vs
ラザード（LAZ）とBLUE OWL CAPITAL INC.（OWL）の財務データ比較。上の社名をクリックして会社を切り替えられます
ラザードの直近四半期売上が大きい（$929.4M vs $755.6M、BLUE OWL CAPITAL INC.の約1.2倍）。BLUE OWL CAPITAL INC.の純利益率が高く（6.3% vs 5.4%、差は0.9%）。BLUE OWL CAPITAL INC.の前年同期比売上増加率が高い（19.7% vs 10.8%）。ラザードの直近四半期フリーキャッシュフローが多い（$396.1M vs $359.1M）。過去8四半期でBLUE OWL CAPITAL INC.の売上複合成長率が高い（21.3% vs 8.8%）
ラザード（Lazard Inc.）は米国発祥の金融アドバイザリー・資産運用会社で、投資銀行業務、資産運用をはじめとする各種金融サービスを主に機関顧客向けに提供している。世界最大の独立系投資銀行で、主要執行事務所はニューヨーク、パリ、ロンドンに置かれている。
ブルーオウル・キャピタル社は米国のオルタナティブ投資向け資産運用会社で、ニューヨーク証券取引所に銘柄コード「OWL」で上場しています。本社をニューヨークに置き、ロンドン、ドバイ、香港などにも拠点を構え、グローバルに事業を展開しています。
LAZ vs OWL — 直接比較
損益計算書 — Q4 FY2025 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $929.4M | $755.6M |
| 純利益 | $49.9M | $47.7M |
| 粗利率 | — | — |
| 営業利益率 | 9.1% | 22.2% |
| 純利益率 | 5.4% | 6.3% |
| 売上前年比 | 10.8% | 19.7% |
| 純利益前年比 | -42.2% | 129.8% |
| EPS（希薄化後） | $0.44 | $0.07 |
緑 = その指標でリード。会計年度がずれている場合は期間が異なる場合あり
8四半期 売上・利益トレンド
並べて比較する四半期履歴。決算期がずれていても暦四半期で整列
| Q4 25 | $929.4M | $755.6M | ||
| Q3 25 | $770.8M | $728.0M | ||
| Q2 25 | $817.2M | $703.1M | ||
| Q1 25 | $669.2M | $683.5M | ||
| Q4 24 | $839.0M | $631.4M | ||
| Q3 24 | $807.4M | $600.9M | ||
| Q2 24 | $708.0M | $549.8M | ||
| Q1 24 | $785.5M | $513.3M |
| Q4 25 | $49.9M | $47.7M | ||
| Q3 25 | $71.2M | $6.3M | ||
| Q2 25 | $55.3M | $17.4M | ||
| Q1 25 | $60.4M | $7.4M | ||
| Q4 24 | $86.3M | $20.7M | ||
| Q3 24 | $107.9M | $29.8M | ||
| Q2 24 | $49.9M | $33.9M | ||
| Q1 24 | $35.8M | $25.1M |
| Q4 25 | 9.1% | 22.2% | ||
| Q3 25 | 12.3% | 7.6% | ||
| Q2 25 | 11.4% | 12.0% | ||
| Q1 25 | 8.2% | 5.9% | ||
| Q4 24 | 12.8% | 11.7% | ||
| Q3 24 | 20.0% | 18.7% | ||
| Q2 24 | 9.0% | 28.4% | ||
| Q1 24 | 6.9% | 24.7% |
| Q4 25 | 5.4% | 6.3% | ||
| Q3 25 | 9.2% | 0.9% | ||
| Q2 25 | 6.8% | 2.5% | ||
| Q1 25 | 9.0% | 1.1% | ||
| Q4 24 | 10.3% | 3.3% | ||
| Q3 24 | 13.4% | 5.0% | ||
| Q2 24 | 7.0% | 6.2% | ||
| Q1 24 | 4.6% | 4.9% |
| Q4 25 | $0.44 | $0.07 | ||
| Q3 25 | $0.65 | $0.01 | ||
| Q2 25 | $0.52 | $0.02 | ||
| Q1 25 | $0.56 | $0.00 | ||
| Q4 24 | $0.82 | $0.06 | ||
| Q3 24 | $1.02 | $0.04 | ||
| Q2 24 | $0.49 | $0.06 | ||
| Q1 24 | $0.35 | $0.04 |
貸借対照表と財務力
直近四半期の流動性・レバレッジ・純資産のスナップショット
| 指標 | | |
|---|---|---|
| 現金・短期投資手元流動性 | $1.5B | $194.5M |
| 総負債低いほど良い | $1.7B | $3.3B |
| 株主資本純資産 | $873.7M | $2.2B |
| 総資産 | $4.9B | $12.5B |
| 負債/資本比率低いほどレバレッジが低い | 1.93× | 1.51× |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $1.5B | $194.5M | ||
| Q3 25 | $1.2B | $137.3M | ||
| Q2 25 | $978.3M | $117.6M | ||
| Q1 25 | $908.6M | $97.6M | ||
| Q4 24 | $1.3B | $152.1M | ||
| Q3 24 | $1.2B | $115.9M | ||
| Q2 24 | $847.6M | $436.8M | ||
| Q1 24 | $923.2M | $155.8M |
| Q4 25 | $1.7B | $3.3B | ||
| Q3 25 | $1.7B | $3.2B | ||
| Q2 25 | $1.7B | $3.2B | ||
