Company Analysis Lufax Holding Ltd
1. Summary
Advantages
- Dividends (6.99%) are higher than the sector average (2.71%).
- The stock's return over the last year (269.63%) is higher than the sector average (28.8%).
Disadvantages
- Price (3.96 $) is higher than fair price (2.86 $)
- Current debt level 19.06% has increased over 5 years from 12.37%.
- The company's current efficiency (ROE=0.9625%) is lower than the sector average (ROE=10.75%)
Similar companies
2. Share price and performance
2.1. Share price
2.2. News
2.3. Market efficiency
| Lufax Holding Ltd | Financials | Index | |
|---|---|---|---|
| 7 days | -1.9% | 6.4% | 1.7% |
| 90 days | 39.8% | 5.6% | 6.1% |
| 1 year | 269.6% | 28.8% | 31.4% |
LU vs Sector: Lufax Holding Ltd has outperformed the "Financials" sector by 240.82% over the past year.
LU vs Market: Lufax Holding Ltd has outperformed the market by 238.22% 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 5.19% over the past year.
3. Summary of the report
4. Fundamental Analysis
4.1. Stock price and price forecast
Above fair price: The current price (3.96 $) is higher than the fair price (2.86 $).
Price is higher than fair: The current price (3.96 $) is 27.8% higher than the fair price.
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 (61.97).
P/E vs Market: The company's P/E (12.94) is lower than that of the market as a whole (47.35).
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 (1.3).
P/BV vs Market: The company's P/BV (0.1225) is lower than that of the market as a whole (22.57).
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 (3.29).
P/S vs Market: The company's P/S indicator (0.408) is lower than that of the market as a whole (15.08).
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 (-85.16).
EV/Ebitda vs Market: The company's EV/Ebitda (7.77) is lower than that of the market as a whole (22.75).
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 -18.67% over the last 5 years.
Accelerating profitability: The return for the last year (0%) exceeds the average return for 5 years (-18.67%).
Profitability vs Sector: The return for the last year (0%) exceeds the return for the sector (-61.45%).
5.4. ROE
ROE vs Sector: The company's ROE (0.9625%) is lower than that of the sector as a whole (10.75%).
ROE vs Market: The company's ROE (0.9625%) is lower than that of the market as a whole (16.86%).
5.5. ROA
ROA vs Sector: The company's ROA (0.3742%) is lower than that of the sector as a whole (3.87%).
ROA vs Market: The company's ROA (0.3742%) is lower than that of the market as a whole (6.56%).
5.6. ROIC
ROIC vs Sector: The company's ROIC (0%) is lower than that of the sector as a whole (5.17%).
ROIC vs Market: The company's ROIC (0%) is lower than that of the market as a whole (9.31%).
7. Dividends
7.1. Dividend yield vs Market
High yield: The dividend yield of the company 6.99% is higher than the average for the sector '2.71%.
7.2. Stability and increase in payments
Dividend stability: The company's dividend yield 6.99% has been steadily paid over the past 7 years, DSI=0.9.
Weak dividend growth: The company's dividend yield 6.99% 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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