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LU vs. PAY
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

LU vs. PAY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Lufax Holding Ltd (LU) and Paymentus Holdings, Inc. (PAY). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, LU achieves a -48.05% return, which is significantly lower than PAY's -33.14% return.


LU

1D
-0.75%
1M
-32.14%
YTD
-48.05%
6M
-50.00%
1Y
-54.45%
3Y*
-22.60%
5Y*
-40.59%
10Y*

PAY

1D
2.08%
1M
-14.36%
YTD
-33.14%
6M
-34.00%
1Y
-38.73%
3Y*
27.37%
5Y*
-6.85%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

LU vs. PAY - Yearly Performance Comparison


2026 (YTD)20252024202320222021
LU
Lufax Holding Ltd
-48.05%7.11%73.97%-58.03%-60.48%-55.03%
PAY
Paymentus Holdings, Inc.
-33.14%-3.31%82.82%123.10%-77.10%21.63%

Correlation

The correlation between LU and PAY is 0.17, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.17

Correlation (3Y)
Calculated over the trailing 3-year period

0.11

Correlation (5Y)
Calculated over the trailing 5-year period

0.21

Correlation (All Time)
Calculated using the full available price history since May 26, 2021

0.21

The correlation between LU and PAY shifts across timeframes, from 0.11 (3 years) to 0.21 (5 years), reflecting how their relationship changes across market environments.

Fundamentals

Total Revenue (TTM)

LU:

CN¥31.92B

PAY:

$1.28B

Gross Profit (TTM)

LU:

CN¥13.50B

PAY:

$316.55M

EBITDA (TTM)

LU:

-CN¥1.26B

PAY:

$121.90M

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Return for Risk

LU vs. PAY — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

LU
LU Risk / Return Rank: 77
Overall Rank
LU Sharpe Ratio Rank: 55
Sharpe Ratio Rank
LU Sortino Ratio Rank: 44
Sortino Ratio Rank
LU Omega Ratio Rank: 66
Omega Ratio Rank
LU Calmar Ratio Rank: 1313
Calmar Ratio Rank
LU Martin Ratio Rank: 99
Martin Ratio Rank

PAY
PAY Risk / Return Rank: 1010
Overall Rank
PAY Sharpe Ratio Rank: 1111
Sharpe Ratio Rank
PAY Sortino Ratio Rank: 1212
Sortino Ratio Rank
PAY Omega Ratio Rank: 1212
Omega Ratio Rank
PAY Calmar Ratio Rank: 1111
Calmar Ratio Rank
PAY Martin Ratio Rank: 66
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

LU vs. PAY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Lufax Holding Ltd (LU) and Paymentus Holdings, Inc. (PAY). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


LUPAYDifference
Sharpe ratioReturn per unit of total volatility

-0.27

Sortino ratioReturn per unit of downside risk

-0.69

Omega ratioGain probability vs. loss probability

0.80

0.87

-0.07

Calmar ratioReturn relative to maximum drawdown

-0.78

-0.82

+0.04

Martin ratioReturn relative to average drawdown

-1.40

-1.53

+0.13

LU vs. PAY - Sharpe Ratio Comparison

The current LU Sharpe Ratio is -1.03, which is lower than the PAY Sharpe Ratio of -0.76. The chart below compares the historical Sharpe Ratios of LU and PAY, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

LU vs. PAY - Drawdown Comparison

The maximum LU drawdown since its inception was -96.68%, which is greater than PAY's maximum drawdown of -80.78%. Use the drawdown chart below to compare losses from any high point for LU and PAY.


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Drawdown Indicators


LUPAYDifference

Max Drawdown

Largest peak-to-trough decline

-96.68%

-80.78%

-15.90%

Max Drawdown (1Y)

Largest decline over 1 year

-69.77%

-47.26%

-22.51%

Max Drawdown (3Y)

Largest decline over 3 years

-69.77%

-48.47%

-21.30%

Max Drawdown (5Y)

Largest decline over 5 years

-94.84%

-80.78%

-14.06%

Current Drawdown

Current decline from peak

-95.42%

-46.99%

-48.43%

Average Drawdown

Average peak-to-trough decline

-78.39%

-41.65%

-36.74%

Ulcer Index

Depth and duration of drawdowns from previous peaks

38.81%

25.37%

+13.44%

Volatility

LU vs. PAY - Volatility Comparison

Lufax Holding Ltd (LU) and Paymentus Holdings, Inc. (PAY) have volatilities of 11.70% and 12.31%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


LUPAYDifference

Volatility (1M)

Calculated over the trailing 1-month period

11.70%

12.31%

-0.61%

Volatility (6M)

Calculated over the trailing 6-month period

34.40%

32.98%

+1.42%

Volatility (1Y)

Calculated over the trailing 1-year period

53.01%

51.47%

+1.54%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

76.61%

62.30%

+14.31%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

76.27%

62.48%

+13.79%

Dividends

LU vs. PAY - Dividend Comparison

Neither LU nor PAY has paid dividends to shareholders.


PositionTTM2025202420232022
LU
Lufax Holding Ltd
0.00%0.00%101.26%11.60%26.29%
PAY
Paymentus Holdings, Inc.
0.00%0.00%0.00%0.00%0.00%

Financials

LU vs. PAY - Financials Comparison

This section allows you to compare key financial metrics between Lufax Holding Ltd and Paymentus Holdings, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.005.00B10.00B15.00B20.00B20222023202420252026
4.45B
358.44M
(LU) Total Revenue
(PAY) Total Revenue
Please note, different currencies. LU values in CNY, PAY values in USD

Frequently Asked Questions


LU and PAY have a correlation of 0.17, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

PAY has higher volatility (12.31%) compared to LU (11.70%). In terms of maximum drawdown, LU dropped -96.68% vs PAY's -80.78%.

PAY currently has the higher Sharpe Ratio (-0.76 vs -1.03), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for LU and PAY

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