Lufax Holding (LU) Return on Invested Capital [ROIC] (2020 - 2026)
Lufax Holding (LU) reported Return on Invested Capital [ROIC] of -0.58% for Q4 2026, up 0.27 percentage points from -0.85% a year earlier.
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Analysis
Lufax Holding (LU) Return on Invested Capital [ROIC] (2020 - 2026) Analysis & Trends
For FY2026, Lufax Holding posted Return on Invested Capital [ROIC] of -0.50%.
- Return on Invested Capital [ROIC] has a five-year change of -19.06 percentage points (FY2021 to FY2026).
- By year, Return on Invested Capital [ROIC] came in at 0.00% in FY2025 (+0.41 pp), -0.41% in FY2024 (-1.28 pp), 0.88% in FY2023 (-7.61 pp) and 8.49% in FY2022 (-10.07 pp).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROIC (Qtr) |
|---|---|---|---|---|---|
| 1 | Rocket Companies | 44.05 Bn | 29.73 Bn | - | 2.43% |
| 2 | Orix | 40.96 Bn | 10.18 Bn | 12.74 Bn | 2.96% |
| 3 | Royalty Pharma | 36.72 Bn | 36.63 Bn | - | - |
| 4 | Affirm Holdings | 23.63 Bn | 17.32 Bn | - | 5.55% |
| 5 | Federal National Mortgage Association Fannie Mae | 23.47 Bn | 23.47 Bn | - | 2.81% |
| 6 | Synchrony Financial | 22.90 Bn | -44.72 Bn | - | 25.70% |
| 7 | Royal Gold | 19.26 Bn | 18.48 Bn | 390.45 Mn | 9.67% |
| 8 | Annaly Capital Management | 13.77 Bn | 4.86 Bn | - | 16.56% |
| 9 | Ares Capital | 13.38 Bn | 10.82 Bn | - | - |
| 10 | Lufax Holding | 7.01 Bn | 1.69 Bn | - | -1.06% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | -1.06% |
| Jun 30, 2025 | -1.62% |
| Dec 31, 2024 | -1.52% |
| Sep 30, 2024 | -0.32% |
| Jun 30, 2024 | 0.00% |
| Mar 31, 2024 | 0.51% |
| Dec 31, 2023 | 0.96% |
| Sep 30, 2023 | 0.98% |
| Jun 30, 2023 | 2.19% |
| Mar 31, 2023 | 4.58% |
| Dec 31, 2022 | 9.95% |
| Sep 30, 2022 | 14.01% |
| Jun 30, 2022 | 16.29% |
| Mar 31, 2022 | 18.14% |
| Dec 31, 2021 | 19.14% |
| Sep 30, 2021 | 19.75% |
| Jun 30, 2021 | 17.17% |
| Mar 31, 2021 | 16.26% |
| Dec 31, 2020 | 17.86% |
API Access
Lufax Holding Return on Invested Capital [ROIC] 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-invested-capital-%5Broic%5D&ticker=LU&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-invested-capital-[roic]", "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-invested-capital-%5Broic%5D&ticker=LU&period=max&api_key=YOUR_API_KEY");
const data = await res.json();