Bringing the fundamentals into focus…
Bringing the fundamentals into focus…
LU · against 138 other Financial Services companies of similar size
Ranked #17 of 139 · scores higher than 88% of peers · safety percentile 92
Bars: peers in each 10-point band of the safety percentile (higher = safer; 67+ earns the lower-risk grade)18 peers with a safety percentile of 90–100, including LU · Click a bar to see the companies
Mainly thanks to its current ratio, which is stronger than most Financial Services peers.
Risk is relative to the sector, not a bankruptcy probability. Banks and brokers carry high leverage by design, and share buybacks can shrink equity and current assets, which raises debt/equity on paper.
| Metric | LU | Peer median | Better than | Position among peers | Weight |
|---|---|---|---|---|---|
| Debt / equityLower is better · 118 reported | 0.99× | 0.58× | 40% | 33% | |
| BetaLower is better · 137 reported | Not reported | 0.61 | — | — | 33% |
| Current ratioHigher is better · 136 reported | 23.41× | 2.15× | 88% | 33% |
A metric that is not reported is left out of the score; the other weights are rescaled.
| Rank | Company | Market cap | Safety | Overall |
|---|---|---|---|---|
| 1 | 1.0B AUD (≈$674M) | 100 | ||
| 2 | 4.0B SEK (≈$400M) | 99 | 63 | |
| 3 | 907M EUR (≈$998M) | 99 | ||
| 4 | 1.2B EUR (≈$1.3B) | 98 | 59 | |
| 5 | 566M AUD (≈$374M) | 97 | 84 | |
| 13 | 653M AUD (≈$431M) | 93 | ||
| 14 | 1.4B AUD (≈$948M) | 93 | 50 | |
| 15 | 1.1B AUD (≈$732M) | 92 | ||
| 16 | 462M USD | 92 | 70 | |
| 17 | 707M USD | 92 | 48 | |
| 18 | 555.6B CLP (≈$611M) | 91 | 50 | |
| 19 | 342M EUR (≈$376M) | 87 | 77 | |
| 20 | 584M AUD (≈$385M) | 87 | 61 | |
| 21 | 685M USD | 86 | 68 |
Scores are sector-relative percentiles from the latest snapshot, always calculated against the whole sector: narrowing the comparison group changes who you compare with, not the scores. Missing metrics are left out and the remaining weights rescaled. How we score