Lufax Holding Ltd (LU) vs Nuveen California Quality Municipal Income Fund (NAC)

A side-by-side comparison of Lufax Holding Ltd and Nuveen California Quality Municipal Income Fund across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of October 2, 2026. Differences are shown without an overall score or investment verdict.

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Total return — LU vs NAC

growth of $100 · dividends reinvested · last 6y
LU -93.9% (-37.2%/yr)NAC -1.1% (-0.2%/yr)NAC compounded faster over this window
Log scale — wide-divergence pair
1101001kStart $100202120222023202420252026$6$99
LU NAC

LU vs NAC: by the numbers

  • •NAC is the larger company ($1.60B vs $884M market cap).
  • •Both run net losses; LU's is the smaller (-7.83% vs -95.59% net margin).
  • •Both shrank revenue over the past five years; NAC's decline was smaller (-3.62% vs -13.35% CAGR).
  • •NAC pays a dividend (8.42% yield), while LU is a former payer with no current dividend run rate.

Metrics side by side

Valuation

MetricLUNAC
P/S ratio0.22N/A
P/B ratio0.08N/A

Profitability

MetricLUNAC
Gross margin74.93%86.22%
Operating margin1.13%-56.74%
Net margin-7.83%-95.59%
ROE-2.75%-7.34%

Dividends

MetricLUNAC
Dividend yieldN/A8.42%

Growth (annualized)

MetricLUNAC
Revenue CAGR (5Y)-13.35%-3.62%
Total return CAGR (5Y)-35.63%-2.38%

Frequently asked

Which has grown faster, LU or NAC?
Neither grew: over the past five years both shrank revenue, with NAC's decline the smaller — LU at a -13.35% CAGR versus NAC at -3.62%.
Does LU or NAC pay a bigger dividend?
NAC pays a dividend (8.42% yield), while LU is a former payer with no current dividend run rate.
How have LU and NAC total returns compared?
Over the past 5 years, LU delivered -35.63% and NAC delivered -2.38% 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 October 2, 2026.