LAZ vs DHCNI

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

5-Year PerformanceLAZ has outperformed DHCNI, delivering a return of +4.5% compared to +3.3%

LAZ vs DHCNI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LAZ(COMPANY)	DHCNI(COMPANY)
Market Cap	$4.33B	$4.49B
Max Drawdown	64.75%	76.68%
Sharpe Ratio	-0.34	0.70
5Y Beta	1.74	0.28
Industry	Capital Markets	N/A
P/E Ratio	14.81	-14.01
Forward P/E	15.65	N/A
PEG Ratio	0.41	-1.58
Dividend Yield	4.60%	20.00%
5Y Dividends CAGR	1.25%	4.57%
5Y EPS CAGR	-3.81%	7.79%
Debt to Equity	191.63%	150.76%
Free Cash Flow Yield	11.47%	-0.18%
P/S Ratio	1.34	N/A
P/B Ratio	4.86	N/A

Market Cap

LAZ

$4.33B

Winner

DHCNI

$4.49B

Max Drawdown

Winner

LAZ

64.75%

DHCNI

76.68%

Sharpe Ratio

LAZ

-0.34

Winner

DHCNI

0.70

5Y Beta

LAZ

1.74

Winner

DHCNI

0.28

Industry

LAZ

Capital Markets

DHCNI

N/A

P/E Ratio

LAZ

14.81

Winner

DHCNI

-14.01

Forward P/E

LAZ

15.65

DHCNI

N/A

PEG Ratio

LAZ

0.41

Winner

DHCNI

-1.58

Dividend Yield

LAZ

4.60%

Winner

DHCNI

20.00%

5Y Dividends CAGR

LAZ

1.25%

Winner

DHCNI

4.57%

5Y EPS CAGR

LAZ

-3.81%

Winner

DHCNI

7.79%

Debt to Equity

LAZ

191.63%

Winner

DHCNI

150.76%

Free Cash Flow Yield

Winner

LAZ

11.47%

DHCNI

-0.18%

P/S Ratio

LAZ

1.34

DHCNI

N/A

P/B Ratio

LAZ

4.86

DHCNI

N/A

LAZ vs DHCNI - Historical Returns

Returns include dividend reinvestment.

Period	LAZ	DHCNI
1 month	+1.76%	+0.41%
3 months	-7.48%	+1.58%
6 months	-14.53%	+9.55%
1 year	-18.51%	+23.15%
5 years(CAGR)	+4.47%	+3.28%
10 years(CAGR)	+8.05%	+4.10%
Max(CAGR)	+6.72%	+5.57%

Winner

LAZ

+1.76%

DHCNI

+0.41%

LAZ

-7.48%

Winner

DHCNI

+1.58%

LAZ

-14.53%

Winner

DHCNI

+9.55%

LAZ

-18.51%

Winner

DHCNI

+23.15%

5Y(CAGR)

Winner

LAZ

+4.47%

DHCNI

+3.28%

10Y(CAGR)

Winner

LAZ

+8.05%

DHCNI

+4.10%

Max(CAGR)

Winner

LAZ

+6.72%

DHCNI

+5.57%

LAZ vs DHCNI - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

Year	LAZ	DHCNI
2026	-11.73%	+14.11%
2025	-0.21%	+16.99%
2024	+49.20%	+12.88%
2023	+5.79%	+49.79%
2022	-18.46%	-46.94%
2021	+9.09%	-0.82%
2020	+9.82%	+1.46%
2019	+12.93%	+30.01%
2018	-25.60%	-14.90%
2017	+34.30%	+14.79%
2016	+0.12%	-2.94%
2015	-5.98%	+9.51%
2014	+14.56%	+25.50%
2013	+48.85%	-10.43%
2012	+14.15%	+6.22%
2011	-33.01%	N/A
2010	-0.04%	N/A
2009	+29.47%	N/A
2008	-23.11%	N/A
2007	-13.95%	N/A
2006	+49.28%	N/A
2005	+33.62%	N/A

LAZ vs DHCNI Drawdown Comparison

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

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

The current LAZ drawdown is -24.32%. The current DHCNI drawdown is -3.86%.

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

Correlation

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

0.71

-101

Dividend Comparison (2005 - 2026)

LAZ vs DHCNI dividend yield comparison.

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