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 56/100, with a Hold signal. This is a composite score combining Quality (41), Value (46), and Momentum (63) 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 41/100. 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 56/100. 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

HOLD

Lazard Global Total Return and Income Fund, Inc. · Financial Services · United States · $235M · Avg Vol: $616K/d

StockRank

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P/E (TTM)

7.1x

ROE

14.3%

D/E

0.1x

Dividend %

9.7%

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	TTM
Revenue	—	-49.5M	40.3M	16.0M	34.0M	-8.3%	4.7M
EPS	3.61	-3.87	3.04	1.17	2.57	-8.2%	2.56
Shares	—	13.0M	13.0M	13.0M	13.0M	0.0%	—
Debt	—	27.2M	24.7M	23.7M	23.7M	-4.5%	23.7M
Equity	—	208.3M	233.3M	228.7M	239.2M	4.7%	—
Op CF	—	24.6M	16.5M	22.1M	22.1M	-3.5%	22.1M
Inv CF	—	—	—	—	—	—	—
Fin CF	—	-26.3M	-17.1M	-20.8M	-22.9M	—	—

Loading 1Y...

PRICE (1Y)-0.1%

SMA 50SMA 200

$18.11

RSI (14)

44.5

52W High

$19.05

From 52W High

1.0%

SCORE BREAKDOWN

Quality

ROIC (ROA)

0.3%*18.1

ROE

14.3%72.6

GP/Assets

1.8%17.6

Op. Margin

31.3%49.8

FCF/Assets

-0.4%19.0

Piotroski

683.6

Int. Cover

—N/A

D/E Ratio

0.10x72.3

Current Ratio

0.16x9.1

Value

P/E (TTM)

7.1x82.8

EV/EBITDA

—N/A

P/FCF

—N/A

P/B

1.0x60.9

P/S

—3.3

Div Yield

9.7%89.6

Momentum

52W High %

95%58.5

RS 6M

-4%49.5

SMA 50/200

1.05x59.5

EPS Rev 4W

—N/A

EPS Rev 12W

—N/A

EPS Improve

—N/A

Q Growth

781%96.3

FUNDAMENTALS

Market Cap

$235M

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)	$235M	56	HOLD
SABA	Saba Capital Income & Opportunities Fund II	$220M	55	HOLD
FCT	First Trust Senior Floating Rate Income Fund II	$251M	58	HOLD
PNNT	PennantPark Investment Corporation	$215M	54	HOLD
PMM	Franklin Managed Municipal Income Trust	$275M	57	HOLD
FTF	Franklin Limited Duration Income Trust	$233M	60	HOLD
OIA	Invesco Municipal Income Opportunities Trust	$295M	57	HOLD
RFI	Cohen & Steers Total Return Realty Fund, Inc.	$313M	55	HOLD
TPVG	TriplePoint Venture Growth BDC Corp.	$180M	58	HOLD
ERC	Allspring Multi-Sector Income Fund	$255M	62	HOLD

Peer medians: ROE 9.6% · P/E 13.5x · Gross margin 100.0%

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 56/100 based on Quality (41/100), Value (46/100), and Momentum (63/100) factor scores. The current signal is HOLD.

Key Financial Metrics

Price	$18.11
Market Cap	$235M
P/E (TTM)	7.09
Price/Book	0.99
Return on Equity	14.3%
Debt/Equity	0.10x
Gross Margin	100.0%
Operating Margin	31.3%
Revenue Growth	11.2%
Dividend Yield	9.7%
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 56/100, with a Hold signal. It is a composite of Quality (41), Value (46), and Momentum (63) 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 41/100. 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 56/100. 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).