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Upturn AI SWOT - About
LAZ 
Lazard Ltd (LAZ)
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Stock price based on last close (see disclosures)
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Upturn Advisory Summary
09/16/2025: LAZ (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Number of Analysts
8 Analysts rated it
Limited analyst coverage, niche firm, research info may be scarce.
1 Year Target Price $61
1 Year Target Price $61
| 2 | Strong Buy |
| 1 | Buy |
| 3 | Hold |
| 1 | Sell |
| 1 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 40.52% | Avg. Invested days 48 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 09/16/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 5.13B USD | Price to earnings Ratio 18.6 | 1Y Target Price 61 |
Price to earnings Ratio 18.6 | 1Y Target Price 61 | ||
Volume (30-day avg) 8 | Beta 1.33 | 52 Weeks Range 31.27 - 58.73 | Updated Date 09/16/2025 |
52 Weeks Range 31.27 - 58.73 | Updated Date 09/16/2025 | ||
Dividends yield (FY) 3.69% | Basic EPS (TTM) 2.92 |
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 - | When - | Estimate - | Actual - |
Profitability
Profit Margin 10.13% | Operating Margin (TTM) 12.75% |
Management Effectiveness
Return on Assets (TTM) 7.05% | Return on Equity (TTM) 43.37% |
Valuation
Trailing PE 18.6 | Forward PE 13.74 | Enterprise Value 6099914909 | Price to Sales(TTM) 1.67 |
Enterprise Value 6099914909 | Price to Sales(TTM) 1.67 | ||
Enterprise Value to Revenue 1.98 | Enterprise Value to EBITDA 11.34 | Shares Outstanding 94357400 | Shares Floating 92539174 |
Shares Outstanding 94357400 | Shares Floating 92539174 | ||
Percent Insiders 2.51 | Percent Institutions 92.39 |
Upturn AI SWOT
Lazard Ltd
Company Overview
History and Background
Lazard Ltd was founded in 1848 in New Orleans. Initially a dry goods business, it evolved into banking and investment services. Over time, it became a leading global financial advisory and asset management firm, advising on major deals and managing significant assets.
Core Business Areas
- Financial Advisory: Provides advice on mergers and acquisitions, restructurings, capital raising, and other strategic matters.
- Asset Management: Manages assets for institutions, financial intermediaries, private clients, and investment vehicles.
Leadership and Structure
Kenneth M. Jacobs is the Chairman and CEO. The company operates with a partnership structure, with managing directors leading various business units and regions.
Top Products and Market Share
Key Offerings
- Mergers & Acquisitions (M&A) Advisory: Advises companies on buying, selling, or merging with other companies. Market share varies annually but consistently ranks among the top 10 globally. Competitors include Goldman Sachs (GS), Morgan Stanley (MS), and JPMorgan Chase (JPM).
- Restructuring Advisory: Provides advice to companies facing financial distress, including bankruptcy and debt restructuring. Competitors include Houlihan Lokey (HLI) and Rothschild & Co.
- Asset Management (Equities, Fixed Income, Alternatives): Manages portfolios for various client types. Competitors include BlackRock (BLK), Vanguard, and State Street (STT).
Market Dynamics
Industry Overview
The financial advisory and asset management industry is highly competitive and cyclical, influenced by economic conditions, market volatility, and regulatory changes.
Positioning
Lazard is positioned as a leading independent financial advisory firm with a strong global presence and expertise in complex transactions. Its independence is a key competitive advantage.
Total Addressable Market (TAM)
The TAM for financial advisory and asset management is substantial, estimated in the trillions of dollars globally. Lazard is positioned to capture a portion of this market through its expertise and global network.
Upturn SWOT Analysis
Strengths
- Strong brand reputation
- Global presence
- Independent advisory services
- Experienced professionals
- Long-standing client relationships
Weaknesses
- Reliance on key personnel
- Cyclical nature of the business
- High compensation costs
- Sensitivity to market volatility
- Smaller asset base compared to larger competitors
Opportunities
- Expanding into new geographic markets
- Increasing demand for restructuring services
- Growth in alternative asset classes
- Technological advancements in asset management
- Increased M&A activity
Threats
- Increased competition
- Economic downturns
- Regulatory changes
- Geopolitical instability
- Loss of key personnel
Competitors and Market Share
Key Competitors
- GS
- MS
- JPM
- BLK
- HLI
- LAIX
Competitive Landscape
Lazard's independence is a key advantage, but it faces stiff competition from larger, more diversified financial institutions.
Major Acquisitions
Financo
- Year: 2019
- Acquisition Price (USD millions):
- Strategic Rationale: Enhanced capabilities in beauty, fashion, and retail sectors
Growth Trajectory and Initiatives
Historical Growth: Lazard's growth has been driven by M&A advisory, restructuring, and asset management. Performance fluctuates with market cycles.
Future Projections: Analyst projections are based on macroeconomic conditions and industry trends.
Recent Initiatives: Lazard focuses on expanding its advisory and asset management capabilities, particularly in growth markets.
Summary
Lazard is a reputable, independent financial advisory and asset management firm with a strong global presence. Its advisory business benefits from complex transactions, while asset management provides recurring revenue. The firm is sensitive to market cycles and relies on key personnel, requiring continuous adaptation to remain competitive.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Lazard Ltd. Annual Reports, SEC Filings, Market Research Reports, Analyst Estimates
Disclaimers:
This analysis is based on publicly available information and is not financial advice. Market conditions and company-specific factors can change rapidly.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
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 3234 | Website https://www.lazard.com |
Full time employees 3234 | Website https://www.lazard.com | ||
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.
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