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

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 August 4, 2026. Differences are shown without an overall score or investment verdict.

Compare

Total returnBGT vs LU

growth of $100 · dividends reinvested · last 6y
BGT +69.4%LU -92.2%BGT compounded faster
Log scale — wide-divergence pair
1101001kStart $100202120222023202420252026$169$8
BGT LU

BGT vs LU: by the numbers

  • LU is the larger company ($641M vs $323M market cap).
  • BGT is profitable (71.60% net margin) while LU runs a net loss (-11.38%).
  • BGT grew revenue faster over the past five years (9.30% vs -12.94% CAGR).
  • BGT pays a dividend (13.38% yield), while LU is a former payer with no current dividend run rate.

Metrics side by side

Valuation

MetricBGTLU
P/E ratio9.90N/A
P/S ratio7.540.18
P/B ratio0.820.06
PEG ratio0.23N/A

Profitability

MetricBGTLU
Gross margin84.12%74.93%
Operating margin87.84%0.57%
Net margin71.60%-11.38%
ROE7.75%-3.70%
ROIC4.57%-0.21%

Dividends

MetricBGTLU
Dividend yield13.38%N/A
Payout ratio197.72%N/A

Growth (annualized)

MetricBGTLU
Revenue CAGR (5Y)9.30%-12.94%
EPS CAGR (5Y)43.50%-43.16%
Total return CAGR (5Y)6.70%-32.84%

Frequently asked

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 -12.94%.
Does BGT or LU pay a bigger dividend?
BGT pays a dividend (13.38% yield), while LU is a former payer with no current dividend run rate.
Is BGT or LU more profitable?
BGT runs the higher net margin — BGT at 71.60% versus LU at -11.38%.
How have BGT and LU total returns compared?
Over the past 5 years, BGT delivered 6.44% and LU delivered -32.84% 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 August 4, 2026.