Company / Return on Equity (ROE)
Lazard, Inc. Return on Equity (ROE) History
FY2016-FY2025 · Annual data · Source: SEC filings
At a glance
Latest annual filing availableLatest Return on Equity (ROE)
27.1%
FY2025
5-year range
27.1% / 124.6%
FY2021-FY2025
Trend
-38.4%
vs FY2024
Sector context
#41 of 390
Financials
What the data says
Lazard, Inc.'s return on equity (roe) of 27.1% is higher than 89% of companies in the Financials sector (FY2025). Return on Equity (ROE) has fluctuated over the past 10 years, ranging from 27.1% in FY2025 to 124.6% in FY2023.
Based on SEC 10-K filings.
27.1% in FY2025 with a 5-year CAGR of -30.7%. Top quartile in the Financials sector.
Declined from 124.6% to 27.1% over the past 2 years.
Financials sector context is included.
Return on Equity (ROE) over time
Growth rates
- 3-Year Change
- -45.2pp
- 5-Year Change
- -30.7pp
- 10-Year Change
- -
Sector benchmark
+54.4% above sector average
Key checks
Key Insights
- In FY2025, return on equity (roe) decreased 38.4% year-over-year.
- Currently 9.5pp above the Financials sector average.
- Peak return on equity (roe) was recorded in FY2023.
Company context
Key Data Points
- Altman Z-Score 1.19 (distress zone, below 1.8 threshold)
- High earnings quality (cash-backed earnings)
Data sourced from SEC EDGAR filings. Not investment advice.
Annual data
| Year | Return on Equity (ROE)Value | YoY GrowthYoY |
|---|---|---|
| FY2025 | 27.1% | -38.4% |
| FY2024 | 44.0% | -64.7% |
| FY2023 | 124.6% | +72.3% |
| FY2022 | 72.3% | +33.6% |
| FY2021 | 54.1% | -6.3% |
| FY2020 | 57.8% | +39.1% |
| FY2019 | 41.6% | -1.7% |
| FY2018 | 42.3% | -48.6% |
| FY2017 | 82.2% | +137.8% |
| FY2016 | 34.6% | -54.0% |
As of FY2025 · SEC 10-K · Updated Jun 30, 2026