Lazard Emerging Markets Equity Portfolio
Lazard Emerging Markets Equity Portfolio Fundamental Analysis
Lazard Emerging Markets Equity Portfolio (LZOEX) shows weak financial fundamentals with a PE ratio of 455.05, profit margin of 7.47%, and ROE of 17.91%. The company generates $0.0B in annual revenue with N/A year-over-year growth of N/A.
Key Strengths
Areas of Concern
The stock receives a Fundamental Health Score of 53.9/100 based on profitability, valuation, growth, and balance sheet metrics. The C grade reflects average fundamentals, with notable risks in certain areas.
Fundamental Health Score
We analyze LZOEX's fundamental strength across five key dimensions:
Efficiency Score
ExcellentLZOEX demonstrates superior asset utilization.
Valuation Score
WeakLZOEX trades at a premium to fair value.
Growth Score
ModerateLZOEX shows steady but slowing expansion.
Financial Health Score
ModerateLZOEX shows balanced financial health with some risks.
Profitability Score
ModerateLZOEX maintains healthy but balanced margins.
Key Financial Metrics
Is LZOEX Expensive or Cheap?
P/E Ratio
LZOEX trades at 455.05 times earnings. This suggests a premium valuation.
PEG Ratio
When adjusting for growth, LZOEX's PEG of 4.55 indicates potential overvaluation.
Price to Book
The market values Lazard Emerging Markets Equity Portfolio at 77.15 times its book value. This suggests the stock is fully valued or overvalued on an asset basis.
EV/EBITDA
Enterprise value stands at 477.23 times EBITDA. This signals the market has high growth expectations.
How Well Does LZOEX Make Money?
Net Profit Margin
For every $100 in sales, Lazard Emerging Markets Equity Portfolio keeps $7.47 as profit after all expenses.
Operating Margin
Core operations generate 35.65 in profit for every $100 in revenue, before interest and taxes.
ROE
Management delivers $17.91 in profit for every $100 of shareholder equity.
ROA
Lazard Emerging Markets Equity Portfolio generates $15.23 in profit for every $100 in assets, demonstrating efficient asset deployment.
Following the Money - Real Cash Generation
Operating Cash Flow
Lazard Emerging Markets Equity Portfolio generates strong operating cash flow of $16.52M, reflecting robust business health.
Free Cash Flow
Lazard Emerging Markets Equity Portfolio generates strong free cash flow of $16.52M, providing ample flexibility for dividends, buybacks, or growth.
FCF Per Share
Each share generates $0.03 in free cash annually.
FCF Yield
LZOEX converts 0.09% of its market value into free cash.
Financial Ratios Analysis
Valuation Ratios
P/E Ratio
Price to earnings ratio
455.05
vs 25 benchmark
PEG Ratio
Price/earnings to growth ratio
4.55
vs 25 benchmark
P/B Ratio
Price to book value ratio
77.15
vs 25 benchmark
P/S Ratio
Price to sales ratio
3397.19
vs 25 benchmark
Financial Health
Debt/Equity
Total debt to shareholders' equity
0.11
vs 25 benchmark
Current Ratio
Current assets to current liabilities
0.13
vs 25 benchmark
Efficiency Ratios
ROE
Return on equity percentage
0.18
vs 25 benchmark
ROA
Return on assets percentage
0.15
vs 25 benchmark
ROCE
Return on capital employed
0.008
vs 25 benchmark
How LZOEX Stacks Against Its Sector Peers
| Metric | LZOEX Value | Sector Average | Performance |
|---|---|---|---|
| P/E Ratio | 455.05 | 23.90 | Worse (Expensive) |
| ROE | 17.91% | 27.00% | Weak |
| Net Margin | 746.55% | -30345.00% (disorted) | Strong |
| Debt/Equity | 0.11 | 0.76 | Strong (Low Leverage) |
| Current Ratio | 0.13 | 27.92 | Weak Liquidity |
| ROA | 15.23% | 967.00% | Weak |
LZOEX outperforms its industry in 2 out of 6 key metrics, particularly excelling in Net Margin, but lagging in P/E Ratio.
Historical Growth Performance
5-Year Growth Trajectory
This section reviews Lazard Emerging Markets Equity Portfolio's 5-year compound annual growth rate (CAGR) and compares its performance against the typical investment style of its industry.
Revenue CAGR
N/A
Industry Style: Blend, Diversified, Stable
EPS CAGR
N/A
Industry Style: Blend, Diversified, Stable
FCF CAGR
N/A
Industry Style: Blend, Diversified, Stable