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Lufax (LU)

(Delayed Data from NYSE)

$4.68 USD

4.68
4,752,623

+0.10 (2.18%)

Updated Apr 26, 2024 04:00 PM ET

After-Market: $4.68 0.00 (0.00%) 7:58 PM ET

Zacks Rank:

This is our short term rating system that serves as a timeliness indicator for stocks over the next 1 to 3 months. How good is it? See rankings and related performance below.

Zacks Rank Definition Annualized Return
1Strong Buy24.20%
2Buy18.04%
3Hold9.52%
4Sell5.20%
5Strong Sell2.60%
S&P50011.13%

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3-Hold of 5     3    

Style Scores:

The Style Scores are a complementary set of indicators to use alongside the Zacks Rank. It allows the user to better focus on the stocks that are the best fit for his or her personal trading style.

The scores are based on the trading styles of Value, Growth, and Momentum. There's also a VGM Score ('V' for Value, 'G' for Growth and 'M' for Momentum), which combines the weighted average of the individual style scores into one score.

Value Score A
Growth Score A
Momentum Score A
VGM Score A

Within each Score, stocks are graded into five groups: A, B, C, D and F. As you might remember from your school days, an A, is better than a B; a B is better than a C; a C is better than a D; and a D is better than an F.

As an investor, you want to buy stocks with the highest probability of success. That means you want to buy stocks with a Zacks Rank #1 or #2, Strong Buy or Buy, which also has a Score of an A or a B in your personal trading style.

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A Value D Growth F Momentum D VGM

Industry Rank:

The Zacks Industry Rank assigns a rating to each of the 265 X (Expanded) Industries based on their average Zacks Rank.

An industry with a larger percentage of Zacks Rank #1's and #2's will have a better average Zacks Rank than one with a larger percentage of Zacks Rank #4's and #5's.

The industry with the best average Zacks Rank would be considered the top industry (1 out of 265), which would place it in the top 1% of Zacks Ranked Industries. The industry with the worst average Zacks Rank (265 out of 265) would place in the bottom 1%.

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Top 37% (92 out of 252)

Industry: Financial - Miscellaneous Services

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Better trading starts here.

Balance Sheet

Research for LU

The Zacks Equity Research reports, or ZER for short, are our in-house, independently produced research reports.

The ever popular one-page Snapshot reports are generated for virtually every single Zacks Ranked stock. It's packed with all of the company's key stats and salient decision making information. Including the Zacks Rank, Zacks Industry Rank, Style Scores, the Price, Consensus & Surprise chart, graphical estimate analysis and how a stocks stacks up to its peers.

The detailed multi-page Analyst report does an even deeper dive on the company's vital statistics. In addition to all of the proprietary analysis in the Snapshot, the report also visually displays the four components of the Zacks Rank (Agreement, Magnitude, Upside and Surprise); provides a comprehensive overview of the company business drivers, complete with earnings and sales charts; a recap of their last earnings report; and a bulleted list of reasons to buy or sell the stock. It also includes an industry comparison table to see how your stock compares to its expanded industry, and the S&P 500.

Researching stocks has never been so easy or insightful as with the ZER Analyst and Snapshot reports.

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Fiscal Year End for Lufax Holding Ltd Sponsored ADR falls in the month of December.

All items in Millions except Per Share data.

