What is Lazard Global Total Return and Income Fund, Inc.'s (LGI) StockRank?

MoatMap's StockRank for Lazard Global Total Return and Income Fund, Inc. (LGI) is 59/100, with a Hold signal. This is a composite score combining Quality (39), Value (50), and Momentum (59) factor ranks across MoatMap's 20,000+ stock universe.

Does Lazard Global Total Return and Income Fund, Inc. have an economic moat?

Lazard Global Total Return and Income Fund, Inc. (LGI) has a Quality factor score of 39/100. The Quality factor combines ROIC, Piotroski F-Score, and leverage — the financial fingerprints of a durable competitive advantage. A Quality score above 70 typically indicates a company with the financial characteristics of a moated business.

Is Lazard Global Total Return and Income Fund, Inc. a buy, hold, or sell?

MoatMap's current signal for Lazard Global Total Return and Income Fund, Inc. (LGI) is Hold, based on a StockRank of 59/100. Signals are derived mechanically from the StockRank composite and should be one input among many — combine with your own thesis on management, competitive position, and valuation.

What sector is Lazard Global Total Return and Income Fund, Inc. in?

Lazard Global Total Return and Income Fund, Inc. (LGI) operates in the Financial Services sector, specifically the Asset Management industry (United States).

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LGI

HOLDREMOVE

Lazard Global Total Return and Income Fund, Inc. · Financial Services · United States · $239M · Avg Vol: $684K/d

StockRank

P/E (TTM)

6.9x

ROE

14.3%

D/E

0.1x

Dividend %

10.0%

Director Trades · 180d

None in 180d →

Buybacks · 180d

None in 180d →

AI CONVICTION THESIS

Lazard Global Total Return is a closed-end fund that does not offer the direct operational leverage or asymmetric upside required for our concentrated equity strategy.

COMPANY DESCRIPTION

Lazard Global Total Return and Income Fund, Inc. is a closed-end management investment company aiming for total return through income and capital appreciation, investing in a globally diversified portfolio of equity and debt securities. Its competitive moat lies in Lazard Asset Management's global research capabilities and expertise in both developed and emerging markets. The fund provides investors with broad international exposure and active management across various asset classes.

FINANCIAL SUMMARY (USD)

Year	2021	2022	2023	2024	2025	CAGR
Revenue	—	-50M	40M	16M	34M	-8.3%
EPS	3.61	-3.87	3.04	1.17	—	-31.3%
Shares	—	13M	13M	13M	13M	0.0%
Debt	—	27M	25M	24M	24M	-4.5%
Equity	—	208M	233M	229M	239M	4.7%
Op CF	—	25M	17M	22M	22M	-3.5%
Inv CF	—	—	—	—	—	—
Fin CF	—	-26M	-17M	-21M	-23M	—

PRICE (1M)+1.8%

SMA 50SMA 200

$18.12

RSI (14)

48.0

52W High

$19.20

From 52W High

0.9%

SCORE BREAKDOWN

Quality

ROIC (ROA)

0.3%*17.5

ROE

14.3%71.0

GP/Assets

1.8%18.4

Op. Margin

31.3%48.9

FCF/Assets

-0.4%24.2

Piotroski

—44.5

Int. Cover

—N/A

D/E Ratio

0.10x78.8

Current Ratio

0.16x6.9

Value

P/E (TTM)

6.9x83.5

EV/EBITDA

—N/A

P/FCF

—N/A

P/B

1.0x58.6

P/S

48.6x2.8

Div Yield

10.0%93.4

Momentum

52W High %

94%61.1

RS 6M

-1%63.3

SMA 50/200

1.03x51.8

EPS Rev 4W

—N/A

EPS Rev 12W

—N/A

EPS Improve

—N/A

Q Growth

781%97.5

FUNDAMENTALS

Market Cap

$239M

P/E (Forward)

—

Gross Margin

100.0%

SECTOR PEERS

Closest peers in Financial Services, ranked by industry match, size, and score similarity. Cross-listings of LGI are excluded.

Ticker	Company	Mkt Cap	StockRank	Signal
LGI	Lazard Global Total Return and Income Fund, Inc.(you)	$239M	59	HOLD
FCT	First Trust Senior Floating Rate Income Fund II	$252M	59	HOLD
FLC	Flaherty & Crumrine Total Return Fund Inc.	$177M	58	HOLD
DMB	BNY Mellon Municipal Bond Infrastructure Fund, Inc.	$202M	63	HOLD
PCQ	PIMCO California Municipal Income Fund	$167M	57	HOLD
TPVG	TriplePoint Venture Growth BDC Corp.	$225M	66	BUY
BANX	ArrowMark Financial Corp.	$192M	63	HOLD
DHF	BNY Mellon High Yield Strategies Fund	$177M	64	HOLD
HRZN	Horizon Technology Finance Corporation	$286M	51	HOLD
SOR	Source Capital	$374M	56	HOLD

Peer medians: ROE 10.8% · P/E 13.6x · Gross margin 0.0%

Lazard Global Total Return and Income Fund, Inc. (LGI) — Stock Score Summary

Lazard Global Total Return and Income Fund, Inc. (LGI) has a MoatMap StockRank of 59/100 based on Quality (39/100), Value (50/100), and Momentum (59/100) factor scores. The current signal is HOLD. Lazard Global Total Return is a closed-end fund that does not offer the direct operational leverage or asymmetric upside required for our concentrated equity strategy.

Key Financial Metrics

Price	$18.12
Market Cap	$239M
P/E (TTM)	6.92
Price/Book	0.96
Return on Equity	14.3%
Debt/Equity	9.90
Gross Margin	100.0%
Operating Margin	31.3%
Revenue Growth	11.2%
Dividend Yield	10.0%
Free Cash Flow	$-989K

Lazard Global Total Return and Income Fund, Inc. operates in the Asset Management industry, part of the Financial Services sector (United States).

Frequently Asked Questions

What is Lazard Global Total Return and Income Fund, Inc.’s (LGI) StockRank?: MoatMap’s StockRank for Lazard Global Total Return and Income Fund, Inc. (LGI) is 59/100, with a Hold signal. It is a composite of Quality (39), Value (50), and Momentum (59) factor ranks across MoatMap’s 20,000+ stock universe.
Does Lazard Global Total Return and Income Fund, Inc. have an economic moat?: Lazard Global Total Return and Income Fund, Inc. (LGI) has a Quality factor score of 39/100. The Quality factor combines ROIC, Piotroski F-Score, and leverage — the financial fingerprints of a durable competitive advantage. A Quality score above 70 typically indicates a company with the characteristics of a moated business.
Is Lazard Global Total Return and Income Fund, Inc. a buy, hold, or sell?: MoatMap’s current signal for Lazard Global Total Return and Income Fund, Inc. (LGI) is Hold, based on a StockRank of 59/100. Signals are derived mechanically from the StockRank composite and should be one input among many — combine with your own thesis on management, competitive position, and valuation.
What sector is Lazard Global Total Return and Income Fund, Inc. in?: Lazard Global Total Return and Income Fund, Inc. (LGI) operates in the Financial Services sector, specifically the Asset Management industry (United States).