Franklin Universal Trust (FT) vs Lufax Holding Ltd (LU)

FT leads on 8 of 10 compared metrics.

A side-by-side comparison of Franklin Universal Trust and Lufax Holding Ltd across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of June 25, 2026. The ● marks the stronger figure on each row (cheaper multiple, higher margin/return).

Compare

Total return — FT vs LU

growth of $100 · last 6y
FT +18.1%LU -97.5%FT compounded faster
Log scale — wide-divergence pair
1101001kStart $100202120222023202420252026$118$2
FT LU

FT vs LU: by the numbers

  • LU is the larger company ($532M vs $201M market cap).
  • FT is profitable (179.50% net margin) while LU runs a net loss (-10.59%).
  • FT grew revenue faster over the past five years (3.92% vs -6.44% CAGR).
  • FT pays a dividend (6.38% yield) while LU does not currently pay one.

Which is better, FT or LU?

Metric tally: FT 8 · LU 2

It depends on what you're optimizing for:

GrowthFT(faster 5Y revenue CAGR)
QualityFT(higher ROIC)

Metrics side by side

Valuation

MetricFTLU
P/E ratio2.98
P/S ratio5.370.08
P/B ratio0.880.05

Profitability

MetricFTLU
Gross margin86.88%41.96%
Operating margin198.87%-4.31%
Net margin179.50%-10.59%
ROE29.45%-4.14%
ROIC8.38%-0.21%

Dividends

MetricFTLU
Dividend yield6.38%
Payout ratio67.11%

Growth (annualized)

MetricFTLU
Revenue CAGR (5Y)3.92%-6.44%
EPS CAGR (5Y)-3.82%-43.16%
Total return CAGR (5Y)7.02%-41.52%

Frequently asked

Which is better, FT or LU?
It depends on your goal. growth: FT (faster 5Y revenue CAGR); quality: FT (higher ROIC). Across all compared metrics, FT leads 8 to 2.
Which has grown faster, FT or LU?
Over the past five years, FT grew revenue faster — FT at a 3.92% CAGR versus LU at -6.44%.
Does FT or LU pay a bigger dividend?
FT pays a dividend (6.38% yield) while LU does not currently pay one.
Is FT or LU more profitable?
FT runs the higher net margin — FT at 179.50% versus LU at -10.59%.
Which has been the better investment, FT or LU?
Over the past 5-year, FT delivered the higher annualized total return — FT at 8.35% versus LU at -41.52%. 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 25, 2026.