Held by
0
portfolios on TandT
Bookmarked by
0
users
Avg position size
—
of holders' portfolios
13F filers
1
institution
Market cap
$1.1B
867M shares
52-week range
$1.20 – $4.57
4% from low
Exchange
NYSE
ADRC
Click rows below (any statement) to add/remove series. Selection stays as you switch tabs.
| 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2025 | |
|---|---|---|---|---|---|---|---|---|
| Revenue | $32.34B | $40.63B | $43.77B | $50.99B | $65.01B | $69.03B | $41.68B | $28.13B |
| Cost of revenue | $11.33B | $6.38B | $4.86B | $9.21B | $16.78B | $13.61B | $12.69B | $7.05B |
| Gross profit | $21.02B | $34.25B | $38.91B | $41.79B | $48.24B | $55.42B | $28.99B | $21.08B |
| Gross margin | 65.0% | 84.3% | 88.9% | 81.9% | 74.2% | 80.3% | 69.5% | 74.9% |
| R&D | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 |
| Operating income | $8.36B | $18.65B | $19.43B | $17.91B | $23.40B | $33.82B | $14.80B | −$438.8M |
| EBITDA | $9.23B | $19.60B | $20.25B | $18.77B | $24.22B | $34.59B | $0 | $658.8M |
| Net income | $5.97B | $13.62B | $13.33B | $12.35B | $16.80B | $8.70B | $886.9M | −$2.04B |
| Net margin | 18.4% | 33.5% | 30.5% | 24.2% | 25.8% | 12.6% | 2.1% | -7.3% |
| EPS (diluted) | 22.42 | 50.60 | 49.08 | 44.40 | 53.52 | 30.32 | 3.08 | -4.76 |
Annual figures · source: Financial Modeling Prep
| Year | Est. revenue | Est. EPS | EPS range | # Analysts |
|---|---|---|---|---|
| 2026 | $26.4B | $-0.07 | $-0.07–$-0.07 | 1 |
| 2027 | $28.1B | $1.82 | $1.77–$1.87 | 1 |
| 2028 | $30.5B | $2.93 | $2.85–$3.02 | 1 |
Forward consensus · source: Financial Modeling Prep
Lufax Holding Ltd is an investment holding company, together with its consolidated subsidiaries, engaged in core retail credit and enablement business to both borrowers and institutions in the People's Republic of China. The group's segments are Lending-related business, which provides Retail credit and enablement, consumer finance loans, and Digital banking business, including Retail banking and SME banking.
www.lu.comNo one on the platform currently holds LU.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2025-09-30 | 1,347,319 | $5.5M |
| Ex-date | Per share | Pay date |
|---|---|---|
| 2024-06-04 | $2.3700 | 2024-08-06 |
| 2023-10-11 | $0.0390 | 2023-10-30 |
| Execution date | Ratio |
|---|---|
| 2023-12-15 | 1-for-4reverse |
No one on the platform has traded LU yet.
| $1.0B |
| — |
| JCAPJefferson Capital, Inc. Common Stock | $19.50 | +1.93% | $1.1B | — |
| MHLAMaiden Holdings, Ltd. 6.625 NT 2046 | $10.85 | +2.36% | $940M | — |
Source: Financial Modeling Prep · peers by sector/industry
No recent Form 4 filings on EDGAR — either no insider transactions reported recently or this isn't a SEC-registered issuer.
$CMCSA $CHTR Locking in a few more right here and will roll some of those profits into $LU today. I did not end up nailing the exact bottom but good enough. Congrats to those long and crazy the market let either of these get so low.
View on StockTwits ↗$IRDM I am sitting on my decent 18.50 position as posted. I finally pull the trigger and sold most premarket at $53. Tough to sit this long. Between this one, $CHTR and $$CMCSA it is already a great trading day. Will roll some profits into $LU today and just waiting on this to hit next. The market cannot ignore $11 billion in net assets and cash vs $1 billion market cap forever. Congrats to those long.
View on StockTwits ↗$CMCSA I am still sitting on the large position from 23.10 as posted and currently my 6th largest position so very nice way to wake up along with CHTR. Locking in 60% right now at 28.50 on the test of the MA. Stops in place and congrats to those long and easy play. $LU is still my largest play and next given 11 billion in tangible assets vs 1 billion MC and lots of catalysts coming plus a buyout. Going to be a good day.
View on StockTwits ↗$CHTR Sweet. Still sitting on the large position from 131 as posted and currently my 4th largest position so very nice way to wake up. Locking in 50% right now at 160 on the test of the MA. Other half wants the 200s! Stops in place and congrats to those long and easy play. $LU is still my largest play and next given 11 billion in tangible assets vs 1 billion MC and lots of catalysts coming plus a buyout. Bring it on!
View on StockTwits ↗$LU I'm going to call Vanguard to place a phone trade for 1 share on Monday. Time to move the market
View on StockTwits ↗$LU Don't think the AGM would do shit to the stock price, if they'd want, they'd do that already. It's not like they gonna host a call or something on the AGM.
View on StockTwits ↗$LU The last three trading days of June through the first nine trading days of July have historically been one of the strongest 12-day windows in the market. During this period, we have the potential for several market-moving catalysts for LU: 1) At the AGM on June 30, we could get positive announcements from the new CEO on anything from the rapid growth of Ping An Digital Bank to future dividends and buybacks. 2) Ping An is likely to announce its plans for the $900 million convertible bond. If they decide to convert at $4.64, that would be a massive show of goodwill and should trigger a major run. 3) The restart of Hong Kong trading could be announced any day. LU has done everything necessary and more. 4) 1st quarter results could be released. Since they are still front-running loan provisions, I am not expecting anything huge, but showing credit risk has come down, similar to what other fintech players have announced, could be a major market mover. 5) Analyst upgrades given the above.
View on StockTwits ↗$LU I added another 25K shares and now avg. in the 1.50s. People keep comparing LU to QFIN, FINV, YRD, etc., but the key difference keeps getting missed: LU is the only one with a consumer finance license. That license makes Ping An Consumer Finance a regulated non-bank financial institution under China’s national financial regulator. LU also has a Hong Kong banking license through PAObank. Those two licenses that qualify as “licensed financial institutions” able to access the interbank CAS scheme. This matters because the interbank CAS channel is the cheapest securitization route in China. QFIN issues roughly $1 billion of ABS per quarter and highlights how much it lowers funding costs, but QFIN cannot access CAS and pays 1–2% more than LU. That spread is the whole point. It gives LU a structural funding cost advantage over every other player in the sector and why they will dominant in 2027. LU only recently secured the license and just started in the CAS.
View on StockTwits ↗$LU Anyone else find this volume completely puzzling? I added 20K shares this morning between $1.23 and $1.26 as part of my regular routine (plan to add more today). One hour into trading, total volume was only 58K shares, meaning my trades made up roughly one-third of the entire volume. Honestly, WTF? This is a company with roughly $11 billion in tangible assets, trading at about 10% of that value, heading into the AGM, with a potential Ping An conversion on the horizon and Hong Kong trading news expected any day plus the CEO about to put on a positive spin. Yet there is basically no volume at all.
View on StockTwits ↗@JohnTill @potty1313 So sounds like $LU’s golden years will be 2027-2029 and beyond, unless they get scooped up cheap by Ping. I wonder what earnings will be in those out years.
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.
Trading at 0.2× earnings vs its 0.6× historical median P/E.
Fair value ≈ $3.22 · price $1.34 today
Fair-value line = the stock's median historical P/E × earnings. Price below the orange line = cheap vs its own history; above = expensive. Not investment advice.