Lazard Inc. (LAZ)$48.06
Market Cap: 3.64 BCurrency: USD
Research Snapshot
Static fundamentals, valuation context, and investor signals for Lazard Inc. (LAZ).
FINANCIAL
CAPITAL MARKETS
DCF ready
Valuation
7.9x
EV/FCF, 12.6% FCF yield
Quality
9.3%
ROIC, 15.3% FCF margin
Growth
3.8%
5Y sales (revenue) CAGR
Balance sheet
1.9x
Debt/equity, N/A current ratio
Superinvestors
3
Top: John Rogers (2.8%)
Strengths to research
- Return on equity is strong at 27.1%.
- Free cash flow margin is healthy at 15.3%.
- 3 tracked superinvestors report a position.
- 10 annual periods are available for trend analysis.
Watchouts
No major valuation, balance sheet, or growth watchouts were detected by the static screen.
Annual data: 10 periods
Quarterly data: 24 periods
Stock snapshot: May 25, 2026
Static dataset: May 25, 2026
Quality Scorecard
Build-time composite score for LAZ.
Grade C
58
/ 100
Peer Comparison
Target stock against 8 market-cap comparable peers.
Heat map: red worst to green best
| LAZ Target | Lazard Inc. | $3.6B | 22.1x | 7.9x | 9.3% | 3.8% | 15.3% | N/A | 0.6x | N/A |
| MC | Moelis & Co. | $4.0B | N/A | 6.4x | 45.7% | N/A | N/A | N/A | -1.9x | N/A |
| PIPR | Piper Sandler Companies | $4.4B | 5.1x | 6.1x | 20.5% | 7.9% | 32.0% | N/A | N/A | N/A |
| BGC | BGC Group Inc. | $4.7B | 36.1x | 14.3x | 6.2% | 7.6% | 15.3% | N/A | N/A | N/A |
| EVR | Evercore Inc. | $8.2B | 24.6x | 5.7x | 29.1% | 11.2% | 30.5% | N/A | N/A | N/A |
| MKTX | MarketAxess Holdings Inc. | $8.4B | 20.7x | 21.2x | 21.6% | 4.2% | 44.2% | N/A | -1.2x | N/A |
| PWP | Perella Weinberg Partners | $1.5B | 39.7x | 40.7x | N/A | 7.7% | 4.1% | N/A | -4.2x | N/A |
| IREN | Iris Energy Ltd | $1.4B | 145.7x | -2.5x | 4.8% | N/A | -65.4% | N/A | -2.8x | N/A |
| HUT | Hut 8 Corp | $1.3B | -49.5x | -9.2x | -17.4% | N/A | -59.2% | N/A | N/A | N/A |
Financial Charts
No financial data available for LAZ (annual).
3 superinvestors own LAZ
Current quarter ownership and quarter-over-quarter share changes.
Superinvestor ownership
| Fund | Shares | Value | % Portfolio | QoQ Change |
|---|---|---|---|---|
| John Rogers Ariel Appreciation Fund | 5,826,289 | $248M | 2.77% | 0.0% |
| Lee Ainslie Maverick Capital | 24,404 | $1M | 0.01% | 0.0% |
| Mason Hawkins Longleaf Partners | 18,608 | $790,000 | 0.04% | 0.0% |