1.07
The chart of Calmar ratio for LAZ, currently valued at -0.00, compared to the broader market0.001.002.003.004.00
LAZ: -0.00
^GSPC: 0.24
The chart of Martin ratio for LAZ, currently valued at -0.01, compared to the broader market-5.000.005.0010.0015.0020.00
LAZ: -0.01
^GSPC: 1.08

The current Lazard Ltd Sharpe ratio is -0.00. 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 Ratio0.001.002.003.004.00NovemberDecember2025FebruaryMarchApril
-0.00
0.24
LAZ (Lazard Ltd)
Benchmark (^GSPC)

Dividends

Dividend History

Lazard Ltd provided a 5.63% 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

5.63%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$0.50$0.00$0.00$0.50
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%25.0%
LAZ: 5.6%
Lazard Ltd has a dividend yield of 5.63%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%1,000.0%
LAZ: 85.5%
Lazard Ltd has a payout ratio of 85.47%, 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.


-40.00%-30.00%-20.00%-10.00%0.00%NovemberDecember2025FebruaryMarchApril
-40.69%
-14.02%
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 40.69%.


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
-44.24%Nov 7, 2024103Apr 8, 2025
-43.47%Oct 26, 2021516Nov 13, 2023174Jul 25, 2024690

Volatility

Volatility Chart

The current Lazard Ltd volatility is 26.85%, 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%20.00%25.00%NovemberDecember2025FebruaryMarchApril
26.85%
13.60%
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 overview of how Lazard Ltd is priced in the market compared to other companies in the Capital Markets industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.


PE Ratio
20.040.060.080.0100.0
LAZ: 13.3
The chart displays the Price-to-Earnings (P/E) ratio for LAZ, comparing it with other companies in the Capital Markets industry. Currently, LAZ has a P/E ratio of 13.3. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.
PEG Ratio
2.04.06.08.010.0
LAZ: 1.0
The chart shows the Price/Earnings to Growth (PEG) ratio for LAZ compared to other companies in the Capital Markets industry. LAZ currently has a PEG ratio of 1.0. This PEG ratio is low compared to industry peers, which could indicate the stock is undervalued relative to its expected growth.
PS Ratio
2.04.06.08.010.0
LAZ: 1.0
This chart shows the Price-to-Sales (P/S) ratio for LAZ relative to other companies in the Capital Markets industry. Currently, LAZ has a P/S ratio of 1.0. This P/S ratio is low compared to the industry average. It may indicate that the stock is undervalued relative to its revenue, or that the market expects slower growth or lower margins.
PB Ratio
2.04.06.08.010.0
LAZ: 5.0
The chart illustrates the Price-to-Book (P/B) ratio for LAZ in comparison with other companies in the Capital Markets industry. Currently, LAZ has a P/B value of 5.0. This P/B ratio is higher than most companies in the industry. It may suggest the stock is overvalued or that investors expect the company to generate high returns on its assets.

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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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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