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Equibles

LU · Lufax Holding Ltd

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$0.94 -0.04 (-4.18%)
Rebalance outlook locked
Market Cap
$849.62M
Shares
866.69M
Volume · Oct 12 661.2K Avg daily vol (3M) 1.2M

Price & Indicators

Drag to pan · scroll to zoom
Indicators
Price
Panels
Event markers
20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$0.98 Open$0.95 Day$0.95–1.00 52W close$0.95–3.93 Avg vol 30d1.7M Short int5.3M · 0.6% float · 2.5d Short vol67% Last earningsAug 18, 2026 DataOct 2020–Oct 2026

Up next

Next earnings call
Nov 19, 2026 Est · unconfirmed · in 5 wks
Q2 2026 earnings call transcript
call held Aug 18, 2026

Metrics snapshot

Useful current figures from the complete screener profile.

Revenue (TTM)
—
Trailing 12 months
Net income (TTM)
—
Trailing 12 months
Revenue growth YoY
—
Year over year
Operating margin
—
Trailing 12 months
P / E (TTM)
—
Trailing earnings
FCF yield
—
TTM · current market cap
Return on invested capital
—
Trailing 12 months
Net cash
—
Latest balance sheet
Dividend yield
—
Trailing 12 months
Shares change YoY
—
Year over year · more shares
Price change (1Y)
-75.1%
Trailing year
Short interest
0.6%
Latest settlement · 2.5 days to cover
View all 115 metrics

Equibles Rating

blended score · not investment advice
Overall
Strong Sell
SellHoldBuy
Technical Strong Sell Momentum Very Weak Sentiment Bearish Fundamentals Limited Quant / Vol Very High
Market backdrop VIX 14.8 · calm Equity put/call 0.56
Technical
price trend
Strong Sell
50 / 200-day cross No cross
Price vs 200-day avg −47%
below
Price vs 50-day avg −24%
below
RSI (14) 33
neutral
MACD trend Negative
52-week position 1%
near low
Volume (OBV) Confirms
volume backs price
Momentum
relative strength
Very Weak
1-month return −19%
trailing
6-month return −48%
trailing
YTD return −62%
this year
Relative strength −58%
vs S&P · 6-mo
Sentiment
smart money
Bearish
Trend (MA cross) No cross
50d $1 › 200d $2 — 200d above 50d
Institutional flow Distributing
-1% holders QoQ · +16 funds added
Insider flow Flat
No net insider activity over 90 days
Short interest Rising
0.61% of float · ▲ +2.4% MoM · 2.5 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr low
75 holders — near 3-yr low, contrarian setup
Squeeze score 34
low risk · 0–100
Fundamentals
Limited
Not enough data for a confident read.
Quant / Vol
risk profile
Very High
Volatility 56%
annualized · 1-yr
Max drawdown −76%
past year
ATR 7.2%
of price · 14-day

Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

Guidance & track record

Latest guidance · from the Earnings Call filed Mar 31, 2021
by the end of June or more likely in July
Credit risk-bearing portion at least 20%
within this year
Take rate 10%

Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.

Technicals

trend & momentum for long-term holders Strong Sell
4 · 3 · 0
50 / 200-day cross
No cross Neutral
Price vs 200-day avg
−47% Bearish
Price vs 50-day avg
−24% Bearish
RSI (14)
33 Neutral
MACD trend
Negative Bearish
52-week position
1% Bearish
Volume (OBV)
Confirms Neutral
Market signals — smart money & positioning
Bearish · 2 of 6
Trend (MA cross) No cross
50d $1 › 200d $2 — 200d above 50d
Institutional flow Distributing
-1% holders QoQ · +16 funds added
Insider flow Flat
No net insider activity over 90 days
Short interest Rising
0.61% of float · ▲ +2.4% MoM · 2.5 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr low
75 holders — near 3-yr low, contrarian setup
Price context
position in its 52-week range
Range low $1 Now $1 · 1% Range high $4
vs 200-day avg -47% vs 50-day avg -24%

Illustrative technical + ownership context — a signal mix, not investment advice.

Versus peers

Credit Services — same industry group
Open screener →
Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
LU
Lufax Holding Ltd
this stock
$849.62M -61.7% — — 0.6%
V
Visa Inc.
 $687.81B +9.9% -4.9% — 1.2%
MA
Mastercard Inc
 $516.09B +3.2% +16.4% 32.4 0.7%
AXP
American Express Co
 $211.32B -16.7% +13.4% 19.0 1.6%
COF
Capital One Financial Corp
 $122.24B -17.8% +36.6% 12.0 1.5%

Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

At a glance

key data from every section
Ownership
Institutional Holders Reducing
Holders
75
% held
8.2%
Net QoQ
-9.9M sh
Top holder
Alpine Investment Managem…
Held Float
View
Held by Funds
Fund positions
33
View
Short & Settlement
Short Interest Rising
Shares short
5.3M
Days to cover
2.5d
Change
+123.5K sh
View
Short Volume
Short vol %
67%
As of
Oct 9, 2026
Short Total
View
Fails to Deliver
FTD shares
7.2K
Value
$8.7K
As of
Sep 11, 2026
View
Off-Exchange
Off-exchange %
55.3%
Week of
Sep 7, 2026
Off-exch Lit
View
Filings
SEC Filings
Latest
6-K
Filed
Oct 8, 2026
This year
40
View
Proposed Sales
Value
$46.0M
Shares
17.7M
Filed
Dec 17, 2024
View
Earnings & Events
Webcasts
Last webcast
Aug 19, 2026
View

Performance

5D 20D 120D MTD YTD
LU -3.9% -19.0% -48.4% -19.0% -61.7%
SPY +1.2% +1.9% +9.9% +2.1% +14.2%
vs SPY -5.1% -20.9% -58.3% -21.1% -75.9%
Key facts CIK 1816007 CUSIP 54975P201 13F (30d) 1 filings 1 filers Visit website Investor relations