Lufax Holding Stock Performance
| LU Stock | USD 2.56 0.09 3.64% |
Lufax Holding has a performance score of 2 on a scale of 0 to 100. The company secures a Beta (Market Risk) of 0.64, which conveys possible diversification benefits within a given portfolio. As returns on the market increase, Lufax Holding's returns are expected to increase less than the market. However, during the bear market, the loss of holding Lufax Holding is expected to be smaller as well. Lufax Holding right now secures a risk of 4.09%. Please verify Lufax Holding sortino ratio, as well as the relationship between the semi variance and rate of daily change , to decide if Lufax Holding will be following its current price movements.
Risk-Adjusted Performance
Weak
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Lufax Holding are ranked lower than 2 (%) of all global equities and portfolios over the last 90 days. In spite of comparatively unfluctuating basic indicators, Lufax Holding may actually be approaching a critical reversion point that can send shares even higher in May 2025. ...more
Actual Historical Performance (%)
One Day Return 3.64 | Five Day Return (0.78) | Year To Date Return 7.11 | Ten Year Return (95.02) | All Time Return (95.02) |
Forward Dividend Yield 0.1047 | Payout Ratio | Last Split Factor 1:4 | Forward Dividend Rate 0.36 | Dividend Date 2024-08-06 |
1 | Why Lufax Holding Ltd. Surged On Friday - MSN | 02/24/2025 |
2 | Disposition of 48721 shares by Hagenlocker Edward E of Lufax Holding subject to Rule 16b-3 | 02/28/2025 |
3 | Lufax Holding Ltd Shares Sold by New York State Common Retirement Fund - MarketBeat | 03/05/2025 |
4 | Lufax to Release Earnings on Thursday - Defense World | 03/12/2025 |
5 | LUFAX HOLDING Earnings Preview Recent LU Insider Trading, Hedge Fund Activity, and More - Nasdaq | 03/17/2025 |
6 | Lufax Holding Ltd Faces Trading Suspension Amid Audit Delays - TipRanks | 03/28/2025 |
7 | Lufax Holding Reports Steady Share Capital for March 2025 - TipRanks | 04/03/2025 |
| Begin Period Cash Flow | 29.5 B |
Lufax Holding Relative Risk vs. Return Landscape
If you would invest 252.00 in Lufax Holding on January 16, 2025 and sell it today you would earn a total of 4.00 from holding Lufax Holding or generate 1.59% return on investment over 90 days. Lufax Holding is generating 0.1092% of daily returns and assumes 4.0905% volatility on return distribution over the 90 days horizon. Put differently, 36% of stocks are less risky than Lufax on the basis of their historical return distribution, and some 98% 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 = 0.0267
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Estimated Market Risk
| 4.09 actual daily | 36 64% of assets are more volatile |
Expected Return
| 0.11 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.03 actual daily | 2 98% of assets perform better |
Based on monthly moving average Lufax Holding is performing at about 2% 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 | -0.0345 | ||||
| Return On Asset | 0.0311 | ||||
| Profit Margin | (0.10) % | ||||
| Operating Margin | (0.13) % | ||||
| Current Valuation | (4.43 B) | ||||
| Shares Outstanding | 866.69 M | ||||
| Price To Earning | 2.24 X | ||||
| Price To Book | 0.18 X | ||||
| Price To Sales | 0.08 X | ||||
| Revenue | 41.68 B | ||||
| Gross Profit | 20.94 B | ||||
| EBITDA | 2.1 B | ||||
| Net Income | 886.87 M | ||||
| Cash And Equivalents | 71.37 B | ||||
| Cash Per Share | 31.20 X | ||||
| Total Debt | 44.86 B | ||||
| Debt To Equity | 0.62 % | ||||
| Current Ratio | 23.63 X | ||||
| Book Value Per Share | 108.24 X | ||||
| Cash Flow From Operations | 15.03 B | ||||
| Earnings Per Share | (0.75) X | ||||
| Market Capitalization | 2.52 B | ||||
| Total Asset | 237.02 B | ||||
| Retained Earnings | 65.49 B | ||||
| Working Capital | 1.91 B | ||||
| Current Asset | 5.39 B | ||||
| Current Liabilities | 3.48 B | ||||
About Lufax Holding Performance
Assessing Lufax Holding's fundamental ratios provides investors with valuable insights into Lufax Holding's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the Lufax Holding is effectively leveraging its assets and equity to generate significant profits, making it an appealing investment. Conversely, low Return on Assets could signal underlying management issues in assets and equity, indicating a necessity for operational refinements. Please also refer to our technical analysis and fundamental analysis pages.
| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | (35.99) | (37.78) | |
| Return On Capital Employed | 0.12 | 0.11 | |
| Return On Equity | 0.01 | 0.01 |
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 had very high historical volatility over the last 90 days | |
| Lufax Holding has high likelihood to experience some financial distress in the next 2 years | |
| Lufax Holding has a strong financial position based on the latest SEC filings | |
| Latest headline from news.google.com: Lufax Holding Reports Steady Share Capital for March 2025 - TipRanks |
- 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.
Additional 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.