Lazard Equity Megatrends ETF (THMZ) Stock Analysis
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
Lazard Equity Megatrends ETF (THMZ) trades at $34.42. Lazard Equity Megatrends ETF (THMZ) focuses on identifying and investing in established companies poised to benefit from long-term global megatrends. Market cap: $40.5M, Sector: Financial services.
Price as of Aug 21, 2026 · Last analyzed: Mar 17, 2026Analyst Coverage for THMZ: THMZ does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates THMZ against Financial Services peers across nine fundamental dimensions and assigns an underweight signal based on the underlying data.
Not enough scored data yet to form a council read on THMZ.
How is this calculated? →Lazard Equity Megatrends ETF (THMZ) Financial Services Profile
Lazard Equity Megatrends ETF (THMZ) is a thematic global equity fund targeting established companies expected to benefit from demographic shifts, technological innovation, and regulatory changes. It employs bottom-up fundamental analysis to select quality companies with strong growth prospects, competitive positioning, and attractive valuations within the asset management sector.
What Is the Investment Thesis for THMZ?
THMZ presents an investment opportunity for those seeking exposure to global megatrends through a diversified portfolio of established companies. The fund's thematic approach, focusing on demographic shifts, technological innovation, and regulatory changes, aims to capture long-term growth opportunities. With a beta of 0.86, THMZ exhibits lower volatility compared to the broader market. However, the fund's relatively small market capitalization of $40.5M could present liquidity challenges. The absence of dividend yield may deter income-focused investors. Key to the fund's success is the manager's ability to accurately identify and capitalize on these megatrends through effective stock selection and portfolio management. The fund's use of derivatives and currency hedging strategies could also impact performance, adding both potential upside and downside risks.
Based on FMP financials and quantitative analysis
THMZ Key Highlights
Market Cap of $40.5M, indicating a relatively small fund size.
- Beta of 0.86, suggesting lower volatility compared to the overall market.
- No dividend yield, which may not appeal to income-seeking investors.
- Thematic investment approach focused on global megatrends, offering exposure to long-term growth opportunities.
- Utilization of derivatives and currency hedging strategies, potentially impacting performance.
Who Are THMZ's Competitors?
THMZ is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| BDGS Bridges Capital Tactical ETF | $36.85 | -0.61% | $45.5M | 47 |
| CCSO Carbon Collective Climate Solutions U.S. Equity ETF | $26.44 | -1.48% | $48.8M | 47 |
| DHSB Day Hagan Smart Buffer ETF | $27.47 | -0.07% | $38.3M | 44 |
| DUSL Direxion Daily Industrials Bull 3X ETF | $95.06 | -1.71% | $48.4M | 44 |
| JULZ Trueshares Structured Outcome (July) ETF | $46.01 | -0.63% | $36.8M | 44 |
| BCG Binah Capital Group, Inc. | $1.40 | +0.72% | $23.5M | 78 |
| EEA The European Equity Fund, Inc. | $11.15 | -0.59% | $74.7M | 67 |
| HNNA Hennessy Advisors, Inc. | $9.89 | -1.30% | $78.2M | 81 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are THMZ's Key Strengths?
Thematic investment approach focused on long-term growth trends.
- Diversified portfolio of established companies worldwide.
- Experienced investment management team.
- Use of bottom-up fundamental analysis.
What Are THMZ's Weaknesses?
Relatively small market capitalization, potentially impacting liquidity.
- Dependence on the accuracy of thematic trend identification.
- Potential for underperformance compared to broader market indices.
- No dividend yield, which may deter income-seeking investors.
What Could Drive THMZ Stock Higher?
Increasing investor interest in thematic investing.
- Continued growth in global megatrends such as technological innovation and demographic shifts.
- Potential for positive performance driven by successful stock selection and portfolio management.
What Are the Key Risks for THMZ?
Market volatility and economic downturns impacting investment performance.
- Inability to accurately identify and capitalize on global megatrends.
- Competition from other thematic ETFs and asset managers.
- Regulatory changes impacting the asset management industry.
What Are the Growth Opportunities for THMZ?
- Expansion into new thematic areas: THMZ can broaden its investment scope by identifying and incorporating new global megatrends into its investment strategy. This could involve exploring themes such as climate change, resource scarcity, or the future of work. By expanding its thematic focus, THMZ can attract a wider range of investors and capitalize on emerging growth opportunities. The market for thematic investing is projected to reach $1 trillion by 2028, providing ample room for growth.
