Lazard (NYSE:LAZ) and AssetMark Financial (NYSE:AMK) are both mid-cap finance companies, but which is the better business? We will contrast the two companies based on the strength of their profitability, dividends, analyst recommendations, institutional ownership, valuation, risk and earnings.

Institutional and Insider Ownership

79.2% of Lazard shares are owned by institutional investors. Comparatively, 20.7% of AssetMark Financial shares are owned by institutional investors. 2.9% of Lazard shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company is poised for long-term growth.

Valuation & Earnings

This table compares Lazard and AssetMark Financial’s revenue, earnings per share (EPS) and valuation.

Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio
Lazard $2.67 billion 1.70 $287.00 million $3.28 13.16
AssetMark Financial N/A N/A N/A N/A N/A

Lazard has higher revenue and earnings than AssetMark Financial.

Analyst Recommendations

This is a summary of recent recommendations for Lazard and AssetMark Financial, as provided by MarketBeat.

Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Lazard 1 5 0 0 1.83
AssetMark Financial 0 2 3 0 2.60

Lazard currently has a consensus target price of $41.33, suggesting a potential downside of 4.21%. AssetMark Financial has a consensus target price of $30.00, suggesting a potential downside of 5.63%. Given Lazard’s higher possible upside, equities research analysts plainly believe Lazard is more favorable than AssetMark Financial.

Profitability

This table compares Lazard and AssetMark Financial’s net margins, return on equity and return on assets.

Net Margins Return on Equity Return on Assets
Lazard 10.74% 53.07% 6.97%
AssetMark Financial N/A N/A N/A

Summary

Lazard beats AssetMark Financial on 7 of the 9 factors compared between the two stocks.

About Lazard

Lazard Ltd, together with its subsidiaries, operates as a financial advisory and asset management firm worldwide. Its Financial Advisory segment offers various financial advisory services regarding mergers and acquisitions and other strategic matters, restructurings, capital structure, capital raising, shareholder advisory, and various other financial matters. This segment serves corporate, partnership, institutional, government, sovereign, and individual clients. The company's Asset Management segment offers a range of investment solutions and investment management services in equity and fixed income strategies; and alternative investments and private equity funds to corporations, public funds, sovereign entities, endowments and foundations, labor funds, financial intermediaries, and private clients. Lazard Ltd was founded in 1848 and is based in Hamilton, Bermuda.

About AssetMark Financial

AssetMark Financial Holdings, Inc. provides wealth management and technology solutions in the United States. The company offers an open-architecture product platform, as well as client advice, asset allocation options, practice management, support services, and technology to the financial adviser channel. It offers an integrated technology platform that allows advisers to do research and portfolio analysis, create proposals, open and maintain accounts, implement investments, and meet reporting obligations; delivers its platform and solutions through people who get to know the company's clients; and provides curated platform of investment options. The company also offers mutual funds to clients of financial advisers; custodial recordkeeping services primarily to investor clients of registered investment advisers; and record-keeper and third-party administrator services for retirement products. It serves independent advisers who provide wealth management advice to the U.S. investors. The company was founded in 1996 and is headquartered in Concord, California. AssetMark Financial Holdings, Inc. is a subsidiary of AssetMark Holdings LLC.

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