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).
FT
Franklin Universal Trust
$7.99Financial Services
LU
Lufax Holding Ltd
$1.27Financial Services
Total return — FT vs LU
growth of $100 · last 6yFT +18.1%LU -97.5%FT compounded faster
Log scale — wide-divergence pair
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 2It depends on what you're optimizing for:
GrowthFT(faster 5Y revenue CAGR)
QualityFT(higher ROIC)
Metrics side by side
Valuation
| Metric | FT | LU |
|---|---|---|
| P/E ratio | 2.98 | — |
| P/S ratio | 5.37 | 0.08● |
| P/B ratio | 0.88 | 0.05● |
Profitability
| Metric | FT | LU |
|---|---|---|
| Gross margin | 86.88%● | 41.96% |
| Operating margin | 198.87%● | -4.31% |
| Net margin | 179.50%● | -10.59% |
| ROE | 29.45%● | -4.14% |
| ROIC | 8.38%● | -0.21% |
Dividends
| Metric | FT | LU |
|---|---|---|
| Dividend yield | 6.38% | — |
| Payout ratio | 67.11% | — |
Growth (annualized)
| Metric | FT | LU |
|---|---|---|
| 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.
Go deeper
Dig into the metrics
Franklin Universal P/E ratioLufax P/E ratioFranklin Universal dividend yieldLufax dividend yieldFranklin Universal ROELufax ROEFranklin Universal operating marginLufax operating marginFranklin Universal revenue growthLufax revenue growthFranklin Universal free cash flowLufax free cash flow
Franklin Universal & 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 25, 2026.