- Increased marketing and distribution efforts: THMZ can enhance its visibility and attract new investors through targeted marketing campaigns and expanded distribution channels. This could involve partnering with financial advisors, online brokerage platforms, and institutional investors. By increasing its marketing efforts, THMZ can raise awareness of its thematic investment approach and attract a larger investor base. The global ETF market is expected to reach $15 trillion by 2027, highlighting the potential for growth.
- Strategic partnerships and acquisitions: THMZ can pursue strategic partnerships or acquisitions to expand its capabilities and market reach. This could involve partnering with other asset managers, research firms, or technology providers. By forming strategic alliances, THMZ can gain access to new expertise, resources, and distribution channels. The asset management industry is undergoing consolidation, creating opportunities for strategic partnerships and acquisitions.
- Development of new investment products: THMZ can develop new investment products that complement its existing thematic ETF. This could involve launching actively managed funds, customized portfolios, or sustainable investing solutions. By expanding its product offerings, THMZ can cater to a wider range of investor needs and preferences. The demand for sustainable investing is growing rapidly, creating opportunities for new product development.
- Geographic expansion: THMZ can expand its geographic reach by targeting new markets and investors. This could involve establishing a presence in key financial centers, developing localized investment strategies, or partnering with local distributors. By expanding its geographic footprint, THMZ can tap into new sources of capital and diversify its investor base. Emerging markets offer significant growth potential for asset managers.
What Are THMZ's Competitive Advantages?
- Proprietary thematic investment approach.
- Experienced investment management team.
- Established track record in thematic investing.
What Does THMZ Do?
Lazard Equity Megatrends ETF (THMZ) is designed to provide investors with exposure to a diversified portfolio of established companies worldwide, including those in emerging markets, that are expected to benefit from long-term global megatrends. The fund's investment strategy is rooted in a proprietary thematic approach, which identifies key global trends such as demographic shifts, technological innovation, and regulatory changes that are believed to drive future economic growth. The fund was created to capitalize on these trends through investments in companies that are well-positioned to benefit from them. The fund employs bottom-up fundamental analysis to evaluate each company's quality, growth prospects, competitive positioning, and valuation. This involves a detailed assessment of the company's financial performance, management team, and industry dynamics. Investments are primarily allocated to equity and equity-related securities, including American Depositary Receipts (ADRs), Global Depositary Receipts (GDRs), and other Exchange Traded Funds (ETFs). The fund may also utilize derivative instruments such as futures and swaps for hedging purposes or to enhance returns. Additionally, the fund may hedge foreign currency exposure through forward contracts, depending on prevailing market conditions. The ETF aims to provide long-term capital appreciation by identifying and investing in companies that are at the forefront of global megatrends.
What Products and Services Does THMZ Offer?
- Invests in established companies worldwide, including emerging markets.
- Employs a thematic investment approach focused on global megatrends.
- Conducts bottom-up fundamental analysis to evaluate company quality and growth prospects.
- Allocates investments to equity and equity-related securities, including ADRs and GDRs.
- May use derivatives like futures and swaps for hedging or enhancing returns.
- May hedge foreign currency exposure through forward contracts.
How Does THMZ Make Money?
- Generates revenue through management fees charged on assets under management (AUM).
- AUM growth is driven by investment performance and net investor inflows.
- Expenses include investment management fees, administrative costs, and marketing expenses.
What Industry Does THMZ Operate In?
THMZ operates within the asset management industry, which is characterized by intense competition and evolving investor preferences. The industry is influenced by macroeconomic factors, regulatory changes, and technological advancements. The rise of thematic investing has led to increased demand for specialized funds like THMZ that target specific global trends. The competitive landscape includes both large, established asset managers and smaller, niche players. THMZ differentiates itself through its proprietary thematic approach and focus on established companies. The asset management industry is projected to continue growing, driven by increasing global wealth and demand for investment solutions.
Who Are THMZ's Key Customers?
- Individual investors seeking exposure to global megatrends.
- Financial advisors looking for thematic investment solutions for their clients.
- Institutional investors seeking diversified equity exposure.
THMZ Valuation & Market Position
With a $40.5M market cap, Lazard Equity Megatrends ETF sits in the micro-cap segment of the market.
