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Upturn AI SWOT - About
LAZ 
Lazard Ltd (LAZ)
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Upturn Advisory Summary
04/01/2025: LAZ (3-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type Stock | Historic Profit -5.77% | Avg. Invested days 33 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 3.17B USD | Price to earnings Ratio 13.15 | 1Y Target Price 52.88 |
Price to earnings Ratio 13.15 | 1Y Target Price 52.88 | ||
Volume (30-day avg) 1223421 | Beta 1.25 | 52 Weeks Range 33.62 - 60.05 | Updated Date 04/4/2025 |
52 Weeks Range 33.62 - 60.05 | Updated Date 04/4/2025 | ||
Dividends yield (FY) 5.18% | Basic EPS (TTM) 2.68 |
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 9.18% | Operating Margin (TTM) 11.51% |
Management Effectiveness
Return on Assets (TTM) 6.08% | Return on Equity (TTM) 42.96% |
Valuation
Trailing PE 13.15 | Forward PE 10.58 | Enterprise Value 4087540953 | Price to Sales(TTM) 1.04 |
Enterprise Value 4087540953 | Price to Sales(TTM) 1.04 | ||
Enterprise Value to Revenue 1.32 | Enterprise Value to EBITDA 8 | Shares Outstanding 89899200 | Shares Floating 87262478 |
Shares Outstanding 89899200 | Shares Floating 87262478 | ||
Percent Insiders 2.83 | Percent Institutions 91.27 |
Analyst Ratings
Rating 3.56 | Target Price 58.43 | Buy 2 | Strong Buy 2 |
Buy 2 | Strong Buy 2 | ||
Hold 4 | Sell 1 | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Lazard Ltd
Company Overview
History and Background
Lazard Ltd was founded in 1848 as a dry goods merchant company. It evolved into a leading financial advisory and asset management firm with a global presence. Significant milestones include its role in major restructurings and M&A deals over the decades.
Core Business Areas
- Financial Advisory: Offers advice on mergers and acquisitions, restructurings, capital structure, and other strategic matters. This includes advising governments and corporations on complex financial challenges.
- Asset Management: Manages assets for institutions, financial intermediaries, private clients, and mutual fund sponsors. This includes a range of investment strategies, including equity, fixed income, and alternative investments.
Leadership and Structure
The company is led by Kenneth M. Jacobs (Chairman and CEO). Lazard operates with a partnership-based structure with a global network of offices.
Top Products and Market Share
Key Offerings
- M&A Advisory: Lazard advises on mergers, acquisitions, divestitures, and other strategic transactions. Market share varies depending on the year and region but Lazard consistently ranks among the top global M&A advisors. Competitors include Goldman Sachs (GS), Morgan Stanley (MS), and JPMorgan Chase (JPM).
- Restructuring Advisory: Lazard advises companies on restructuring their finances and operations. Lazard is a leading restructuring advisor. Competitors include Houlihan Lokey (HLI), Rothschild & Co, and PJT Partners (PJT).
- Asset Management: Offers a range of investment strategies, including equity, fixed income, and alternative investments. Total AUM as of Dec 31, 2023 was $248 billion, as mentioned in the Q4 2023 Earnings Call. 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 global economic conditions, market volatility, and regulatory changes.
Positioning
Lazard is a leading independent financial advisory and asset management firm, known for its expertise in complex transactions and restructurings. Its competitive advantage lies in its global network, independent advice, and deep industry knowledge.
Total Addressable Market (TAM)
The total addressable market for financial advisory and asset management is estimated to be trillions of dollars globally. Lazard is positioned to capture a portion of this market through its advisory and asset management services, leveraging its global presence and expertise.
Upturn SWOT Analysis
Strengths
- Global brand recognition
- Strong advisory expertise
- Independent advice
- Experienced leadership
- Deep industry knowledge
Weaknesses
- Cyclical business model
- Dependence on key personnel
- Potential conflicts of interest
- Sensitivity to market volatility
Opportunities
- Growth in emerging markets
- Increased demand for restructuring advice
- Expansion of asset management offerings
- Technological innovation
Threats
- Economic downturns
- Increased competition
- Regulatory changes
- Geopolitical instability
- Market volatility
Competitors and Market Share
Key Competitors
- Goldman Sachs (GS)
- Morgan Stanley (MS)
- JPMorgan Chase (JPM)
- Houlihan Lokey (HLI)
- PJT Partners (PJT)
Competitive Landscape
Lazard competes with large investment banks and boutique advisory firms. Its advantages include its independent advice and global network. Disadvantages include its smaller size and dependence on key personnel.
Major Acquisitions
Guggenheim Partners' Middle-Market Investment Banking Division
- Year: 2023
- Acquisition Price (USD millions):
- Strategic Rationale: Increased Lazard's capabilities in middle-market advisory, enhancing client service offerings.
Growth Trajectory and Initiatives
Historical Growth: Historical growth has been influenced by market conditions and strategic initiatives.
Future Projections: Future growth is projected to be driven by expansion in emerging markets, increased demand for advisory services, and growth in asset management AUM.
Recent Initiatives: Recent initiatives include expanding its presence in key markets, investing in technology, and developing new products and services.
Summary
Lazard is a well-established financial advisory and asset management firm with a strong global brand and expertise in complex transactions. Its independent advice is a key strength, but its cyclical business model and dependence on market conditions pose challenges. Future growth will depend on its ability to capitalize on opportunities in emerging markets and expand its asset management business.
Similar Companies
BLK
BlackRock Inc
BLK
BlackRock Inc
GS
Goldman Sachs Group Inc
GS
Goldman Sachs Group Inc
HLI
Houlihan Lokey Inc
HLI
Houlihan Lokey Inc
JPM
JPMorgan Chase & Co
JPM
JPMorgan Chase & Co
MS
Morgan Stanley
MS
Morgan Stanley
PJT
PJT Partners Inc
PJT
PJT Partners Inc
Sources and Disclaimers
Data Sources:
- Company Filings (SEC)
- Analyst Reports
- Financial News Outlets
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Market conditions and company performance 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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