| Q1 25 | $1.7B | $3.2B | ||
| Q4 24 | $1.7B | $2.6B | ||
| Q3 24 | $1.9B | $2.5B | ||
| Q2 24 | $1.9B | $2.5B | ||
| Q1 24 | $1.9B | $2.1B |
| Q4 25 | $873.7M | $2.2B | ||
| Q3 25 | $841.5M | $2.3B | ||
| Q2 25 | $741.6M | $2.4B | ||
| Q1 25 | $603.0M | $2.3B | ||
| Q4 24 | $636.2M | $2.1B | ||
| Q3 24 | $624.3M | $2.0B | ||
| Q2 24 | $458.7M | $1.7B | ||
| Q1 24 | $392.7M | $1.6B |
| Q4 25 | $4.9B | $12.5B | ||
| Q3 25 | $4.6B | $12.5B | ||
| Q2 25 | $4.5B | $12.3B | ||
| Q1 25 | $4.2B | $12.3B | ||
| Q4 24 | $4.8B | $11.0B | ||
| Q3 24 | $4.8B | $10.8B | ||
| Q2 24 | $4.5B | $9.7B | ||
| Q1 24 | $4.6B | $9.0B |
| Q4 25 | 1.93× | 1.51× | ||
| Q3 25 | 2.01× | 1.41× | ||
| Q2 25 | 2.28× | 1.38× | ||
| Q1 25 | 2.80× | 1.37× | ||
| Q4 24 | 2.65× | 1.22× | ||
| Q3 24 | 2.97× | 1.27× | ||
| Q2 24 | 4.04× | 1.41× | ||
| Q1 24 | 4.71× | 1.26× |
キャッシュフローと資本効率
再投資後に実際に生み出すキャッシュ。純利益より操作が難しい
| 指標 | | |
|---|---|---|
| 営業キャッシュフロー直近四半期 | $399.7M | $382.9M |
| フリーキャッシュフロー営業CF - 設備投資 | $396.1M | $359.1M |
| FCFマージンFCF / 売上 | 42.6% | 47.5% |
| 設備投資強度設備投資 / 売上 | 0.4% | 3.1% |
| キャッシュ転換率営業CF / 純利益 | 8.02× | 8.03× |
| 直近12ヶ月FCF直近4四半期 | $487.4M | $1.2B |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $399.7M | $382.9M | ||
| Q3 25 | $287.5M | $433.1M | ||
| Q2 25 | $49.7M | $422.5M | ||
| Q1 25 | $-217.5M | $17.6M | ||
| Q4 24 | $362.9M | $324.0M | ||
| Q3 24 | $293.7M | $326.0M | ||
| Q2 24 | $176.2M | $302.3M | ||
| Q1 24 | $-90.0M | $47.2M |
| Q4 25 | $396.1M | $359.1M | ||
| Q3 25 | $284.6M | $422.5M | ||
| Q2 25 | $38.0M | $412.5M | ||
| Q1 25 | $-231.3M | $4.2M | ||
| Q4 24 | $348.0M | $310.1M | ||
| Q3 24 | $276.2M | $314.8M | ||
| Q2 24 | $169.8M | $269.4M | ||
| Q1 24 | $-96.6M | $41.1M |
| Q4 25 | 42.6% | 47.5% | ||
| Q3 25 | 36.9% | 58.0% | ||
| Q2 25 | 4.6% | 58.7% | ||
| Q1 25 | -34.6% | 0.6% | ||
| Q4 24 | 41.5% | 49.1% | ||
| Q3 24 | 34.2% | 52.4% | ||
| Q2 24 | 24.0% | 49.0% | ||
| Q1 24 | -12.3% | 8.0% |
| Q4 25 | 0.4% | 3.1% | ||
| Q3 25 | 0.4% | 1.5% | ||
| Q2 25 | 1.4% | 1.4% | ||
| Q1 25 | 2.1% | 2.0% | ||
| Q4 24 | 1.8% | 2.2% | ||
| Q3 24 | 2.2% | 1.9% | ||
| Q2 24 | 0.9% | 6.0% | ||
| Q1 24 | 0.8% | 1.2% |
| Q4 25 | 8.02× | 8.03× | ||
| Q3 25 | 4.03× | 68.64× | ||
| Q2 25 | 0.90× | 24.25× | ||
| Q1 25 | -3.60× | 2.37× | ||
| Q4 24 | 4.20× | 15.62× | ||
| Q3 24 | 2.72× | 10.94× | ||
| Q2 24 | 3.53× | 8.91× | ||
| Q1 24 | -2.52× | 1.88× |
財務フロー比較
売上 → 粗利 → 営業利益 → 純利益のサンキー図
セグメント別売上内訳
LAZ
| Financial Advisory Segment | $542.3M | 58% |
| Asset Management1 | $347.8M | 37% |
| Incentive Fees | $40.9M | 4% |
OWL
| Credit Platform | $455.0M | 60% |
| GP Strategic Capital Platform | $157.0M | 21% |
| Administrative Service | $87.6M | 12% |
| IPI Partners LLC | $33.8M | 4% |
| Other | $22.2M | 3% |
