Lufax Holding Ltd (LU)
Company Info
| ISIN | US54975P1021 |
|---|---|
| CUSIP | 54975P102 |
| Sector | Financial Services |
| Industry | Credit Services |
Highlights
| Market Cap | $5.51B |
|---|---|
| EPS | -$0.16 |
| PE Ratio | 19.73 |
| Revenue (TTM) | $38.57B |
| Gross Profit (TTM) | $51.69B |
| EBITDA (TTM) | $14.24B |
| Year Range | $2.11 - $7.38 |
| Target Price | $4.41 |
| Short % | 4.71% |
| Short Ratio | 5.54 |
Share Price Chart
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Compare to other instruments
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Popular comparisons: LU vs. EIX, LU vs. JACK, LU vs. ENSV, LU vs. VOO, LU vs. SCHD, LU vs. BABA, LU vs. LLY, LU vs. MMM, LU vs. PFE, LU vs. AMGN
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Lufax Holding Ltd, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Lufax Holding Ltd had a return of 48.21% year-to-date (YTD) and -28.16% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 48.21% | 9.49% |
| 1 month | 7.06% | 1.20% |
| 6 months | 12.62% | 18.29% |
| 1 year | -28.16% | 26.44% |
| 5 years (annualized) | N/A | 12.64% |
| 10 years (annualized) | N/A | 10.67% |
Monthly Returns
The table below presents the monthly returns of LU, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -22.80% | 31.65% | 35.26% | 4.03% | 48.21% | ||||||||
| 2023 | 57.22% | -29.18% | -5.55% | -14.64% | -24.71% | 11.72% | 24.48% | -32.02% | -12.40% | -6.71% | -11.09% | -9.59% | -58.03% |
| 2022 | -11.72% | 30.18% | -13.91% | 5.30% | 13.33% | -4.61% | -23.67% | -4.58% | -41.88% | -32.31% | 16.98% | 4.30% | -60.62% |
| 2021 | 12.25% | -5.77% | -3.33% | -18.04% | 2.44% | -7.30% | -33.63% | 15.60% | -19.49% | -9.60% | 1.11% | -11.76% | -60.35% |
| 2020 | 28.17% | -13.78% | 10.51% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of LU is 33, suggesting that the investment has average results relative to other stocks in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
LU (Lufax Holding Ltd)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Lufax Holding Ltd (LU) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Lufax Holding Ltd granted a 3.43% dividend yield in the last twelve months. The annual payout for that period amounted to $0.16 per share.
| Period | TTM | 2023 | 2022 |
|---|---|---|---|
| Dividend | $0.16 | $0.36 | $1.96 |
Dividend yield | 3.43% | 11.60% | 25.26% |
Monthly Dividends
The table displays the monthly dividend distributions for Lufax Holding Ltd. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||
| 2023 | $0.00 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.36 |
| 2022 | $1.28 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.68 | $0.00 | $0.00 | $1.96 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below displays the maximum drawdowns of the Lufax Holding Ltd. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Lufax Holding Ltd was 96.70%, occurring on Jan 17, 2024. The portfolio has not yet recovered.
The current Lufax Holding Ltd drawdown is 93.01%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -96.7% | Nov 17, 2020 | 795 | Jan 17, 2024 | — | — | — |
| -8.26% | Nov 3, 2020 | 1 | Nov 3, 2020 | 2 | Nov 5, 2020 | 3 |
| -5.26% | Nov 10, 2020 | 1 | Nov 10, 2020 | 2 | Nov 12, 2020 | 3 |
Volatility
Volatility Chart
The current Lufax Holding Ltd volatility is 12.52%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
Financials
Financial Performance
Income Statement
| TTM | |
|---|---|
| Revenue | |
Total Revenue | 0.00 |
Cost Of Revenue | 0.00 |
Gross Profit | 0.00 |
| Operating Expenses | |
Selling, General & Admin Expenses | 0.00 |
R&D Expenses | 0.00 |
Total Operating Expenses | 0.00 |
| Income | |
Income Before Tax | 0.00 |
Operating Income | 0.00 |
EBIT | 0.00 |
Earnings From Continuing Operations | 0.00 |
Net Income | 0.00 |
Income Tax Expense | 0.00 |
Interest Expense | 0.00 |
Other Non-Operating Income (Expenses) | 0.00 |
Extraordinary Items | 0.00 |
Discontinued Operations | 0.00 |
Effect Of Accounting Charges | 0.00 |
Non Recurring | 0.00 |
Minority Interest | 0.00 |
Other Items | 0.00 |