Alexandria Real Estate Equities, Inc. (ARE) vs Lufax Holding Ltd (LU)

A side-by-side comparison of Alexandria Real Estate Equities, Inc. and Lufax Holding Ltd across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of September 10, 2026. Differences are shown without an overall score or investment verdict.

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Different business models: ARE is classified in Real Estate; LU is classified in Financial Services. Margin, capital intensity, and valuation differences should be interpreted in that sector context.

Total returnARE vs LU

growth of $100 · dividends reinvested · last 6y
ARE -58.4% (-13.6%/yr)LU -93.8% (-37.1%/yr)ARE compounded faster over this window
Log scale — wide-divergence pair
1101001kStart $100202120222023202420252026$42$6
ARE LU

ARE vs LU: by the numbers

  • ARE is the larger company ($8.91B vs $1.05B market cap).
  • Both run net losses; LU's is the smaller (-7.83% vs -30.57% net margin).
  • ARE grew revenue faster over the past five years (8.23% vs -13.35% CAGR).
  • ARE pays a dividend (7.02% yield), while LU is a former payer with no current dividend run rate.

Metrics side by side

Valuation

MetricARELU
Forward P/E33.73N/A
P/S ratio3.010.26
P/B ratio0.570.09
FCF yield9.83%N/A

For REITs like Alexandria Real Estate Equities, Inc., GAAP P/E is distorted: heavy non-cash property depreciation depresses reported earnings and overstates the multiple. Real-estate companies are valued on funds from operations (FFO / AFFO) and price-to-FFO — see the Funds From Operations section. The P/E is shown for reference only.

Profitability

MetricARELU
Gross margin69.46%74.93%
Operating margin-45.72%1.13%
Net margin-30.57%-7.83%
ROE-5.81%-2.75%
ROIC-4.23%N/A

Dividends

MetricARELU
Dividend yield7.02%N/A

Alexandria Real Estate Equities, Inc.'s payout ratio is measured against GAAP earnings, which non-cash depreciation depresses for REITs — the dividend is conventionally assessed against funds from operations (FFO / AFFO) instead, so the GAAP figure overstates the payout burden.

Growth (annualized)

MetricARELU
Revenue CAGR (5Y)8.23%-13.35%
EPS CAGR (5Y)N/A-43.16%
FCF CAGR (5Y)9.89%N/A
Total return CAGR (5Y)-20.91%-37.01%

Frequently asked

Which has grown faster, ARE or LU?
Over the past five years, ARE grew revenue faster — ARE at a 8.23% CAGR versus LU at -13.35%.
Does ARE or LU pay a bigger dividend?
ARE pays a dividend (7.02% yield), while LU is a former payer with no current dividend run rate.
How have ARE and LU total returns compared?
Over the past 5 years, ARE delivered -20.91% and LU delivered -37.01% annualized total return. Past performance doesn't predict future results.

Figures are sourced from reported fundamentals and the latest end-of-day price. This comparison is informational only and is not investment advice. Past performance does not predict future results. See our methodology. Compiled by TGMCharts Research · data verified September 10, 2026.