Lufax Holding Ltd (LU)
NYSE: LU · Real-Time Price · USD
1.530
+0.080 (5.52%)
At close: Aug 18, 2026, 4:00 PM EDT
1.460
-0.070 (-4.58%)
Pre-market: Aug 19, 2026, 5:27 AM EDT

Lufax Holding Statistics

Total Valuation

Lufax Holding has a market cap or net worth of $1.33 billion. The enterprise value is $4.20 billion.

Market Cap1.33B
Enterprise Value 4.20B

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 1.73% in one year.

Current Share Class n/a
Shares Outstanding 866.69M
Shares Change (YoY) +1.73%
Shares Change (QoQ) n/a
Owned by Insiders (%) 0.01%
Owned by Institutions (%) 10.10%
Float 227.77M

Valuation Ratios

PE Ratio n/a
Forward PE 1.19
PS Ratio 0.32
Forward PS n/a
PB Ratio 0.11
P/TBV Ratio 0.13
P/FCF Ratio 1.39
P/OCF Ratio 1.38
PEG Ratio n/a
Financial Ratio History

Enterprise Valuation

The stock's EV/EBITDA ratio is 2.95, with an EV/FCF ratio of 4.39.

EV / Earnings n/a
EV / Sales 1.00
EV / EBITDA 2.95
EV / EBIT 2.96
EV / FCF 4.39

Financial Position

The company has a current ratio of 23.62, with a Debt / Equity ratio of 0.89.

Current Ratio 23.62
Quick Ratio 21.30
Debt / Equity 0.89
Debt / EBITDA 7.32
Debt / FCF 11.11
Interest Coverage 2.41

Financial Efficiency

Return on equity (ROE) is -2.29% and return on invested capital (ROIC) is 9.54%.

Return on Equity (ROE) -2.29%
Return on Assets (ROA) 3.02%
Return on Invested Capital (ROIC) 9.54%
Return on Capital Employed (ROCE) 4.93%
Weighted Average Cost of Capital (WACC) 4.79%
Revenue Per Employee $126,067
Profits Per Employee -$9,883
Employee Count33,163
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 -47.06% in the last 52 weeks. The beta is 0.69, so Lufax Holding's price volatility has been lower than the market average.

Beta (5Y) 0.69
52-Week Price Change -47.06%
50-Day Moving Average 1.40
200-Day Moving Average 2.11
Relative Strength Index (RSI) 53.98
Average Volume (20 Days) 920,446

Short Selling Information

The latest short interest is 4.84 million, so 4.71% of the outstanding shares have been sold short.

Short Interest 4.84M
Short Previous Month 4.82M
Short % of Shares Out 4.71%
Short % of Float n/a
Short Ratio (days to cover) 7.73

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 1.42B
Pretax Income -258.24M
Net Income -327.75M
EBITDA 1.42B
EBIT 1.42B
Loss Per Share -$0.38
Full Income Statement

Balance Sheet

The company has $7.75 billion in cash and $10.62 billion in debt, with a net cash position of -$2.87 billion or -$3.31 per share.

Cash & Cash Equivalents 7.75B
Total Debt 10.62B
Net Cash -2.87B
Net Cash Per Share -$3.31
Equity (Book Value) 11.99B
Book Value Per Share 13.51
Working Capital 24.72B
Full Balance Sheet

Cash Flow

In the last 12 months, operating cash flow was $962.13 million and capital expenditures -$5.98 million, giving a free cash flow of $956.15 million.

Operating Cash Flow 962.13M
Capital Expenditures -5.98M
Depreciation & Amortization 3.34M
Net Borrowing 448.86M
Free Cash Flow 956.15M
FCF Per Share $1.10
Full Cash Flow Statement

Margins

Gross margin is 56.00%, with operating and profit margins of 33.89% and -7.84%.

Gross Margin 56.00%
Operating Margin 33.89%
Pretax Margin -6.18%
Profit Margin -7.84%
EBITDA Margin 33.97%
EBIT Margin 33.89%
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 -1.73%
Shareholder Yield -1.73%
Earnings Yield -24.72%
FCF Yield 72.11%
Dividend Details

Analyst Forecast

The average price target for Lufax Holding is $2.78, which is 81.70% higher than the current price. The consensus rating is "Buy".

Price Target $2.78
Price Target Difference 81.70%
Analyst Consensus Buy
Analyst Count 3
Revenue Growth Forecast (3Y) -1.02%
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

Altman Z-Score n/a
Piotroski F-Score 3