LAZ vs MGY

Comparison between Lazard Ltd - Class A (LAZ, Company) and Magnolia Oil & Gas Corp - Class A (MGY, Company).

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

5-Year PerformanceMGY has outperformed LAZ, delivering a return of +15.0% compared to +2.5%

LAZ vs MGY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LAZ(COMPANY)	MGY(COMPANY)
Market Cap	$4.35B	$4.35B
Max Drawdown	64.75%	77.76%
Sharpe Ratio	-0.24	0.47
5Y Beta	1.77	0.72
Industry	Capital Markets	Oil & Gas E&p
P/E Ratio	14.87	12.38
Forward P/E	18.15	8.80
PEG Ratio	0.41	N/A
Dividend Yield	4.62%	2.67%
5Y Dividends CAGR	5.87%	N/A
5Y EPS CAGR	-3.81%	N/A
Debt to Equity	191.63%	19.33%
Free Cash Flow Yield	11.43%	19.58%
P/S Ratio	1.33	4.36
P/B Ratio	4.66	2.99

Market Cap

Winner

LAZ

$4.35B

MGY

$4.35B

Max Drawdown

Winner

LAZ

64.75%

MGY

77.76%

Sharpe Ratio

LAZ

-0.24

Winner

MGY

0.47

5Y Beta

LAZ

1.77

Winner

MGY

0.72

Industry

LAZ

Capital Markets

MGY

Oil & Gas E&p

P/E Ratio

LAZ

14.87

Winner

MGY

12.38

Forward P/E

LAZ

18.15

Winner

MGY

8.80

PEG Ratio

LAZ

0.41

MGY

N/A

Dividend Yield

Winner

LAZ

4.62%

MGY

2.67%

5Y Dividends CAGR

LAZ

5.87%

MGY

N/A

5Y EPS CAGR

LAZ

-3.81%

MGY

N/A

Debt to Equity

LAZ

191.63%

Winner

MGY

19.33%

Free Cash Flow Yield

LAZ

11.43%

Winner

MGY

19.58%

P/S Ratio

Winner

LAZ

1.33

MGY

4.36

P/B Ratio

LAZ

4.66

Winner

MGY

2.99

LAZ vs MGY - Historical Returns

Returns include dividend reinvestment.

Period	LAZ	MGY
1 month	+4.24%	+1.55%
3 months	-6.12%	-6.63%
6 months	-23.41%	-1.16%
1 year	-13.70%	+15.31%
5 years(CAGR)	+2.52%	+15.03%
10 years(CAGR)	+7.45%	+12.41%
Max(CAGR)	+6.72%	+12.41%

Winner

LAZ

+4.24%

MGY

+1.55%

Winner

LAZ

-6.12%

MGY

-6.63%

LAZ

-23.41%

Winner

MGY

-1.16%

LAZ

-13.70%

Winner

MGY

+15.31%

5Y(CAGR)

LAZ

+2.52%

Winner

MGY

+15.03%

10Y(CAGR)

LAZ

+7.45%

Winner

MGY

+12.41%

Max(CAGR)

LAZ

+6.72%

Winner

MGY

+12.41%

LAZ vs MGY - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

Year	LAZ	MGY
2026	-11.51%	+17.90%
2025	-0.21%	-4.80%
2024	+49.20%	+11.12%
2023	+5.79%	-1.92%
2022	-18.46%	+20.44%
2021	+9.09%	+161.32%
2020	+9.82%	-44.10%
2019	+12.93%	+11.43%
2018	-25.60%	+15.09%
2017	+34.30%	-2.60%
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 MGY Drawdown Comparison

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

The maximum drawdown for MGY was -77.76%, occurring on Mar 18, 2020. Recovery took 678 trading sessions.

The current LAZ drawdown is -24.13%. The current MGY drawdown is -18.60%.

Rank	LAZ	MGY
#1	-62.70% May 2, 2007 - Apr 2, 2014	-77.76% Oct 3, 2018 - Jun 15, 2021
#2	-59.54% Feb 1, 2018 - Aug 11, 2021	-38.15% Jun 7, 2022 - Nov 22, 2024
#3	-50.55% Jul 21, 2015 - Dec 4, 2017	-31.49% Nov 22, 2024 - Mar 2, 2026
#4	-44.24% Nov 6, 2024 - Apr 8, 2025	-27.27% Mar 27, 2026 - Jul 28, 2026
#5	-43.47% Oct 25, 2021 - Jul 25, 2024	-19.37% Jun 25, 2021 - Sep 2, 2021
#6	-28.94% May 10, 2006 - Dec 5, 2006	-18.59% Oct 26, 2021 - Jan 14, 2022
#7	-20.27% Sep 17, 2014 - Apr 2, 2015	-15.55% Apr 18, 2022 - May 25, 2022
#8	-14.19% Feb 22, 2007 - May 2, 2007	-11.45% Jun 15, 2021 - Jun 25, 2021
#9	-14.11% May 6, 2005 - Jun 1, 2005	-11.06% Feb 3, 2022 - Mar 2, 2022
#10	-12.83% Jun 1, 2005 - Jul 20, 2005	-10.71% Jan 14, 2022 - Feb 1, 2022
#11	-12.44% Apr 19, 2006 - May 10, 2006	-9.60% Mar 7, 2022 - Mar 21, 2022
#12	-12.34% Jul 31, 2024 - Aug 23, 2024	-7.55% Mar 25, 2022 - Apr 8, 2022
#13	-9.80% Apr 2, 2014 - Apr 24, 2014	-6.75% Sep 16, 2021 - Sep 23, 2021
#14	-9.70% Jun 18, 2015 - Jul 21, 2015	-4.69% Jul 24, 2018 - Aug 2, 2018
#15	-9.06% Aug 30, 2024 - Sep 19, 2024	-4.51% Aug 3, 2018 - Aug 17, 2018

Correlation

Correlation between LAZ and MGY is 0.66 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.66

-101

Dividend Comparison (2005 - 2026)

LAZ vs MGY dividend yield comparison.

Year	LAZ	MGY
2026	3.52%	1.96%
2025	4.12%	2.74%
2024	3.89%	2.22%
2023	5.75%	2.16%
2022	5.60%	1.71%
2021	4.31%	0.42%
2020	4.44%	0.00%
2019	5.88%	0.00%
2018	8.21%	0.00%
2017	5.35%	0.00%
2016	6.55%	0.00%
2015	5.22%	0.00%
2014	2.40%	0.00%
2013	2.21%	0.00%
2012	3.22%	0.00%
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%