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.
FT
Franklin Universal Trust
$7.82Financial ServicesAt close: Aug 21, 2026, 4:00 PM ET
LU
Lufax Holding Ltd
$1.39Financial ServicesAt close: Aug 21, 2026, 4:00 PM ET
Total return — FT vs LU
growth of $100 · dividends reinvested · last 6yFT +70.4% (+9.3%/yr)LU -92.9% (-35.6%/yr)FT compounded faster over this window
Log scale — wide-divergence pair
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
| Metric | FT | LU |
|---|---|---|
| P/E ratio | 2.92 | N/A |
| P/S ratio | 5.26 | 0.16 |
| P/B ratio | 0.86 | 0.05 |
Profitability
| Metric | FT | LU |
|---|---|---|
| Gross margin | 87.35% | 74.93% |
| Operating margin | 119.92% | -4.31% |
| Net margin | 100.92% | -10.59% |
| ROE | 9.04% | -4.14% |
Dividends
| Metric | FT | LU |
|---|---|---|
| Dividend yield | 5.98% | N/A |
| Payout ratio | 61.51% | N/A |
Growth (annualized)
| Metric | FT | LU |
|---|---|---|
| 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.
Go deeper
Dig into the metrics
Franklin Universal P/E ratioFranklin Universal dividend yieldFranklin Universal ROELufax ROEFranklin Universal operating marginLufax operating marginFranklin Universal revenue growthLufax revenue growth
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 August 23, 2026.