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

Performance

PAY vs. LU - Performance Comparison

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

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Returns By Period

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


PAY

1D
2.08%
1M
-14.36%
YTD
-33.14%
6M
-34.00%
1Y
-38.73%
3Y*
27.37%
5Y*
-6.85%
10Y*

LU

1D
-0.75%
1M
-32.14%
YTD
-48.05%
6M
-50.00%
1Y
-54.45%
3Y*
-22.60%
5Y*
-40.59%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

PAY vs. LU - Yearly Performance Comparison


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

Correlation

The correlation between PAY and LU 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 PAY and LU 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)

PAY:

$1.28B

LU:

CN¥31.92B

Gross Profit (TTM)

PAY:

$316.55M

LU:

CN¥13.50B

EBITDA (TTM)

PAY:

$121.90M

LU:

-CN¥1.26B

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Return for Risk

PAY vs. LU — Risk / Return Rank

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

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

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
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.

PAY vs. LU - Risk-Adjusted Trends Comparison

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


PAYLUDifference
Sharpe ratioReturn per unit of total volatility

+0.27

Sortino ratioReturn per unit of downside risk

+0.69

Omega ratioGain probability vs. loss probability

0.87

0.80

+0.07

Calmar ratioReturn relative to maximum drawdown

-0.82

-0.78

-0.04

Martin ratioReturn relative to average drawdown

-1.53

-1.40

-0.13

PAY vs. LU - Sharpe Ratio Comparison

The current PAY Sharpe Ratio is -0.76, which is comparable to the LU Sharpe Ratio of -1.03. The chart below compares the historical Sharpe Ratios of PAY and LU, 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

PAY vs. LU - Drawdown Comparison

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


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Drawdown Indicators


PAYLUDifference

Max Drawdown

Largest peak-to-trough decline

-80.78%

-96.68%

+15.90%

Max Drawdown (1Y)

Largest decline over 1 year

-47.26%

-69.77%

+22.51%

Max Drawdown (3Y)

Largest decline over 3 years

-48.47%

-69.77%

+21.30%

Max Drawdown (5Y)

Largest decline over 5 years

-80.78%

-94.84%

+14.06%

Current Drawdown

Current decline from peak

-46.99%

-95.42%

+48.43%

Average Drawdown

Average peak-to-trough decline

-41.65%

-78.39%

+36.74%

Ulcer Index

Depth and duration of drawdowns from previous peaks

25.37%

38.81%

-13.44%

Volatility

PAY vs. LU - Volatility Comparison

Paymentus Holdings, Inc. (PAY) has a higher volatility of 12.31% compared to Lufax Holding Ltd (LU) at 11.70%. This indicates that PAY's price experiences larger fluctuations and is considered to be riskier than LU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


PAYLUDifference

Volatility (1M)

Calculated over the trailing 1-month period

12.31%

11.70%

+0.61%

Volatility (6M)

Calculated over the trailing 6-month period

32.98%

34.40%

-1.42%

Volatility (1Y)

Calculated over the trailing 1-year period

51.47%

53.01%

-1.54%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

62.30%

76.61%

-14.31%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

62.48%

76.27%

-13.79%

Dividends

PAY vs. LU - Dividend Comparison

Neither PAY nor LU 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

PAY vs. LU - Financials Comparison

This section allows you to compare key financial metrics between Paymentus Holdings, Inc. and Lufax Holding Ltd. 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
358.44M
4.45B
(PAY) Total Revenue
(LU) Total Revenue
Please note, different currencies. PAY values in USD, LU values in CNY

Frequently Asked Questions


PAY and LU 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, PAY dropped -80.78% vs LU's -96.68%.

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 PAY and LU

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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