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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
10/13/2026: LAZ (1-star) is currently NOT-A-BUY. Pass it for now.
Lazard Ltd is a global financial institution operating primarily in strategic advisory and asset management. The company is known for its independent, conflict-free advice and strong intellectual capital, which helps it secure high-level M&A mandates. Its primary growth story revolves around capturing deal flow and expanding its alternative investment offerings to create more recurring revenue. However, the firm faces significant risks from cyclical market downturns, intense competition for talent, and the inherent volatility of M&A cycles. This stock may suit value-oriented and dividend-seeking investors, though it is less appropriate for those looking for stability, making monitoring of global corporate deal-making trends and market conditions essential.
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 | Growth is largely cyclical and tied to broader M&A market trends rather than steady secular expansion. |
| Momentum investor | Strong fit while signal remains positive | Momentum investors may find opportunity during periods of surging deal volume and market optimism. |
| Value investor | Strong fit | The stock can often trade at attractive valuations during market troughs when deal activity is depressed. |
| Dividend investor | Strong fit | Lazard has historically maintained a commitment to returning capital to shareholders through dividends. |
| Low-risk investor | Weak fit | The company's earnings volatility makes it less suitable for investors prioritizing capital preservation. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium / high | The stock's price often fluctuates with global market cycles and deal flow. |
| Valuation risk | Medium | Investors must assess whether current prices reflect cyclical recoveries or structural headwinds. |
| Competition risk (Advisory/Asset Management) | Medium / high | The firm faces pressure from both massive global banks and smaller, agile boutique advisors. |
| Business quality | Medium / high | The franchise has a strong reputation, though its reliance on human capital and cyclical revenues is a factor. |
| Dividend income | Medium | Dividends depend on the firm's profitability, which can vary based on market conditions. |
| Execution risk | Medium | Attracting and retaining high-level talent is essential for maintaining advisory success. |
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 -7.62% | Avg. Invested days 40 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/13/2026 |
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
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 3.65B USD | Price to earnings Ratio 18.16 | 1Y Target Price 44 |
Price to earnings Ratio 18.16 | 1Y Target Price 44 | ||
Volume (30-day avg) 1.8M shares | Beta 1.46 | 52 Weeks Range 34.76 - 57.45 | Updated Date 10/12/2026 |
52 Weeks Range 34.76 - 57.45 | Updated Date 10/12/2026 | ||
Dividends yield (FY) 5.44% | Basic EPS (TTM) 2.04 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Financial Advisory | M&A, restructuring, and capital raising fees. | The company earns fees when it successfully guides companies through major financial deals. |
| Asset Management | Management fees based on AUM and performance fees. | The company collects recurring fees for managing client investment portfolios. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Valuation
Trailing PE 18.16 | Forward PE 10.39 | Enterprise Value 4.44B | Price to Sales(TTM) 1.14 |
Enterprise Value 4.44B | Price to Sales(TTM) 1.14 | ||
Enterprise Value to Revenue 1.36 | Enterprise Value to EBITDA 10.33 | Shares Outstanding 98.44M | Shares Floating 96.50M |
Shares Outstanding 98.44M | Shares Floating 96.50M | ||
Percent Insiders 0.9 | Percent Institutions 105.52 |
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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