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Upturn stock ratingUpturn stock rating
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Lazard Ltd (LAZ)

Upturn stock ratingUpturn stock rating
$47.87
Last Close (24-hour delay)
Profit since last BUY3.21%
upturn advisory
Consider higher Upturn Star rating
BUY since 32 days
  • BUY Advisory
  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
  • Profit
  • Loss
  • Pass (Skip investing)
Upturn Stock infoUpturn Stock info Stock price based on last close
*as per simulation
(see disclosures)
Time period over
  • ALL
  • YEAR
  • MONTH
  • WEEK

Upturn Advisory Summary

06/27/2025: LAZ (1-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

ratingratingratingratingrating

Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

Number of Analysts

rating

8 Analysts rated it

These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.

Year Target Price $43.33

Year Target Price $43.33

Analyst’s Price TargetsFor last 52 week
$43.33Target price
Low$31.58
Current$47.87
high$59.32

Analysis of Past Performance

Type Stock
Historic Profit 22.65%
Avg. Invested days 40
Today’s Advisory Consider higher Upturn Star rating
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 3.0
Stock Returns Performance Upturn Returns Performance 3.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 06/27/2025

Key Highlights

Company Size Mid-Cap Stock
Market Capitalization 4.51B USD
Price to earnings Ratio 16.56
1Y Target Price 45.33
Price to earnings Ratio 16.56
1Y Target Price 45.33
Volume (30-day avg) -
Beta 1.29
52 Weeks Range 31.58 - 59.32
Updated Date 06/29/2025
52 Weeks Range 31.58 - 59.32
Updated Date 06/29/2025
Dividends yield (FY) 4.18%
Basic EPS (TTM) 2.89

Earnings Date

Report Date -
When -
Estimate -
Actual -

Profitability

Profit Margin 10.36%
Operating Margin (TTM) 9.19%

Management Effectiveness

Return on Assets (TTM) 7%
Return on Equity (TTM) 48.6%

Valuation

Trailing PE 16.56
Forward PE 22.22
Enterprise Value 5525021559
Price to Sales(TTM) 1.53
Enterprise Value 5525021559
Price to Sales(TTM) 1.53
Enterprise Value to Revenue 1.86
Enterprise Value to EBITDA 10.82
Shares Outstanding 94147400
Shares Floating 92239022
Shares Outstanding 94147400
Shares Floating 92239022
Percent Insiders 2.61
Percent Institutions 94.85

Analyst Ratings

Rating 3.25
Target Price 43.33
Buy 1
Strong Buy 2
Buy 1
Strong Buy 2
Hold 3
Sell 1
Strong Sell 1
Strong Sell 1

ai summary icon Upturn AI SWOT

Lazard Ltd

stock logo

Company Overview

overview logo History and Background

Lazard Ltd was founded in 1848 in New Orleans, Louisiana, as a dry goods merchant. It evolved into a leading financial advisory and asset management firm, advising governments and corporations on mergers, acquisitions, restructurings, and capital markets. Lazard became a public company in 2005.

business area logo Core Business Areas

  • Financial Advisory: Provides advice on mergers and acquisitions, restructurings, capital raising, and other strategic matters to corporations, governments, and institutions.
  • Asset Management: Manages assets for institutions, financial intermediaries, private clients, and investment vehicles. Offers a range of equity, fixed income, and alternative investment strategies.

leadership logo Leadership and Structure

Kenneth M. Jacobs served as Chairman and CEO until February 2023. Peter R. Orszag is currently the CEO. The company operates through its Financial Advisory and Asset Management segments, with a global network of offices and professionals.

Top Products and Market Share

overview logo Key Offerings

  • M&A Advisory: Advises clients on mergers, acquisitions, divestitures, and other strategic transactions. Market share varies depending on deal volume; competitors include GS, MS, JPM, and Evercore.
  • Restructuring Advisory: Provides advice to companies facing financial distress, including bankruptcy and out-of-court restructurings. Competitors include Rothschild & Co, Houlihan Lokey.
  • Asset Management (Equity): Manages equity portfolios for institutional and private clients. Competitors include BlackRock, Vanguard, and Fidelity.
  • Asset Management (Fixed Income): Manages fixed income portfolios for institutional and private clients. Competitors include BlackRock, PIMCO, and DoubleLine.

