Lufax Holding Ltd (LU)
NYSE: LU · Real-Time Price · USD
1.230
-0.020 (-1.60%)
Sep 8, 2026, 1:39 PM EDT - Market open

Lufax Holding Statistics

Total Valuation

Lufax Holding has a market cap or net worth of $1.07 billion. The enterprise value is $4.00 billion.

Market Cap1.07B
Enterprise Value 4.00B

Important Dates

The last earnings date was Tuesday, August 18, 2026, after market close.

Earnings Date Aug 18, 2026
Ex-Dividend Date n/a

Share Statistics

Lufax Holding has 866.69 million shares outstanding. The number of shares has increased by 2.66% in one year.

Current Share Class n/a
Shares Outstanding 866.69M
Shares Change (YoY) +2.66%
Shares Change (QoQ) n/a
Owned by Insiders (%) 0.00%
Owned by Institutions (%) 9.25%
Float 227.79M

Valuation Ratios

PE Ratio n/a
Forward PE n/a
PS Ratio 0.26
Forward PS n/a
PB Ratio 0.09
P/TBV Ratio 0.11
P/FCF Ratio 1.13
P/OCF Ratio 1.12
PEG Ratio n/a
Financial Ratio History

Enterprise Valuation

The stock's EV/EBITDA ratio is 3.08, with an EV/FCF ratio of 4.18.

EV / Earnings n/a
EV / Sales 0.96
EV / EBITDA 3.08
EV / EBIT 3.09
EV / FCF 4.18

Financial Position

The company has a current ratio of 34.60, with a Debt / Equity ratio of 0.89.

Current Ratio 34.60
Quick Ratio 30.88
Debt / Equity 0.89
Debt / EBITDA 8.01
Debt / FCF 11.11
Interest Coverage 2.21

Financial Efficiency

Return on equity (ROE) is -2.29% and return on invested capital (ROIC) is 8.71%.

Return on Equity (ROE) -2.29%
Return on Assets (ROA) 2.77%
Return on Invested Capital (ROIC) 8.71%
Return on Capital Employed (ROCE) 4.47%
Weighted Average Cost of Capital (WACC) 4.68%
Revenue Per Employee $143,491
Profits Per Employee -$11,249
Employee Count29,136
Asset Turnover 0.14
Inventory Turnover n/a

Taxes

In the past 12 months, Lufax Holding has paid $19.54 million in taxes.

Income Tax 19.54M
Effective Tax Rate n/a

Stock Price Statistics

The stock price has decreased by -58.97% in the last 52 weeks. The beta is 0.67, so Lufax Holding's price volatility has been lower than the market average.

Beta (5Y) 0.67
52-Week Price Change -58.97%
50-Day Moving Average 1.40
200-Day Moving Average 2.01
Relative Strength Index (RSI) 37.07
Average Volume (20 Days) 882,171

Short Selling Information

The latest short interest is 4.27 million, so 4.71% of the outstanding shares have been sold short.

Short Interest 4.27M
Short Previous Month 4.84M
Short % of Shares Out 4.71%
Short % of Float n/a
Short Ratio (days to cover) 5.00

Income Statement

In the last 12 months, Lufax Holding had revenue of $4.18 billion and -$327.75 million in losses. Loss per share was -$0.38.

Revenue4.18B
Gross Profit 2.34B
Operating Income 1.30B
Pretax Income -258.24M
Net Income -327.75M
EBITDA 1.30B
EBIT 1.30B
Loss Per Share -$0.38
Full Income Statement

Balance Sheet

The company has $7.75 billion in cash and $10.68 billion in debt, with a net cash position of -$2.93 billion or -$3.38 per share.

Cash & Cash Equivalents 7.75B
Total Debt 10.68B
Net Cash -2.93B
Net Cash Per Share -$3.38
Equity (Book Value) 11.99B
Book Value Per Share 13.42
Working Capital 25.06B
Full Balance Sheet

Cash Flow

In the last 12 months, operating cash flow was $966.75 million and capital expenditures -$6.01 million, giving a free cash flow of $960.74 million.

Operating Cash Flow 966.75M
Capital Expenditures -6.01M
Depreciation & Amortization 3.36M
Net Borrowing 451.01M
Free Cash Flow 960.74M
FCF Per Share $1.11
Full Cash Flow Statement

Margins

Gross margin is 56.00%, with operating and profit margins of 31.09% and -7.84%.

Gross Margin 56.00%
Operating Margin 31.09%
Pretax Margin -6.18%
Profit Margin -7.84%
EBITDA Margin 31.17%
EBIT Margin 31.09%
FCF Margin 22.70%

Dividends & Yields

Lufax Holding does not appear to pay any dividends at this time.

Dividend Per Share n/a
Dividend Yield n/a
Dividend Growth (YoY) n/a
Years of Dividend Growth n/a
Payout Ratio n/a
Buyback Yield -2.66%
Shareholder Yield -2.66%
Earnings Yield -30.25%
FCF Yield 88.68%
Dividend Details

Analyst Forecast

The average price target for Lufax Holding is $2.49, which is 102.44% higher than the current price. The consensus rating is "Buy".

Price Target $2.49
Price Target Difference 102.44%
Analyst Consensus Buy
Analyst Count 4
Revenue Growth Forecast (3Y) -4.47%
EPS Growth Forecast (3Y) n/a
Stock Forecasts

Fair Value

There are several formulas that can be used to estimate the intrinsic value of a stock.

Lynch Fair Value n/a
Lynch Upside n/a
Graham Number n/a
Graham Upside n/a

Stock Splits

The last stock split was on December 15, 2023. It was a reverse split with a ratio of 1:4.

Last Split Date Dec 15, 2023
Split Type Reverse
Split Ratio 1:4

Scores

Lufax Holding has an Altman Z-Score of 1.75 and a Piotroski F-Score of 4. A Z-score under 3 suggests an increased risk of bankruptcy.

Altman Z-Score 1.75
Piotroski F-Score 4