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).
FDS
FactSet Research Systems Inc.
$221.29Financial Services
LU
Lufax Holding Ltd
$1.25Financial Services
Total return — FDS vs LU
growth of $100 · last 6yFDS -28.7%LU -97.6%FDS compounded faster
Log scale — wide-divergence pair
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 2It depends on what you're optimizing for:
GrowthFDS(faster 5Y revenue CAGR)
QualityFDS(higher ROIC)
Metrics side by side
Valuation
| Metric | FDS | LU |
|---|---|---|
| P/E ratio | 14.22 | — |
| Forward P/E | 11.45 | — |
| P/S ratio | 3.42 | 0.08● |
| P/B ratio | 3.85 | 0.05● |
| PEG ratio | 2.05 | — |
Profitability
| Metric | FDS | LU |
|---|---|---|
| Gross margin | 51.94%● | 41.96% |
| Operating margin | 31.17%● | -4.31% |
| Net margin | 24.48%● | -10.59% |
| ROE | 27.61%● | -4.14% |
| ROIC | 16.24%● | -0.21% |
Dividends
| Metric | FDS | LU |
|---|---|---|
| Dividend yield | 2.02% | — |
| Payout ratio | 28.34% | — |
Growth (annualized)
| Metric | FDS | LU |
|---|---|---|
| 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.
Go deeper
Dig into the metrics
FactSet Research Systems P/E ratioLufax P/E ratioFactSet Research Systems dividend yieldLufax dividend yieldFactSet Research Systems ROELufax ROEFactSet Research Systems operating marginLufax operating marginFactSet Research Systems revenue growthLufax revenue growthFactSet Research Systems free cash flowLufax free cash flow
FactSet Research Systems & 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 21, 2026.