Franklin Resources, Inc. (BEN) vs Lufax Holding Ltd (LU)

BEN leads on 9 of 13 compared metrics.

A side-by-side comparison of Franklin Resources, Inc. and Lufax Holding Ltd across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of June 13, 2026. The ● marks the stronger figure on each row (cheaper multiple, higher margin/return).

Total return — BEN vs LU

growth of $100 · last 6y
BEN +71.4%LU -97.4%BEN compounded faster
Log scale — wide-divergence pair
1101001kStart $100202120222023202420252026$171$3
BEN LU

BEN vs LU: by the numbers

  • BEN is the larger company ($16.70B vs $558M market cap).
  • BEN is profitable (8.99% net margin) while LU runs a net loss (-10.59%).
  • BEN grew revenue faster over the past five years (5.65% vs -6.44% CAGR).
  • BEN pays a dividend (4.05% yield) while LU does not currently pay one.

Which is better, BEN or LU?

Metric tally: BEN 9 · LU 4

It depends on what you're optimizing for:

GrowthBEN(faster 5Y revenue CAGR)
QualityBEN(higher ROIC)

Valuation

MetricBENLU
P/E ratio23.98
Forward P/E11.73
P/S ratio1.840.09
P/B ratio1.370.05
PEG ratio3.21
EV / EBITDA16.1172.98
FCF yield5.58%312.50%

Profitability

MetricBENLU
Gross margin73.80%41.96%
Operating margin9.34%-4.31%
Net margin8.99%-10.59%
ROE6.70%-4.14%
ROIC1.38%-0.21%

Dividends

MetricBENLU
Dividend yield4.05%
Payout ratio142.86%

Growth (annualized)

MetricBENLU
Revenue CAGR (5Y)5.65%-6.44%
EPS CAGR (5Y)-10.56%-43.16%
FCF CAGR (5Y)-8.27%24.09%
Total return CAGR (5Y)3.38%-40.92%

Frequently asked

Which is better, BEN or LU?
It depends on your goal. growth: BEN (faster 5Y revenue CAGR); quality: BEN (higher ROIC). Across all compared metrics, BEN leads 9 to 4.
Which has grown faster, BEN or LU?
Over the past five years, BEN grew revenue faster — BEN at a 5.65% CAGR versus LU at -6.44%.
Does BEN or LU pay a bigger dividend?
BEN pays a dividend (4.05% yield) while LU does not currently pay one.
Is BEN or LU more profitable?
BEN runs the higher net margin — BEN at 8.99% versus LU at -10.59%.
Which has been the better investment, BEN or LU?
Over the past 5-year, BEN delivered the higher annualized total return — BEN at 3.57% versus LU at -40.92%. 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 13, 2026.