Indicators
Indicators
Value
Direction
MACD(12,26,9)
-0.072
Sell
RSI(14)
24.160
Sell
STOCH(KDJ)(9,3,3)
19.653
Oversold
ATR(14)
0.115
High Vlolatility
CCI(14)
-110.976
Sell
Williams %R
86.713
Oversold
TRIX(12,20)
-1.245
Sell
StochRSI(14)
58.452
Sell
Lufax Holding Ltd
LU1.820USD
-0.070-3.70%
Close 03/27, 16:00（ET）Quotes delayed by 15 min
1.58BMarket Cap
LossP/E TTM
TradingKey Stock Score
Overall Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Peer Comparison
TradingKey Stock Score of Lufax Holding Ltd
Currency: USD Updated: 2026-03-27Key Insights
Lufax Holding Ltd's fundamentals are relatively very healthy, with an industry-leading ESG disclosure.and its growth potential is significant.Its valuation is considered fairly valued, ranking 162 out of 400 in the Banking Services industry.Institutional ownership is very high.Over the past month, multiple analysts have rated it as Hold, with the highest price target at 3.15.In the medium term, the stock price is expected to trend down.Despite a very weak market performance over the past month, the company shows strong fundamentals and technicals.The stock price is trading sideways between the support and resistance levels, making it suitable for range-bound swing trading.
Lufax Holding Ltd's Score
Support & Resistance
Relevant data have not been disclosed by the company yet.
Score Analysis
Current score
Previous score
Media Coverage
Last 24 hours
Coverage Level
Very Low
Very High
Positive
Lufax Holding Ltd 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.
Turnaround to Loss
The company's performance has turned to a loss, with the latest annual loss of USD .
High Dividend
The company is a high dividend payer, with the latest dividend payout ratio of 162.23%.
Fairly Valued
The company’s latest PB is 0.14, at a medium 3-year percentile range.
Institutional Selling
The latest institutional holdings are 94.39M shares, decreasing 35.16% quarter-over-quarter.
Held by The Vanguard
Star Investor The Vanguard holds 12.52M shares of this stock.
Analyst Rating
Based on
3
analysts
Hold
Current Rating
3.150
Target Price
+71.20%
Upside Space
Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.
Financial Health
Currency: USD Updated: 2026-03-27The current financial score of Lufax Holding Ltd is 6.28, ranking 270 out of 400 in the Banking Services industry. Its financial status is robust, and its operating efficiency is low. Its latest quarterly revenue reached 872.91M, representing a year-over-year decrease of 8.39%, while its net profit experienced a year-over-year decrease of 64.59%.
Score
Financials
9.89
Key Metrics
Cash and cash equivalents
Total assets
Total liabilities
Free cash flow
Relevant data have not been disclosed by the company yet.
Quality of Earnings
6.51
Operational Efficiency
3.28
Growth Potential
5.23
Shareholder Returns
6.48
Lufax Holding Ltd's Company Valuation
Currency: USD Updated: 2026-03-27The current valuation score of Lufax Holding Ltd is 7.69, ranking 206 out of 400 in the Banking Services industry. Its current P/E ratio is -2.39, which is -1040.61% below the recent high of 22.52 and -205.91% above the recent low of -7.32.
Score
Valuation Dimensions
P/E
P/B
P/S
P/CF
Industry Ranking 162/400
Relevant data have not been disclosed by the company yet.
Earnings Forecast
Currency: USD Updated: 2026-03-27The current earnings forecast score of Lufax Holding Ltd is 6.00, ranking 278 out of 400 in the Banking Services industry. The average price target is 2.40, with a high of 4.20 and a low of 2.10.
Score
Support & Resistance
Relevant data have not been disclosed by the company yet.
