Lazard Us Competition

Mutual Funds USA . 
Fund . Lazard Sustainable Equity
SUSTX Fund  USD 15.42  0.04  0.26%   
Lazard Sustainable Equity competes with Morningstar Unconstrained, Thrivent High, Via Renewables, Bayview Acquisition, and T Rowe; as well as few others. The fund is listed under Large Blend category and is part of Lazard family. Analyzing Lazard Us competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Lazard Us to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Lazard Us Correlation with its peers.
You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of Lazard Us competition on your existing holdings.
  
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Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Lazard Us' price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Hype
Prediction
LowEstimatedHigh
14.7115.4216.13
Details
Intrinsic
Valuation
LowRealHigh
14.6115.3216.03
Details

Lazard Us Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Lazard Us and its competitors represents the degree of relationship between the price movements of corresponding funds. A correlation of about +1.0 implies that the price of Lazard and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Lazard Sustainable Equity does not affect the price movement of the other competitor.
Click cells to compare fundamentals   Check Volatility   Backtest Portfolio
High positive correlations   
RRTLX
+ 0.86
MSTSX
BAYAU
+ 0.82
MSTSX
OSHDF
+ 0.82
VIASP
SITKF
+ 0.81
BAYAU
SITKF
+ 0.77
MSTSX
RRTLX
+ 0.74
LBHIX
  
High negative correlations   
SITKF
- 0.43
COKE
COKE
- 0.38
BAYAU
COKE
- 0.31
BAYAR
COKE
- 0.29
LBHIX
COKE
- 0.27
VIASP
COKE
- 0.16
MSTSX

Risk-Adjusted Indicators

There is a big difference between Lazard Mutual Fund performing well and Lazard Us Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Lazard Us' multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.
Mean DeviationJensen AlphaSortino RatioTreynor RatioSemi DeviationExpected ShortfallPotential UpsideValue @RiskMaximum Drawdown
AQUI  0.00  0.00  0.00  0.00  0.00 
 0.00 
 0.00 
 0.00 
 0.00 
MSTSX  0.49 (0.03)(0.12) 0.06  0.52 
(0.61)
 1.21 
(1.02)
 2.80 
LBHIX  0.12  0.01 (0.39) 0.51  0.00 
(0.28)
 0.24 
(0.24)
 0.96 
VIASP  0.75  0.08 (0.03)(1.87) 1.12 
(0.82)
 2.28 
(1.20)
 7.18 
BAYAU  0.15  0.04 (0.16)(0.35) 0.00 
(1.26)
 0.10 
(0.19)
 4.63 
RRTLX  0.23 (0.03)(0.31) 0.03  0.26 
(0.26)
 0.48 
(0.56)
 1.36 
BAYAR  6.39  0.81  0.05  0.73  7.69 
(16.03)
 20.00 
(17.39)
 84.91 
OSHDF  39.65  20.19  0.00 (32.36) 0.00 
 0.00 
 0.00 
 0.00 
 1,329 
COKE  1.27 (0.12) 0.00 (0.02) 0.00 
 0.00 
 3.15 
(2.42)
 10.22 
SITKF  5.58  1.06  0.14  7.99  5.07 
(8.17)
 14.29 
(9.09)
 32.64 
All Fundamental Data

Lazard Us Competitive Analysis

The better you understand Lazard Us competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Lazard Us' competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Lazard Us' competition over several years is one of the best ways to analyze its investment potential.
    