Market Dynamics

industry overview logo Industry Overview

The financial advisory industry is driven by global M&A activity, economic growth, and regulatory changes. The asset management industry is influenced by market performance, investor sentiment, and interest rates.

Positioning

Lazard is a leading independent financial advisory firm with a strong global presence and a reputation for providing high-quality advice. Its asset management business complements its advisory services. They have a strong relationship based model

Total Addressable Market (TAM)

The global M&A advisory market and asset management industries represent a multi-billion dollar TAM. Lazard is positioned to capture a portion of this market through its expertise, global reach, and client relationships.

Upturn SWOT Analysis

Strengths

  • Strong brand reputation
  • Global network and expertise
  • Independent advisory model
  • Experienced professionals
  • Diverse client base

Weaknesses

  • Reliance on M&A activity
  • Sensitivity to market fluctuations
  • Potential for talent attrition
  • Smaller scale compared to larger banks

Opportunities

  • Growing demand for restructuring advice
  • Expansion in emerging markets
  • Increasing complexity of financial transactions
  • Growth in alternative investments
  • Strategic acquisitions

Threats

  • Economic downturns
  • Increased competition
  • Regulatory changes
  • Geopolitical risks
  • Technological disruption

Competitors and Market Share

competitor logo Key Competitors

  • GS
  • MS
  • JPM
  • EVR
  • HLI
  • Rothschild & Co

Competitive Landscape

Evaluation of Lazard's strengths and weaknesses compared to its competitors.

Major Acquisitions

Guggenheim Partners' Middle-Market Investment Banking Business

  • Year: 2023
  • Acquisition Price (USD millions): 0
  • Strategic Rationale: Expanded Lazardu2019s middle market presence.

Growth Trajectory and Initiatives

Historical Growth: Discussion of past growth trends.

Future Projections: Analyst estimates for future revenue, earnings, and market share.

Recent Initiatives: Highlighting of recent acquisitions, partnerships, and product launches.

Summary

Lazard is a strong financial advisory and asset management firm with a global presence and a reputable brand. Its independence is a key differentiator. However, the company is sensitive to market fluctuations and M&A activity, and must continuously adapt to changing client needs and competitive pressures.

Peer Comparison

Sources and Disclaimers

Data Sources:

  • Company filings, analyst reports, financial news sources

Disclaimers:

This analysis is for informational purposes only and should not be considered financial advice. Market conditions and company performance are subject to change.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.

About Lazard Ltd

Exchange NYSE
Headquaters New York, NY, United States
IPO Launch date 2005-05-05
CEO & Chairman Mr. Peter R. Orszag
Sector Financial Services
Industry Capital Markets
Full time employees 3253
Full time employees 3253

Lazard, Inc. operates as a financial advisory and asset management firm in the Americas, Europe, the Middle East, Africa, and the Asia Pacific. The company operates in two segments, Financial Advisory and Asset Management. The Financial Advisory segment offers financial advisory services, such as mergers and acquisitions, capital markets, shareholder, sovereign, geopolitical, and other strategic advisory services, as well as restructuring and liability management, and capital raising and placement services. This segment offers its services to corporate, partnership, institutional, government, sovereign, and individual clients to various industry areas, including consumers and retail; financial institutions; financial sponsors; healthcare and life sciences; industrials; media, entertainment, and sports; power, energy, and infrastructure; real estate; technology; and telecom and digital infrastructure. The Asset Management segment offers a range of investment solutions; investment and wealth management services in equity and fixed income strategies; asset allocation strategies; and alternative investments and private equity funds to corporations, public funds, sovereign entities, endowments and foundations, labor funds, financial intermediaries, and private clients. Lazard, Inc. was incorporated in 1848 and is headquartered in New York, New York.