Financial - Capital Markets
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MC vs LAZ
Revenue, margins, valuation, and 5-year total return — side by side.
Financial - Capital Markets
MC vs LAZ — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Financial - Capital Markets | Financial - Capital Markets |
| Market Cap | $4.68B | $4.37B |
| Revenue (TTM) | $1.52B | $3.19B |
| Net Income (TTM) | $233M | $237M |
| Gross Margin | 99.2% | 31.8% |
| Operating Margin | 18.1% | 13.0% |
| Forward P/E | 20.8x | 14.6x |
| Total Debt | $267M | $2.58B |
| Cash & Equiv. | $509M | $1.50B |
MC vs LAZ — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Moelis & Company (MC) | 100 | 189.7 | +89.7% |
| Lazard Ltd (LAZ) | 100 | 173.3 | +73.3% |
Price return only. Dividends and distributions are not included.
Quick Verdict: MC vs LAZ
Each card shows where this stock fits in a portfolio — not just who wins on paper.
MC carries the broadest edge in this set and is the clearest fit for income & stability and growth exposure.
- Dividend streak 1 yrs, beta 1.75, yield 4.1%
- Rev growth 27.0%, EPS growth 65.2%
- 261.3% 10Y total return vs LAZ's 99.1%
LAZ is the clearest fit if your priority is value and quality.
- Lower P/E (14.6x vs 20.8x)
- Efficiency ratio 0.2% vs MC's 0.8% (lower = leaner)
- Efficiency ratio 0.2% vs MC's 0.8%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 27.0% NII/revenue growth vs LAZ's 3.2% | |
| Value | Lower P/E (14.6x vs 20.8x) | |
| Quality / Margins | Efficiency ratio 0.2% vs MC's 0.8% (lower = leaner) | |
| Stability / Safety | Beta 1.75 vs LAZ's 1.79, lower leverage | |
| Dividends | 4.1% yield, 1-year raise streak, vs LAZ's 3.8% | |
| Momentum (1Y) | +25.4% vs LAZ's +20.2% | |
| Efficiency (ROA) | Efficiency ratio 0.2% vs MC's 0.8% |
MC vs LAZ — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Segment breakdown not available.
MC 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)
MC leads this category, winning 5 of 5 comparable metrics.
Income & Cash Flow (Last 12 Months)
LAZ is the larger business by revenue, generating $3.2B annually — 2.1x MC's $1.5B. MC is the more profitable business, keeping 15.4% of every revenue dollar as net income compared to LAZ's 7.4%.
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $1.5B | $3.2B |
| EBITDAEarnings before interest/tax | $286M | $384M |
| Net IncomeAfter-tax profit | $233M | $237M |
| Free Cash FlowCash after capex | $540M | $519M |
| Gross MarginGross profit ÷ Revenue | +99.2% | +31.8% |
| Operating MarginEBIT ÷ Revenue | +18.1% | +13.0% |
| Net MarginNet income ÷ Revenue | +15.4% | +7.4% |
| FCF MarginFCF ÷ Revenue | +35.6% | +15.9% |
| Rev. Growth (YoY)Latest quarter vs prior year | — | — |
| EPS Growth (YoY)Latest quarter vs prior year | -4.3% | -43.8% |
Valuation Metrics
LAZ leads this category, winning 6 of 6 comparable metrics.
Valuation Metrics
At 21.5x trailing earnings, LAZ trades at a 1% valuation discount to MC's 21.7x P/E. On an enterprise value basis, LAZ's 12.1x EV/EBITDA is more attractive than MC's 15.5x.
| Metric | ||
|---|---|---|
| Market CapShares × price | $4.7B | $4.4B |
| Enterprise ValueMkt cap + debt − cash | $4.4B | $5.4B |
| Trailing P/EPrice ÷ TTM EPS | 21.70x | 21.46x |
| Forward P/EPrice ÷ next-FY EPS est. | 20.79x | 14.56x |
| PEG RatioP/E ÷ EPS growth rate | — | — |
| EV / EBITDAEnterprise value multiple | 15.55x | 12.12x |
| Price / SalesMarket cap ÷ Revenue | 3.09x | 1.37x |
| Price / BookPrice ÷ Book value/share | 7.43x | 5.01x |
| Price / FCFMarket cap ÷ FCF | 8.68x | 8.65x |
Profitability & Efficiency
MC leads this category, winning 8 of 8 comparable metrics.