12/31/2023 12/31/2022 12/31/2021 12/31/2020 12/31/2019
Assets          
Cash & Equivalents 11,678 15,484 16,357 12,878 -99,999
Receivables 18,326 31,421 33,321 17,363 NA
Notes Receivable 1,031 2,342 3,463 3,380 NA
Inventories NA 0 0 0 NA
Other Current Assets NA 0 0 0 NA
Total Current Assets 31,035 49,246 53,142 33,621 NA
Net Property & Equipment 25 48 59 61 NA
Investments & Advances 0 6 71 71 NA
Other Non-Current Assets NA 0 0 0 NA
Deferred Charges 787 742 755 487 NA
Intangibles 1,383 1,456 1,522 1,584 NA
Deposits & Other Assets 204 291 194 100 NA
Total Assets 33,491 51,900 55,867 36,064 NA
Liabilities & Shareholders Equity 12/31/2023 12/31/2022 12/31/2021 12/31/2020 12/31/2019
Notes Payable 986 1,813 1,366 795 NA
Accounts Payable 11,905 26,876 30,720 17,313 NA
Current Portion Long-Term Debt 5,486 5,486 4,019 1,495 NA
Current Portion Capital Leases NA 0 0 0 NA
Accrued Expenses NA 0 0 0 NA
Income Taxes Payable 111 295 1,275 378 NA
Other Current Liabilities NA 0 0 0 NA
Total Current Liabilities 18,487 34,470 37,380 19,981 NA
Mortgages NA 0 0 0 NA
Deferred Taxes/Income 74 103 129 831 NA
Convertible Debt 798 767 1,654 1,466 NA
Long-Term Debt NA 0 0 0 NA
Non-Current Capital Leases 55 111 123 142 NA
Other Non-Current Liabilities 840 2,364 1,925 1,596 NA
Minority Interest (Liabilities) NA 0 0 0 NA
Total Liabilities 20,254 37,815 41,211 24,016 NA
Shareholders Equity 12/31/2023 12/31/2022 12/31/2021 12/31/2020 12/31/2019
Preferred Stock NA 0 0 0 NA
Common Stock (Par) 0 0 0 0 NA
Capital Surplus 4,542 4,766 5,172 4,813 NA
Retained Earnings 9,253 9,600 8,671 5,930 NA
Other Equity 240 558 1,676 1,306 NA
Treasury Stock 797 839 862 0 NA
Total Shareholder's Equity 13,238 14,085 14,657 12,049 NA
Total Liabilities & Shareholder's Equity 33,491 51,900 55,867 36,064 NA
Total Common Equity 113,237 14,085 14,657 12,049 0
Shares Outstanding 573.16 571.45 615.50 616.10 NA
Book Value Per Share 197.57 24.65 23.81 19.56 0.00

Fiscal Year End for Lufax Holding Ltd Sponsored ADR falls in the month of December.

All items in Millions except Per Share data.

3/31/2024 12/31/2023 9/30/2023 6/30/2023 3/31/2023
Assets          
Cash & Equivalents 12,450 11,678 11,826 12,447 16,252
Receivables 16,145 18,326 20,126 22,511 26,747
Notes Receivable 871 1,031 1,281 1,413 1,874
Inventories NA NA 0 0 0
Other Current Assets NA NA 0 0 0
Total Current Assets 29,466 31,035 33,232 36,371 44,873
Net Property & Equipment 24 25 29 34 42
Investments & Advances NA 0 5 5 6
Other Non-Current Assets NA NA 0 0 0
Deferred Charges 773 787 663 688 737
Intangibles 1,356 1,383 1,342 1,350 1,426
Deposits & Other Assets 170 204 189 209 227
Total Assets 31,842 33,491 35,523 38,735 47,411
Liabilities & Shareholders Equity 3/31/2024 12/31/2023 9/30/2023 6/30/2023 3/31/2023
Notes Payable 808 986 1,116 1,042 1,234
Accounts Payable 10,581 11,905 14,622 17,116 23,438
Current Portion Long-Term Debt 5,833 5,486 5,074 4,387 5,469
Current Portion Capital Leases NA NA 0 0 0
Accrued Expenses NA NA 0 0 0
Income Taxes Payable 104 111 68 75 210
Other Current Liabilities NA NA 0 0 0
Total Current Liabilities 17,326 18,487 20,879 22,621 30,351
Mortgages NA NA 0 0 0
Deferred Taxes/Income 77 74 75 89 109
Convertible Debt 797 798 773 766 754
Long-Term Debt NA NA 0 0 0
Non-Current Capital Leases 50 55 62 75 100
Other Non-Current Liabilities 736 806 2,108 2,268
Minority Interest (Liabilities) NA NA 0 0 0
Total Liabilities 18,985 20,254 22,595 25,659 33,582
Shareholders Equity 3/31/2024 12/31/2023 9/30/2023 6/30/2023 3/31/2023
Preferred Stock NA NA 0 0 0
Common Stock (Par) 0 0 0 0 0
Capital Surplus 4,453 4,542 4,405 4,315 4,555
Retained Earnings 8,949 9,253 9,091 9,135 9,504
Other Equity 235 240 205 404 590
Treasury Stock 782 797 773 778 822
Total Shareholder's Equity 12,856 13,238 12,928 13,076 13,828
Total Liabilities & Shareholder's Equity 31,842 33,491 35,523 38,735 47,411
Total Common Equity 112,855 113,237 12,928 13,076 13,828
Shares Outstanding 573.16 573.16 573.10 573.10 573.00
Book Value Per Share 196.90 197.57 22.56 22.82 24.13