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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
10/24/2025: LAZ (2-star) is currently NOT-A-BUY. Pass it for now.
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 $58.17
1 Year Target Price $58.17
| 2 | Strong Buy |
| 1 | Buy |
| 3 | Hold |
| 1 | Sell |
| 1 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 33.3% | Avg. Invested days 50 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 4.64B USD | Price to earnings Ratio 19.53 | 1Y Target Price 58.17 |
Price to earnings Ratio 19.53 | 1Y Target Price 58.17 | ||
Volume (30-day avg) 8 | Beta 1.35 | 52 Weeks Range 31.27 - 58.73 | Updated Date 10/26/2025 |
52 Weeks Range 31.27 - 58.73 | Updated Date 10/26/2025 | ||
Dividends yield (FY) 4.07% | Basic EPS (TTM) 2.52 |
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 2025-10-30 | When Before Market | Estimate 0.46 | Actual 0.56 |
Profitability
Profit Margin 9.09% | Operating Margin (TTM) 10.82% |
Management Effectiveness
Return on Assets (TTM) 5.82% | Return on Equity (TTM) 31.96% |
Valuation
Trailing PE 19.53 | Forward PE 13.26 | Enterprise Value 5922522918 | Price to Sales(TTM) 1.54 |
Enterprise Value 5922522918 | Price to Sales(TTM) 1.54 | ||
Enterprise Value to Revenue 1.92 | Enterprise Value to EBITDA 11.01 | Shares Outstanding 94357442 | Shares Floating 96208031 |
Shares Outstanding 94357442 | Shares Floating 96208031 | ||
Percent Insiders 2.53 | Percent Institutions 94.77 |
Upturn AI SWOT
Lazard Ltd
Company Overview
History and Background
Lazard Ltd was founded in 1848 as a dry goods store in New Orleans. It evolved into a banking firm specializing in foreign exchange, eventually expanding into investment banking and asset management. Significant milestones include its involvement in major global financial restructurings and its listing on the NYSE in 2005.
Core Business Areas
- Financial Advisory: Provides advice on mergers and acquisitions, restructuring, capital structure, and other strategic matters.
- Asset Management: Offers investment management services to institutional clients, financial intermediaries, and private clients.
Leadership and Structure
The CEO is Kenneth M. Jacobs. Lazard operates with a partnership-like structure, with Managing Directors playing a key role. The firm is organized into global advisory and asset management divisions.
Top Products and Market Share
Key Offerings
- M&A Advisory: Advises companies on mergers, acquisitions, divestitures, and other strategic transactions. Lazard is a top-ranked global M&A advisor. Competitors include Goldman Sachs (GS), Morgan Stanley (MS), and J.P. Morgan Chase & Co. (JPM).
- Restructuring Advisory: Provides financial restructuring advice to companies facing financial distress. Lazard is a leader in this area. Competitors include Rothschild & Co, Evercore (EVR), and Houlihan Lokey (HLI).
- Asset Management (Equities, Fixed Income, Alternatives): Manages assets for institutions and individuals across a range of asset classes. Competitors include BlackRock (BLK), Vanguard, and State Street (STT).
Market Dynamics
Industry Overview
The financial advisory and asset management industries are highly competitive and cyclical, influenced by global economic conditions, regulatory changes, and market volatility.
Positioning
Lazard is positioned as a leading independent financial advisory and asset management firm with a strong global presence and a focus on providing high-quality advice and investment solutions. Its independence is a competitive advantage.
Total Addressable Market (TAM)
The TAM for global financial advisory and asset management is estimated to be in the trillions of dollars. Lazard is positioned to capture a significant share through its expertise and global network.
Upturn SWOT Analysis
Strengths
- Strong global brand reputation
- Independent advisory model
- Experienced leadership team
- Diversified revenue streams (advisory and asset management)
- Strong restructuring franchise
Weaknesses
- Revenue is highly dependent on market cycles
- Intense competition for talent
- Exposure to geopolitical risks
- Fluctuations in AUM (Assets Under Management)
Opportunities
- Growing demand for restructuring advice in challenging economic times
- Expansion into new markets and service offerings
- Increased demand for alternative investments
- Technological advancements to improve efficiency and client service
Threats
- Economic downturns and market volatility
- Increased competition from larger financial institutions
- Regulatory changes and compliance costs
- Loss of key personnel
Competitors and Market Share
Key Competitors
- Goldman Sachs (GS)
- Morgan Stanley (MS)
- J.P. Morgan Chase & Co. (JPM)
- Evercore (EVR)
- Houlihan Lokey (HLI)
Competitive Landscape
Lazard's independence and strong restructuring franchise are key advantages. Disadvantages include its smaller scale compared to larger, full-service investment banks.
Major Acquisitions
Guggenheim Partners' Middle-Market Investment Banking Business
- Year: 2023
- Acquisition Price (USD millions): 440
- Strategic Rationale: Expanded Lazard's middle-market M&A advisory capabilities.
Growth Trajectory and Initiatives
Historical Growth: Lazard's growth has been driven by its strong advisory business and asset management performance. However, revenue can fluctuate based on market conditions.
Future Projections: Future growth is expected to be driven by increased M&A activity, demand for restructuring services, and growth in assets under management. Analyst estimates vary.
Recent Initiatives: Recent initiatives include expanding into new markets, developing new investment products, and investing in technology to enhance client service.
Summary
Lazard is a well-respected independent financial advisory and asset management firm. Its strength lies in its restructuring expertise and global brand. However, its revenue is susceptible to market volatility and faces competition from larger firms. Recent acquisitions like Guggenheim Partner's middle market banking business could provide further growth opportunities.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Lazard Ltd. Investor Relations
- Company Filings (SEC)
- Financial News Articles
- Industry Reports
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Investment decisions should be based on thorough research and consultation with a qualified financial advisor. Market data 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 3263 | Website https://www.lazard.com |
Full time employees 3263 | 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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