LU vs NTB

Comparison between Lufax Holding Ltd (LU, Company) and Bank of N T Butterfield & Son Ltd (NTB, Company).

Both LU and NTB are from the Financial Services sector.

5-Year PerformanceNTB has outperformed LU, delivering a return of +16.2% compared to -41.3%

LU vs NTB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LU(COMPANY)	NTB(COMPANY)
Market Cap	$2.34B	$2.34B
Max Drawdown	98.44%	71.87%
Sharpe Ratio	-1.36	1.63
5Y Beta	1.00	0.63
Industry	Credit Services	Banks - Diversified
P/E Ratio	-3.86	10.09
Forward P/E	3.79	N/A
PEG Ratio	N/A	0.60
Dividend Yield	N/A	3.41%
5Y Dividends CAGR	N/A	-1.89%
5Y EPS CAGR	N/A	14.55%
Debt to Equity	N/A	0.00%
Free Cash Flow Yield	N/A	11.94%
P/S Ratio	0.08	3.82
P/B Ratio	0.17	2.04

Market Cap

$2.34B

Winner

NTB

$2.34B

Max Drawdown

98.44%

Winner

NTB

71.87%

Sharpe Ratio

-1.36

Winner

NTB

1.63

5Y Beta

1.00

Winner

NTB

0.63

Industry

Credit Services

NTB

Banks - Diversified

P/E Ratio

Winner

-3.86

NTB

10.09

Forward P/E

3.79

NTB

N/A

PEG Ratio

N/A

NTB

0.60

Dividend Yield

N/A

NTB

3.41%

5Y Dividends CAGR

N/A

NTB

-1.89%

5Y EPS CAGR

N/A

NTB

14.55%

Debt to Equity

N/A

NTB

0.00%

Free Cash Flow Yield

N/A

NTB

11.94%

P/S Ratio

Winner

0.08

NTB

3.82

P/B Ratio

Winner

0.17

NTB

2.04

LU vs NTB - Historical Returns

Returns include dividend reinvestment.

Period	LU	NTB
1 month	-20.63%	+6.40%
3 months	-32.80%	+17.76%
6 months	-52.08%	+21.71%
1 year	-54.48%	+39.94%
5 years(CAGR)	-41.35%	+16.20%
10 years(CAGR)	N/A	+14.92%
Max(CAGR)	-38.15%	+14.92%

-20.63%

Winner

NTB

+6.40%

-32.80%

Winner

NTB

+17.76%

-52.08%

Winner

NTB

+21.71%

-54.48%

Winner

NTB

+39.94%

5Y(CAGR)

-41.35%

Winner

NTB

+16.20%

10Y(CAGR)

N/A

NTB

+14.92%

Max(CAGR)

-38.15%

Winner

NTB

+14.92%

LU vs NTB - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

Year	LU	NTB
2026	-52.79%	+23.72%
2025	+7.11%	+43.22%
2024	+79.42%	+20.11%
2023	-60.72%	+12.79%
2022	-60.71%	-18.69%
2021	-60.63%	+27.85%
2020	+10.51%	-10.89%
2019	N/A	+22.05%
2018	N/A	-11.83%
2017	N/A	+19.19%
2016	N/A	+27.50%

LU vs NTB 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 NTB was -69.72%, occurring on Mar 20, 2020. Recovery took 1485 trading sessions.

The current LU drawdown is -95.69%.

Rank	LU	NTB
#1	-96.67% Nov 16, 2020 - Jan 17, 2024	-69.72% Aug 17, 2018 - Jul 16, 2024
#2	-8.26% Nov 2, 2020 - Nov 5, 2020	-13.98% Jul 17, 2024 - Nov 6, 2024
#3	-5.26% Nov 9, 2020 - Nov 12, 2020	-13.18% Feb 12, 2025 - May 2, 2025
#4	N/A	-11.45% Jul 10, 2025 - Nov 3, 2025
#5	N/A	-10.85% Nov 6, 2024 - Feb 11, 2025
#6	N/A	-10.74% Jan 25, 2017 - May 3, 2017
#7	N/A	-9.38% Jul 10, 2017 - Sep 18, 2017
#8	N/A	-9.05% Dec 1, 2017 - Jan 11, 2018
#9	N/A	-7.48% Mar 7, 2018 - Apr 24, 2018
#10	N/A	-7.04% Feb 1, 2018 - Feb 15, 2018
#11	N/A	-6.85% May 9, 2018 - Jul 25, 2018
#12	N/A	-6.57% Nov 16, 2016 - Dec 9, 2016
#13	N/A	-6.34% Feb 20, 2026 - Apr 2, 2026
#14	N/A	-5.91% Oct 26, 2017 - Nov 22, 2017
#15	N/A	-5.04% Jun 16, 2017 - Jul 7, 2017

Correlation

Correlation between LU and NTB is -0.39 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.39

-101

Dividend Comparison (2016 - 2026)

LU vs NTB dividend yield comparison.

Year	LU	NTB
2026	0.00%	1.66%
2025	0.00%	3.77%
2024	101.26%	4.82%
2023	11.60%	5.50%
2022	26.29%	5.90%
2021	0.00%	4.62%
2020	0.00%	5.65%
2019	0.00%	4.75%
2018	0.00%	4.85%
2017	0.00%	3.53%
2016	0.00%	0.32%