Axos Financial, Inc. (AX) vs Lufax Holding Ltd (LU)

AX leads on 8 of 10 compared metrics.

A side-by-side comparison of Axos Financial, Inc. and Lufax Holding Ltd across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of June 26, 2026. The ● marks the stronger figure on each row (cheaper multiple, higher margin/return).

Compare

Total return — AX vs LU

growth of $100 · last 6y
AX +249.7%LU -97.6%AX compounded faster
Log scale — wide-divergence pair
1101001kStart $100202120222023202420252026$350$2
AX LU

AX vs LU: by the numbers

  • AX is the larger company ($5.42B vs $516M market cap).
  • AX is profitable (22.67% net margin) while LU runs a net loss (-10.59%).
  • AX grew revenue faster over the past five years (24.16% vs -6.44% CAGR).

Which is better, AX or LU?

Metric tally: AX 8 · LU 2

It depends on what you're optimizing for:

GrowthAX(faster 5Y revenue CAGR)
QualityAX(higher ROIC)

Metrics side by side

Valuation

MetricAXLU
P/E ratio11.58
Forward P/E11.23
P/S ratio2.620.08
P/B ratio1.800.05
PEG ratio0.57

Profitability

MetricAXLU
Gross margin62.42%41.96%
Operating margin30.78%-4.31%
Net margin22.67%-10.59%
ROE15.53%-4.14%
ROIC12.02%-0.21%

Growth (annualized)

MetricAXLU
Revenue CAGR (5Y)24.16%-6.44%
EPS CAGR (5Y)20.39%-43.16%
Total return CAGR (5Y)15.04%-41.90%

Frequently asked

Which is better, AX or LU?
It depends on your goal. growth: AX (faster 5Y revenue CAGR); quality: AX (higher ROIC). Across all compared metrics, AX leads 8 to 2.
Which has grown faster, AX or LU?
Over the past five years, AX grew revenue faster — AX at a 24.16% CAGR versus LU at -6.44%.
Is AX or LU more profitable?
AX runs the higher net margin — AX at 22.67% versus LU at -10.59%.
Which has been the better investment, AX or LU?
Over the past 5-year, AX delivered the higher annualized total return — AX at 19.23% versus LU at -41.90%. 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 June 26, 2026.