Lufax Holding Revenue vs. Current Valuation
| LU Stock | USD 3.11 0.42 15.61% |
Total Revenue | First Reported 2016-12-31 | Previous Quarter 6 B | Current Value 4.4 B | Quarterly Volatility 4.1 B |
| Current Value | Last Year | Change From Last Year | 10 Year Trend | ||||||
|---|---|---|---|---|---|---|---|---|---|
| Gross Profit Margin | 0.86 | 0.8 |
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| Net Profit Margin | 0.0232 | 0.0245 |
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| Operating Profit Margin | 0.31 | 0.32 |
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| Pretax Profit Margin | 0.0431 | 0.0454 |
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| Return On Assets | 0.0041 | 0.0043 |
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| Return On Equity | 0.0105 | 0.0111 |
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For Lufax Holding profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Lufax Holding to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Lufax Holding utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Lufax Holding's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Lufax Holding over time as well as its relative position and ranking within its peers.
Check out Correlation Analysis. Is there potential for Consumer Finance market expansion? Will Lufax introduce new products? Factors like these will boost the valuation of Lufax Holding. Expected growth trajectory for Lufax significantly influences the price investors are willing to assign. Understanding fair value requires weighing current performance against future potential. 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.
Earnings Share (0.79) | Revenue Per Share | Quarterly Revenue Growth (0.31) | Return On Assets | Return On Equity |
Lufax Holding's market price often diverges from its book value, the accounting figure shown on Lufax's balance sheet. Smart investors calculate Lufax Holding's intrinsic value - its true economic worth - which may differ significantly from both market price and book value. Analysts utilize numerous techniques to assess fundamental value, seeking to purchase shares when trading prices fall beneath estimated intrinsic worth. Since Lufax Holding's trading price responds to investor sentiment, macroeconomic conditions, and market psychology, it can swing far from fundamental value.
Understanding that Lufax Holding's value differs from its trading price is crucial, as each reflects different aspects of the company. Evaluating whether Lufax Holding represents a sound investment requires analyzing earnings trends, revenue growth, technical signals, industry dynamics, and expert forecasts. 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.
Lufax Holding Current Valuation vs. Revenue Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Lufax Holding's current stock value. Our valuation model uses many indicators to compare Lufax Holding value to that of its competitors to determine the firm's financial worth. Lufax Holding is considered the number one company in revenue category among its peers. It is rated below average in current valuation category among its peers . At this time, Lufax Holding's Total Revenue is comparatively stable compared to the past year. Comparative valuation analysis is a catch-all technique that is used if you cannot value Lufax Holding by discounting back its dividends or cash flows. It compares the stock's price multiples to nearest competition to determine if the stock is relatively undervalued or overvalued.Lufax Revenue vs. Competition
Lufax Holding is considered the number one company in revenue category among its peers. Market size based on revenue of Financials industry is now estimated at about 65.27 Billion. Lufax Holding totals roughly 41.68 Billion in revenue claiming about 64% of equities under Financials industry.
Lufax Current Valuation vs. Revenue
Revenue is income that a firm generates from business activities such us rendering services or selling goods to customers. It is a crucial part of a business and an essential item when evaluating a company's financial statements. Revenues from a firm's primary business operations can be reported on the income statement as sales revenue, net sales, or simply sales, depending on the industry in which a given company operates.
Lufax Holding |
| = | 41.68 B |
Revenue is typically recorded when cash or cash equivalents are exchanged for services or goods and can include products or services discounts, promotions, as well as early payments on invoices or services rendered in advance.
Enterprise Value is a firm valuation proxy that approximates the current market value of a company. It is typically used to determine the takeover or merger price of a firm. Unlike Market Cap, this measure takes into account the entire liquid asset, outstanding debt, and exotic equity instruments that the company has on its balance sheet. When a takeover occurs, the parent company will have to assume the target company's liabilities but will take possession of all cash and cash equivalents.
Lufax Holding |
| = | (3.01 B) |
Enterprise Value can be a useful tool to compare companies with different capital structures. Long term liability and current cash or cash equivalents can have a huge impact on market valuation of a given company.
Lufax Current Valuation vs Competition
Lufax Holding is rated below average in current valuation category among its peers. After adjusting for long-term liabilities, total market size of Financials industry is now estimated at about 60.55 Billion. Lufax Holding has negative current valuation of (3.01 Billion) having no influence on the industry.
Lufax Holding Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Lufax Holding, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Lufax Holding will eventually generate negative long term returns. The profitability progress is the general direction of Lufax Holding's change in net profit over the period of time. It can combine multiple indicators of Lufax Holding, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
| Last Reported | Projected for Next Year | ||
| Accumulated Other Comprehensive Income | 140.3 M | 133.3 M | |
| Net Interest Income | 14 B | 9.8 B | |
| Interest Income | 19.2 B | 20.2 B | |
| Operating Income | 17 B | 21.4 B | |
| Net Income From Continuing Ops | 931 M | 884.5 M | |
| Income Before Tax | 1.5 B | 1.4 B | |
| Total Other Income Expense Net | -11.8 B | -12.4 B | |
| Net Income Applicable To Common Shares | 798.2 M | 758.3 M | |
| Net Income | 798.2 M | 758.3 M | |
| Income Tax Expense | 549.6 M | 522.1 M | |
| Change To Netincome | -3.8 B | -3.6 B | |
| Net Income Per Share | 3.56 | 3.38 | |
| Income Quality | 15.25 | 16.02 | |
| Net Income Per E B T | 0.62 | 0.75 |
Lufax Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Lufax Holding. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Lufax Holding position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Lufax Holding's important profitability drivers and their relationship over time.
