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).
BEN
Franklin Resources, Inc.
$32.13Financial Services
LU
Lufax Holding Ltd
$1.33Financial Services
Total return — BEN vs LU
growth of $100 · last 6yBEN +71.4%LU -97.4%BEN compounded faster
Log scale — wide-divergence pair
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 4It depends on what you're optimizing for:
GrowthBEN(faster 5Y revenue CAGR)
QualityBEN(higher ROIC)
Valuation
| Metric | BEN | LU |
|---|---|---|
| P/E ratio | 23.98 | — |
| Forward P/E | 11.73 | — |
| P/S ratio | 1.84 | 0.09● |
| P/B ratio | 1.37 | 0.05● |
| PEG ratio | 3.21 | — |
| EV / EBITDA | 16.11● | 72.98 |
| FCF yield | 5.58% | 312.50%● |
Profitability
| Metric | BEN | LU |
|---|---|---|
| Gross margin | 73.80%● | 41.96% |
| Operating margin | 9.34%● | -4.31% |
| Net margin | 8.99%● | -10.59% |
| ROE | 6.70%● | -4.14% |
| ROIC | 1.38%● | -0.21% |
Dividends
| Metric | BEN | LU |
|---|---|---|
| Dividend yield | 4.05% | — |
| Payout ratio | 142.86% | — |
Growth (annualized)
| Metric | BEN | LU |
|---|---|---|
| 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.
Go deeper
Dig into the metrics
Franklin Resources P/E ratioLufax P/E ratioFranklin Resources dividend yieldLufax dividend yieldFranklin Resources ROELufax ROEFranklin Resources operating marginLufax operating marginFranklin Resources revenue growthLufax revenue growthFranklin Resources free cash flowLufax free cash flow
Franklin Resources & Lufax appear in these rankings
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.