 Better Than Average     
    
 Worse Than Peers    View Performance Chart
SUSTX AQUI MSTSX LBHIX VIASP BAYAU RRTLX BAYAR OSHDF COKE
 0.26 
 15.42 
Lazard
 0.00 
 0.01 
Aquagold
 0.25 
 11.90 
Morningstar
 0.24 
 4.26 
Thrivent
 0.50 
 22.11 
Via
 0.00 
 10.80 
Bayview
 0.32 
 12.63 
RRTLX
 0.00 
 0.17 
Bayview
 0.00 
 0.01 
Oshidori
 0.62 
 1,304 
Coca
Market Volatility
(90 Days Market Risk)
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Out of control
Out of control
Very steady
Market Performance
(90 Days Performance)
OK
Very Weak
OK
Good
OK
Modest
OK
Very Weak
OK
Very Weak
Odds of Financial Distress
(Probability Of Bankruptcy)
Low
Average
Low
Low
Average
Low
Low
Low
Above Average
Very Low
Current Valuation
(Equity Enterprise Value)
Fairly Valued
Over Valued
Fairly Valued
Over Valued
Over Valued
Over Valued
Fairly Valued
Over Valued
Over Valued
Over Valued
Buy or Sell Advice
(Average Analysts Consensus)
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Strong Sell
Trade Advice
(90 Days Macroaxis Advice)
Strong Hold
Strong Sell
Strong Hold
Strong Sell
Cautious Hold
Strong Sell
Strong Hold
Not Rated
Strong Sell
Strong Hold
Current Ratio
N/A
N/A
N/A
N/A
3.49
N/A
N/A
N/A
N/A
1.4
Net Asset
11.83 M
3.19 K
116.1 M
674.44 M
355.28 M
N/A
1.46 B
N/A
6.31 B
4.29 B
EBITDA
N/A
(727.69 K)
N/A
N/A
33.09 M
N/A
N/A
N/A
(3.49 B)
898.62 M
Operating Margin
N/A
N/A
N/A
N/A
-0.14
N/A
N/A
N/A
1.04
0.13
Five Year Return
3.31
N/A
8.6
3.46
8.97
N/A
0.0406
N/A
N/A
0.38
One Year Return
1.05
N/A
19.87
11.94
N/A
N/A
0.067
N/A
N/A
N/A
Beta
N/A
7.05
N/A
N/A
1.16
N/A
N/A
N/A
0.67
0.84
Number Of Employees
1
7
1
1
169
N/A
1
N/A
31
15 K
Three Year Return
1.28
N/A
7.0
3.06
N/A
N/A
0.0491
N/A
N/A
N/A
Cash Flow From Operations
N/A
(218.19 K)
N/A
N/A
12.7 M
N/A
N/A
N/A
499.26 M
810.69 M
Total Debt
N/A
N/A
N/A
N/A
135 M
N/A
N/A
N/A
N/A
735.14 M
Bond Positions Weight
N/A
N/A
22.72
92.23
N/A
N/A
14.43
N/A
N/A
N/A
Holdings Turnover
N/A
N/A
269.0
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Return On Asset
N/A
-5.5
N/A
N/A
-0.11
N/A
N/A
N/A
-0.46
0.12
Current Liabilities
N/A
794 K
N/A
N/A
N/A
N/A
N/A
N/A
N/A
326.55 M
Debt To Equity
N/A
N/A
N/A
N/A
0.69
N/A
N/A
N/A
N/A
0.74
Short Ratio
N/A
N/A
N/A
N/A
0.7
N/A
N/A
N/A
N/A
2.41
Shares Owned By Institutions
N/A
N/A
N/A
N/A
N/A
0.1
N/A
N/A
0.84
52.01
Market Capitalization
N/A
96.58 K
50.36 M
N/A
N/A
N/A
N/A
N/A
233.49 M
10.85 B
Price To Earning
N/A
-0.22
N/A
35.48
26.83
N/A
18.25
N/A
N/A
13.64
Price To Sales
N/A
N/A
N/A
1.23
N/A
N/A
1.57
N/A
N/A
1.69
Net Income
N/A
(627.79 K)
N/A
N/A
5.2 M
N/A
N/A
N/A
(3.15 B)
408.38 M
Shares Owned By Insiders