Profitability & Efficiency
MC delivers a 37.9% return on equity — every $100 of shareholder capital generates $38 in annual profit, vs $27 for LAZ. MC carries lower financial leverage with a 0.39x debt-to-equity ratio, signaling a more conservative balance sheet compared to LAZ's 2.61x. On the Piotroski fundamental quality scale (0–9), MC scores 6/9 vs LAZ's 5/9, reflecting solid financial health.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | +37.9% | +26.7% |
| ROA (TTM)Return on assets | +15.9% | +5.2% |
| ROICReturn on invested capital | +24.9% | +9.5% |
| ROCEReturn on capital employed | +22.0% | +9.5% |
| Piotroski ScoreFundamental quality 0–9 | 6 | 5 |
| Debt / EquityFinancial leverage | 0.39x | 2.61x |
| Net DebtTotal debt minus cash | -$241M | $1.1B |
| Cash & Equiv.Liquid assets | $509M | $1.5B |
| Total DebtShort + long-term debt | $267M | $2.6B |
| Interest CoverageEBIT ÷ Interest expense | — | 4.74x |
Total Returns (Dividends Reinvested)
MC leads this category, winning 5 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in MC five years ago would be worth $14,435 today (with dividends reinvested), compared to $11,951 for LAZ. Over the past 12 months, MC leads with a +25.4% total return vs LAZ's +20.2%. The 3-year compound annual growth rate (CAGR) favors MC at 26.8% vs LAZ's 21.8% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | -9.5% | -5.4% |
| 1-Year ReturnPast 12 months | +25.4% | +20.2% |
| 3-Year ReturnCumulative with dividends | +103.7% | +80.6% |
| 5-Year ReturnCumulative with dividends | +44.3% | +19.5% |
| 10-Year ReturnCumulative with dividends | +261.3% | +99.1% |
| CAGR (3Y)Annualised 3-year return | +26.8% | +21.8% |
Risk & Volatility
MC leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
MC is the less volatile stock with a 1.75 beta — it tends to amplify market swings less than LAZ's 1.79 beta. A beta below 1.0 means the stock typically moves less than the S&P 500.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.75x | 1.79x |
| 52-Week HighHighest price in past year | $78.22 | $58.75 |
| 52-Week LowLowest price in past year | $51.06 | $38.67 |
| % of 52W HighCurrent price vs 52-week peak | +81.6% | +79.3% |
| RSI (14)Momentum oscillator 0–100 | 48.1 | 46.3 |
| Avg Volume (50D)Average daily shares traded | 1.3M | 1.5M |
Analyst Outlook
MC leads this category, winning 1 of 1 comparable metric.
Analyst Outlook
Wall Street rates MC as "Hold" and LAZ as "Buy". Consensus price targets imply 15.1% upside for MC (target: $73) vs 1.7% for LAZ (target: $47). For income investors, MC offers the higher dividend yield at 4.13% vs LAZ's 3.77%.
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Hold | Buy |
| Price TargetConsensus 12-month target | $73.40 | $47.33 |
| # AnalystsCovering analysts | 22 | 29 |
| Dividend YieldAnnual dividend ÷ price | +4.1% | +3.8% |
| Dividend StreakConsecutive years of raises | 1 | 1 |
| Dividend / ShareAnnual DPS | $2.63 | $1.75 |
| Buyback YieldShare repurchases ÷ mkt cap | +1.6% | +2.1% |
MC leads in 5 of 6 categories (Income & Cash Flow, Profitability & Efficiency). LAZ leads in 1 (Valuation Metrics).
MC vs LAZ: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is MC or LAZ a better buy right now?
For growth investors, Moelis & Company (MC) is the stronger pick with 27.
0% revenue growth year-over-year, versus 3. 2% for Lazard Ltd (LAZ). Lazard Ltd (LAZ) offers the better valuation at 21. 5x trailing P/E (14. 6x 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 — MC or LAZ?
On trailing P/E, Lazard Ltd (LAZ) is the cheapest at 21.
5x versus Moelis & Company at 21. 7x. On forward P/E, Lazard Ltd is actually cheaper at 14. 6x.
03Which is the better long-term investment — MC or LAZ?
Over the past 5 years, Moelis & Company (MC) delivered a total return of +44.
3%, compared to +19. 5% for Lazard Ltd (LAZ). Over 10 years, the gap is even starker: MC returned +261. 3% versus LAZ's +99. 1%. 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 — MC or LAZ?
By beta (market sensitivity over 5 years), Moelis & Company (MC) is the lower-risk stock at 1.
75β versus Lazard Ltd's 1. 79β — meaning LAZ is approximately 3% more volatile than MC relative to the S&P 500. On balance sheet safety, Moelis & Company (MC) carries a lower debt/equity ratio of 39% versus 3% for Lazard Ltd — giving it more financial flexibility in a downturn.
05Which is growing faster — MC or LAZ?
By revenue growth (latest reported year), Moelis & Company (MC) is pulling ahead at 27.
0% versus 3. 2% for Lazard Ltd (LAZ). On earnings-per-share growth, the picture is similar: Moelis & Company grew EPS 65. 2% 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 — MC or LAZ?
Moelis & Company (MC) is the more profitable company, earning 15.
4% net margin versus 7. 4% for Lazard Ltd — meaning it keeps 15. 4% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: MC leads at 18. 1% versus 13. 0% for LAZ. At the gross margin level — before operating expenses — MC leads at 99. 2%, 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.
07Is MC or LAZ more undervalued right now?
On forward earnings alone, Lazard Ltd (LAZ) trades at 14.
6x forward P/E versus 20. 8x for Moelis & Company — 6. 2x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for MC: 15. 1% to $73. 40.
08Which pays a better dividend — MC or LAZ?
All stocks in this comparison pay dividends.
Moelis & Company (MC) offers the highest yield at 4. 1%, versus 3. 8% for Lazard Ltd (LAZ).
09Is MC or LAZ better for a retirement portfolio?
For long-horizon retirement investors, Moelis & Company (MC) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (4.
1% yield, +261. 3% 10Y return). Lazard Ltd (LAZ) carries a higher beta of 1. 79 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (MC: +261. 3%, LAZ: +99. 1%), 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.
10What are the main differences between MC 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: MC is a small-cap high-growth stock; LAZ is a small-cap income-oriented stock. 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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