Lufax Holding (LU) Return on Assets [ROA] (2020 - 2026)
Lufax Holding (LU) reported Return on Assets [ROA] of -1.29% for Q4 2026, up 0.41 percentage points from -1.70% a year earlier.
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Analysis
Lufax Holding (LU) Return on Assets [ROA] (2020 - 2026) Analysis & Trends
For FY2026, Lufax Holding posted Return on Assets [ROA] of -0.34%.
- Return on Assets [ROA] has a five-year change of -5.88 percentage points (FY2021 to FY2026).
- By year, Return on Assets [ROA] came in at -0.86% in FY2025 (+0.77 pp), -1.63% in FY2024 (-1.97 pp), 0.35% in FY2023 (-2.03 pp) and 2.38% in FY2022 (-3.15 pp).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROA (Qtr) |
|---|---|---|---|---|---|
| 1 | Rocket Companies | 44.05 Bn | 29.73 Bn | - | 0.78% |
| 2 | Orix | 40.96 Bn | 10.18 Bn | 12.74 Bn | 3.64% |
| 3 | Royalty Pharma | 36.72 Bn | 36.63 Bn | - | 6.81% |
| 4 | Affirm Holdings | 23.63 Bn | 17.32 Bn | - | 13.34% |
| 5 | Federal National Mortgage Association Fannie Mae | 23.47 Bn | 23.47 Bn | - | 0.35% |
| 6 | Synchrony Financial | 22.90 Bn | -44.72 Bn | - | 2.73% |
| 7 | Royal Gold | 19.26 Bn | 18.48 Bn | 390.45 Mn | 7.87% |
| 8 | Annaly Capital Management | 13.77 Bn | 4.86 Bn | - | 2.11% |
| 9 | Ares Capital | 13.38 Bn | 10.82 Bn | - | - |
| 10 | Lufax Holding | 7.01 Bn | 1.69 Bn | - | -1.28% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | -1.28% |
| Jun 30, 2025 | -1.70% |
| Dec 31, 2024 | -1.75% |
| Sep 30, 2024 | -1.47% |
| Jun 30, 2024 | -1.02% |
| Mar 31, 2024 | -0.23% |
| Dec 31, 2023 | 0.43% |
| Sep 30, 2023 | 0.39% |
| Jun 30, 2023 | 0.74% |
| Mar 31, 2023 | 1.26% |
| Dec 31, 2022 | 2.63% |
| Sep 30, 2022 | 3.57% |
| Jun 30, 2022 | 4.12% |
| Mar 31, 2022 | 4.58% |
| Dec 31, 2021 | 4.77% |
| Sep 30, 2021 | 5.15% |
| Jun 30, 2021 | 4.96% |
| Mar 31, 2021 | 4.82% |
| Dec 31, 2020 | 5.18% |
API Access
Lufax Holding Return on Assets [ROA] API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=return-on-assets-%5Broa%5D&ticker=LU&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-assets-[roa]", "ticker": "LU", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=return-on-assets-%5Broa%5D&ticker=LU&period=max&api_key=YOUR_API_KEY");
const data = await res.json();