COMP <GO>
CNS vs LAZ // RETURN ON INVESTED CAPITAL (ROIC)
Cohen & Steers Inc (NYSE) VS. Lazard Inc. (NYSE) • 15-METRIC TALLY: CNS 1
— LAZ 7
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: CNS
LAST: $74.38 (+2.62%) • MKT CAP: $3.73B
roic
33.70%
LAST: $39.16 (+2.11%) • MKT CAP: $3.75B
roic
24.40%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (CNS VS. LAZ)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | CNS | LAZ | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 33.70% | 24.40% | +9.30 | CNS | /roic <GO> |
| EV/EBITDA & P/E Valuation | 19.7x | 11.4x | +8.30 | LAZ | /valuation <GO> |
| Free Cash Flow Yield | -3.37% | 12.62% | -15.99 | LAZ | /fcf-yield <GO> |
| Operating Margin | — | 10.30% | — | TIE | /operating-margins <GO> |
| Net Profit Margin | — | 7.40% | — | TIE | /net-margins <GO> |
| Revenue Growth (YoY) | — | 1.50% | — | TIE | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 3.39% | 4.83% | -1.44 | LAZ | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 2/9 | 6/9 | -4.00 | LAZ | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 51.9 | 52.5 | -0.60 | LAZ | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 1.01 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 22.8x | 15.2x | +7.60 | LAZ | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $3.73B | $3.75B | -$18.3M | LAZ | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | CNS REV | LAZ REV | CNS GROSS % | LAZ GROSS % | CNS FCF | LAZ FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $497.7M | $3.19B | — | — | -$126.4M | $487.4M |
| FY 2024 | $484.1M | $3.14B | — | — | $85.0M | $697.3M |
| FY 2023 | $460.5M | $2.59B | — | — | $172.0M | $48.0M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
CNS // BETA —
LAZ // BETA 1.01