Asset Management
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Side-by-side financial analysisStock Comparison
BRBI vs LAZ
Revenue, margins, valuation, and 5-year total return — side by side.
Financial - Capital Markets
BRBI vs LAZ — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Asset Management | Financial - Capital Markets |
| Market Cap | $913M | $4.30B |
| Revenue (TTM) | $7.41B | $3.16B |
| Net Income (TTM) | $194M | $237M |
| Gross Margin | 5.9% | 31.2% |
| Operating Margin | 3.2% | 11.1% |
| Forward P/E | 24.4x | 16.4x |
| Total Debt | $9.93B | $2.58B |
| Cash & Equiv. | $575M | $1.50B |
BRBI vs LAZ — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | Jun 20 | Jun 26 | Return |
|---|---|---|---|
| BRBI BR Partners S.… (BRBI) | 100 | 11600000.0 | +11599900.0% |
| Lazard Ltd (LAZ) | 100 | 159.8 | +59.8% |
Price return only. Dividends and distributions are not included.
Quick Verdict: BRBI vs LAZ
Each card shows where this stock fits in a portfolio — not just who wins on paper.
BRBI carries the broadest edge in this set and is the clearest fit for income & stability and growth exposure.
- Dividend streak 1 yrs, beta 1.02
- Rev growth 13.1%, EPS growth 24.9%
- 414.7% 10Y total return vs LAZ's 95.7%
LAZ is the clearest fit if your priority is value and dividends.
- Lower P/E (16.4x vs 24.4x)
- 3.8% yield; the other pay no meaningful dividend
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 13.1% NII/revenue growth vs LAZ's 3.2% | |
| Value | Lower P/E (16.4x vs 24.4x) | |
| Quality / Margins | Efficiency ratio 0.0% vs LAZ's 0.2% (lower = leaner) | |
| Stability / Safety | Beta 1.02 vs LAZ's 1.73 | |
| Dividends | 3.8% yield; the other pay no meaningful dividend | |
| Efficiency (ROA) | Efficiency ratio 0.0% vs LAZ's 0.2% |
BRBI vs LAZ — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Segment breakdown not available.
BRBI vs LAZ — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
LAZ leads this category, winning 4 of 4 comparable metrics.
Income & Cash Flow (Last 12 Months)
BRBI is the larger business by revenue, generating $7.4B annually — 2.3x LAZ's $3.2B. Profitability is closely matched — net margins range from 7.5% (LAZ) to 2.6% (BRBI).
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $7.4B | $3.2B |
| EBITDAEarnings before interest/tax | — | $384M |
| Net IncomeAfter-tax profit | — | $237M |
| Free Cash FlowCash after capex | — | $519M |
| Gross MarginGross profit ÷ Revenue | +5.9% | +31.2% |
| Operating MarginEBIT ÷ Revenue | +3.2% | +11.1% |
| Net MarginNet income ÷ Revenue | +2.6% | +7.5% |
| FCF MarginFCF ÷ Revenue | +1.2% | +16.4% |
| Rev. Growth (YoY)Latest quarter vs prior year | — | — |
| EPS Growth (YoY)Latest quarter vs prior year | — | -43.8% |
Valuation Metrics
LAZ leads this category, winning 4 of 5 comparable metrics.
Valuation Metrics
At 21.1x trailing earnings, LAZ trades at a 14% valuation discount to BRBI's 24.4x P/E. On an enterprise value basis, LAZ's 11.9x EV/EBITDA is more attractive than BRBI's 57.0x.
| Metric | ||
|---|---|---|
| Market CapShares × price | $913M | $4.3B |
| Enterprise ValueMkt cap + debt − cash | $2.7B | $5.4B |
| Trailing P/EPrice ÷ TTM EPS | 24.43x | 21.08x |
| Forward P/EPrice ÷ next-FY EPS est. | — | 16.38x |
| PEG RatioP/E ÷ EPS growth rate | — | — |
| EV / EBITDAEnterprise value multiple | 57.04x | 11.95x |
| Price / SalesMarket cap ÷ Revenue | 0.64x | 1.35x |
| Price / BookPrice ÷ Book value/share | 5.88x | 4.92x |
| Price / FCFMarket cap ÷ FCF | 54.18x | 8.50x |
Profitability & Efficiency
LAZ leads this category, winning 7 of 8 comparable metrics.
Profitability & Efficiency
LAZ delivers a 26.7% return on equity — every $100 of shareholder capital generates $27 in annual profit, vs $24 for BRBI. LAZ carries lower financial leverage with a 2.61x debt-to-equity ratio, signaling a more conservative balance sheet compared to BRBI's 12.34x. On the Piotroski fundamental quality scale (0–9), BRBI scores 6/9 vs LAZ's 5/9, reflecting solid financial health.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | +23.8% | +26.7% |
| ROA (TTM)Return on assets | +1.5% | +5.2% |
| ROICReturn on invested capital | +2.0% | +9.5% |
| ROCEReturn on capital employed | +2.3% | +9.5% |
| Piotroski ScoreFundamental quality 0–9 | 6 | 5 |
| Debt / EquityFinancial leverage | 12.34x | 2.61x |
| Net DebtTotal debt minus cash | $9.4B | $1.1B |
| Cash & Equiv.Liquid assets | $575M | $1.5B |
| Total DebtShort + long-term debt | $9.9B | $2.6B |
| Interest CoverageEBIT ÷ Interest expense | — | 4.74x |
Total Returns (Dividends Reinvested)
Evenly matched — BRBI and LAZ each lead in 1 of 2 comparable metrics.
