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Company Analysis Lufax Holding Ltd
1. Summary
Advantages
- Price (2.92 $) is less than fair price (3.31 $)
- The stock's return over the last year (30.36%) is higher than the sector average (16.03%).
Disadvantages
- Dividends (0%) are below the sector average (2.94%).
- Current debt level 19.06% has increased over 5 years from 1.34%.
- The company's current efficiency (ROE=0.9625%) is lower than the sector average (ROE=16.52%)
Similar companies
2. Share price and performance
2.1. Share price
2.3. Market efficiency
| Lufax Holding Ltd | Financials | Index | |
|---|---|---|---|
| 7 days | 0.7% | 5.2% | 1.4% |
| 90 days | 13.2% | -7.6% | 14.8% |
| 1 year | 30.4% | 16% | 17.8% |
LU vs Sector: Lufax Holding Ltd has outperformed the "Financials" sector by 14.33% over the past year.
LU vs Market: Lufax Holding Ltd has outperformed the market by 12.57% over the past year.
Stable price: LU is not significantly more volatile than the rest of the market on "New York Stock Exchange" over the last 3 months, with typical variations of +/- 5% per week.
Long period: LU with weekly volatility of 0.5838% over the past year.
3. Summary of the report
4. Fundamental Analysis
4.1. Stock price and price forecast
Below fair price: The current price (2.92 $) is lower than the fair price (3.31 $).
Price not significantly lower than the fair price: The current price (2.92 $) is slightly lower than the fair price by 13.4%.
4.2. P/E
P/E vs Sector: The company's P/E (12.94) is lower than that of the sector as a whole (63.37).
P/E vs Market: The company's P/E (12.94) is lower than that of the market as a whole (61.82).
4.2.1 P/E Similar companies
4.3. P/BV
P/BV vs Sector: The company's P/BV (0.1225) is lower than that of the sector as a whole (2.7).
P/BV vs Market: The company's P/BV (0.1225) is lower than that of the market as a whole (20.58).
4.3.1 P/BV Similar companies
4.4. P/S
P/S vs Sector: The company's P/S indicator (0.408) is lower than that of the sector as a whole (3.88).
P/S vs Market: The company's P/S indicator (0.408) is lower than that of the market as a whole (15.96).
4.4.1 P/S Similar companies
4.5. EV/Ebitda
EV/Ebitda vs Sector: The company's EV/Ebitda (7.77) is higher than that of the sector as a whole (-114.97).
EV/Ebitda vs Market: The company's EV/Ebitda (7.77) is lower than that of the market as a whole (19.26).
5. Profitability
5.1. Profitability and revenue
5.2. Earnings per share - EPS
5.3. Past profitability Net Income
Yield Trend: Negative and has fallen by -18.56% over the last 5 years.
Accelerating profitability: The return for the last year (0%) exceeds the average return for 5 years (-18.56%).
Profitability vs Sector: The return for the last year (0%) exceeds the return for the sector (-52.19%).
5.4. ROE
ROE vs Sector: The company's ROE (0.9625%) is lower than that of the sector as a whole (16.52%).
ROE vs Market: The company's ROE (0.9625%) is lower than that of the market as a whole (42.62%).
5.5. ROA
ROA vs Sector: The company's ROA (0.3742%) is lower than that of the sector as a whole (3.56%).
ROA vs Market: The company's ROA (0.3742%) is lower than that of the market as a whole (23.26%).
5.6. ROIC
ROIC vs Sector: The company's ROIC (0%) is lower than that of the sector as a whole (5.2%).
ROIC vs Market: The company's ROIC (0%) is lower than that of the market as a whole (9.1%).
7. Dividends
7.1. Dividend yield vs Market
Low yield: The dividend yield of the company 0% is below the average for the sector '2.94%.
7.2. Stability and increase in payments
Unstable dividends: The company's dividend yield 0% has not been consistently paid over the past 7 years, DSI=0.7.
Weak dividend growth: The company's dividend yield 0% has been growing weakly or stagnant over the past 5 years. Growth over only 1 year.
7.3. Payout percentage
Dividend Coverage: Current payments from income (161.86%) are at an uncomfortable level.
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