Lazard (LAZ) Valuation Check As CEO Inflation Warning Puts Interest Rate Outlook In The Spotlight

Simply Wall St.01-22

AdvertisementInflation concerns put Lazard (LAZ) in focus for rate sensitive investors Recent research from Lazard (LAZ) CEO Peter R. Orszag, highlighting the risk of U.S. inflation running hotter ...

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Orszag, highlighting the risk of U.S. inflation running hotter ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/diversified-financials/nyse-laz/lazard/news/lazard-laz-valuation-check-as-ceo-inflation-warning-puts-int\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0077335932.USD","symbol_name":"FIDELITY AMERICAN GROWTH \"A\" INC","start_time":0,"source_url":"https://simplywall.st/stocks/us/diversified-financials/nyse-laz/lazard/news/lazard-laz-valuation-check-as-ceo-inflation-warning-puts-int","article_id":"2605415965","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/industry/7132000-choice2-main-header/1585186691278"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/diversified-financials/nyse-laz/lazard/news/lazard-laz-valuation-check-as-ceo-inflation-warning-puts-int","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2605415965","pubTimestamp":1769092072,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"Inflation concerns put Lazard (LAZ) in focus for rate sensitive investors\nRecent research from Lazard (LAZ) CEO Peter R. Orszag, highlighting the risk of U.S. inflation running hotter than expected and potentially slowing interest rate cuts, has put the stock on investors' radar.\nSee our latest analysis for Lazard.\nLazard's recent comments on stickier inflation come as the share price sits at US$53.85, with a 30-day share price return of 7.44% and year to date share price return of 8.26%. The...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","BK4127":"投资银行业与经纪业","IE0034390439.USD":"FTGF ROYCE US SMALLER COMPANIES \"A\" (USD) D","DCF":"Dreyfus Alcentra Global Credit Income 2024 Target Term Fund, Inc","LU1878469433.USD":"THREADNEEDLE (LUX) - AMERICAN SMALLER COMPANIES \"A\" (USD) ACC","LAZ":"Lazard Class A","IE00B19Z6F94.USD":"Legg Mason Royce - US Smaller Companies A Acc USD"},"translate_title":"拉扎德(LAZ)首席执行官通胀警告使利率前景成为焦点，对估值进行检查","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"DCF":1,"LAZ":1.5},"content_text":"AdvertisementInflation concerns put Lazard (LAZ) in focus for rate sensitive investors Recent research from Lazard (LAZ) CEO Peter R. Orszag, highlighting the risk of U.S. inflation running hotter than expected and potentially slowing interest rate cuts, has put the stock on investors' radar. See our latest analysis for Lazard. Lazard's recent comments on stickier inflation come as the share price sits at US$53.85, with a 30-day share price return of 7.44% and year to date share price return of 8.26%. The 5-year total shareholder return of 71.88% points to stronger longer term momentum. If inflation risks have you reassessing the financial sector, it can help to widen the lens and look at fast growing stocks with high insider ownership as potential ideas beyond Lazard. With Lazard trading at US$53.85, sitting on a 30% intrinsic discount and only a modest gap to analyst targets, the key question is simple: is this an underappreciated rate play, or is the market already banking on future growth? Price-to-Earnings of 19.1x: Is it justified? At a last close of US$53.85, Lazard trades on a P/E of 19.1x, which screens as good value versus peers and the wider US Capital Markets industry. The P/E multiple links what you pay today to the company’s current earnings. This tends to matter a lot for fee based advisory and asset management businesses like Lazard, where profitability is a key focus. For Lazard, a 19.1x P/E suggests the market is pricing in its earnings profile at a lower level than similar companies, even though earnings are forecast to grow and past profit margins and earnings quality are described as strong. Compared with the US Capital Markets industry average P/E of 25.5x and a peer average of 22.2x, Lazard trades at a clear discount. Its 19.1x multiple also sits very close to the estimated fair P/E of 19.4x, a level the market could move towards if sentiment or earnings expectations shift. Explore the SWS fair ratio for Lazard Result: Price-to-Earnings of 19.1x (UNDERVALUED) However, this depends on inflation and rate expectations remaining steady. A tougher backdrop for deal activity or asset flows could quickly challenge that valuation gap. Find out about the key risks to this Lazard narrative. Another View: What Our DCF Says Our DCF model presents a different perspective, with Lazard at US$53.85 compared to an estimated future cash flow value of US$77.89. That gap points to undervaluation on this measure, but it also raises a simple question for you: how much faith do you put in long range forecasts? Look into how the SWS DCF model arrives at its fair value. LAZ Discounted Cash Flow as at Jan 2026Simply Wall St performs a discounted cash flow (DCF) on every stock in the world every day (check out Lazard for example). We show the entire calculation in full. You can track the result in your watchlist or portfolio and be alerted when this changes, or use our stock screener to discover 876 undervalued stocks based on their cash flows. If you save a screener we even alert you when new companies match - so you never miss a potential opportunity.  Build Your Own Lazard Narrative If you see the numbers differently or simply prefer to test your own assumptions, you can build a full Lazard story yourself in just a few minutes, starting with Do it your way. A great starting point for your Lazard research is our analysis highlighting 3 key rewards and 2 important warning signs that could impact your investment decision. Looking for more investment ideas? If Lazard has sparked your interest, do not stop here. Broaden your watchlist now so you are not the one hearing about the ideas after everyone else.  Target income-focused opportunities with these 13 dividend stocks with yields > 3% that may offer yields above 3% while you assess potential total return. Explore technology themes by checking out these 23 AI penny stocks that tie artificial intelligence to listed companies you can research. Hunt for value-orientated ideas through these 876 undervalued stocks based on cash flows and see which businesses screen as attractively priced based on their cash flows.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: AI Stock Screener & AlertsOur new AI Stock Screener scans the market every day to uncover opportunities.• Dividend Powerhouses (3%+ Yield)• Undervalued Small Caps with Insider Buying• High growth Tech and AI CompaniesOr build your own from over 50 metrics.Explore Now for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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