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About the company
LUFAX HOLDING LTD is a holding company mainly engaged in providing financial services for small and micro enterprises. The Company's core retail credit enablement business includes bank-funded loans, trust-funded loans and consumer finance loans. The Company is also engaged in wealth management and providing access to financial products and services. The Company conducts the business through its subsidiaries.
- Revenue in USD (TTM)3.94bn
- Net income in USD-341.42m
- Incorporated2014
- Employees36.22k
- LocationLufax Holding LtdNo. 1333 Lujiazui Ring Road 15/FPudong New DistrictSHANGHAI 200120ChinaCHN
- Phone+86 2 138632121
- Websitehttps://www.lufaxholding.com/
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Mergers & acquisitions
| Acquired company | LU:NYQ since announced | Transaction value |
|---|---|---|
| Jin Yi Tong Ltd | -43.81% | 119.47m |
Data delayed at least 15 minutes, as of Sep 21 2024 00:00 BST.
Peer analysis
Key Information
- Key Information
- Stock Performance
- Per Share Data
- Efficiency
- Management Effectiveness
- Profitability
- Financial Strength
- Growth Rates
| Company | Revenue (TTM) | Net income (TTM) | Market cap | Employees | Price/earnings (TTM) | Price/book value (MRQ) | Price/cash flow (TTM) | Price/sales (TTM) | EPS (excl. extraordinary items, TTM) | EPS (incl. extraordinary items, TTM) | Revenue per share (TTM) | Book value per share (MRQ) | Asset turnover (TTM) | Inventory turnover (TTM) | Receivables turnover (TTM) | Revenues per employee (TTM) | Return on avg assets (TTM) | Return on avg assets (5 yr avg) | Return on investment (TTM) | Return on investment (5 yr avg) | Gross margin (TTM) | Gross margin (5 yr avg) | Net profit margin (TTM) | Net Profit margin (5 yr avg) | Quick ratio (MRQ) | Interest coverage (TTM) | Total debt to capital (MRQ) | Payout ratio (5 yr avg) | Revenue (YOY change %) | Revenue (5 yr growth rate) | Net income (YOY change %) | Net income (5 yr growth rate) | Capital expenditure (5 yr growth rate) | Dividend (5 yr growth rate) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Hope Bancorp Inc | 1.04bn | 107.66m | 1.55bn | 1.24k | 14.41 | 0.7348 | -- | 2.99 | 0.8915 | 0.8915 | 4.30 | 17.49 | -- | -- | -- | -- | 0.5705 | 0.9639 | -- | -- | -- | -- | 20.74 | 30.02 | -- | -- | -- | 40.88 | 46.47 | 10.04 | -38.76 | -6.79 | 13.90 | 0.73 |
| S&T Bancorp Inc | 506.18m | 136.06m | 1.65bn | 1.24k | 12.24 | 1.25 | -- | 4.18 | 3.54 | 3.54 | 10.29 | 34.54 | -- | -- | -- | -- | 1.44 | 1.14 | -- | -- | -- | -- | 34.38 | 28.97 | -- | -- | -- | 43.75 | 40.25 | 10.52 | 7.02 | 6.01 | 8.31 | 5.44 |
| Goldman Sachs BDC Inc | 455.59m | 90.39m | 1.68bn | -- | 17.00 | 1.05 | -- | 3.68 | 0.844 | 0.844 | 4.11 | 13.67 | 0.1254 | -- | -- | -- | 2.49 | 4.56 | 2.55 | 4.66 | 59.96 | 63.31 | 19.84 | 44.31 | -- | 1.52 | 0.5491 | 114.80 | 27.27 | 25.40 | 256.12 | 29.55 | -- | 0.00 |
| Pathward Financial Inc | 466.24m | 168.95m | 1.68bn | 1.19k | 10.07 | 2.21 | 8.90 | 2.25 | 6.69 | 6.69 | 29.37 | 30.53 | -- | -- | -- | -- | 2.29 | 2.10 | -- | -- | -- | -- | 22.99 | 23.99 | -- | -- | -- | 5.01 | 27.72 | 20.26 | 4.77 | 25.14 | 112.47 | 2.13 |
| Bank of NT Butterfield & Son Ltd | 567.55m | 206.31m | 1.72bn | 1.26k | 8.66 | 1.72 | 8.71 | 2.99 | 4.33 | 4.33 | 12.05 | 21.82 | -- | -- | -- | -- | 1.50 | 1.32 | -- | -- | -- | -- | 35.92 | 34.75 | -- | -- | -- | 47.86 | 36.96 | 8.22 | 5.36 | 2.93 | 22.30 | 2.98 |
| Blue Owl Capital Corporation III | 455.38m | 247.73m | 1.79bn | -- | 7.14 | 0.932 | -- | 3.93 | 2.03 | 2.03 | 3.73 | 15.56 | 0.1118 | -- | -- | -- | 6.08 | -- | 6.27 | -- | 54.34 | -- | 54.40 | -- | -- | -- | 0.5592 | -- | 51.63 | -- | 83.44 | -- | -- | -- |
| Morgan Stanley Direct Lending Fund | 383.20m | 238.92m | 1.80bn | 0.00 | 7.45 | 0.9688 | -- | 4.70 | 2.71 | 2.71 | 4.34 | 20.81 | 0.1186 | -- | 14.65 | -- | 7.40 | -- | 7.56 | -- | 50.70 | -- | 62.35 | -- | -- | -- | 0.4473 | -- | 59.47 | -- | 375.91 | -- | -- | -- |
| Stock Yards Bancorp Inc | 381.02m | 104.52m | 1.87bn | 1.06k | 17.88 | 2.09 | 15.26 | 5.51 | 3.56 | 3.56 | 11.57 | 30.44 | -- | -- | -- | -- | 1.30 | 1.42 | -- | -- | -- | -- | 30.77 | 31.76 | -- | -- | -- | 36.01 | 37.77 | 21.69 | 15.89 | 14.18 | 1.84 | 5.10 |
| Triumph Financial Inc | 425.22m | 26.12m | 1.91bn | 1.57k | 73.67 | 2.30 | 34.95 | 4.58 | 1.11 | 1.11 | 17.69 | 37.44 | -- | -- | -- | -- | 0.5129 | 1.39 | -- | -- | -- | -- | 7.03 | 19.34 | -- | -- | -- | 0.00 | 0.759 | 9.94 | -61.78 | -5.83 | 4.96 | -- |
| Federal Agricultural Mortgage Corp | 1.53bn | 179.44m | 1.94bn | 185.00 | 11.20 | 1.96 | -- | 1.27 | 16.37 | 16.37 | 139.79 | 137.94 | 0.053 | -- | 5.00 | 8,281,406.00 | 0.7142 | 0.602 | 1.03 | 0.9443 | 23.46 | 34.22 | 13.49 | 19.97 | -- | -- | 0.9495 | 30.59 | 94.22 | 20.66 | 14.48 | 12.74 | -- | 13.66 |
| Donnelley Financial Solutions Inc | 802.60m | 106.10m | 1.95bn | 1.90k | 19.15 | 4.42 | 11.85 | 2.42 | 3.50 | 3.50 | 26.31 | 15.17 | 0.8992 | -- | 3.49 | 422,421.10 | 11.89 | 7.96 | 15.34 | 10.70 | 61.20 | 50.95 | 13.22 | 7.79 | -- | 11.07 | 0.2966 | -- | -4.37 | -3.71 | -19.80 | 2.23 | 10.74 | -- |
| Enterprise Financial Services Corp | 827.36m | 171.29m | 1.95bn | 1.17k | 11.46 | 1.16 | 10.81 | 3.12 | 4.56 | 4.56 | 16.67 | 47.00 | -- | -- | -- | -- | 1.23 | 1.30 | -- | -- | -- | -- | 27.97 | 31.63 | -- | -- | -- | 19.36 | 48.50 | 26.32 | -4.37 | 16.36 | 16.65 | 16.30 |
| Lufax Holding Ltd - ADR | 3.95bn | -342.24m | 1.97bn | 36.22k | -- | 0.1132 | -- | 0.498 | -0.5977 | -0.5977 | 6.85 | 20.05 | 0.1119 | -- | -- | 109,079.90 | -0.9086 | 4.05 | -1.66 | 10.64 | -- | -- | -8.12 | 20.51 | -- | -2.69 | 0.3786 | 2.76 | -41.05 | -3.27 | -89.81 | -42.09 | -29.10 | -- |
| Trustmark Corp | 930.40m | 7.72m | 2.00bn | 2.76k | 261.63 | 1.07 | 43.81 | 3.72 | 0.1251 | 3.03 | 8.79 | 30.70 | -- | -- | -- | -- | 0.0419 | 0.8513 | -- | -- | -- | -- | 1.43 | 20.43 | -- | -- | -- | 41.71 | 62.20 | 12.60 | 130.21 | 2.04 | 11.81 | 0.00 |
| Live Oak Bancshares Inc | 758.02m | 110.51m | 2.20bn | 984.00 | 20.10 | 2.29 | 16.72 | 4.51 | 2.43 | 2.43 | 10.76 | 21.35 | -- | -- | -- | -- | 0.9741 | 1.28 | -- | -- | -- | -- | 22.61 | 25.00 | -- | -- | -- | 5.20 | 54.85 | 33.45 | -58.06 | 7.41 | -15.90 | 0.00 |
| Independent Bank Group Inc | 929.56m | -420.09m | 2.44bn | 1.52k | -- | 1.28 | -- | 5.14 | -10.20 | -10.20 | 11.49 | 45.85 | -- | -- | -- | -- | -2.27 | 1.02 | -- | -- | -- | -- | -88.94 | 29.71 | -- | -- | -- | 31.94 | 33.09 | 16.44 | -77.87 | -19.45 | -11.25 | 23.00 |
Data as of Sep 21 2024. Currency figures normalised to Lufax Holding Ltd's reporting currency: US Dollar USD
10.24%Per cent of shares held by top holders
| Holder | Shares | % Held |
|---|---|---|
| Baillie Gifford & Co.as of 30 Jun 2024 | 14.01m | 2.44% |
| Krane Funds Advisors LLCas of 30 Jun 2024 | 8.77m | 1.53% |
| Yunqi Capital Ltd.as of 30 Jun 2024 | 7.10m | 1.24% |
| Global X Management Co. LLCas of 03 Jul 2024 | 6.42m | 1.12% |
| The Vanguard Group, Inc.as of 31 Mar 2024 | 5.25m | 0.92% |
| Morgan Stanley & Co. LLCas of 31 Mar 2024 | 5.10m | 0.89% |
| BlackRock Fund Advisorsas of 31 Mar 2024 | 3.28m | 0.57% |
| Two Sigma Advisers LPas of 31 Mar 2024 | 3.17m | 0.55% |
| Two Sigma Investments LPas of 31 Mar 2024 | 2.93m | 0.51% |
| Renaissance Technologies LLCas of 30 Jun 2024 | 2.69m | 0.47% |
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Data from 31 Mar 2024 - 08 Aug 2024Source: FactSet Research Systems Inc.
