COMP <GO>
LAZ vs MS // FREE CASH FLOW YIELD
Lazard Inc. (NYSE) VS. Morgan Stanley (NYSE) • 15-METRIC TALLY: LAZ 7
— MS 5
▲ FREE CASH FLOW YIELD LEADER: LAZ
LAST: $39.54 (+2.78%) • MKT CAP: $3.86B
fcf-yield
12.62%
LAST: $190.00 (-0.07%) • MKT CAP: $298.41B
fcf-yield
-7.25%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (LAZ VS. MS)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | LAZ | MS | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 24.40% | 3.00% | +21.40 | LAZ | /roic <GO> |
| EV/EBITDA & P/E Valuation | 11.4x | 31.0x | -19.60 | LAZ | /valuation <GO> |
| Free Cash Flow Yield ACTIVE | 12.62% | -7.25% | +19.87 | LAZ | /fcf-yield <GO> |
| Operating Margin | 10.30% | 24.60% | -14.30 | MS | /operating-margins <GO> |
| Net Profit Margin | 7.40% | 20.20% | -12.80 | MS | /net-margins <GO> |
| Revenue Growth (YoY) | 1.50% | 5.50% | -4.00 | MS | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 4.83% | 2.21% | +2.62 | LAZ | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 6/9 | 5/9 | +1.00 | LAZ | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 59.9 | 51.0 | +8.90 | LAZ | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.01 | 1.04 | -0.03 | MS | /macro-sensitivity <GO> |
| Forward P/E Multiple | 15.2x | 16.5x | -1.30 | LAZ | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $3.86B | $298.41B | -$294.55B | MS | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | LAZ REV | MS REV | LAZ GROSS % | MS GROSS % | LAZ FCF | MS FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $3.19B | $0 | — | — | $487.4M | -$17.89B |
| FY 2024 | $3.14B | $0 | — | — | $697.3M | $1.36B |
| FY 2023 | $2.59B | $0 | — | — | $48.0M | -$33.54B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
LAZ // BETA 1.01
MS // BETA 1.04