Lufax Holding Stock Performance
| LU Stock | USD 4.55 0.19 4.36% |
Lufax Holding holds a performance score of 13 on a scale of zero to a hundred. The company secures a Beta (Market Risk) of 2.75, which conveys a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Lufax Holding will likely underperform. Use Lufax Holding semi variance, and the relationship between the sortino ratio and rate of daily change , to analyze future returns on Lufax Holding.
Risk-Adjusted Performance
13 of 100
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Compared to the overall equity markets, risk-adjusted returns on investments in Lufax Holding are ranked lower than 13 (%) of all global equities and portfolios over the last 90 days. In spite of comparatively unfluctuating basic indicators, Lufax Holding unveiled solid returns over the last few months and may actually be approaching a breakup point. ...more
Actual Historical Performance (%)
One Day Return 3.78 | Five Day Return 7.48 | Year To Date Return 54.97 | Ten Year Return (91.20) | All Time Return (91.20) |
Forward Dividend Yield 0.5794 | Last Split Factor 1:4 | Forward Dividend Rate 2.53 | Dividend Date 2024-08-06 | Ex Dividend Date 2024-06-04 |
1 | Biggest stock movers today MU, AVGO LI, and more | 03/21/2024 |
2 | Whats Driving Qifu Technology Incs Surprising 26 percent Stock Rally | 04/02/2024 |
3 | Morgan Stanley raises Lufax shares target, focus on loan balance - Investing.com UK | 04/10/2024 |
4 | Disposition of 762500 shares by Davidson Janet of Lufax Holding at 3.955 subject to Rule 16b-3 | 04/12/2024 |
5 | Lufax Announces Annual General Meeting on May 30, 2024 and Filing of Its Annual Report on Form 20-F | 04/23/2024 |
| Begin Period Cash Flow | 26.5 B | |
| Total Cashflows From Investing Activities | 8.4 B |
Lufax |
Lufax Holding Relative Risk vs. Return Landscape
If you would invest 244.00 in Lufax Holding on January 26, 2024 and sell it today you would earn a total of 211.00 from holding Lufax Holding or generate 86.48% return on investment over 90 days. Lufax Holding is generating 1.2179% of daily returns and assumes 7.0337% volatility on return distribution over the 90 days horizon. Put differently, 62% of stocks are less risky than Lufax on the basis of their historical return distribution, and some 76% of all equities are expected to be superior in generating returns on investments over the next 90 days. Expected Return |
| Risk |
Lufax Holding Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Lufax Holding's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Lufax Holding, and traders can use it to determine the average amount a Lufax Holding's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.1732
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Estimated Market Risk
| 7.03 actual daily | 62 62% of assets are less volatile |
Expected Return
| 1.22 actual daily | 24 76% of assets have higher returns |
Risk-Adjusted Return
| 0.17 actual daily | 13 87% of assets perform better |
Based on monthly moving average Lufax Holding is performing at about 13% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Lufax Holding by adding it to a well-diversified portfolio.
Lufax Holding Fundamentals Growth
Lufax Stock prices reflect investors' perceptions of the future prospects and financial health of Lufax Holding, and Lufax Holding fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Lufax Stock performance.
| Return On Equity | 0.0112 | ||||
| Return On Asset | 0.0429 | ||||
| Profit Margin | 0.02 % | ||||
| Operating Margin | 0.07 % | ||||
| Current Valuation | (17.49 B) | ||||
| Shares Outstanding | 573.28 M | ||||
| Price To Earning | 2.24 X | ||||
| Price To Book | 0.18 X | ||||
| Price To Sales | 0.10 X | ||||
| Revenue | 50.45 B | ||||
| Gross Profit | 51.69 B | ||||
| EBITDA | 14.18 B | ||||
| Net Income | 13.01 B | ||||
| Cash And Equivalents | 71.37 B | ||||
| Cash Per Share | 31.20 X | ||||
| Total Debt | 53.11 B | ||||
| Debt To Equity | 0.62 % | ||||
| Current Ratio | 23.63 X | ||||
| Book Value Per Share | 159.33 X | ||||
| Cash Flow From Operations | 4.46 B | ||||
| Earnings Per Share | 0.22 X | ||||
| Market Capitalization | 4.97 B | ||||
| Total Asset | 349.26 B | ||||
| Retained Earnings | 64.6 B | ||||
| Working Capital | 1.91 B | ||||
| Current Asset | 5.39 B | ||||
| Current Liabilities | 3.48 B | ||||
About Lufax Holding Performance
To evaluate Lufax Holding Stock as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Lufax Holding generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Lufax Stock's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Lufax Holding market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Lufax's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | (702.37) | (737.49) | |
| Return On Tangible Assets | 0.03 | 0.03 | |
| Return On Capital Employed | 0.05 | 0.04 | |
| Return On Assets | 0.03 | 0.03 | |
| Return On Equity | 0.11 | 0.10 |
Things to note about Lufax Holding performance evaluation
Checking the ongoing alerts about Lufax Holding for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Lufax Holding help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Lufax Holding is way too risky over 90 days horizon | |
| Lufax Holding appears to be risky and price may revert if volatility continues | |
| Latest headline from prnewswire.com: Lufax Announces Annual General Meeting on May 30, 2024 and Filing of Its Annual Report on Form 20-F |
- Analyzing Lufax Holding's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Lufax Holding's stock is overvalued or undervalued compared to its peers.
- Examining Lufax Holding's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Lufax Holding's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Lufax Holding's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Lufax Holding's stock. These opinions can provide insight into Lufax Holding's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in Lufax Holding. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in employment. For more information on how to buy Lufax Stock please use our How to Invest in Lufax Holding guide.You can also try the Sectors module to list of equity sectors categorizing publicly traded companies based on their primary business activities.
Complementary Tools for Lufax Stock analysis
When running Lufax Holding's price analysis, check to measure Lufax Holding's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Lufax Holding is operating at the current time. Most of Lufax Holding's value examination focuses on studying past and present price action to predict the probability of Lufax Holding's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Lufax Holding's price. Additionally, you may evaluate how the addition of Lufax Holding to your portfolios can decrease your overall portfolio volatility.
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Is Lufax Holding's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Lufax Holding. If investors know Lufax will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Lufax Holding listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth (0.93) | Dividend Share 2.37 | Earnings Share 0.22 | Revenue Per Share 88.206 | Quarterly Revenue Growth (0.31) |
The market value of Lufax Holding is measured differently than its book value, which is the value of Lufax that is recorded on the company's balance sheet. Investors also form their own opinion of Lufax Holding's value that differs from its market value or its book value, called intrinsic value, which is Lufax Holding's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Lufax Holding's market value can be influenced by many factors that don't directly affect Lufax Holding's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Lufax Holding's value and its price as these two are different measures arrived at by different means. Investors typically determine if Lufax Holding is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Lufax Holding's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.