Lufax Holding Earnings Estimation Breakdown
The calculation of Lufax Holding's earning per share is based on the data from the past 12 consecutive months, used for reporting the company's financial figures. The next projected EPS of Lufax Holding is estimated to be 0.99525 with the future projection ranging from a low of 0.3698 to a high of 2.170125. Please be aware that this consensus of annual earnings estimates for Lufax Holding is based on EPS before non-recurring items and includes expenses related to employee stock options.Last Reported EPS
0.37 Lowest | Expected EPS | 2.17 Highest |
Lufax Holding Earnings Projection Consensus
Suppose the current estimates of Lufax Holding's value are higher than the current market price of the Lufax Holding stock. In this case, investors may conclude that Lufax Holding is overpriced and will exhibit bullish sentiment. On the other hand, if the present value is lower than the stock price, analysts may conclude that the market undervalues the equity. These scenarios may suggest that the market is not as efficient as it should be at the estimation time, and Lufax Holding's stock will quickly adjusts to the new information provided by the consensus estimate.
| Number of Analysts | Historical Accuracy | Last Reported EPS | Estimated EPS for 31st of December 2026 | Current EPS (TTM) | |
| 5 | 50.0% | 0.0 | 0.99525 | -0.79 |
Lufax Holding Earnings per Share Projection vs Actual
Actual Earning per Share of Lufax Holding refers to what the company shows during its earnings calls or quarterly reports. The Expected EPS is what analysts covering Lufax Holding predict the company's earnings will be in the future. The higher the earnings per share of Lufax Holding, the better is its profitability. While calculating the Earning per Share, we use the weighted ratio, as the number of shares outstanding can change over time.Lufax Holding Estimated Months Earnings per Share
For an investor who is primarily interested in generating an income out of investing in entities such as Lufax Holding, the EPS ratio can tell if the company is intending to increase its current dividend. Although EPS is an essential tool for investors, it should not be used in isolation. EPS of Lufax Holding should always be considered in relation to other companies to make a more educated investment decision.Lufax Quarterly Analyst Estimates and Surprise Metrics
Earnings surprises can significantly impact Lufax Holding's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate.
| Reported | Fiscal Date | Estimated EPS | Reported EPS | Surprise | |||
|---|---|---|---|---|---|---|---|
null | null | null | null | null | 0 | ||
null | null | null | null | null | 0 | ||
null | null | null | null | null | 0 | ||
null | null | null | null | null | 0 | ||
2025-03-31 | 2024-12-31 | 1.21 | -1.12 | -2.33 | 192 | ||
2024-10-21 | 2024-09-30 | -0.01 | -0.16 | -0.15 | 1500 | ||
2024-08-19 | 2024-06-30 | 0.03 | -0.19 | -0.22 | 733 | ||
2024-04-22 | 2024-03-31 | 0.13 | -0.2113 | -0.3413 | 262 | ||
2024-03-21 | 2023-12-31 | -0.02 | -0.21 | -0.19 | 950 | ||
2023-11-13 | 2023-09-30 | 0.04 | 0.01 | -0.03 | 75 | ||
2023-08-21 | 2023-06-30 | 0.05 | 0.06 | 0.01 | 20 | ||
2023-05-22 | 2023-03-31 | 0.02 | 0.04 | 0.02 | 100 | ||
2023-03-12 | 2022-12-31 | 0.03 | -0.05 | -0.08 | 266 | ||
2022-11-23 | 2022-09-30 | 0.17 | 0.08 | -0.09 | 52 | ||
2022-08-04 | 2022-06-30 | 0.23 | 0.18 | -0.05 | 21 | ||
2022-05-25 | 2022-03-31 | 0.29 | 0.34 | 0.05 | 17 | ||
2022-03-09 | 2021-12-31 | 0.2 | 0.19 | -0.01 | 5 | ||
2021-11-09 | 2021-09-30 | 0.24 | 0.26 | 0.02 | 8 | ||
2021-08-09 | 2021-06-30 | 0.23 | 0.29 | 0.06 | 26 | ||
2021-04-26 | 2021-03-31 | 0.27 | 0.3 | 0.03 | 11 | ||
2021-02-02 | 2020-12-31 | 0.15 | 0.19 | 0.04 | 26 | ||
2020-12-02 | 2020-09-30 | 0.19 | 0.24 | 0.05 | 26 | ||
2020-09-02 | 2020-06-30 | 0 | 5.47 | 5.47 | 0 |
Use Lufax Holding in pair-trading
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Lufax Holding position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Lufax Holding will appreciate offsetting losses from the drop in the long position's value.Lufax Holding Pair Trading
Lufax Holding Pair Trading Analysis
The ability to find closely correlated positions to Lufax Holding could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Lufax Holding when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Lufax Holding - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Lufax Holding to buy it.
The correlation of Lufax Holding is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Lufax Holding moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Lufax Holding moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Lufax Holding can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Use Investing Themes to Complement your Lufax Holding position
In addition to having Lufax Holding in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
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Alcohol
Companies involved in production and distribution of wines and alcoholic beverages. The Alcohol theme has 18 constituents at this time.
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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.