Analyst Rating
Based on
3
analysts
Hold
Current Rating
3.150
Target Price
+71.20%
Upside Space
Strong Buy
Buy
Hold
Sell
Strong Sell
Peer Comparison
15
Total
4
Median
4
Average
Company name
Ratings
Analysts
Lufax Holding Ltd
LU
3
Runway Growth Finance Corp
RWAY
10
AerCap Holdings NV
AER
10
MSC Income Fund Inc
MSIF
7
NewtekOne Inc
NEWT
7
Jefferson Capital Inc
JCAP
7
1
2
3
Financial Forecasting
EPS
Revenue
Net Profit
EBIT
Relevant data have not been disclosed by the company yet.
Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.
Price Momentum
Currency: USD Updated: 2026-03-27The current price momentum score of Lufax Holding Ltd is 6.15, ranking 379 out of 400 in the Banking Services industry. Currently, the stock price is trading between the resistance level at 2.37 and the support level at 1.50, making it suitable for range-bound swing trading.
Score
Support & Resistance
Relevant data have not been disclosed by the company yet.
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
1.872
Sell
MA10
2.041
Sell
MA20
2.211
Sell
MA50
2.524
Sell
MA100
2.585
Sell
MA200
2.837
Sell
Institutional Confidence
Currency: USD Updated: 2026-03-27The current institutional shareholding score of Lufax Holding Ltd is 3.00, ranking 251 out of 400 in the Banking Services industry. The latest institutional shareholding proportion is 10.89%, representing a quarter-over-quarter decrease of 7.45%. The largest institutional shareholder is The Vanguard, holding a total of 12.52M shares, representing 1.44% of shares outstanding, with 76.93% increase in holdings.
Score
Institutional Shareholding
Relevant data have not been disclosed by the company yet.
Shareholder Activity
Name
Shares Held
Chg %
Tun Kung Co Ltd
Yunqi Capital Limited
Alpine Investment Management Ltd
Acadian Asset Management LLC
Charles Schwab Investment Management, Inc.
BlackRock Institutional Trust Company, N.A.
Fidelity Management & Research Company LLC
State Street Investment Management (US)
1
2
Risk Assessment
Currency: USD Updated: 2026-03-27The U.S. Dollar Index is currently in a neutral state, which has a neutral effect on the Banking 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 current risk assessment score of Lufax Holding Ltd is 4.67, ranking 306 out of 400 in the Banking Services industry. The company's beta value is 0.65. This indicates that the stock tends to underperform the index during upward trending markets but experiences smaller declines during downward trending markets. with an industry-leading ESG disclosure.
Score
Beta vs S&P 500 index
0.65
VaR
+7.02%
240-Day Maximum Drawdown
+58.64%
240-Day Volatility
+52.18%
Return
Best Daily Return
60 days
+15.61%
120 days
+15.61%
5 years
+314.29%
Worst Daily Return
60 days
-8.29%
120 days
-9.97%
5 years
-20.41%
Sharpe Ratio
60 days
-2.24
120 days
-2.97
5 years
+0.28
Risk Assessment
Maximum Drawdown
240 days
+58.64%
3 years
+75.00%
5 years
+96.41%
Return-to-Drawdown Ratio
240 days
-0.47
3 years
-0.31
5 years
-0.20
Skewness
240 days
+0.71
3 years
+21.64
5 years
+23.73
Volatility
Realised Volatility
240 days
+52.18%
5 years
+85.10%
Standardised True Range
240 days
+7.36%
5 years
+35.33%
Downside Risk-Adjusted Return
120 days
-468.89%
240 days
-468.89%
Maximum Daily Upside Volatility
60 days
+49.47%
Maximum Daily Downside Volatility
60 days
+38.04%
Liquidity
Average Turnover Rate
60 days
+0.13%
120 days
+0.18%
5 years
--
Turnover Deviation
20 days
-93.39%
60 days
-90.55%
120 days
-86.86%
Peer Comparison
Banking Services
Lufax Holding Ltd
LU
5.92 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
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OMF
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Score
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Valuation Dimensions
Earnings Forecast
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IBOC
8.55 /10
Score
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Earnings Forecast
Price Momentum
Institutional Confidence
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OFG
8.52 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
SLM Corp
SLM
8.50 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
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SYF
8.41 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
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