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LAZ vs. DOLE
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between LAZ and DOLE is 0.30, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Performance

LAZ vs. DOLE - Performance Comparison

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

-10.00%0.00%10.00%20.00%30.00%40.00%50.00%December2025FebruaryMarchAprilMay
11.61%
12.00%
LAZ
DOLE

Key characteristics

Sharpe Ratio

LAZ:

0.32

DOLE:

0.82

Sortino Ratio

LAZ:

0.74

DOLE:

1.21

Omega Ratio

LAZ:

1.10

DOLE:

1.17

Calmar Ratio

LAZ:

0.28

DOLE:

0.79

Martin Ratio

LAZ:

0.79

DOLE:

1.76

Ulcer Index

LAZ:

15.87%

DOLE:

12.39%

Daily Std Dev

LAZ:

47.23%

DOLE:

25.85%

Max Drawdown

LAZ:

-62.72%

DOLE:

-55.66%

Current Drawdown

LAZ:

-27.36%

DOLE:

-12.66%

Fundamentals

Market Cap

LAZ:

$3.72B

DOLE:

$1.42B

EPS

LAZ:

$2.89

DOLE:

$1.62

PE Ratio

LAZ:

14.32

DOLE:

9.24

PS Ratio

LAZ:

1.24

DOLE:

0.17

PB Ratio

LAZ:

6.17

DOLE:

1.10

Total Revenue (TTM)

LAZ:

$3.00B

DOLE:

$6.35B

Gross Profit (TTM)

LAZ:

$1.44B

DOLE:

$523.04M

EBITDA (TTM)

LAZ:

$480.96M

DOLE:

$263.77M

Returns By Period

In the year-to-date period, LAZ achieves a -14.65% return, which is significantly lower than DOLE's 9.83% return.


LAZ

YTD

-14.65%

1M

30.28%

6M

-24.61%

1Y

14.99%

5Y*

15.74%

10Y*

3.04%

DOLE

YTD

9.83%

1M

11.12%

6M

-9.82%

1Y

21.12%

5Y*

N/A

10Y*

N/A

*Annualized

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Risk-Adjusted Performance

LAZ vs. DOLE — Risk-Adjusted Performance Rank

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

LAZ
The Risk-Adjusted Performance Rank of LAZ is 6262
Overall Rank
The Sharpe Ratio Rank of LAZ is 6565
Sharpe Ratio Rank
The Sortino Ratio Rank of LAZ is 5858
Sortino Ratio Rank
The Omega Ratio Rank of LAZ is 5858
Omega Ratio Rank
The Calmar Ratio Rank of LAZ is 6565
Calmar Ratio Rank
The Martin Ratio Rank of LAZ is 6262
Martin Ratio Rank

DOLE
The Risk-Adjusted Performance Rank of DOLE is 7575
Overall Rank
The Sharpe Ratio Rank of DOLE is 8080
Sharpe Ratio Rank
The Sortino Ratio Rank of DOLE is 7171
Sortino Ratio Rank
The Omega Ratio Rank of DOLE is 7171
Omega Ratio Rank
The Calmar Ratio Rank of DOLE is 8181
Calmar Ratio Rank
The Martin Ratio Rank of DOLE is 7272
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.

LAZ vs. DOLE - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Lazard Ltd (LAZ) and Dole plc (DOLE). 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.


The current LAZ Sharpe Ratio is 0.32, which is lower than the DOLE Sharpe Ratio of 0.82. The chart below compares the historical Sharpe Ratios of LAZ and DOLE, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.001.002.003.004.00December2025FebruaryMarchAprilMay
0.32
0.82
LAZ
DOLE

Dividends

LAZ vs. DOLE - Dividend Comparison

LAZ's dividend yield for the trailing twelve months is around 4.65%, more than DOLE's 2.16% yield.


TTM20242023202220212020201920182017201620152014
LAZ
Lazard Ltd
4.65%3.89%5.75%5.60%4.31%4.44%4.78%8.21%5.35%6.55%5.22%2.40%
DOLE
Dole plc
2.16%2.36%2.60%3.32%0.60%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

LAZ vs. DOLE - Drawdown Comparison

The maximum LAZ drawdown since its inception was -62.72%, which is greater than DOLE's maximum drawdown of -55.66%. Use the drawdown chart below to compare losses from any high point for LAZ and DOLE. For additional features, visit the drawdowns tool.


-40.00%-30.00%-20.00%-10.00%0.00%December2025FebruaryMarchAprilMay
-27.36%
-12.66%
LAZ
DOLE

Volatility

LAZ vs. DOLE - Volatility Comparison

Lazard Ltd (LAZ) has a higher volatility of 21.22% compared to Dole plc (DOLE) at 7.88%. This indicates that LAZ's price experiences larger fluctuations and is considered to be riskier than DOLE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


5.00%10.00%15.00%20.00%25.00%30.00%December2025FebruaryMarchAprilMay
21.22%
7.88%
LAZ
DOLE

Financials

LAZ vs. DOLE - Financials Comparison

This section allows you to compare key financial metrics between Lazard Ltd and Dole plc. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


500.00M1.00B1.50B2.00B20212022202320242025
669.16M
2.17B
(LAZ) Total Revenue
(DOLE) Total Revenue
Values in USD except per share items

LAZ vs. DOLE - Profitability Comparison

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

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

0.0%20.0%40.0%60.0%80.0%100.0%20212022202320242025
32.9%
7.3%
(LAZ) Gross Margin
(DOLE) Gross Margin
LAZ - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Lazard Ltd reported a gross profit of 220.06M and revenue of 669.16M. Therefore, the gross margin over that period was 32.9%.

DOLE - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Dole plc reported a gross profit of 158.42M and revenue of 2.17B. Therefore, the gross margin over that period was 7.3%.

LAZ - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Lazard Ltd reported an operating income of 54.64M and revenue of 669.16M, resulting in an operating margin of 8.2%.

DOLE - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Dole plc reported an operating income of 34.81M and revenue of 2.17B, resulting in an operating margin of 1.6%.

LAZ - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Lazard Ltd reported a net income of 60.38M and revenue of 669.16M, resulting in a net margin of 9.0%.

DOLE - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Dole plc reported a net income of -39.15M and revenue of 2.17B, resulting in a net margin of -1.8%.