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).
BGT
BlackRock Floating Rate Income Trust
$10.66Financial Services
LU
Lufax Holding Ltd
$1.25Financial Services
Total return — BGT vs LU
growth of $100 · last 6yBGT -4.1%LU -97.6%BGT compounded faster
Log scale — wide-divergence pair
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 2It depends on what you're optimizing for:
GrowthBGT(faster 5Y revenue CAGR)
QualityBGT(higher ROIC)
Metrics side by side
Valuation
| Metric | BGT | LU |
|---|---|---|
| P/E ratio | 9.78 | — |
| P/S ratio | 7.45 | 0.08● |
| P/B ratio | 0.81 | 0.05● |
| PEG ratio | 0.22 | — |
Profitability
| Metric | BGT | LU |
|---|---|---|
| Gross margin | 96.00%● | 41.96% |
| Operating margin | 87.84%● | -4.31% |
| Net margin | 71.60%● | -10.59% |
| ROE | 7.75%● | -4.14% |
| ROIC | 4.57%● | -0.21% |
Dividends
| Metric | BGT | LU |
|---|---|---|
| Dividend yield | 13.54% | — |
| Payout ratio | 197.72% | — |
Growth (annualized)
| Metric | BGT | LU |
|---|---|---|
| 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.
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 June 20, 2026.