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ISIN
US5053361078
CUSIP
505336107
IPO Date
Jan 5, 1988

Highlights

Market Cap
$1.65B
Enterprise Value
$2.00B
EPS (TTM)
$2.47
PE Ratio
16.32
Total Revenue (TTM)
$2.13B
Gross Profit (TTM)
$936.60M
EBITDA (TTM)
$235.28M
Year Range
$29.03 - $44.90
ROA (TTM)
4.99%
ROE (TTM)
9.71%

Share Price Chart


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La-Z-Boy Incorporated

Performance

LZB Performance Chart

La-Z-Boy Incorporated (LZB) is up 9.6% since the beginning of the year. At $40 per share, LZB is trading 10.2% below its 52-week high of $45. Investors who bought $1,000 worth of LZB shares 5 years ago would now be looking at an investment worth $1,180.


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S&P 500 Index

Returns By Period

La-Z-Boy Incorporated (LZB) has returned 9.58% so far this year and 8.06% over the past 12 months. Over the last ten years, LZB has returned 5.97% per year, falling short of the S&P 500 Index benchmark, which averaged 13.71% annually.


La-Z-Boy Incorporated

1D
0.78%
1M
10.68%
YTD
9.58%
6M
8.18%
1Y
8.06%
3Y*
16.19%
5Y*
3.36%
10Y*
5.97%

Benchmark (S&P 500 Index)

1D
-1.44%
1M
-1.45%
YTD
7.60%
6M
6.59%
1Y
22.24%
3Y*
19.20%
5Y*
11.54%
10Y*
13.71%
*Multi-year figures are annualized to reflect compound growth (CAGR)

LZB Monthly Returns History

Based on dividend-adjusted daily data since Jan 5, 1988, LZB's average daily return is +0.07%, while the average monthly return is +1.47%. At this rate, an investment would double in approximately 4.0 years.

Historically, 53% of months were positive and 47% were negative. The best month was Jun 2009 with a return of +152.4%, while the worst month was Jan 2009 at -55.3%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 8 months.

On a daily basis, LZB closed higher 47% of trading days. The best single day was Jun 3, 2009 with a return of +39.0%, while the worst single day was Nov 19, 2008 at -36.2%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026-2.31%-1.90%-9.41%8.09%8.18%7.94%9.58%
20258.33%-4.15%-13.15%1.05%6.05%-10.79%-3.23%2.78%-6.59%-7.63%22.78%-3.66%-12.49%
2024-5.72%9.14%-0.45%-12.71%14.25%-0.11%18.40%-8.09%6.34%-11.37%18.98%-3.29%20.43%
202324.58%13.89%-9.68%-1.20%-7.00%7.92%9.53%-1.66%0.67%-5.31%20.35%5.50%65.68%
20221.10%-20.51%-9.12%-0.34%-2.85%-6.52%17.55%-5.31%-13.93%9.75%9.93%-15.57%-35.50%
2021-2.81%10.05%0.06%4.66%-6.93%-10.16%-9.34%4.26%-7.54%3.13%0.45%9.29%-7.35%

Benchmark Metrics

La-Z-Boy Incorporated has an annualized alpha of 5.73%, beta of 1.09, and R2 of 0.20 versus S&P 500 Index. Calculated based on daily prices since January 05, 1988.

  • This stock participated in 111.79% of S&P 500 Index downside but only 104.07% of its upside - more exposed to losses than it benefited from rallies.
  • R2 of 0.20 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

Alpha
5.73%
Beta
1.09
0.20
Upside Capture
104.07%
Downside Capture
111.79%

Return for Risk

Risk / Return Rank

LZB ranks 49 for risk / return — on par with similar stocks. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.


LZB Risk / Return Rank: 4949
Overall Rank
LZB Sharpe Ratio Rank: 5050
Sharpe Ratio Rank
LZB Sortino Ratio Rank: 4747
Sortino Ratio Rank
LZB Omega Ratio Rank: 4646
Omega Ratio Rank
LZB Calmar Ratio Rank: 5050
Calmar Ratio Rank
LZB Martin Ratio Rank: 5151
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for La-Z-Boy Incorporated (LZB) and compare them to S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


LZBBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-1.58

Sortino ratioReturn per unit of downside risk

-1.78

Omega ratioGain probability vs. loss probability

1.08

1.32

-0.24

Calmar ratioReturn relative to maximum drawdown

0.31

2.46

-2.15

Martin ratioReturn relative to average drawdown

0.70

10.92

-10.21

Dividends

Dividend History

La-Z-Boy Incorporated provided a 2.35% dividend yield over the last twelve months, with an annual payout of $0.95 per share. The company has been increasing its dividends for 5 consecutive years.