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
30.28
32.83
Year To Date Return
N/A
N/A
13.69
7.32
N/A
N/A
-0.0211
N/A
N/A
N/A
Revenue
N/A
N/A
N/A
N/A
393.49 M
N/A
N/A
N/A
(3.1 B)
6.65 B
Working Capital
N/A
(794 K)
N/A
N/A
N/A
N/A
N/A
N/A
N/A
613.79 M
Profit Margin
N/A
N/A
N/A
N/A
0.0094
N/A
N/A
N/A
N/A
0.0781
Current Valuation
N/A
912.76 K
N/A
N/A
535.95 M
83.29 M
N/A
N/A
103.84 M
11.95 B
Price To Book
N/A
N/A
N/A
1.58
N/A
N/A
2.13
N/A
0.005
8.95
Retained Earnings
N/A
(4.18 M)
N/A
N/A
N/A
N/A
N/A
N/A
N/A
1.35 B
Current Asset
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
434.92 M
Cash Position Weight
1.63
N/A
14.28
6.56
N/A
N/A
7.22
N/A
N/A
N/A
Equity Positions Weight
98.37
N/A
61.63
0.07
N/A
N/A
38.52
N/A
N/A
N/A
Shares Outstanding
N/A
965.83 K
N/A
N/A
N/A
N/A
N/A
N/A
6.11 B
7.76 M
Annual Yield
0.0091
N/A
0.021
0.0617
0.0972
N/A
0.0211
N/A
N/A
0.0082
Return On Equity
N/A
N/A
N/A
N/A
0.017
N/A
N/A
N/A
-0.5
0.38
Z Score
N/A
N/A
N/A
N/A
1.0
N/A
N/A
N/A
N/A
N/A
Book Value Per Share
N/A
-1.18
N/A
N/A
3.66
-1.0
N/A
-1.0
0.89
146.68
Number Of Shares Shorted
N/A
N/A
N/A
N/A
4.29 K
N/A
N/A
100
N/A
76.03 K
Minimum Initial Investment
10 K
N/A
N/A
2 K
N/A
N/A
N/A
N/A
N/A
N/A
Total Asset
15.34 M
3.19 K
215.11 M
347.66 M
355.28 M
N/A
1.03 B
N/A
6.31 B
4.29 B
Last Dividend Paid
0.04
N/A
N/A
0.02
0.73
N/A
0.14
N/A
N/A
2.0
Target Price
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
144.0
Earnings Per Share
N/A
-0.63
N/A
N/A
1.17
N/A
N/A
N/A
N/A
57.63
Ten Year Return
2.74
N/A
N/A
6.0
N/A
N/A
5.76
N/A
N/A
N/A
Cash And Equivalents
N/A
1.15 K
N/A
N/A
51.31 M
N/A
N/A
N/A
N/A
163.24 M
Cash Per Share
N/A
N/A
N/A
N/A
3.23
N/A
N/A
N/A
N/A
17.42
Gross Profit
N/A
(143.88 K)
N/A
N/A
74.67 M
N/A
N/A
N/A
(4.09 B)
2.28 B
Day Typical Price
15.42
0.006
11.9
4.26
22.12
10.8
12.63
0.17
0.01
1306.09
Accumulation Distribution
N/A
N/A
N/A
N/A
29.03
N/A
N/A
N/A
N/A
314.13
Market Facilitation Index
N/A
N/A
N/A
N/A
0.0
N/A
N/A
N/A
N/A
0.0015
Daily Balance Of Power
(9,223,372,036,855)
0.0
9.2 T
9.2 T
(0.73)
0.0
(9,223,372,036,855)
0.0
0.0
(0.32)
Period Momentum Indicator
(0.04)
N/A
0.03
0.01
(0.11)
N/A
(0.04)
N/A
N/A
(8.11)
Rate Of Daily Change
1.0
1.0
1.0
1.0
1.0
1.0
1.0
1.0
1.0
0.99
Day Median Price
15.42
0.006
11.9
4.26
22.13
10.8
12.63
0.17
0.01
1306.99
Price Action Indicator
(0.02)
N/A
0.015
0.005
(0.07)
N/A
(0.02)
N/A
N/A
(6.76)
Coefficient Of Variation
1220.28
N/A
1345.37
601.89
1323.69
1206.99
1727.87
1255.96
812.4
(23,876)
Mean Deviation
0.5661
N/A
0.4933
0.116
0.7517
0.1477
0.2326
6.39
39.65
1.27
Jensen Alpha
(0.04)
N/A
(0.03)
0.0146
0.0828
0.0413
(0.03)
0.8142
20.19
(0.12)
Total Risk Alpha
(0.06)
N/A
(0.06)
