Lufax Holding Ltd (LU)
Company Info
| ISIN | US54975P1021 |
|---|---|
| CUSIP | 54975P102 |
| Sector | Financial Services |
| Industry | Credit Services |
| IPO Date | Oct 30, 2020 |
Highlights
| Market Cap | $2.33B |
|---|---|
| EPS (TTM) | -$0.76 |
| Total Revenue (TTM) | $20.24B |
| Gross Profit (TTM) | $10.84B |
| EBITDA (TTM) | -$1.27B |
| Year Range | $0.94 - $4.15 |
| Target Price | $3.21 |
| Short % | 4.71% |
| Short Ratio | 2.27 |
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. DISH, LU vs. SCHD, LU vs. LLY, LU vs. MMM, LU vs. BABA, LU vs. PFE
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 69.60% year-to-date (YTD) and 30.30% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 69.60% | 24.72% |
| 1 month | -26.73% | 2.30% |
| 6 months | 14.43% | 12.31% |
| 1 year | 30.30% | 32.12% |
| 5 years (annualized) | N/A | 13.81% |
| 10 years (annualized) | N/A | 11.31% |
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 | -22.81% | 31.65% | 35.25% | 4.03% | 2.05% | 18.22% | 19.83% | -20.07% | 53.74% | -23.21% | 69.60% | ||
| 2023 | 57.22% | -29.18% | -5.56% | -14.64% | -24.70% | 11.72% | 24.48% | -32.02% | -12.40% | -6.69% | -11.10% | -9.60% | -58.03% |
| 2022 | -11.72% | 30.18% | -13.91% | 5.68% | 13.33% | -4.61% | -23.67% | -4.58% | -41.88% | -32.31% | 16.98% | 4.30% | -60.48% |
| 2021 | 12.25% | -5.77% | -3.33% | -18.04% | 2.44% | -7.30% | -33.63% | 15.60% | -19.49% | -9.60% | 1.11% | -11.75% | -60.35% |
| 2020 | 28.17% | -13.78% | 10.51% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of LU is 65, 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.
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 provided a 103.86% dividend yield over the last twelve months, with an annual payout of $2.42 per share.
| Period | TTM | 2023 | 2022 |
|---|---|---|---|
| Dividend | $2.42 | $0.36 | $2.04 |
Dividend yield | 103.86% | 11.60% | 26.29% |
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 | $2.42 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.42 | |
| 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 | $1.36 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.68 | $0.00 | $0.00 | $2.04 |
Dividend Yield & Payout
Dividend Yield
Payout Ratio
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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 96.68%, occurring on Jan 17, 2024. The portfolio has not yet recovered.
The current Lufax Holding Ltd drawdown is 91.97%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -96.68% | 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 16.14%, 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
Historical P/E Ratio Chart
The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Lufax Holding Ltd.
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Income Statement
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