1.00%1.50%2.00%2.50%3.00%$0.00$0.20$0.40$0.60$0.80$1.0020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$0.95$0.90$0.82$0.74$0.68$0.62$0.35$0.53$0.49$0.45$0.41$0.34

Dividend yield

2.35%2.42%1.88%2.02%2.96%1.69%0.88%1.68%1.77%1.44%1.32%1.39%

Monthly Dividends

The table displays the monthly dividend distributions for La-Z-Boy Incorporated. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.24$0.00$0.00$0.24$0.48
2025$0.00$0.00$0.22$0.00$0.00$0.22$0.00$0.00$0.22$0.00$0.00$0.24$0.90
2024$0.00$0.00$0.20$0.00$0.00$0.20$0.00$0.00$0.20$0.00$0.00$0.22$0.82
2023$0.00$0.00$0.18$0.00$0.00$0.18$0.00$0.00$0.18$0.00$0.00$0.20$0.74
2022$0.00$0.00$0.17$0.00$0.00$0.17$0.00$0.00$0.17$0.00$0.00$0.18$0.68
2021$0.00$0.00$0.15$0.00$0.15$0.00$0.00$0.00$0.15$0.00$0.00$0.17$0.62

Dividend Yield & Payout


Dividend Yield

La-Z-Boy Incorporated has a dividend yield of 2.35%, which is quite average when compared to the overall market.

Payout Ratio

La-Z-Boy Incorporated has a payout ratio of 37.21%, which is quite average when compared to the overall market. This suggests that La-Z-Boy Incorporated strikes a balance between reinvesting profits for growth and paying dividends to shareholders.

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.


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Worst Drawdowns

The table below displays the maximum drawdowns of the La-Z-Boy Incorporated. 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 La-Z-Boy Incorporated was 97.65%, occurring on Mar 5, 2009. Recovery took 1188 trading sessions.

The current La-Z-Boy Incorporated drawdown is 13.00%.


Related event

Drawdown

Fall

Recovery

Underwater

Financial crisis2007–2009
-97.65%Mar 2009
6y 10mo4y 8mo
11y 7moApr 2002 - Nov 2013
COVID crash2020
-55.01%Mar 2020
4mo7mo 28d
11mo 28dNov 2019 - Nov 2020
Bear market2022
-49.72%Oct 2022
1y 6mo1y 9mo
3y 4moMar 2021 - Jul 2024
Dot-com crash2000–2002
-43.70%Oct 2000
1y 3mo1y 3mo
2y 7moJul 1999 - Feb 2002
1990 bear market1990
-43.56%Nov 1990
1y 2mo5mo 26d
1y 8moAug 1989 - Apr 1991

Drawdown Indicators


LZBBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-97.65%

-56.78%

-40.87%

Max Drawdown (1Y)

Largest decline over 1 year

-26.25%

-9.10%

-17.15%

Max Drawdown (3Y)

Largest decline over 3 years

-37.87%

-18.90%

-18.97%

Max Drawdown (5Y)

Largest decline over 5 years

-40.55%

-25.43%

-15.12%

Max Drawdown (10Y)

Largest decline over 10 years

-55.01%

-33.92%

-21.09%

Current Drawdown

Current decline from peak

-13.00%

-3.21%

-9.79%

Average Drawdown

Average peak-to-trough decline

-27.19%

-10.71%

-16.48%

Ulcer Index

Depth and duration of drawdowns from previous peaks

11.49%

2.04%

+9.45%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Financials

Financial Performance

The chart below illustrates the trends in the financial health of La-Z-Boy Incorporated 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 La-Z-Boy Incorporated is priced in the market compared to other companies in the Furnishings, Fixtures & Appliances industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.


PE Ratio

The chart displays the Price-to-Earnings (P/E) ratio for LZB, comparing it with other companies in the Furnishings, Fixtures & Appliances industry. Currently, LZB has a P/E ratio of 16.3. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.

PS Ratio

This chart shows the Price-to-Sales (P/S) ratio for LZB relative to other companies in the Furnishings, Fixtures & Appliances industry. Currently, LZB has a P/S ratio of 0.8. This P/S ratio is high relative to other companies in the industry. It could mean the stock is overvalued, or that investors expect strong future growth and profitability.

PB Ratio

The chart illustrates the Price-to-Book (P/B) ratio for LZB in comparison with other companies in the Furnishings, Fixtures & Appliances industry. Currently, LZB has a P/B value of 1.6. This P/B ratio is in line with the industry average, suggesting the stock is valued fairly in relation to its book value.

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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