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Upturn AI SWOT - About
LAZ 
Lazard Ltd (LAZ)
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Upturn Advisory Summary
07/08/2025: LAZ (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
8 Analysts rated it
Limited analyst coverage, niche firm, research info may be scarce.
1 Year Target Price $45.33
1 Year Target Price $45.33
| 2 | Strong Buy |
| 1 | Buy |
| 3 | Hold |
| 1 | Sell |
| 1 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 28.26% | Avg. Invested days 41 | 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 07/08/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 4.71B USD | Price to earnings Ratio 17.26 | 1Y Target Price 45.33 |
Price to earnings Ratio 17.26 | 1Y Target Price 45.33 | ||
Volume (30-day avg) 8 | Beta 1.29 | 52 Weeks Range 31.58 - 59.32 | Updated Date 07/8/2025 |
52 Weeks Range 31.58 - 59.32 | Updated Date 07/8/2025 | ||
Dividends yield (FY) 4.17% | Basic EPS (TTM) 2.9 |
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 10.36% | Operating Margin (TTM) 9.19% |
Management Effectiveness
Return on Assets (TTM) 7% | Return on Equity (TTM) 48.6% |
Valuation
Trailing PE 17.26 | Forward PE 23.09 | Enterprise Value 5706726022 | Price to Sales(TTM) 1.6 |
Enterprise Value 5706726022 | Price to Sales(TTM) 1.6 | ||
Enterprise Value to Revenue 1.92 | Enterprise Value to EBITDA 11.18 | Shares Outstanding 94147400 | Shares Floating 92239022 |
Shares Outstanding 94147400 | Shares Floating 92239022 | ||
Percent Insiders 2.61 | Percent Institutions 94.85 |
Upturn AI SWOT
Lazard Ltd
Company Overview
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.
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 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
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
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
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.
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 3253 | Website https://www.lazard.com |
Full time employees 3253 | 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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