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

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 August 23, 2026. Differences are shown without an overall score or investment verdict.

Compare

Total returnFT vs LU

growth of $100 · dividends reinvested · last 6y
FT +70.4% (+9.3%/yr)LU -92.9% (-35.6%/yr)FT compounded faster over this window
Log scale — wide-divergence pair
1101001kStart $100202120222023202420252026$170$7
FT LU

FT vs LU: by the numbers

  • LU is the larger company ($1.20B vs $197M market cap).
  • FT is profitable (100.92% net margin) while LU runs a net loss (-10.59%).
  • FT grew revenue faster over the past five years (0.42% vs -12.44% CAGR).
  • FT pays a dividend (5.98% yield), while LU is a former payer with no current dividend run rate.

Metrics side by side

Valuation

MetricFTLU
P/E ratio2.92N/A
P/S ratio5.260.16
P/B ratio0.860.05

Profitability

MetricFTLU
Gross margin87.35%74.93%
Operating margin119.92%-4.31%
Net margin100.92%-10.59%
ROE9.04%-4.14%

Dividends

MetricFTLU
Dividend yield5.98%N/A
Payout ratio61.51%N/A

Growth (annualized)

MetricFTLU
Revenue CAGR (5Y)0.42%-12.44%
EPS CAGR (5Y)N/A-43.16%
Total return CAGR (5Y)5.69%-35.87%

Frequently asked

Which has grown faster, FT or LU?
Over the past five years, FT grew revenue faster — FT at a 0.42% CAGR versus LU at -12.44%.
Does FT or LU pay a bigger dividend?
FT pays a dividend (5.98% yield), while LU is a former payer with no current dividend run rate.
Is FT or LU more profitable?
FT runs the higher net margin — FT at 100.92% versus LU at -10.59%.
How have FT and LU total returns compared?
Over the past 5 years, FT delivered 7.89% and LU delivered -35.87% annualized total return. 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 August 23, 2026.