K vs. LAZ

Last updated Jul 23, 2026

K (Kellogg Company) and LAZ (Lazard Ltd) are both stocks. K operates in Packaged Foods (Consumer Defensive), while LAZ operates in Capital Markets (Financial Services). At a 0.22 correlation, their price movements are largely independent.

Performance

K vs. LAZ - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Kellogg Company (K) and Lazard Ltd (LAZ). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

K

• 1D: —
• 1M: —
• 6M: —
• YTD: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: —

LAZ

• 1D: 0.16%
• 1M: -0.16%
• 6M: -17.49%
• YTD: -8.51%
• 1Y: -15.69%
• 3Y*: 11.90%
• 5Y*: 4.72%
• 10Y*: 8.21%
• ALL TIME*: 6.57%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
LAZ Lazard Ltd	$75.66M	$81.64M	$91.44M

K vs. LAZ - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
K Kellogg Company	0.00%	5.99%	49.75%	-7.44%	14.35%	7.44%	-6.78%	26.08%	-13.32%	-4.93%
LAZ Lazard Ltd	-8.51%	-1.64%	54.83%	6.92%	-16.21%	7.41%	12.08%	15.22%	-25.38%	36.20%

Correlation

The correlation between K and LAZ is -0.02, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	-0.02
Correlation (3Y) Calculated over the trailing 3-year period	0.11
Correlation (5Y) Calculated over the trailing 5-year period	0.10
Correlation (10Y) Calculated over the trailing 10-year period	0.12
Correlation (All Time) Calculated using the full available price history since May 5, 2005	0.22

The correlation between K and LAZ shifts across timeframes, from -0.02 (1 year) to 0.22 (all time), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap K : $29.20B LAZ : $4.29B
EPS K : $3.65 LAZ : $2.60
PE Ratio K : 22.87 LAZ : 16.78
PS Ratio K : 2.30 LAZ : 1.42
PB Ratio K : 6.95 LAZ : 5.28
Total Revenue (TTM) K : $12.67B LAZ : $3.28B
Gross Profit (TTM) K : $4.41B LAZ : $1.54B
EBITDA (TTM) K : $2.25B LAZ : $477.61M

Return for Risk

K vs. LAZ — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

K

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

LAZ

LAZ Risk / Return Rank: 27
LAZ Sharpe Ratio Rank: 28
LAZ Sortino Ratio Rank: 27
LAZ Omega Ratio Rank: 28
LAZ Calmar Ratio Rank: 27
LAZ Martin Ratio Rank: 24

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.

K vs. LAZ - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Kellogg Company (K) and Lazard Ltd (LAZ). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

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.

	K	LAZ	Difference
Sharpe ratio: Return per unit of total volatility	—	-0.39	—
Sortino ratio: Return per unit of downside risk	—	-0.30	—
Omega ratio: Gain probability vs. loss probability	—	0.96	—
Calmar ratio: Return relative to maximum drawdown	—	-0.50	—
Martin ratio: Return relative to average drawdown	—	-0.99	—

Drawdowns

Drawdown Indicators

	K	LAZ	Difference
Max Drawdown Largest peak-to-trough decline	—	-62.72%	—
Max Drawdown (1Y) Largest decline over 1 year	—	-31.39%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-44.24%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-44.24%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-59.51%	—
Current Drawdown Current decline from peak	—	-23.41%	—
Average Drawdown Average peak-to-trough decline	—	-23.50%	—
Ulcer Index Depth and duration of drawdowns from previous peaks	—	15.88%	—

Volatility

Volatility by Period

	K	LAZ	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	13.02%	—
Volatility (6M) Calculated over the trailing 6-month period	—	34.41%	—
Volatility (1Y) Calculated over the trailing 1-year period	—	40.46%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	37.65%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	35.96%	—

Dividends

K vs. LAZ - Dividend Comparison

K has not paid dividends to shareholders, while LAZ's dividend yield for the trailing twelve months is around 4.59%.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
K Kellogg Company	1.39%	2.76%	2.79%	10.56%	3.28%	3.59%	3.66%	3.27%	3.86%	3.12%	2.77%	2.74%
LAZ Lazard Ltd	4.59%	4.12%	3.89%	5.75%	5.60%	4.31%	4.44%	5.88%	8.21%	5.35%	6.55%	5.22%

Financials

K vs. LAZ - Profitability Comparison

The chart below illustrates the profitability comparison between Kellogg Company and Lazard Ltd over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Portfolio components

K - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 2026, Kellogg Company reported a gross profit of 1.08B and revenue of 3.26B. Therefore, the gross margin over that period was 33.3%.

LAZ - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 2026, Lazard Ltd reported a gross profit of 779.40M and revenue of 779.40M. Therefore, the gross margin over that period was 100.0%.

K - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2026, Kellogg Company reported an operating income of 452.00M and revenue of 3.26B, resulting in an operating margin of 13.9%.

LAZ - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2026, Lazard Ltd reported an operating income of 112.39M and revenue of 779.40M, resulting in an operating margin of 14.4%.

K - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jul 2026, Kellogg Company reported a net income of 309.00M and revenue of 3.26B, resulting in a net margin of 9.5%.

LAZ - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jul 2026, Lazard Ltd reported a net income of 100.92M and revenue of 779.40M, resulting in a net margin of 13.0%.

Frequently Asked Questions

Can I hold both K and LAZ in my portfolio?

K and LAZ have a correlation of -0.02, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.