Total Returns (Dividends Reinvested)
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | -15.5% | -6.0% |
| 1-Year ReturnPast 12 months | — | +8.6% |
| 3-Year ReturnCumulative with dividends | — | +68.9% |
| 5-Year ReturnCumulative with dividends | — | +17.8% |
| 10-Year ReturnCumulative with dividends | +41470.8% | +95.7% |
| CAGR (3Y)Annualised 3-year return | — | +19.1% |
Risk & Volatility
Evenly matched — BRBI and LAZ each lead in 1 of 2 comparable metrics.
Risk & Volatility
BRBI is the less volatile stock with a 1.02 beta — it tends to amplify market swings less than LAZ's 1.73 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. LAZ currently trades 77.9% from its 52-week high vs BRBI's 17.3% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.02x | 1.73x |
| 52-Week HighHighest price in past year | $67.01 | $58.75 |
| 52-Week LowLowest price in past year | $0.00 | $38.67 |
| % of 52W HighCurrent price vs 52-week peak | +17.3% | +77.9% |
| RSI (14)Momentum oscillator 0–100 | 33.6 | 47.2 |
| Avg Volume (50D)Average daily shares traded | 2K | 1.2M |
Analyst Outlook
BRBI leads this category, winning 1 of 1 comparable metric.
Analyst Outlook
LAZ is the only dividend payer here at 3.84% yield — a key consideration for income-focused portfolios.
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | — | Buy |
| Price TargetConsensus 12-month target | — | $48.50 |
| # AnalystsCovering analysts | — | 29 |
| Dividend YieldAnnual dividend ÷ price | — | +3.8% |
| Dividend StreakConsecutive years of raises | 1 | 0 |
| Dividend / ShareAnnual DPS | — | $1.75 |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | +2.1% |
LAZ leads in 3 of 6 categories (Income & Cash Flow, Valuation Metrics). BRBI leads in 1 (Analyst Outlook). 2 tied.
BRBI vs LAZ: Frequently Asked Questions
9 questions · data-driven answers · updated daily
01Is BRBI or LAZ a better buy right now?
For growth investors, BRBI BR Partners S.
A. ADSs (BRBI) is the stronger pick with 13. 1% revenue growth year-over-year, versus 3. 2% for Lazard Ltd (LAZ). Lazard Ltd (LAZ) offers the better valuation at 21. 1x trailing P/E (16. 4x forward), making it the more compelling value choice. Analysts rate Lazard Ltd (LAZ) a "Buy" — based on 29 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — BRBI or LAZ?
On trailing P/E, Lazard Ltd (LAZ) is the cheapest at 21.
1x versus BRBI BR Partners S. A. ADSs at 24. 4x.
03Which is the better long-term investment — BRBI or LAZ?
Over 10 years, the gap is even starker: BRBI returned +414.
7% versus LAZ's +95. 7%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — BRBI or LAZ?
By beta (market sensitivity over 5 years), BRBI BR Partners S.
A. ADSs (BRBI) is the lower-risk stock at 1. 02β versus Lazard Ltd's 1. 73β — meaning LAZ is approximately 70% more volatile than BRBI relative to the S&P 500. On balance sheet safety, Lazard Ltd (LAZ) carries a lower debt/equity ratio of 3% versus 12% for BRBI BR Partners S. A. ADSs — giving it more financial flexibility in a downturn.
05Which is growing faster — BRBI or LAZ?
By revenue growth (latest reported year), BRBI BR Partners S.
A. ADSs (BRBI) is pulling ahead at 13. 1% versus 3. 2% for Lazard Ltd (LAZ). On earnings-per-share growth, the picture is similar: BRBI BR Partners S. A. ADSs grew EPS 24. 9% year-over-year, compared to -19. 0% for Lazard Ltd. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — BRBI or LAZ?
Lazard Ltd (LAZ) is the more profitable company, earning 7.
4% net margin versus 2. 6% for BRBI BR Partners S. A. ADSs — meaning it keeps 7. 4% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: LAZ leads at 13. 0% versus 3. 2% for BRBI. At the gross margin level — before operating expenses — LAZ leads at 31. 8%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Which pays a better dividend — BRBI or LAZ?
In this comparison, LAZ (3.
8% yield) pays a dividend. BRBI does not pay a meaningful dividend and should not be held primarily for income.
08Is BRBI or LAZ better for a retirement portfolio?
For long-horizon retirement investors, BRBI BR Partners S.
A. ADSs (BRBI) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 1. 02), +414. 7% 10Y return). Lazard Ltd (LAZ) carries a higher beta of 1. 73 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (BRBI: +414. 7%, LAZ: +95. 7%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
09What are the main differences between BRBI and LAZ?
Both stocks operate in the Financial Services sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
In terms of investment character: BRBI is a small-cap quality compounder stock; LAZ is a small-cap income-oriented stock. LAZ pays a dividend while BRBI does not, making them suitable for different income and tax situations. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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