Lufax Holding Stock Performance
| LU Stock | USD 2.52 0.09 3.70% |
The company secures a Beta (Market Risk) of 0.51, 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. At this point, Lufax Holding has a negative expected return of -0.24%. Please make sure to verify Lufax Holding's coefficient of variation, value at risk, as well as the relationship between the Value At Risk and rate of daily change , to decide if Lufax Holding performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
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Over the last 90 days Lufax Holding has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of unfluctuating performance in the last few months, the Stock's basic indicators remain comparatively stable which may send shares a bit higher in February 2025. The newest uproar may also be a sign of mid-term up-swing for the firm private investors. ...more
Actual Historical Performance (%)
Five Day Return 5.44 | Year To Date Return 5.44 | Ten Year Return (95.10) | All Time Return (95.10) |
Forward Dividend Yield 0.1047 | Payout Ratio | Last Split Factor 1:4 | Forward Dividend Rate 0.36 | Dividend Date 2024-08-06 |
1 | Lufax Holding Third Quarter 2024 Earnings EPS CN0.16 | 10/22/2024 |
2 | Lufax Holding Ltd Q3 2024 Earnings Call Transcript | 10/23/2024 |
3 | Lufax Announces Quarterly Earnings Results | 10/24/2024 |
4 | Polymer Capital Management HK LTD Purchases Shares of 100,000 Lufax Holding Ltd | 12/05/2024 |
5 | OCFT - OneConnect Financial Technology Co., Ltd. American Depositary Shares, each representing thirty Ordinary Shares Latest Stock News Market Updates - StockTi... | 12/18/2024 |
6 | Lufax Holding Ltd Announces Change of Address of Principal Place of Business in Hong Kong - Marketscreener.com | 01/07/2025 |
7 | Lufax Holding Ltd Sees Significant Decrease in Short Interest - MarketBeat | 01/15/2025 |
| Begin Period Cash Flow | 29.5 B |
Lufax |
Lufax Holding Relative Risk vs. Return Landscape
If you would invest 303.00 in Lufax Holding on October 20, 2024 and sell it today you would lose (51.00) from holding Lufax Holding or give up 16.83% of portfolio value over 90 days. Lufax Holding is generating negative expected returns and assumes 3.5325% volatility on return distribution over the 90 days horizon. Put differently, 31% of stocks are less risky than Lufax on the basis of their historical return distribution, and some 99% 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 = -0.067
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | LU |
Estimated Market Risk
| 3.53 actual daily | 31 69% of assets are more volatile |
Expected Return
| -0.24 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.07 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Lufax Holding is not performing at its full potential. However, 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 Lufax Holding 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 | (4.5 B) | ||||
| Shares Outstanding | 866.69 M | ||||
| Price To Earning | 2.24 X | ||||
| Price To Book | 0.19 X | ||||
| Price To Sales | 0.07 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 | (0.74) X | ||||
| Market Capitalization | 2.18 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 | 3.3 K | 3.4 K | |
| 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 generated a negative expected return over the last 90 days | |
| Lufax Holding has high historical volatility and very poor performance | |
| 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 Ltd Sees Significant Decrease in Short Interest - MarketBeat |
- 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.