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LAZ vs LBRT

Comparison between Lazard Ltd - Class A (LAZ, Company) and Liberty Energy Inc - Class A (LBRT, Company).

LAZ is from the Financial Services sector, while LBRT is from the Energy sector.

5-Year PerformanceLBRT has outperformed LAZ, delivering a return of +15.4% compared to +5.4%

LAZ vs LBRT - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
LAZ
$4.41B
LBRT
$4.40B
Max Drawdown
Winner
LAZ
64.75%
LBRT
90.33%
Sharpe Ratio
LAZ
0.28
Winner
LBRT
1.39
5Y Beta
LAZ
1.69
Winner
LBRT
1.46
Industry
LAZ
Capital Markets
LBRT
Oil & Gas Equipment & Services
P/E Ratio
Winner
LAZ
15.06
LBRT
28.08
Forward P/E
Winner
LAZ
14.95
LBRT
66.67
PEG Ratio
LAZ
0.42
LBRT
N/A
Dividend Yield
Winner
LAZ
4.45%
LBRT
1.24%
5Y Dividends CAGR
LAZ
1.25%
LBRT
N/A
5Y EPS CAGR
Winner
LAZ
-3.81%
LBRT
-11.73%
Debt to Equity
LAZ
191.63%
Winner
LBRT
65.62%
Free Cash Flow Yield
Winner
LAZ
11.29%
LBRT
9.67%

LAZ vs LBRT - Historical Returns

Returns include dividend reinvestment.

1M
Winner
LAZ
-3.57%
LBRT
-17.58%
3M
Winner
LAZ
+12.26%
LBRT
-13.85%
6M
LAZ
-10.60%
Winner
LBRT
+58.44%
1Y
LAZ
+5.83%
Winner
LBRT
+110.79%
5Y(CAGR)
LAZ
+5.36%
Winner
LBRT
+15.37%
10Y(CAGR)
Winner
LAZ
+8.48%
LBRT
+6.91%
Max(CAGR)
LAZ
+6.89%
Winner
LBRT
+6.91%

LAZ vs LBRT - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

YearLAZLBRT
2026-9.18%+44.85%
2025-0.21%-8.73%
2024+49.20%+11.14%
2023+5.79%+25.93%
2022-18.46%+50.83%
2021+9.09%-8.40%
2020+9.82%-3.13%
2019+12.93%-15.85%
2018-25.60%-23.37%
2017+34.30%N/A
2016+0.12%N/A
2015-5.98%N/A
2014+14.56%N/A
2013+48.85%N/A
2012+14.15%N/A
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 LBRT Drawdown Comparison

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

The maximum drawdown for LBRT was -90.00%, occurring on Apr 1, 2020. Recovery took 1476 trading sessions.

The current LAZ drawdown is -22.13%. The current LBRT drawdown is -19.67%.

RankLAZLBRT
#1-62.70%
May 2, 2007 - Apr 2, 2014
-90.00%
May 21, 2018 - Apr 3, 2024
#2-59.54%
Feb 1, 2018 - Aug 11, 2021
-58.82%
May 31, 2024 - Jan 29, 2026
#3-50.55%
Jul 21, 2015 - Dec 4, 2017
-29.57%
Jan 23, 2018 - May 21, 2018
#4-44.24%
Nov 6, 2024 - Apr 8, 2025
-19.70%
May 4, 2026 - Jun 17, 2026
#5-43.47%
Oct 25, 2021 - Jul 25, 2024
-17.11%
Mar 19, 2026 - Apr 23, 2026
#6-28.94%
May 10, 2006 - Dec 5, 2006
-9.08%
Feb 2, 2026 - Feb 17, 2026
#7-20.27%
Sep 17, 2014 - Apr 2, 2015
-8.92%
Apr 29, 2024 - May 14, 2024
#8-14.19%
Feb 22, 2007 - May 2, 2007
-5.59%
Mar 2, 2026 - Mar 11, 2026
#9-14.11%
May 6, 2005 - Jun 1, 2005
-5.20%
Apr 5, 2024 - Apr 23, 2024
#10-12.83%
Jun 1, 2005 - Jul 20, 2005
-3.95%
May 21, 2024 - May 31, 2024
#11-12.44%
Apr 19, 2006 - May 10, 2006
-3.37%
Apr 29, 2026 - May 4, 2026
#12-12.34%
Jul 31, 2024 - Aug 23, 2024
-2.72%
Jan 29, 2026 - Feb 2, 2026
#13-9.80%
Apr 2, 2014 - Apr 24, 2014
-1.77%
Feb 18, 2026 - Feb 24, 2026
#14-9.70%
Jun 18, 2015 - Jul 21, 2015
-1.71%
May 14, 2024 - May 17, 2024
#15-9.06%
Aug 30, 2024 - Sep 19, 2024
-1.59%
Feb 25, 2026 - Mar 2, 2026

Correlation

Correlation between LAZ and LBRT is 0.56 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.56
-101

Dividend Comparison (2005 - 2026)

LAZ vs LBRT dividend yield comparison.

YearLAZLBRT
20262.26%0.66%
20254.12%1.79%
20243.89%1.46%
20235.75%1.21%
20225.60%0.31%
20214.31%0.00%
20204.44%0.48%
20195.88%1.80%
20188.21%0.77%
20175.35%0.00%
20166.55%0.00%
20155.22%0.00%
20142.40%0.00%
20132.21%0.00%
20123.22%0.00%
20112.32%0.00%
20101.27%0.00%
20091.19%0.00%
20081.34%0.00%
20070.88%0.00%
20060.76%0.00%
20050.45%0.00%

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