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LAZARD EQUITY SRI : revenue, balance sheet and financial ratios

LAZARD EQUITY SRI is a French company founded 24 years ago, specialized in the sector Fonds de placement et entités financières similaires. Based in PARIS (75008), this company of category PME shows in 2019 a revenue of 7.3 M€. Find below the complete financial statements, solvency ratios, working capital requirements and sector comparison.

Data updated on 2026-05-02

Sources : INPI & INSEE SIRENE - Processing : Ministry of Economy

Financial history - LAZARD EQUITY SRI (SIREN 438703050)
Indicator 2019 2018 2017 2016
Revenue 7 343 575 € N/C N/C N/C
Net income 4 960 810 € 3 196 634 € 2 163 965 € 2 177 172 €
EBITDA 7 343 575 € N/C N/C N/C
Net margin 67.6% N/C N/C N/C

Revenue and income statement

In 2019, LAZARD EQUITY SRI achieves revenue of 7.3 M€. After deducting consumption (0 €), gross margin stands at 7.3 M€, i.e. a rate of 100%. This ratio measures the ability to generate value from commercial activity. EBITDA (= Gross margin - Personnel expenses - Taxes) reaches 7.3 M€, representing 100.0% of revenue. This high EBITDA margin provides strong self-financing capacity and resilience to uncertainties. Ultimately, net income (= EBIT +/- financial result +/- exceptional - corporate tax) amounts to 5.0 M€, i.e. 67.6% of revenue. This profit can be retained or distributed to shareholders.

Revenue (2019) ?
Revenue
Definition
Total amount of sales of goods and services made by the company.
Formula
Sales of goods + Sold production

7 343 575 €

Gross margin (2019) ?
Gross margin
Definition
Difference between revenue and cost of goods sold.
Formula
Revenue - Cost of goods consumed

7 343 575 €

EBITDA (2019) ?
Gross Operating Surplus (EBITDA)
Definition
Resources generated by current operations, before depreciation and financial expenses.
Formula
Value added - Personnel expenses - Taxes
Interpretation
Positive = profitable activity

7 343 575 €

Net income (2019) ?
Net income
Definition
Profit or loss after all expenses, including taxes and exceptional items.
Formula
Current income + Exceptional income - Income tax

4 960 810 €

EBITDA margin (2019) ?
EBITDA margin
Definition
Measures the company's operating profitability.
Formula
(EBE / CA) x 100
Interpretation
> 10% : Good profitability
5-10% : Average
< 5% : Low

100.0%

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Chart evolution

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Assets

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Liabilities

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Solvency and debt ratios

The debt ratio (= Financial debt / Equity x 100) stands at 0%. This very low level reflects a solid financial structure, offering significant room for future investments or acquisitions. Financial autonomy (= Equity / Total assets x 100) reaches 0%. Low autonomy: the company heavily depends on external financing (banks, suppliers). Cash flow represents 32.4% of revenue. Cash flow measures resources generated by operations, available for investment and debt repayment. This high level provides strong self-financing capacity.

Debt ratio (2019) ?
Debt ratio
Definition
Measures the proportion of debt to equity.
Formula
(Financial debt / Equity) x 100
Interpretation
< 50% : Low
50-100% : Moderate
> 100% : High

0.0%

Financial autonomy (2019) ?
Financial autonomy
Definition
Share of equity in the company's total financing.
Formula
(Equity / Total assets) x 100
Interpretation
> 30% : Good autonomy
20-30% : Average
< 20% : Low

0.0%

Cash flow / Revenue (2019) ?
Cash flow / Revenue
Definition
Self-financing capacity relative to revenue.
Formula
(CAF / CA) x 100
Interpretation
The higher the ratio, the more cash the company generates

32.425%

Repayment capacity (2019) ?
Repayment capacity
Definition
Number of years needed to repay debts with cash flow.
Formula
Financial debt / Cash flow
Interpretation
< 3 years : Excellent
3-5 years : Fair
> 5 years : Warning

0.0

Solvency indicators evolution
LAZARD EQUITY SRI

Sector positioning

Debt ratio
0.0 2019
2017
2018
2019
Q1: 0.0
Med: 9.15
Q3: 72.63
Excellent

In 2019, the debt ratio of LAZARD EQUITY SRI (0.00) ranks in the bottom 25% of the sector, which is positive. This ratio measures the weight of debt relative to equity. A low ratio indicates a solid financial structure with little dependence on creditors.

Financial autonomy
0.0% 2019
2017
2018
2019
Q1: 15.13%
Med: 60.93%
Q3: 90.86%
Average

In 2019, the financial autonomy of LAZARD EQUITY SRI (0.0%) ranks below the median of the sector. This ratio represents the share of equity in total financing. An improvement would strengthen the competitive position.

Repayment capacity
0.0 years 2019
2017
2018
2019
Q1: -0.0 years
Med: 0.01 years
Q3: 3.3 years
Good +6 pts over 3 years

In 2019, the repayment capacity of LAZARD EQUITY SRI (0.00) ranks below the median of the sector. This ratio indicates the number of years needed to repay debt with cash flow. This controlled position reflects prudent management.

Positioning of LAZARD EQUITY SRI in its sector

Comparison with sector Fonds de placement et entités financières similaires

Valuation estimate

Indicative estimate only : the number of comparable transactions in this sector is limited (22 transactions). This range of 28 051 231€ to 49 119 984€ is provided for information purposes only and requires in-depth analysis to be confirmed.

Estimated enterprise value 2019
Indicative
28051k€ 40155k€ 49119k€
40 155 445 € Range: 28 051 231€ - 49 119 984€
NAF 5 année 2019

Valuation evolution

How is this estimate calculated?

This estimate is based on the analysis of 22 actual transactions of similar company sales (same NAF code) registered with BODACC between 2016 and 2025.

  • EBITDA Multiple: Preferred method for profitable SMEs. EBITDA reflects the ability to generate cash.
  • Revenue Multiple: Used for growing companies or those with low profitability. Reflects commercial potential.
  • Net Income Multiple: Relevant for mature companies with stable results.

This estimate is provided for information purposes only. A precise valuation requires in-depth analysis (assets, liabilities, prospects, market...).

Similar companies (Fonds de placement et entités financières similaires)

Compare LAZARD EQUITY SRI with other companies in the same sector:

Frequently asked questions about LAZARD EQUITY SRI

What is the revenue of LAZARD EQUITY SRI ?

The revenue of LAZARD EQUITY SRI in 2019 is 7.3 M€.

Is LAZARD EQUITY SRI profitable?

Yes, LAZARD EQUITY SRI generated a net profit of 5.0 M€ in 2019.

Where is the headquarters of LAZARD EQUITY SRI ?

The headquarters of LAZARD EQUITY SRI is located in PARIS (75008), in the department Paris.

Where to find the tax return of LAZARD EQUITY SRI ?

The tax return of LAZARD EQUITY SRI is available on this page. Click on a year in the 'Data by year' section to view the account details (assets, liabilities, income statement). Data comes from INPI (National Institute of Industrial Property).

In which sector does LAZARD EQUITY SRI operate?

LAZARD EQUITY SRI operates in the sector Fonds de placement et entités financières similaires (NAF code 64.30Z). See the 'Sector positioning' section above to compare the company with its competitors.