DHCNI vs LAZ

Comparison between Diversified Healthcare Trust (DHCNI, Company) and Lazard Ltd - Class A (LAZ, Company).

5-Year PerformanceLAZ has outperformed DHCNI, delivering a return of +4.2% compared to +3.6%

DHCNI vs LAZ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DHCNI(COMPANY)	LAZ(COMPANY)
Market Cap	$4.49B	$4.48B
Max Drawdown	76.68%	64.75%
Sharpe Ratio	0.79	-0.34
5Y Beta	0.28	1.74
Industry	N/A	Capital Markets
P/E Ratio	-14.01	15.30
Forward P/E	N/A	15.15
PEG Ratio	-1.58	0.42
Dividend Yield	20.00%	4.75%
5Y Dividends CAGR	4.57%	1.25%
5Y EPS CAGR	7.79%	-3.81%
Debt to Equity	150.76%	191.63%
Free Cash Flow Yield	-0.18%	11.11%
P/S Ratio	N/A	1.39
P/B Ratio	N/A	4.85

Market Cap

Winner

DHCNI

$4.49B

LAZ

$4.48B

Max Drawdown

DHCNI

76.68%

Winner

LAZ

64.75%

Sharpe Ratio

Winner

DHCNI

0.79

LAZ

-0.34

5Y Beta

Winner

DHCNI

0.28

LAZ

1.74

Industry

DHCNI

N/A

LAZ

Capital Markets

P/E Ratio

Winner

DHCNI

-14.01

LAZ

15.30

Forward P/E

DHCNI

N/A

LAZ

15.15

PEG Ratio

Winner

DHCNI

-1.58

LAZ

0.42

Dividend Yield

Winner

DHCNI

20.00%

LAZ

4.75%

5Y Dividends CAGR

Winner

DHCNI

4.57%

LAZ

1.25%

5Y EPS CAGR

Winner

DHCNI

7.79%

LAZ

-3.81%

Debt to Equity

Winner

DHCNI

150.76%

LAZ

191.63%

Free Cash Flow Yield

DHCNI

-0.18%

Winner

LAZ

11.11%

P/S Ratio

DHCNI

N/A

LAZ

1.39

P/B Ratio

DHCNI

N/A

LAZ

4.85

DHCNI vs LAZ - Historical Returns

Returns include dividend reinvestment.

Period	DHCNI	LAZ
1 month	+0.41%	-0.41%
3 months	+4.30%	-9.81%
6 months	+8.35%	-17.68%
1 year	+22.31%	-14.30%
5 years(CAGR)	+3.63%	+4.23%
10 years(CAGR)	+4.27%	+8.30%
Max(CAGR)	+5.69%	+6.77%

Winner

DHCNI

+0.41%

LAZ

-0.41%

Winner

DHCNI

+4.30%

LAZ

-9.81%

Winner

DHCNI

+8.35%

LAZ

-17.68%

Winner

DHCNI

+22.31%

LAZ

-14.30%

5Y(CAGR)

DHCNI

+3.63%

Winner

LAZ

+4.23%

10Y(CAGR)

DHCNI

+4.27%

Winner

LAZ

+8.30%

Max(CAGR)

DHCNI

+5.69%

Winner

LAZ

+6.77%

DHCNI vs LAZ - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

Year	DHCNI	LAZ
2026	+15.98%	-10.88%
2025	+16.99%	-0.21%
2024	+12.88%	+49.20%
2023	+49.79%	+5.79%
2022	-46.94%	-18.46%
2021	-0.82%	+9.09%
2020	+1.46%	+9.82%
2019	+30.01%	+12.93%
2018	-14.90%	-25.60%
2017	+14.79%	+34.30%
2016	-2.94%	+0.12%
2015	+9.51%	-5.98%
2014	+25.50%	+14.56%
2013	-10.43%	+48.85%
2012	+6.22%	+14.15%
2011	N/A	-33.01%
2010	N/A	-0.04%
2009	N/A	+29.47%
2008	N/A	-23.11%
2007	N/A	-13.95%
2006	N/A	+49.28%
2005	N/A	+33.62%

DHCNI vs LAZ Drawdown Comparison

The maximum drawdown for DHCNI was -75.90%, occurring on Mar 18, 2020. Recovery took 254 trading sessions.

The maximum drawdown for LAZ was -62.70%, occurring on Oct 3, 2011. Recovery took 1742 trading sessions.

The current DHCNI drawdown is -2.28%. The current LAZ drawdown is -23.59%.

Rank	DHCNI	LAZ
#1	-75.90% Jan 22, 2020 - Jan 25, 2021	-62.70% May 2, 2007 - Apr 2, 2014
#2	-57.65% Sep 16, 2021 - Aug 13, 2025	-59.54% Feb 1, 2018 - Aug 11, 2021
#3	-22.75% Jul 20, 2018 - Sep 3, 2019	-50.55% Jul 21, 2015 - Dec 4, 2017
#4	-21.45% May 2, 2013 - Jul 18, 2014	-44.24% Nov 6, 2024 - Apr 8, 2025
#5	-15.94% Oct 21, 2016 - Sep 29, 2017	-43.47% Oct 25, 2021 - Jul 25, 2024
#6	-14.71% Jan 25, 2021 - Jun 17, 2021	-28.94% May 10, 2006 - Dec 5, 2006
#7	-11.45% Mar 13, 2026 - Apr 10, 2026	-20.27% Sep 17, 2014 - Apr 2, 2015
#8	-10.38% Sep 16, 2025 - Jan 30, 2026	-14.19% Feb 22, 2007 - May 2, 2007
#9	-9.63% Jan 5, 2016 - Mar 3, 2016	-14.11% May 6, 2005 - Jun 1, 2005
#10	-8.11% Aug 14, 2025 - Sep 8, 2025	-12.83% Jun 1, 2005 - Jul 20, 2005
#11	-7.58% Apr 14, 2015 - Aug 31, 2015	-12.44% Apr 19, 2006 - May 10, 2006
#12	-6.68% Jan 11, 2018 - Apr 12, 2018	-12.34% Jul 31, 2024 - Aug 23, 2024
#13	-6.41% May 14, 2026 - Jun 30, 2026	-9.80% Apr 2, 2014 - Apr 24, 2014
#14	-6.21% Feb 20, 2026 - Mar 13, 2026	-9.70% Jun 18, 2015 - Jul 21, 2015
#15	-6.12% Nov 28, 2014 - Jan 2, 2015	-9.06% Aug 30, 2024 - Sep 19, 2024

Correlation

Correlation between DHCNI and LAZ is 0.71 which considered as a strong positive correlation - the stocks tend to move together.

0.71

-101

Dividend Comparison (2005 - 2026)

DHCNI vs LAZ dividend yield comparison.

Year	DHCNI	LAZ
2026	5.78%	2.30%
2025	8.78%	4.12%
2024	9.02%	3.89%
2023	9.31%	5.75%
2022	13.02%	5.60%
2021	6.37%	4.31%
2020	5.96%	4.44%
2019	5.68%	5.88%
2018	6.97%	8.21%
2017	5.57%	5.35%
2016	6.03%	6.55%
2015	5.54%	5.22%
2014	5.84%	2.40%
2013	10.19%	2.21%
2012	2.90%	3.22%
2011	0.00%	2.32%
2010	0.00%	1.27%
2009	0.00%	1.19%
2008	0.00%	1.34%
2007	0.00%	0.88%
2006	0.00%	0.76%
2005	0.00%	0.45%