LU:NYE-Lufax Holding Ltd (USD)

COMMON STOCK | Credit Services |

Last Closing

USD 4.09

Change

0.00 (0.00)%

Market Cap

USD 3.52B

Volume

2.39M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

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Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-04-16 )

Largest Industry Peers for Credit Services

Symbol Name Price(Change) Market Cap
V Visa Inc. Class A

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USD 569.26B
MA Mastercard Inc

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USD 424.83B
AXP American Express Company

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USD 169.50B
COF Capital One Financial Corporat..

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DFS Discover Financial Services

N/A

USD 31.41B
SYF Synchrony Financial

N/A

USD 16.91B
ALLY Ally Financial Inc

N/A

USD 11.95B
OBDC Blue Owl Capital Corporation

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USD 6.00B
OMF OneMain Holdings Inc

N/A

USD 5.83B
WU Western Union Co

N/A

USD 4.43B

ETFs Containing LU

UDIV:XETRA Global X SuperDividend UC.. 1.62 % 0.00 %

N/A

USD 3.03M
LEND 0.00 % 0.00 %

N/A

N/A

Market Performance

  Market Performance vs. Industry/Classification (Credit Services) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 33.22% 98% N/A 97% N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return 33.22% 98% N/A 97% N/A
Trailing 12 Months  
Capital Gain 99.51% 98% N/A 98% N/A
Dividend Return 1.90% 19% F 29% F
Total Return 101.41% 98% N/A 98% N/A
Trailing 5 Years  
Capital Gain N/A N/A N/A N/A N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return N/A N/A N/A N/A N/A
Average Annual (5 Year Horizon)  
Capital Gain -33.20% 2% F 1% F
Dividend Return -31.87% 2% F 1% F
Total Return 1.33% 18% F 32% F
Risk Return Profile  
Volatility (Standard Deviation) 38.81% 44% F 27% F
Risk Adjusted Return -82.11% 5% F 3% F
Market Capitalization 3.52B 70% C- 72% C

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Low debt

The company is less leveraged than its peers ,, and is among the top quartile, which makes it more flexible. However, do check the news and look at its sector. Sometimes this is low because the company is not growing and has no growth potential.

Superior return on assets

The company management has delivered better return on assets in the most recent 4 quarters than its peers, placing it in the top quartile.

Underpriced on cashflow basis

The stock is trading low compared to its peers on a price to cash flow basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

Underpriced compared to book value

The stock is trading low compared to its peers on a price to book value basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

Superior Revenue Growth

This stock has shown top quartile revenue growth in the previous 5 years compared to its sector.

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

Poor return on equity

The company management has delivered below median return on equity in the most recent 4 quarters compared to its peers.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.