Lufax Holding Ltd (LU)
Company Info
Highlights
$2.62B
-$0.75
$8.97B
$8.97B
-$576.12M
$1.89 - $4.15
$2.90
4.71%
2.62
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
Lufax Holding Ltd (LU) returned 26.36% year-to-date (YTD) and 42.99% over the past 12 months.
LU
26.36%
27.97%
30.74%
42.99%
N/A
N/A
^GSPC (Benchmark)
1.30%
12.79%
1.49%
12.35%
15.37%
10.87%
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -3.35% | 25.54% | 2.41% | -2.36% | 4.14% | 26.36% | |||||||
| 2024 | -22.81% | 31.65% | 35.25% | 4.03% | 2.05% | 18.22% | 19.83% | -20.07% | 53.74% | -23.21% | -8.58% | -2.45% | 73.97% |
| 2023 | 57.22% | -29.18% | -5.56% | -14.64% | -24.70% | 11.72% | 24.48% | -32.02% | -12.40% | -6.71% | -11.09% | -9.59% | -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 73, indicating average performance compared to other stocks on our website. Here’s a breakdown of how it compares using common performance measures.
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.
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Dividends
Dividend History
Lufax Holding Ltd provided a 80.13% dividend yield over the last twelve months, with an annual payout of $2.42 per share.
| Period | TTM | 2024 | 2023 | 2022 |
|---|---|---|---|---|
| Dividend | $2.42 | $2.42 | $0.36 | $2.04 |
Dividend yield | 80.13% | 101.26% | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.42 | $0.00 | $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
Lufax Holding Ltd has a dividend yield of 80.13%, which means its dividend payment is significantly above the market average.
Payout Ratio
Lufax Holding Ltd has a payout ratio of 394.68%, which is above the market average. This might signify the company's strong earnings or financial health. However, it could also hint at a more mature business phase with potentially slower growth.
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 96.68%, occurring on Jan 17, 2024. The portfolio has not yet recovered.
The current Lufax Holding Ltd drawdown is 89.59%.
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 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.
Earnings Per Share
The chart presents the Earnings Per Share (EPS) performance of Lufax Holding Ltd, comparing actual results with analytics estimates. In the past quarter, the company did not meet analyst expectations for EPS, resulting in a surprise of -1,500.0%.
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.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for LU relative to other companies in the Credit Services industry. Currently, LU has a P/S ratio of 0.1. This P/S ratio is low compared to the industry average. It may indicate that the stock is undervalued relative to its revenue, or that the market expects slower growth or lower margins.
PB Ratio
The chart illustrates the Price-to-Book (P/B) ratio for LU in comparison with other companies in the Credit Services industry. Currently, LU has a P/B value of 0.2. This P/B ratio is low compared to industry peers. It might indicate the stock is undervalued or that the company’s assets are not expected to generate strong returns.
Income Statement
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