COMP <GO>
LAZ vs FHI // EV/EBITDA & P/E VALUATION
Lazard Inc. (NYSE) VS. Federated Hermes Inc. (NYSE) • 15-METRIC TALLY: LAZ 2
— FHI 10
▲ EV/EBITDA & P/E VALUATION LEADER: FHI
LAST: $39.16 (+2.11%) • MKT CAP: $3.75B
valuation
11.4x
LAST: $62.56 (+6.98%) • MKT CAP: $4.37B
valuation
8.0x
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (LAZ VS. FHI)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | LAZ | FHI | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 24.40% | 39.80% | -15.40 | FHI | /roic <GO> |
| EV/EBITDA & P/E Valuation ACTIVE | 11.4x | 8.0x | +3.40 | FHI | /valuation <GO> |
| Free Cash Flow Yield | 12.62% | 6.80% | +5.82 | LAZ | /fcf-yield <GO> |
| Operating Margin | 10.30% | 28.50% | -18.20 | FHI | /operating-margins <GO> |
| Net Profit Margin | 7.40% | 22.40% | -15.00 | FHI | /net-margins <GO> |
| Revenue Growth (YoY) | 1.50% | 10.30% | -8.80 | FHI | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 4.83% | 2.42% | +2.41 | LAZ | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 6/9 | 8/9 | -2.00 | FHI | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 52.5 | 57.6 | -5.10 | FHI | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.01 | 1.03 | -0.02 | FHI | /macro-sensitivity <GO> |
| Forward P/E Multiple | 15.2x | 10.0x | +5.20 | FHI | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $3.75B | $4.37B | -$620.8M | FHI | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | LAZ REV | FHI REV | LAZ GROSS % | FHI GROSS % | LAZ FCF | FHI FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $3.19B | $1.80B | — | — | $487.4M | $294.6M |
| FY 2024 | $3.14B | $1.63B | — | — | $697.3M | $342.5M |
| FY 2023 | $2.59B | $1.61B | — | — | $48.0M | $239.4M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
LAZ // BETA 1.01
FHI // BETA 1.03