Lazard International Strategic Equity Ptf Open Shares(LISOX)

$14.73—

Chart

Lazard International Strategic Equity Ptf Open Shares(LISOX)

NASDAQ

$14.73—

Chart Studio

LISOX(LISOX)

LISOX

Overview Notebook Intelligence Chart History Fundmntls TTM Earnings Analysts News Financials Segments Insiders Institl.DCF Peers

8/2/26

LAZARD INTERNATIONAL STRATEGIC EQUITY PTF OPEN SHARES (LISOX)

Sunday

12:11 AM

Thesis: Investor sentiment is shifting positively as emerging markets show resilience and potential for growth, driving interest in LISOX's international equity strategies.

Revenue Outlook

Metric	FY2022	FY2023
Revenue	$5M	$5M
Rev. Growth	-7.9%	+7.6%
EPS	$-3.87	$3.04
EPS Growth	-207%	+179%
P/E	—	4.8×

What’s Driving the Stock

1AUM growth of 10% YoY driven by strong performance in emerging markets could lead to increased management fees.
2Increased investor interest in international equities as domestic markets show signs of volatility could lead to higher inflows.
3Potential regulatory changes favoring active management could enhance LISOX's competitive position.
4A significant increase in management fees due to a rise in AUM could improve net income margins beyond current estimates.
5Increased focus on sustainable investing
6Growth in international equity markets
7Changes in global equity market performance
8Fluctuations in AUM due to investor inflows/outflows

FY2023 Snapshot

Revenue: $5M
Rev. Growth: +7.6%
Gross Margin: 100%
Op. Margin: 35.7%
Net Margin: 747%
Net Income: $40M
NI Growth: +178%
EPS: $3.04
1Y Return: +18.3%

LISOX Chart

My Notes

"Investors are increasingly looking beyond domestic markets for growth opportunities."
Moat: Lazard's established reputation and deep expertise in international markets provide a durable competitive advantage.
growth - Investors seeking capital appreciation through equity investments are likely attracted to LISOX.
Interest rates affect LISOX's valuation multiples and investor demand for equities.
Watch on earnings: Assets Under Management (AUM), Global equity market indices (e.g., MSCI World Index), Interest rate trends (e.g., Federal Funds Rate).

One Sentence Summary:

Lazard International Strategic Equity Ptf Open Shares: the setup is constructive — aum growth of 10% yoy driven by strong performance in emerging markets could lead to increased management fees.

Auto-composed from Stock Alarm intelligence, financial statements, and analyst estimates. Not investment advice.

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Metric

FY2022

FY2023

P/E

—

4.8×

What’s Driving the Stock

1AUM growth of 10% YoY driven by strong performance in emerging markets could lead to increased management fees.

2Increased investor interest in international equities as domestic markets show signs of volatility could lead to higher inflows.

3Potential regulatory changes favoring active management could enhance LISOX's competitive position.

4A significant increase in management fees due to a rise in AUM could improve net income margins beyond current estimates.

5Increased focus on sustainable investing

6Growth in international equity markets

7Changes in global equity market performance

8Fluctuations in AUM due to investor inflows/outflows

My Notes

"Investors are increasingly looking beyond domestic markets for growth opportunities."

Moat: Lazard's established reputation and deep expertise in international markets provide a durable competitive advantage.

growth - Investors seeking capital appreciation through equity investments are likely attracted to LISOX.

Interest rates affect LISOX's valuation multiples and investor demand for equities.

Watch on earnings: Assets Under Management (AUM), Global equity market indices (e.g., MSCI World Index), Interest rate trends (e.g., Federal Funds Rate).