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.
BGT
BlackRock Floating Rate Income Trust
$10.82Financial ServicesDelayed quote: Aug 4, 2026, 4:00 PM EDT
LU
Lufax Holding Ltd
$1.53Financial ServicesDelayed quote: Aug 4, 2026, 4:00 PM EDT
Total return — BGT vs LU
growth of $100 · dividends reinvested · last 6yBGT +69.4%LU -92.2%BGT compounded faster
Log scale — wide-divergence pair
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
| Metric | BGT | LU |
|---|---|---|
| P/E ratio | 9.90 | N/A |
| P/S ratio | 7.54 | 0.18 |
| P/B ratio | 0.82 | 0.06 |
| PEG ratio | 0.23 | N/A |
Profitability
| Metric | BGT | LU |
|---|---|---|
| Gross margin | 84.12% | 74.93% |
| Operating margin | 87.84% | 0.57% |
| Net margin | 71.60% | -11.38% |
| ROE | 7.75% | -3.70% |
| ROIC | 4.57% | -0.21% |
Dividends
| Metric | BGT | LU |
|---|---|---|
| Dividend yield | 13.38% | N/A |
| Payout ratio | 197.72% | N/A |
Growth (annualized)
| Metric | BGT | LU |
|---|---|---|
| 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.
Go deeper
Dig into the metrics
BlackRock Floating Rate Income P/E ratioLufax P/E ratioBlackRock Floating Rate Income dividend yieldLufax dividend yieldBlackRock Floating Rate Income ROELufax ROEBlackRock Floating Rate Income operating marginLufax operating marginBlackRock Floating Rate Income revenue growthLufax revenue growthBlackRock Floating Rate Income free cash flowLufax free cash flow
BlackRock Floating Rate Income & 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 August 4, 2026.