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Lazard, Inc. (LAZ) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated today

Lazard, Inc.

LAZMarket cap $3.49BPrice $35.8

Country🇺🇸United States

SectorFinancials

IndustryCapital Markets

Advises governments and corporations on mergers, restructurings, and high-stakes financial deals worldwide. One of the oldest independent advisory firms on Wall Street, Lazard has quietly shaped deals behind nearly every major crisis since the 1800s.

In Bastion Portfolios?

52W Return-24%Global Market +16%?

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)+4%4

Revenue Forecast

Rev CAGR (1y)+8%5

Rev CAGR (3y)+11%7

Rev CAGR (5y)+3%3

Earnings Forecast

EPS Growth Y+1+10%6

EPS Growth Y+2+84%10

EPS Growth Y+3+15%7

Quality

Margins

EBIT Margin0%9

Net Income Margin7%4

Free Cash Flow Margin21%8

Debt

Net Debt/EBITDAna–

Efficiency

ROE26%9

ROA5%6

Earnings Stability22

GEAR+AVERAGE47

Overall rating across all five factors

Value

Price Multiples

P/E Ratio (Forward)109

P/E Ratio (Forward 3y)79

P/BV3.84

EV Multiples

EV/EBITDA Fwd09

EV/EBIT Fwd09

Yield

Free Cash Flow Yield0.0%7

Dividend Yield5.6%10

Momentum

Short term

1 month return-16%1

3 month return-13%3

YTD return-24%2

Mid term

Price vs 52wHigh62%2

1 year return-24%2

Long term

3 year return+38%5

5 year return-7%3

Risk Shield

Price Risk

Beta1.81

Volatility42%4

Free Cash Flow

Free Cash Flow Margin21%8

Free Cash Flow Yield0.0%7

Quality

ROCE8%6

Earnings Stability22

Net Debt/EBITDAna–

02Growth

Is it actually growing, and how fast?

LAZLazard

Revenue FY25$3.2B

GROWTH RATING↗

AVERAGE50 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+4%4

Revenue, next 1Y+8%5

Revenue, next 3Y, CAGR+11%7

Revenue, next 5Y, CAGR+3%3

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+10%6

EPS growth, FY27E+84%10

EPS growth, FY28E+15%7

GROWTH ASSESSMENT

STRENGTHS

Revenue grew 4%/yr over the last 3 years and is set to grow 11%/yr from here.

Earnings are set to grow in step with sales (EPS about 15%/yr vs revenue 11%/yr).

WATCH

A mid-pack grower, ahead of 50% of companies worldwide.

Revenue is set to grow 11%/yr over the next 3 years, in line with the market.5/10

WEAKNESSES

Over five years revenue is set to grow 3%/yr, behind 70% of companies worldwide.3/10

BOTTOM LINE

Margin Expander

A middle-of-the-pack grower that's speeding up. The one thing to watch: the five-year outlook is thin.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

VERY WEAK9 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-16%1

3-month return-13%3

YTD return-24%2

MID & LONG-TERM▾SCORE

% of 52-week high62%2

1-year return-24%2

3-year return+38%5

5-year return-7%3

MOMENTUM ASSESSMENT

STRENGTHS

None flagged.

WATCH

Average long-term results. Multi-year returns are middling (+38% over three years and -6.8% over five), roughly average for the market.

WEAKNESSES

It's down 24% over the past year, now 38% below its 52-week high. That is lagging the market.

The stock is underperforming over the past month (-16%), over three months (-13%) and so far this year (-24%).

BOTTOM LINE

Falling Knife

Returns rank poorly over both the short and long run, and the price is still falling. Momentum is firmly negative — catching this is a bet against the tape, not with it. Wait for a base to form. The one thing to watch: the one-year trend is weak.

04Value

Are you paying a fair price for it?

Stop guessing on Lazard, Inc.. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

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02Growth

Is it actually growing, and how fast?

LAZLazard

Revenue FY25$3.2B

GROWTH RATING↗

AVERAGE50 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+4%4

Revenue, next 1Y+8%5

Revenue, next 3Y, CAGR+11%7

Revenue, next 5Y, CAGR+3%3

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+10%6

EPS growth, FY27E+84%10

EPS growth, FY28E+15%7

GROWTH ASSESSMENT

STRENGTHS

Revenue grew 4%/yr over the last 3 years and is set to grow 11%/yr from here.

Earnings are set to grow in step with sales (EPS about 15%/yr vs revenue 11%/yr).

WATCH

A mid-pack grower, ahead of 50% of companies worldwide.

Revenue is set to grow 11%/yr over the next 3 years, in line with the market.5/10

WEAKNESSES

Over five years revenue is set to grow 3%/yr, behind 70% of companies worldwide.3/10

BOTTOM LINE

Margin Expander

A middle-of-the-pack grower that's speeding up. The one thing to watch: the five-year outlook is thin.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

VERY WEAK9 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-16%1

3-month return-13%3

YTD return-24%2

MID & LONG-TERM▾SCORE

% of 52-week high62%2

1-year return-24%2

3-year return+38%5

5-year return-7%3

MOMENTUM ASSESSMENT

STRENGTHS

None flagged.

WATCH

Average long-term results. Multi-year returns are middling (+38% over three years and -6.8% over five), roughly average for the market.

WEAKNESSES

It's down 24% over the past year, now 38% below its 52-week high. That is lagging the market.

The stock is underperforming over the past month (-16%), over three months (-13%) and so far this year (-24%).

BOTTOM LINE

Falling Knife

04Value

Are you paying a fair price for it?

Stop guessing on Lazard, Inc.. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

✓
Stock VerdictValuation and investment strategy for 4,000+ stocks. Days of hedge fund analyst research, done in 2 minutes.
✓
RadarFind your next investment idea: top-ranked stocks across all 9 Bastion strategies.
✓
Portfolio ManagerCheck if Bastion algorithms added the stock you care about to their portfolios.

Secure via Stripe

Trusted by 1,000+ investors in our community