BlackRock Floating Rate Income Trust (BGT) vs Lufax Holding Ltd (LU)

BGT leads on 8 of 10 compared metrics.

A side-by-side comparison of BlackRock Floating Rate Income Trust and Lufax Holding Ltd across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of June 20, 2026. The ● marks the stronger figure on each row (cheaper multiple, higher margin/return).

Compare

Total return — BGT vs LU

growth of $100 · last 6y
BGT -4.1%LU -97.6%BGT compounded faster
Log scale — wide-divergence pair
1101001kStart $100202120222023202420252026$96$2
BGT LU

BGT vs LU: by the numbers

  • LU is the larger company ($524M vs $318M market cap).
  • BGT is profitable (71.60% net margin) while LU runs a net loss (-10.59%).
  • BGT grew revenue faster over the past five years (9.30% vs -6.44% CAGR).
  • BGT pays a dividend (13.54% yield) while LU does not currently pay one.

Which is better, BGT or LU?

Metric tally: BGT 8 · LU 2

It depends on what you're optimizing for:

GrowthBGT(faster 5Y revenue CAGR)
QualityBGT(higher ROIC)

Metrics side by side

Valuation

MetricBGTLU
P/E ratio9.78
P/S ratio7.450.08
P/B ratio0.810.05
PEG ratio0.22

Profitability

MetricBGTLU
Gross margin96.00%41.96%
Operating margin87.84%-4.31%
Net margin71.60%-10.59%
ROE7.75%-4.14%
ROIC4.57%-0.21%

Dividends

MetricBGTLU
Dividend yield13.54%
Payout ratio197.72%

Growth (annualized)

MetricBGTLU
Revenue CAGR (5Y)9.30%-6.44%
EPS CAGR (5Y)43.50%-43.16%
Total return CAGR (5Y)6.61%-41.96%

Frequently asked

Which is better, BGT or LU?
It depends on your goal. growth: BGT (faster 5Y revenue CAGR); quality: BGT (higher ROIC). Across all compared metrics, BGT leads 8 to 2.
Which has grown faster, BGT or LU?
Over the past five years, BGT grew revenue faster — BGT at a 9.30% CAGR versus LU at -6.44%.
Does BGT or LU pay a bigger dividend?
BGT pays a dividend (13.54% yield) while LU does not currently pay one.
Is BGT or LU more profitable?
BGT runs the higher net margin — BGT at 71.60% versus LU at -10.59%.
Which has been the better investment, BGT or LU?
Over the past 5-year, BGT delivered the higher annualized total return — BGT at 6.43% versus LU at -41.96%. 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 20, 2026.