Lake Street Capital Markets is a research-powered investment bank that focuses on growth companies. It helps institutional investors identify growth themes and innovative companies best positioned to capitalize on them.

Lake Street Capital Markets

Lazard Ltd, together with its subsidiaries, operates as a financial advisory and asset management firm in North America, Europe, Asia, Australia, and Central and South America. It operates in two segments, Financial Advisory and Asset Management. The Financial Advisory segment offers various financial advisory services regarding mergers and acquisitions, restructurings, capital advisory, shareholder advisory, capital raising, sovereign advisory, and other strategic advisory matters. This segment serves corporate, partnership, institutional, government, sovereign, and individual clients across various industry areas, including consumers, financial institutions, healthcare and life sciences, industrials, power and energy/infrastructure, and real estate, as well as technology, telecommunication, and media and entertainment. The Asset Management segment offers a range of investment solutions, and investment and wealth management services in equity and fixed income strategies; asset allocation strategies; and alternative investments and private equity funds to corporations, public funds, sovereign entities, endowments and foundations, labor funds, financial intermediaries, and private clients. The company was founded in 1848 and is based in Hamilton, Bermuda.

Lazard Ltd

Moelis & Company operates as an investment banking advisory firm. It offers advisory services in the areas of mergers and acquisitions, recapitalizations and restructurings, capital markets transactions, and other corporate finance matters. The company offers its services to public multinational corporations, middle market private companies, financial sponsors, entrepreneurs, governments, and sovereign wealth funds. The company serves its clients in North and South America, Europe, the Middle East, Asia, and Australia. It has strategic alliances in Mexico with Alfaro, Dávila y Scherer, S.C.; and in Australia with MA Moelis Australia. The company was founded in 2007 and is headquartered in New York, New York.

Jeff Raich

Ken Moelis

Navid Mahmoodzadegan

Moelis & Company

Jefferies Financial Group Inc. engages in the investment banking and capital markets, and asset management businesses in the Americas, Europe, the Middle East, Africa, and Asia. The company operates in Investment Banking and Capital Markets, Asset Management, Merchant Banking, and Corporate segments. It provides investment banking, advisory services with respect to mergers or acquisitions, restructurings or recapitalizations and private capital advisory transactions; equity and debt underwriting; and corporate lending. In addition, the company offers financing, securities lending, and other prime brokerage services; equities research and finance; and wealth management services. Further, it provides clients with sales and trading of investment grade corporate bonds, U.S. and European government and agency securities, municipal bonds, mortgage-backed and asset-backed securities, leveraged loans, consumer loans, high yield and distressed securities, emerging markets debt, interest rate, and credit derivative products, as well as foreign exchange trade execution and securitization; and manages, invests in, and provides services to a diverse group of alternative asset management platforms across a spectrum of investment strategies and asset classes. The company was formerly known as Leucadia National Corporation and changed its name to Jefferies Financial Group Inc. in May 2018. Jefferies Financial Group Inc. was founded in 1962 and is headquartered in New York, New York.

Metric
Company Name	Lake Street Capital Markets	Lazard Ltd	Moelis & Company	Jefferies Financial Group Inc.
Symbol		LAZ	MC	JEF
MSH ID	COM:LAKESTREETCAPITALMARKETS	COM:LAZARD	COM:MOELIS	COM:JEFFERIES
Market	PRIVATE	STOCKS	STOCKS	STOCKS
Sector	Financial Services & Finance	Financial Services	Financial Services	Financial Services
Industry	Investment Banking	Financial - Capital Markets	Financial - Capital Markets	Financial - Capital Markets
Country	US	BM	US	US
Stage
Employee Count		3.11K	1.16K	7.61K
Website	lakestreetcapitalmarkets.com	lazard.com	moelis.com	jefferies.com
LinkedIn		lazard	moelis-&-company	jefferies
Founders

Metric
Market Cap		3.49B	4.14B	11.15B
Enterprise Value
Monthly Web Traffic	2.07K
Web Traffic Growth	-0.86
Valuation
Raised Capital

Metric
Revenue	2.56B	854.75M	7.44B
Revenue (LTM)
Revenue (NTM)
Gross Profit	2.45B	140.00M	4.03B
EBITDA	-57.89M	-32.03M	3.21B
Operating Income	-164.63M	-40.35M	3.10B
Net Income	-79.92M	-24.70M	263.07M
EPS	-0.90	-0.36	1.12
Diluted EPS	-0.90	-0.36	1.10
Revenue 2022
Revenue 2023
Revenue 2024
Revenue 2025
Revenue 2026

Metric
Revenue Growth (LTM)
Revenue Growth (NTM)
Gross Profit Growth (LTM)
EBITDA Growth (LTM)
Net Income Growth (LTM)
14-Day Growth Score
28-Day Growth Score
90-Day Growth Score
365-Day Growth Score

Metric
Gross Profit Margin	0.84	0.18	0.84
Operating Profit Margin	0.09	-0.00	0.42
EBITDA Margin	-0.02	-0.04	0.43
Net Profit Margin	0.05	0.01	0.08
Return on Equity	0.38	0.04	0.06
Return on Assets	0.03	0.01	0.01
Return on Capital Employed	0.06	-0.00	0.08

COM:LAKESTREETCAPITALMARKETS

Lake Street Capital Markets

Company Overview

Market Metrics

Financial Performance

Growth Metrics

Profitability Ratios

Valuation Multiples

Operational Metrics

Cash Flow Metrics

Balance Sheet Metrics

Efficiency Metrics

Metric
P/E Ratio	-47.86	3.74K	21.50
P/B Ratio	9.94	10.34	0.91
Revenue Multiple (LTM)
Revenue Multiple (NTM)
EBITDA Multiple (LTM)
EBITDA Multiple (NTM)
Price to Sales Ratio	1.71	5.34	1.55
EV Multiple	41.41	308.86	3.12

Metric
Days Sales Outstanding	92.32	10.99	398.63
Days Payables Outstanding			1.01K
Days Inventory Outstanding		94.25	4.34K
Operating Cycle	107.30	121.42	4.61K
Cash Conversion Cycle	97.46	104.93	3.66K
Asset Turnover	0.63	0.92	0.15

Metric
Operating Cash Flow	164.66M	158.47M	-1.93B
Free Cash Flow	136.37M	141.78M	-1.93B
Cash Flow to Debt	0.17	17.62	-0.01
Operating Cash Flow/Sales	0.11	0.22	-0.04
Free Cash Flow Yield	0.03	0.02	-0.22

Metric
Cash & Equivalents	1.01B	186.42M	8.53B
Accounts Receivable	-100.50M	-4.01M	-916.52M
Inventory		186.42M
Goodwill	394.90M		1.85B
Debt to Capitalization	0.83	0.40	0.75
Debt to Assets	0.51		0.28
Current Ratio	2.82	41.27	2.71
Quick Ratio	11.91	55.03	12.44

Metric
Rule of 40 (LTM)
Rule of 40 (NTM)
Stock Comp to Revenue	0.21	0.15	0.01
R&D to Revenue			0.02
SG&A to Revenue	0.09	0.12	0.14