LU vs HE

Comparison between Lufax Holding Ltd (LU, Company) and Hawaiian Electric Industries Inc (HE, Company).

LU is from the Financial Services sector, while HE is from the Utilities sector.

5-Year PerformanceHE has outperformed LU, delivering a return of -19.2% compared to -40.1%

LU vs HE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LU(COMPANY)	HE(COMPANY)
Market Cap	$2.34B	$2.34B
Max Drawdown	98.17%	85.48%
Sharpe Ratio	-1.17	0.92
5Y Beta	1.04	0.41
Industry	Credit Services	Utilities - Regulated Electric
P/E Ratio	-3.86	18.06
Forward P/E	3.79	12.77
PEG Ratio	N/A	2.32
5Y Dividends CAGR	N/A	7.50%
5Y EPS CAGR	N/A	-6.60%
Debt to Equity	N/A	146.91%
Free Cash Flow Yield	N/A	1.89%
P/S Ratio	0.08	0.76
P/B Ratio	0.17	1.43

Market Cap

$2.34B

Winner

$2.34B

Max Drawdown

98.17%

Winner

85.48%

Sharpe Ratio

-1.17

Winner

0.92

5Y Beta

1.04

Winner

0.41

Industry

Credit Services

Utilities - Regulated Electric

P/E Ratio

Winner

-3.86

18.06

Forward P/E

Winner

3.79

12.77

PEG Ratio

N/A

2.32

5Y Dividends CAGR

N/A

7.50%

5Y EPS CAGR

N/A

-6.60%

Debt to Equity

N/A

146.91%

Free Cash Flow Yield

N/A

1.89%

P/S Ratio

Winner

0.08

0.76

P/B Ratio

Winner

0.17

1.43

LU vs HE - Historical Returns

Returns include dividend reinvestment.

Period	LU	HE
1 month	-27.39%	-11.96%
3 months	-41.26%	-12.93%
6 months	-44.85%	+20.36%
1 year	-50.51%	+29.32%
5 years(CAGR)	-40.09%	-19.20%
10 years(CAGR)	N/A	-6.04%
Max(CAGR)	-37.02%	+3.62%

-27.39%

Winner

-11.96%

-41.26%

Winner

-12.93%

-44.85%

Winner

+20.36%

-50.51%

Winner

+29.32%

5Y(CAGR)

-40.09%

Winner

-19.20%

10Y(CAGR)

N/A

-6.04%

Max(CAGR)

-37.02%

Winner

+3.62%

LU vs HE - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	LU	HE
2026	-46.28%	+7.21%
2025	+7.11%	+30.16%
2024	+79.42%	-36.82%
2023	-60.72%	-64.50%
2022	-60.71%	+4.94%
2021	-60.63%	+23.68%
2020	+10.51%	-20.44%
2019	N/A	+35.50%
2018	N/A	+6.66%
2017	N/A	+14.06%
2016	N/A	+19.37%
2015	N/A	-10.31%
2014	N/A	+37.86%
2013	N/A	+5.63%
2012	N/A	+1.01%
2011	N/A	+21.50%
2010	N/A	+15.07%
2009	N/A	+0.82%
2008	N/A	+3.25%
2007	N/A	-12.51%
2006	N/A	+8.36%
2005	N/A	-5.14%
2004	N/A	+28.96%
2003	N/A	+12.78%
2002	N/A	+14.99%
2001	N/A	+17.61%
2000	N/A	+42.83%
1999	N/A	-13.16%

LU vs HE Drawdown Comparison

The maximum drawdown for LU was -96.67%, occurring on Jan 17, 2024. This drawdown has not yet recovered.

The maximum drawdown for HE was -83.26%, occurring on Jul 8, 2024. This drawdown has not yet recovered.

The current LU drawdown is -95.10%. The current HE drawdown is -70.71%.

Rank	LU	HE
#1	-96.67% Nov 16, 2020 - Jan 17, 2024	-83.26% Mar 18, 2020 - Jul 8, 2024
#2	-8.26% Nov 2, 2020 - Nov 5, 2020	-56.84% Sep 29, 2008 - Apr 1, 2011
#3	-5.26% Nov 9, 2020 - Nov 12, 2020	-25.49% May 8, 2002 - Oct 21, 2002
#4	N/A	-25.16% Aug 1, 2006 - May 12, 2008
#5	N/A	-20.29% Feb 14, 2020 - Mar 18, 2020
#6	N/A	-19.48% Jan 29, 2015 - May 4, 2016
#7	N/A	-18.79% May 12, 2011 - Oct 27, 2011
#8	N/A	-17.72% Nov 4, 2002 - May 27, 2003
#9	N/A	-17.26% Nov 30, 2017 - Oct 30, 2018
#10	N/A	-16.78% Jun 29, 2016 - Dec 19, 2016
#11	N/A	-16.74% Nov 3, 1999 - Apr 13, 2000
#12	N/A	-16.37% May 11, 2000 - Dec 26, 2000
#13	N/A	-16.05% Feb 4, 2005 - Jun 29, 2006
#14	N/A	-15.92% Jul 18, 2012 - Apr 30, 2013
#15	N/A	-14.36% Apr 30, 2013 - Sep 22, 2014

Correlation

Correlation between LU and HE is 0.56 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.56

-101

Dividend Comparison (1999 - 2024)

LU vs HE dividend yield comparison.

Year	LU	HE
2024	101.26%	0.00%
2023	11.60%	7.61%
2022	26.29%	3.35%
2021	0.00%	3.28%
2020	0.00%	3.73%
2019	0.00%	2.73%
2018	0.00%	3.39%
2017	0.00%	3.43%
2016	0.00%	3.75%
2015	0.00%	4.28%
2014	0.00%	3.70%
2013	0.00%	4.76%
2012	0.00%	4.93%
2011	0.00%	4.68%
2010	0.00%	5.44%
2009	0.00%	5.93%
2008	0.00%	5.60%
2007	0.00%	5.45%
2006	0.00%	4.57%
2005	0.00%	4.79%
2004	0.00%	4.25%
2003	0.00%	5.24%
2002	0.00%	5.64%
2001	0.00%	6.16%
2000	0.00%	6.67%
1999	0.00%	2.15%