Highlights
- Total Revenue (TTM)
- $31.92B
- Gross Profit (TTM)
- $13.50B
- EBITDA (TTM)
- -$1.26B
- Year Range
- $1.73 - $4.57
- Target Price
- $3.48
Share Price Chart
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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.
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Returns By Period
Lufax Holding Ltd (LU) has returned -26.95% so far this year and -37.04% over the past 12 months.
Lufax Holding Ltd
- 1D
- 5.06%
- 1M
- -28.08%
- YTD
- -26.95%
- 6M
- -53.94%
- 1Y
- -37.04%
- 3Y*
- -37.59%
- 5Y*
- -47.72%
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- 2.91%
- 1M
- -5.09%
- YTD
- -4.63%
- 6M
- -2.39%
- 1Y
- 16.33%
- 3Y*
- 16.69%
- 5Y*
- 10.18%
- 10Y*
- 12.16%
Monthly Returns
Based on dividend-adjusted daily data since Oct 30, 2020, LU's average daily return is -0.10%, while the average monthly return is -2.47%.
Historically, 42% of months were positive and 58% were negative. The best month was Jan 2023 with a return of +57.2%, while the worst month was Jun 2024 at -47.1%. The longest winning streak lasted 4 consecutive months, and the longest losing streak was 6 months.
On a daily basis, LU closed higher 44% of trading days. The best single day was Mar 21, 2024 with a return of +45.7%, while the worst single day was Jun 4, 2024 at -53.7%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 3.91% | -2.26% | -28.08% | -26.95% | |||||||||
| 2025 | -3.35% | 25.54% | 2.41% | -2.36% | 1.03% | -4.78% | 3.58% | 1.73% | 38.10% | -23.15% | -19.87% | 2.40% | 7.11% |
| 2024 | -22.80% | 31.65% | 35.26% | 4.03% | 2.05% | -47.10% | 19.83% | -20.07% | 53.74% | -23.21% | -8.58% | -2.45% | -22.15% |
| 2023 | 57.22% | -29.18% | -5.56% | -14.64% | -24.71% | 11.72% | 24.48% | -32.02% | -12.40% | -6.70% | -11.09% | -9.59% | -58.03% |
| 2022 | -11.72% | 30.18% | -13.91% | 5.68% | 13.33% | -4.61% | -23.67% | -4.59% | -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% | -11.76% | -60.35% |
Benchmark Metrics
Lufax Holding Ltd has an annualized alpha of -33.80%, beta of 1.17, and R² of 0.06 versus S&P 500 Index. Calculated based on daily prices since November 02, 2020.
- This stock participated in 164.98% of S&P 500 Index downside but only -56.56% of its upside — more exposed to losses than it benefited from rallies.
- R² of 0.06 means this stock moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.
- Alpha
- -33.80%
- Beta
- 1.17
- R²
- 0.06
- Upside Capture
- -56.56%
- Downside Capture
- 164.98%
Return for Risk
Risk / Return Rank
LU ranks 15 for risk / return — in the bottom 15% of stocks on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Lufax Holding Ltd (LU) and compare them to a chosen benchmark (S&P 500 Index).
| LU | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.66 | 0.90 | -1.55 |
Sortino ratioReturn per unit of downside risk | -0.80 | 1.39 | -2.19 |
Omega ratioGain probability vs. loss probability | 0.91 | 1.21 | -0.30 |
Calmar ratioReturn relative to maximum drawdown | -0.62 | 1.40 | -2.02 |
Martin ratioReturn relative to average drawdown | -1.28 | 6.61 | -7.89 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Explore LU risk-adjusted metrics in detail
Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.
Dividends
Dividend History
Lufax Holding Ltd provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
| Dividend | $0.00 | $0.00 | $0.00 | $0.36 | $2.04 |
Dividend yield | 0.00% | 0.00% | 0.00% | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $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 | $1.36 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.68 | $0.00 | $0.00 | $2.04 |
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.
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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 97.25%, occurring on Mar 30, 2026. The portfolio has not yet recovered.
The current Lufax Holding Ltd drawdown is 97.12%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -97.25% | Nov 17, 2020 | 1346 | Mar 30, 2026 | — | — | — |
| -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 chart below shows the rolling one-month volatility.
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Financials
Financial Performance
The chart below illustrates the trends in the financial health of Lufax Holding Ltd over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.
Valuation
The Valuation section provides an overview of how Lufax Holding Ltd is priced in the market compared to other companies in the Credit Services industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.
Income Statement
| TTM | |
|---|---|
Revenue | — |
Total Revenue | — |
Cost Of Revenue | — |
Gross Profit | — |
Operating Expenses | — |
Selling, General & Admin Expenses | — |
R&D Expenses | — |
Depreciation And Amortization | — |
Total Operating Expenses | — |
Income | — |
Income Before Tax | — |
Operating Income | — |
EBITDA | — |
EBIT | — |
Earnings From Continuing Operations | — |
Net Income | — |
Income Tax Expense | — |
Other Non-Operating Income (Expenses) | — |
Extraordinary Items | — |
Discontinued Operations | — |
Effect Of Accounting Charges | — |
Non Recurring | — |
Minority Interest | — |
Other Items | — |
Interest Income | — |
Interest Expense | — |
Net Interest Income | — |