Key Financial Metrics
Return on equity for Lazard Equity Megatrends ETF stands at 0.0%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is 0.0%, showing how much profit it generates from its asset base. THMZ trades at a trailing price-to-earnings ratio of 0.00, below the Financial Services sector average of ~18x. Its free cash flow yield is 0.0%, a gauge of the cash the business throws off relative to its market value. A current ratio of 0.00 means current liabilities exceed short-term assets, a liquidity point worth watching. Its earnings yield is 0.0%, the inverse of the P/E and a quick read on earnings relative to price.
THMZ Financials
Bull Case vs Bear Case
Bull Case
- Recent insider buying suggests confidence in the ETF's strategy and holdings, indicating positive sentiment among key stakeholders.
- Community sentiment has shifted positively, with discussions highlighting the ETF's focus on megatrends like technology and sustainability.
- Market perception is buoyed by recent favorable economic indicators that align with the ETF's investment themes, attracting interest from growth-oriented investors.
- Increased media coverage of megatrends has sparked a surge in retail interest, reflecting a broader recognition of the ETF's potential.
Bear Case
- There are concerns about potential overexposure to certain sectors within the ETF, leading to fears of volatility if those sectors underperform.
- Social sentiment shows a cautious tone among some investors, worried about macroeconomic factors that could impact growth trends.
- Recent discussions indicate skepticism about the ETF's ability to deliver consistent returns amidst rising interest rates and inflation pressures.
- Some analysts have pointed out the risks associated with investing in trendy sectors, suggesting that hype could lead to disappointment if expectations aren't met.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
THMZ Latest News
No recent news available for THMZ.
THMZ Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for THMZ.
Price Targets
Wall Street price target analysis for THMZ.
THMZ MoonshotScore
What does this score mean?
The MoonshotScore rates THMZ 0-100 on quantitative fundamentals — growth, financial health, valuation, momentum, and risk.
What Investors Ask About Lazard Equity Megatrends ETF (THMZ) — Financial Services
What does Lazard Equity Megatrends ETF do?
Lazard Equity Megatrends ETF (THMZ) is a thematic investment fund that seeks to capitalize on long-term global megatrends by investing in established companies worldwide. The fund employs a bottom-up fundamental analysis approach to identify companies poised to benefit from trends such as demographic shifts, technological innovation, and regulatory changes.
What are the main risks for THMZ?
The main risks for THMZ include market volatility, which can negatively impact investment performance, and the potential for underperformance compared to broader market indices. The fund's success depends on its ability to accurately identify and capitalize on global megatrends, which is subject to uncertainty and changing market conditions. Competition from other thematic ETFs and asset managers also poses a risk.
How does THMZ select companies for its portfolio?
THMZ employs a bottom-up fundamental analysis approach to select companies for its portfolio. This involves a detailed assessment of each company's financial performance, growth prospects, competitive positioning, and valuation. The fund's investment team evaluates factors such as revenue growth, profitability, cash flow, management quality, and industry dynamics.
How sensitive is THMZ to global economic conditions?
THMZ's performance is sensitive to global economic conditions, as its investments are in established companies worldwide, including those in emerging markets. Economic downturns, trade tensions, and geopolitical events can negatively impact the financial performance of these companies and the overall value of the fund's portfolio. Changes in interest rates, inflation, and currency exchange rates can also affect the fund's returns.
What are the key factors to evaluate for THMZ?
Evaluate THMZ on fundamentals, analyst consensus, and risk factors. THMZ presents an investment opportunity for those seeking exposure to global megatrends through a diversified portfolio of established companies. Not financial advice.
How frequently does THMZ data refresh on this page?
THMZ's price was last updated on Aug 21, 2026 and refreshes on page view during U.S. market hours — it is not a real-time exchange feed. Fundamentals update after quarterly filings; the MoonshotScore recalculates nightly; news aggregates continuously.
What has driven THMZ's recent stock price performance?
Lazard Equity Megatrends ETF (THMZ) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Thematic investment approach focused on long-term growth trends. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider THMZ overvalued or undervalued right now?
Lazard Equity Megatrends ETF (THMZ) has no trailing P/E available here, so lean on price-to-sales and cash flow in the Financials tab. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- AI analysis pending for THMZ.
- Thematic investing involves inherent risks and uncertainties.
- Past performance is not indicative of future results.