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LU vs. PFE
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between LU and PFE is 0.03, 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.


-0.50.00.51.00.0

Performance

LU vs. PFE - Performance Comparison

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

-20.00%0.00%20.00%40.00%60.00%SeptemberOctoberNovemberDecember2025February
4.43%
-7.93%
LU
PFE

Key characteristics

Sharpe Ratio

LU:

1.85

PFE:

0.00

Sortino Ratio

LU:

2.79

PFE:

0.17

Omega Ratio

LU:

1.35

PFE:

1.02

Calmar Ratio

LU:

1.68

PFE:

0.00

Martin Ratio

LU:

6.52

PFE:

0.00

Ulcer Index

LU:

24.70%

PFE:

9.59%

Daily Std Dev

LU:

87.01%

PFE:

23.17%

Max Drawdown

LU:

-96.68%

PFE:

-54.82%

Current Drawdown

LU:

-90.18%

PFE:

-50.79%

Fundamentals

Market Cap

LU:

$2.47B

PFE:

$146.72B

EPS

LU:

-$0.75

PFE:

$1.41

Total Revenue (TTM)

LU:

$14.67B

PFE:

$63.63B

Gross Profit (TTM)

LU:

$6.58B

PFE:

$41.72B

EBITDA (TTM)

LU:

-$1.67B

PFE:

$16.34B

Returns By Period

In the year-to-date period, LU achieves a 19.25% return, which is significantly higher than PFE's -0.80% return.


LU

YTD

19.25%

1M

13.10%

6M

4.40%

1Y

148.78%

5Y*

N/A

10Y*

N/A

PFE

YTD

-0.80%

1M

0.07%

6M

-7.93%

1Y

-0.28%

5Y*

-0.95%

10Y*

1.69%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Risk-Adjusted Performance

LU vs. PFE — Risk-Adjusted Performance Rank

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

LU
The Risk-Adjusted Performance Rank of LU is 8888
Overall Rank
The Sharpe Ratio Rank of LU is 9191
Sharpe Ratio Rank
The Sortino Ratio Rank of LU is 8989
Sortino Ratio Rank
The Omega Ratio Rank of LU is 8787
Omega Ratio Rank
The Calmar Ratio Rank of LU is 8787
Calmar Ratio Rank
The Martin Ratio Rank of LU is 8585
Martin Ratio Rank

PFE
The Risk-Adjusted Performance Rank of PFE is 4242
Overall Rank
The Sharpe Ratio Rank of PFE is 4545
Sharpe Ratio Rank
The Sortino Ratio Rank of PFE is 3737
Sortino Ratio Rank
The Omega Ratio Rank of PFE is 3636
Omega Ratio Rank
The Calmar Ratio Rank of PFE is 4545
Calmar Ratio Rank
The Martin Ratio Rank of PFE is 4545
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

LU vs. PFE - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Lufax Holding Ltd (LU) and Pfizer Inc. (PFE). 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.


Sharpe ratio
The chart of Sharpe ratio for LU, currently valued at 1.85, compared to the broader market-2.000.002.001.850.00
The chart of Sortino ratio for LU, currently valued at 2.79, compared to the broader market-4.00-2.000.002.004.006.002.790.17
The chart of Omega ratio for LU, currently valued at 1.35, compared to the broader market0.501.001.502.001.351.02
The chart of Calmar ratio for LU, currently valued at 1.68, compared to the broader market0.002.004.006.001.680.00
The chart of Martin ratio for LU, currently valued at 6.52, compared to the broader market0.0010.0020.0030.006.520.00
LU
PFE

The current LU Sharpe Ratio is 1.85, which is higher than the PFE Sharpe Ratio of 0.00. The chart below compares the historical Sharpe Ratios of LU and PFE, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-0.500.000.501.001.502.00SeptemberOctoberNovemberDecember2025February
1.85
0.00
LU
PFE

Dividends

LU vs. PFE - Dividend Comparison

LU's dividend yield for the trailing twelve months is around 84.91%, more than PFE's 6.53% yield.


TTM20242023202220212020201920182017201620152014
LU
Lufax Holding Ltd
84.91%101.26%11.60%26.29%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
PFE
Pfizer Inc.
6.53%6.33%5.70%3.12%2.64%3.91%3.68%3.12%3.53%3.69%3.47%3.34%

Drawdowns

LU vs. PFE - Drawdown Comparison

The maximum LU drawdown since its inception was -96.68%, which is greater than PFE's maximum drawdown of -54.82%. Use the drawdown chart below to compare losses from any high point for LU and PFE. For additional features, visit the drawdowns tool.


-90.00%-80.00%-70.00%-60.00%-50.00%-40.00%SeptemberOctoberNovemberDecember2025February
-90.18%
-50.79%
LU
PFE

Volatility

LU vs. PFE - Volatility Comparison

Lufax Holding Ltd (LU) has a higher volatility of 23.88% compared to Pfizer Inc. (PFE) at 6.49%. This indicates that LU's price experiences larger fluctuations and is considered to be riskier than PFE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


0.00%10.00%20.00%30.00%40.00%SeptemberOctoberNovemberDecember2025February
23.88%
6.49%
LU
PFE

Financials

LU vs. PFE - Financials Comparison

This section allows you to compare key financial metrics between Lufax Holding Ltd and Pfizer 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


Values in USD except per share items
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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