(0.01)
(0.1)
(0.04)
(0.04)
(0.88)
(4.50)
(0.28)
Sortino Ratio
(0.09)
N/A
(0.12)
(0.39)
(0.03)
(0.16)
(0.31)
0.0486
N/A
N/A
Downside Variance
0.544
N/A
0.4195
0.0617
1.66
0.2873
0.1202
306.3
N/A
N/A
Standard Deviation
0.7285
N/A
0.6354
0.1738
1.16
0.4947
0.2995
12.26
163.54
1.72
Kurtosis
0.7712
N/A
(0.04)
3.08
5.27
48.32
(0.04)
7.62
66.0
2.46
Potential Upside
1.07
N/A
1.21
0.2375
2.28
0.0951
0.4792
20.0
N/A
3.15
Treynor Ratio
0.0612
N/A
0.0604
0.5074
(1.87)
(0.35)
0.0252
0.7349
(32.36)
(0.02)
Maximum Drawdown
3.54
N/A
2.8
0.9552
7.18
4.63
1.36
84.91
1328.57
10.22
Variance
0.5307
N/A
0.4037
0.0302
1.36
0.2448
0.0897
150.22
26743.97
2.96
Market Risk Adjusted Performance
0.0712
N/A
0.0704
0.5174
(1.86)
(0.34)
0.0352
0.7449
(32.35)
(0.01)
Risk Adjusted Performance
0.0623
N/A
0.0549
0.0932
0.0613
0.058
0.0288
0.0704
0.1043
0.0023
Skewness
(0.15)
N/A
0.0729
1.04
(0.88)
6.37
(0.07)
1.6
8.12
(0.54)
Semi Deviation
0.6813
N/A
0.5159
0.0
1.12
0.0
0.2567
7.69
N/A
N/A
Information Ratio
(0.09)
N/A
(0.12)
(0.56)
(0.03)
(0.17)
(0.36)
0.0694
0.1223
(0.08)
Value At Risk
(1.19)
N/A
(1.02)
(0.24)
(1.20)
(0.19)
(0.56)
(17.39)
N/A
(2.42)
Expected Short fall
(0.59)
N/A
(0.61)
(0.28)
(0.82)
(1.26)
(0.26)
(16.03)
N/A
N/A
Downside Deviation
0.7375
N/A
0.6477
0.2483
1.29
0.536
0.3467
17.5
N/A
N/A
Semi Variance
0.4641
N/A
0.2661
(0.02)
1.26
(0.02)
0.0659
59.06
N/A
N/A

Lazard Us Competition Performance Charts

Five steps to successful analysis of Lazard Us Competition

Lazard Us' competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Lazard Sustainable Equity in relation to its competition. Lazard Us' competition analysis typically involves several steps, including:
  • Identifying the key players in the market: This involves identifying the major competitors of Lazard Us in the market, both direct and indirect, as well as new entrants and disruptive technologies.
  • Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
  • Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Lazard Us' competitive landscape.
  • Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Lazard Sustainable Equity, and developing a strategy to address them.
  • Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.
Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your Lazard Us position

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Other Information on Investing in Lazard Mutual Fund

Lazard Us financial ratios help investors to determine whether Lazard Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Lazard with respect to the benefits of owning Lazard Us security.
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