LU vs. EIX
Compare and contrast key facts about Lufax Holding Ltd (LU) and Edison International (EIX).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LU or EIX.
Key characteristics
| LU | EIX | |
|---|---|---|
| YTD Return | 69.60% | 18.55% |
| 1Y Return | 30.30% | 31.27% |
| 3Y Return (Ann) | -40.02% | 13.15% |
| Sharpe Ratio | 0.64 | 1.71 |
| Sortino Ratio | 1.67 | 2.46 |
| Omega Ratio | 1.20 | 1.30 |
| Calmar Ratio | 0.60 | 2.54 |
| Martin Ratio | 2.57 | 6.82 |
| Ulcer Index | 22.49% | 4.46% |
| Daily Std Dev | 90.79% | 17.82% |
| Max Drawdown | -96.68% | -72.18% |
| Current Drawdown | -91.97% | -5.53% |
Fundamentals
| LU | EIX | |
|---|---|---|
| Market Cap | $2.33B | $32.04B |
| EPS | -$0.76 | $3.42 |
| Total Revenue (TTM) | $20.24B | $17.32B |
| Gross Profit (TTM) | $10.84B | $6.50B |
| EBITDA (TTM) | -$1.27B | $6.09B |
Correlation
The correlation between LU and EIX is 0.07, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
LU vs. EIX - Performance Comparison
In the year-to-date period, LU achieves a 69.60% return, which is significantly higher than EIX's 18.55% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
LU vs. EIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Lufax Holding Ltd (LU) and Edison International (EIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
LU vs. EIX - Dividend Comparison
LU's dividend yield for the trailing twelve months is around 103.86%, more than EIX's 3.80% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LU Lufax Holding Ltd | 103.86% | 11.60% | 26.29% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
EIX Edison International | 3.80% | 4.19% | 4.46% | 3.94% | 4.10% | 3.28% | 4.28% | 4.39% | 2.75% | 2.93% | 2.26% | 2.96% |
Drawdowns
LU vs. EIX - Drawdown Comparison
The maximum LU drawdown since its inception was -96.68%, which is greater than EIX's maximum drawdown of -72.18%. Use the drawdown chart below to compare losses from any high point for LU and EIX. For additional features, visit the drawdowns tool.
Volatility
LU vs. EIX - Volatility Comparison
Lufax Holding Ltd (LU) has a higher volatility of 16.14% compared to Edison International (EIX) at 5.06%. This indicates that LU's price experiences larger fluctuations and is considered to be riskier than EIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
LU vs. EIX - Financials Comparison
This section allows you to compare key financial metrics between Lufax Holding Ltd and Edison International. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities