Indicators
Indicators
Value
Direction
MACD(12,26,9)
0.050
Buy
RSI(14)
58.028
Neutral
STOCH(KDJ)(9,3,3)
69.047
Neutral
ATR(14)
0.104
High Vlolatility
CCI(14)
134.369
Buy
Williams %R
37.374
Buy
TRIX(12,20)
0.083
Sell
StochRSI(14)
72.999
Sell
Lufax Holding Ltd
LU2.998USD
-0.032-1.06%
Market hours （ET）Quotes delayed by 15 min
2.60BMarket Cap
LossP/E TTM
TradingKey Stock Score
Financial Health
Valuation Dimension
Forecast
Momentum
Institutional Confidence
Risk Assessment
Peers
TradingKey Stock Score
Currency: USD Updated：2025-08-26Key Insights
The company's fundamentals are relatively very healthy.Its valuation is considered fairly valued,and institutional recognition is very high.Over the past 30 days, multiple analysts have rated the company as a Hold.Despite a weak stock market performance, the company shows strong fundamentals.The stock price is trading sideways between the support and resistance levels, making it suitable for range-bound swing trading.
Score
Support & Resistance
No Data
Score Analysis
Current score
Previous score
Analysts' Target
Based on
5
analysts
Hold
Current Rating
2.909
Target Price
-6.47%
Upside Space
Disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.
Company Highlights
StrengthsRisks
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.
High Dividend
The company is a high dividend payer, with the latest dividend payout ratio of 162.23%.
Undervalued
The company’s latest PE is -0.21, at a low 3-year percentile range.
Institutional Selling
The latest institutional holdings are 123.54M shares, decreasing 19.41% quarter-over-quarter.
Held by The Vanguard
Star Investor The Vanguard holds 12.05M shares of this stock.
Financial Health
Currency: USD Updated：2025-08-26The company's current financial score is 7.44, which is higher than the Banking & Investment Services industry's average of 7.33. Its financial status is robust, and its operating efficiency is average. Its latest quarterly revenue reached 5.54B, representing a year-over-year decrease of 31.15%, while its net profit experienced a year-over-year decrease of 1032.85%.
Score
Financials
8.66
Related Indicators
Cash and cash equivalents
Total assets
Total liabilities
Free cash flow
No Data
Quality of Earnings
6.07
Operational Efficiency
7.59
Growth Potential
7.91
Shareholder Returns
7.00
Valuation Dimension
Currency: USD Updated：2025-08-26The company’s current valuation score is 2.80, which is lower than the Banking & Investment Services industry's average of 5.18. Its current P/E ratio is -0.21, which is -205.93% below the recent high of 0.22 and 7.94% above the recent low of -0.19.
Score
Valuation Dimension
P/E
P/B
P/S
P/CF
Industry Ranking 206/524
No Data
Forecast
Currency: USD Updated：2025-08-26The company’s current earnings forecast score is 6.00, which is lower than the Banking & Investment Services industry's average of 7.34. The average price target for Lufax Holding Ltd is 2.87, with a high of 4.20 and a low of 2.10.
Score
Support & Resistance
No Data
Analyst Rating
Based on
5
analysts
Hold
Current Rating
2.909
Target Price
-6.47%
Upside Space
Strong Buy
Buy
Hold
Sell
Strong Sell
Peer Comparison
15
Total
5
Median
4
Average
Company name
Ratings
Analysts
Lufax Holding Ltd
LU
5
Runway Growth Finance Corp
RWAY
10
AerCap Holdings NV
AER
10
Air Lease Corp
AL
7
MSC Income Fund Inc
MSIF
6
NewtekOne Inc
NEWT
6
1
2
3
Financial Forecasting
EPS
Revenue
Net Profit
EBIT
No Data
Disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.
Momentum
Currency: USD Updated：2025-08-26The company’s current price momentum score is 5.73, which is lower than the Banking & Investment Services industry's average of 8.70. Sideways: Currently, the stock price is trading between the resistance level at 3.26 and the support level at 2.76, making it suitable for range-bound swing trading.
Score
Support & Resistance
No Data
Indicators
The Indicators feature provides value and direction analysis for various instruments under a selection of technical indicators, together with a technical summary.
This feature includes nine of the commonly used technical indicators: MACD, RSI, KDJ, StochRSI, ATR, CCI, WR, TRIX and MA. You may also adjust the timeframe depending on your needs.
Please note that technical analysis is only part of investment reference, and there is no absolute standard for using numerical values to assess direction. The results are for reference only, and we are not responsible for the accuracy of the indicator calculations and summaries.
Moving Average
Indicators
Value
Direction
MA5
2.972
Buy
MA10
2.910
Buy
MA20
2.872
Buy
MA50
2.845
Buy
MA100
2.831
Buy
MA200
2.749
Buy
Institutional Confidence
Currency: USD Updated：2025-08-26The company’s current institutional recognition score is 3.00, which is lower than the Banking & Investment Services industry's average of 6.35. The latest institutional shareholding proportion is 14.25%, representing a quarter-over-quarter increase of 2.02%. The largest institutional shareholder is The Vanguard, holding a total of 12.05M shares, representing 1.39% of shares outstanding, with 68.81% increase in holdings.
Score
Institutional Shareholding
No Data
Shareholder Activity
Name
Shares Held
Chg %
Tun Kung Co Ltd
Yunqi Capital Limited
Tiger Pacific Capital LP
First Beijing Investment Limited
Charles Schwab Investment Management, Inc.
Nuveen LLC
State Street Global Advisors (US)
Acadian Asset Management LLC
1
2
Risk Assessment
Currency: USD Updated：2025-08-26The U.S. Dollar Index is currently in a neutral state, which has a neutral effect on the Banking & Investment Services domestic-focused industry. The Dollar Index (DXY) measures the value of the U.S. dollar against a basket of major currencies, including the euro, yen, pound sterling, Canadian dollar, Swedish krona, and Swiss franc. The company’s current risk assessment score is 3.65, which is lower than the Banking & Investment Services industry's average of 5.16. The company's beta value is 0.63. This indicates that the stock tends to underperform the index during upward trending markets but experiences smaller declines during downward trending markets.
Score
Beta vs S&P 500 index
0.63
VaR
+7.00%
240-Day Maximum Drawdown
+45.54%
240-Day Volatility
+67.74%
Return
Best Daily Return
60 days
+7.46%
120 days
+12.60%
5 years
+314.29%
Worst Daily Return
60 days
-12.24%
120 days
-12.24%
5 years
-23.17%
Sharpe Ratio
60 days
+0.43
120 days
+0.56
5 years
+0.32
Risk Assessment
Maximum Drawdown
240 days
+45.54%
3 years
+84.57%
5 years
+97.42%
Return-to-Drawdown Ratio
240 days
+0.89
3 years
-0.26
5 years
-0.20
Skewness
240 days
+0.55
3 years
+20.46
5 years
+23.55
Volatility
Realised Volatility
240 days
+67.74%
5 years
+86.11%
Standardised True Range
240 days
+4.92%
5 years
+33.16%
Downside Risk-Adjusted Return
120 days
+84.93%
240 days
+84.93%
Maximum Daily Upside Volatility
60 days
+32.15%
Maximum Daily Downside Volatility
60 days
+32.59%
Liquidity
Average Turnover Rate
60 days
+0.14%
120 days
+0.19%
5 years
--
Turnover Deviation
20 days
-92.13%
60 days
-90.21%
120 days
-86.74%
Peers
Currency: USD Updated：2025-08-26Lufax Holding Ltd
LU
5.29 /10
Score
Financial Health
Valuation Dimension
Forecast
Momentum
Institutional Confidence
Risk Assessment
Bank of New York Mellon Corp
BK
8.20 /10
Score
Financial Health
Valuation Dimension
Forecast
Momentum
Institutional Confidence
Risk Assessment
Wintrust Financial Corp
WTFC
8.11 /10
Score
Financial Health
Valuation Dimension
Forecast
Momentum
Institutional Confidence
Risk Assessment
Synchrony Financial
SYF
8.09 /10
Score
Financial Health
Valuation Dimension
Forecast
Momentum
Institutional Confidence
Risk Assessment
Affiliated Managers Group Inc
AMG
8.08 /10
Score
Financial Health
Valuation Dimension
Forecast
Momentum
Institutional Confidence
Risk Assessment
Credicorp Ltd
BAP
8.07 /10
Score
Financial Health
Valuation Dimension
Forecast
Momentum
Institutional Confidence
Risk Assessment
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The Stock Score data is powered by TradingKey and updated daily. Rating data is sourced from LESG. Please use the data with caution for reference purposes only.
