ScoreComparison
Why is Lazard, Inc. ?
1
Strong Long Term Fundamental Strength with an average Return on Equity (ROE) of 43.32%
2
Poor long term growth as Net Sales has grown by an annual rate of 4.60% and Operating profit at 2.58%
3
The company has declared Positive results for the last 4 consecutive quarters
- RAW MATERIAL COST(Y) Fallen by -0.33% (YoY)
- NET PROFIT(9M) Higher at USD 197.25 MM
- DEBTORS TURNOVER RATIO(HY) Highest at 4.25 times
4
With ROE of 49.29%, it has a fair valuation with a 7.71 Price to Book Value
- The stock is trading at a premium compared to its peers' average historical valuations
- Over the past year, while the stock has generated a return of -5.58%, its profits have risen by 246.3% ; the PEG ratio of the company is 0.1
- At the current price, the company has a high dividend yield of 363.8
5
Below par performance in long term as well as near term
- Along with generating -5.58% returns in the last 1 year, the stock has also underperformed S&P 500 in the last 3 years, 1 year and 3 months
Real-Time Research ReportHow much should you hold?
- Overall Portfolio exposure to Lazard, Inc. should be less than 10%
- Overall Portfolio exposure to Capital Markets should be less than 30%
(If sector exposure > 30%, please use optimiser tool to see which are the best stocks to hold in Capital Markets)
When to exit? - We will constantly monitor the company and suggest at the appropriate time to exit from the stock
Is Lazard, Inc. for you?
High Risk, High Return
Absolute
Risk Adjusted
Volatility
Lazard, Inc.
-5.66%
0.90
44.25%
S&P 500
13.22%
0.64
20.20%
Quality
Management Risk
Growth
Capital StructureQuality key factors
Factor
Value
Sales Growth (5y)
4.60%
EBIT Growth (5y)
2.58%
EBIT to Interest (avg)
5.45
Debt to EBITDA (avg)
Negative Net Debt
Net Debt to Equity (avg)
0
Sales to Capital Employed (avg)
0
Tax Ratio
20.20%
Dividend Payout Ratio
74.67%
Pledged Shares
0
Institutional Holding
100.00%
ROCE (avg)
0
ROE (avg)
43.32%
ValuationValuation Key Factors 
Factor
Value
P/E Ratio
16
Industry P/E
Price to Book Value
7.71
EV to EBIT
7.80
EV to EBITDA
7.26
EV to Capital Employed
-10.91
EV to Sales
1.22
PEG Ratio
0.06
Dividend Yield
363.79%
ROCE (Latest)
Negative Capital Employed
ROE (Latest)
49.29%
TechnicalsTechnical key factors
Indicator
Weekly
Monthly
MACD
Mildly Bearish
Mildly Bearish
RSI
No Signal
No Signal
Bollinger Bands
Mildly Bearish
Bullish
Moving Averages
Mildly Bullish (Daily)
KST
Bearish
Mildly Bearish
Dow Theory
Mildly Bearish
Mildly Bearish
OBV
No Trend
No Trend
Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish Turned 
Financial Trend7What is working for the Company
RAW MATERIAL COST(Y)
Fallen by -0.33% (YoY
NET PROFIT(9M)
Higher at USD 197.25 MM
DEBTORS TURNOVER RATIO(HY)
Highest at 4.25 times
-1What is not working for the Company
NET PROFIT(Q)
At USD 54.46 MM has Fallen at -26.72%
Here's what is working for Lazard, Inc.
Debtors Turnover Ratio
Highest at 4.25 times
in the last five Semi-Annual periodsMOJO Watch
Company has been able to sell its Debtors faster
Debtors Turnover Ratio
Raw Material Cost
Fallen by -0.33% (YoY)
MOJO Watch
The company's ability to pass on the cost of raw materials to customers has improved; this may lead to a rise in profit margin
Raw Material Cost as a percentage of Sales
Here's what is not working for Lazard, Inc.
Net Profit
At USD 54.46 MM has Fallen at -26.72%
over average net sales of the previous four periods of USD 74.32 MMMOJO Watch
Near term Net Profit trend is negative
Net Profit (USD MM)
InfinHub Market Technologies FZ-LLC, Building-2, Unit 112, Dubai Internet City, Dubai, United Arab Emirates
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