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Upturn AI Summary - About
Lazard Ltd(LAZ)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for LAZ
11/12/2026: LAZ (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Lazard Ltd is a distinguished, independent financial advisory and asset management firm known for its expertise in cross-border M&A and global institutional investing. The company has a leading position in providing specialized strategic advice, which helps it maintain strong margins and a loyal client base during favorable market conditions. Its primary growth opportunity lies in diversifying into alternative assets like private credit to reduce dependency on cyclical deal volumes. However, investors face risks from industry competition, revenue volatility, and global market fluctuations. Lazard may best suit value and dividend-focused investors, provided they monitor the company's progress in adapting its revenue model to shifting market trends.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | Lazard is a mature company with growth tied to cyclical market trends rather than rapid scaling. |
| Momentum investor | Mixed fit | Momentum investors may find opportunities during periods of surging global M&A activity. |
| Value investor | Strong fit | The stock is often viewed through a value lens due to its established franchise and dividend history. |
| Dividend investor | Strong fit | Lazard consistently prioritizes returning capital to shareholders through a reliable dividend. |
| Low-risk investor | Weak fit | The stock's exposure to volatile financial markets introduces inherent risk and price fluctuation. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium / high | The stock reacts sharply to fluctuations in deal volume and asset management market performance. |
| Valuation risk | Medium | Investors must assess whether the market is overestimating future fee income potential. |
| Competition risk (Universal Banks) | High | Large universal banks can leverage balance sheet resources to compete for advisory mandates. |
| Business quality | Medium / high | Lazard has a long-standing reputation for elite financial advice and deep institutional relationships. |
| Dividend income | Medium | Dividend sustainability depends on the firm maintaining profitability through varying economic cycles. |
| Execution risk | Medium | The business relies heavily on retaining key talent, which is critical to maintaining the quality of advisory services. |
Price Behavior
Downtrend
The stock has experienced a sustained decline in price over recent periods.
Moderately Choppy
The stock has experienced noticeable price swings while retaining some directional structure.
Analysis of Past Performance
Type Stock | Historic Profit -7.17% | Avg. Invested days 37 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Advisory Rating  | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 11/12/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Sector & Industry Intelligence
Sector snapshot as of 2026-11-10
Sector
Financial Services
- Signal
- Constructive
- Sentiment
- Bullish
- Market state
- Bullish
- Momentum
- BUY Breadth Improving
- BUY participation
- 47.5%
- Active BUY / eligible
- 56 / 118
- 22-session BUY-count change
- +41
More qualifying stocks are receiving or maintaining BUY advisories, indicating improving market participation.
Industry
Capital Markets
- BUY participation
- 0.0%
- Active BUY / eligible
- 0 / 11
- 22-session BUY-count change
- -2
The sector signal does not change this stock’s BUY, SELL, or PASS advisory.
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 4.50B USD | Price to earnings Ratio 24.94 | 1Y Target Price 43 |
Price to earnings Ratio 24.94 | 1Y Target Price 43 | ||
Volume (30-day avg) 1.7M shares | Beta 1.44 | 52 Weeks Range 33.69 - 56.70 | Updated Date 11/11/2026 |
52 Weeks Range 33.69 - 56.70 | Updated Date 11/11/2026 | ||
Dividends yield (FY) 4.87% | Basic EPS (TTM) 1.68 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Financial Advisory | Fees earned from advising on M&A, restructuring, and capital raises. | This segment is driven by global deal activity and corporate strategic decisions. |
| Asset Management | Management fees based on total assets under management and performance-based fees. | This provides a more recurring, though market-dependent, revenue stream. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date 2026-10-22 | When Before Market | Estimate 0.43 | Actual 0.36 |
Profitability
Profit Margin 5.66% | Operating Margin (TTM) 9.76% |
Management Effectiveness
Return on Assets (TTM) 4.32% | Return on Equity (TTM) 19.75% |
Valuation
Trailing PE 24.94 | Forward PE 11.71 | Enterprise Value 5.12B | Price to Sales(TTM) 1.38 |
Enterprise Value 5.12B | Price to Sales(TTM) 1.38 | ||
Enterprise Value to Revenue 1.53 | Enterprise Value to EBITDA 13.19 | Shares Outstanding 107.31M | Shares Floating 96.71M |
Shares Outstanding 107.31M | Shares Floating 96.71M | ||
Percent Insiders 0.82 | Percent Institutions 92.72 |
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
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