Bringing the fundamentals into focus…
Bringing the fundamentals into focus…
LU · against 354 other Financial Services companies
Ranked #325 of 355 · scores higher than 8% of peers
Bars: peers in each 10-point band of the profitability score34 peers with a profitability score of 0–9, including LU · Click a bar to see the companies
Mainly because of its return on invested capital and return on assets, which are weaker than most Financial Services peers.
| Metric | LU | Peer median | Better than | Position among peers | Weight |
|---|---|---|---|---|---|
| Return on invested capitalHigher is better · 353 reported | -6.0% | 6.3% | 8% | 33% | |
| Operating marginHigher is better · 209 reported | Not reported | 23.5% | — | — | 33% |
| Return on assetsHigher is better · 382 reported | -1.0% | 2.6% | 9% | 33% | |
| Return on equityHigher is better · 374 reported | -3.7% | 9.5% | 12% | Context only | |
| Gross marginHigher is better · 433 reported | 56.1% | 80.0% | 37% | Context only |
A metric that is not reported is left out of the score; the other weights are rescaled.
| Rank | Company | Market cap | Profitability | Overall |
|---|---|---|---|---|
| 1 | 342M EUR (≈$376M) | 100 | 77 | |
| 1 | 1.05T INR (≈$12.6B) | 100 | 65 | |
| 3 | 1.49T INR (≈$17.9B) | 99 | 71 | |
| 3 | 566M AUD (≈$374M) | 99 | 84 | |
| 3 | 566.9B USD | 99 | 48 | |
| 322 | 18M AUD (≈$12M) | 9 | 27 | |
| 322 | 5.0B USD | 9 | 47 | |
| 322 | 4.6B EUR (≈$5.1B) | 9 | ||
| 325 | 553M HKD (≈$71M) | 8 | 32 | |
| 325 | 707M USD | 8 | 48 | |
| 325 | 505M AUD (≈$334M) | 8 | 55 | |
| 325 | 10.8B SEK (≈$1.1B) | 8 | 48 | |
| 329 | 4.5B USD | 7 | 21 | |
| 329 | 31.7B INR (≈$381M) | 7 | 28 |
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