FactSet Research Systems Inc. (FDS) vs Lufax Holding Ltd (LU)

FDS leads on 8 of 10 compared metrics.

A side-by-side comparison of FactSet Research Systems Inc. and Lufax Holding Ltd across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of June 21, 2026. The ● marks the stronger figure on each row (cheaper multiple, higher margin/return).

Compare

Total return — FDS vs LU

growth of $100 · last 6y
FDS -28.7%LU -97.6%FDS compounded faster
Log scale — wide-divergence pair
1101001kStart $100202120222023202420252026$71$2
FDS LU

FDS vs LU: by the numbers

  • FDS is the larger company ($8.06B vs $524M market cap).
  • FDS is profitable (24.48% net margin) while LU runs a net loss (-10.59%).
  • FDS grew revenue faster over the past five years (9.32% vs -6.44% CAGR).
  • FDS pays a dividend (2.02% yield) while LU does not currently pay one.

Which is better, FDS or LU?

Metric tally: FDS 8 · LU 2

It depends on what you're optimizing for:

GrowthFDS(faster 5Y revenue CAGR)
QualityFDS(higher ROIC)

Metrics side by side

Valuation

MetricFDSLU
P/E ratio14.22
Forward P/E11.45
P/S ratio3.420.08
P/B ratio3.850.05
PEG ratio2.05

Profitability

MetricFDSLU
Gross margin51.94%41.96%
Operating margin31.17%-4.31%
Net margin24.48%-10.59%
ROE27.61%-4.14%
ROIC16.24%-0.21%

Dividends

MetricFDSLU
Dividend yield2.02%
Payout ratio28.34%

Growth (annualized)

MetricFDSLU
Revenue CAGR (5Y)9.32%-6.44%
EPS CAGR (5Y)9.87%-43.16%
Total return CAGR (5Y)-6.45%-41.96%

Frequently asked

Which is better, FDS or LU?
It depends on your goal. growth: FDS (faster 5Y revenue CAGR); quality: FDS (higher ROIC). Across all compared metrics, FDS leads 8 to 2.
Which has grown faster, FDS or LU?
Over the past five years, FDS grew revenue faster — FDS at a 9.32% CAGR versus LU at -6.44%.
Does FDS or LU pay a bigger dividend?
FDS pays a dividend (2.02% yield) while LU does not currently pay one.
Is FDS or LU more profitable?
FDS runs the higher net margin — FDS at 24.48% versus LU at -10.59%.
Which has been the better investment, FDS or LU?
Over the past 5-year, FDS delivered the higher annualized total return — FDS at 4.69% 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 21, 2026.