LU vs PBH

Comparison between Lufax Holding Ltd (LU, Company) and Prestige Consumer Healthcare Inc (PBH, Company).

LU is from the Financial Services sector, while PBH is from the Healthcare sector.

5-Year PerformancePBH has outperformed LU, delivering a return of -1.2% compared to -40.1%

LU vs PBH - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LU(COMPANY)	PBH(COMPANY)
Market Cap	$2.34B	$2.34B
Max Drawdown	98.17%	80.60%
Sharpe Ratio	-1.17	-1.97
5Y Beta	1.04	0.43
Industry	Credit Services	Drug Manufacturers - Specialty & Generic
P/E Ratio	-3.86	12.35
Forward P/E	3.79	10.12
PEG Ratio	N/A	1.46
5Y EPS CAGR	N/A	8.18%
Debt to Equity	N/A	52.66%
Free Cash Flow Yield	N/A	10.54%
P/S Ratio	0.08	2.10
P/B Ratio	0.17	1.21

Market Cap

Winner

$2.34B

PBH

$2.34B

Max Drawdown

98.17%

Winner

PBH

80.60%

Sharpe Ratio

Winner

-1.17

PBH

-1.97

5Y Beta

1.04

Winner

PBH

0.43

Industry

Credit Services

PBH

Drug Manufacturers - Specialty & Generic

P/E Ratio

Winner

-3.86

PBH

12.35

Forward P/E

Winner

3.79

PBH

10.12

PEG Ratio

N/A

PBH

1.46

5Y EPS CAGR

N/A

PBH

8.18%

Debt to Equity

N/A

PBH

52.66%

Free Cash Flow Yield

N/A

PBH

10.54%

P/S Ratio

Winner

0.08

PBH

2.10

P/B Ratio

Winner

0.17

PBH

1.21

LU vs PBH - Historical Returns

Returns include dividend reinvestment.

Period	LU	PBH
1 month	-27.39%	-15.37%
3 months	-41.26%	-30.55%
6 months	-44.85%	-22.43%
1 year	-50.51%	-44.24%
5 years(CAGR)	-40.09%	-1.15%
10 years(CAGR)	N/A	-1.24%
Max(CAGR)	-37.02%	+4.69%

-27.39%

Winner

PBH

-15.37%

-41.26%

Winner

PBH

-30.55%

-44.85%

Winner

PBH

-22.43%

-50.51%

Winner

PBH

-44.24%

5Y(CAGR)

-40.09%

Winner

PBH

-1.15%

10Y(CAGR)

N/A

PBH

-1.24%

Max(CAGR)

-37.02%

Winner

PBH

+4.69%

LU vs PBH - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

Year	LU	PBH
2026	-46.28%	-22.93%
2025	+7.11%	-20.63%
2024	+79.42%	+25.97%
2023	-60.72%	-3.54%
2022	-60.71%	+3.27%
2021	-60.63%	+67.73%
2020	+10.51%	-13.88%
2019	N/A	+31.88%
2018	N/A	-29.64%
2017	N/A	-15.84%
2016	N/A	+5.13%
2015	N/A	+49.61%
2014	N/A	-0.86%
2013	N/A	+80.17%
2012	N/A	+73.87%
2011	N/A	-4.81%
2010	N/A	+47.90%
2009	N/A	-22.33%
2008	N/A	+44.72%
2007	N/A	-42.42%
2006	N/A	+2.12%
2005	N/A	-29.58%

LU vs PBH 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 PBH was -80.60%, occurring on Mar 11, 2009. Recovery took 1859 trading sessions.

The current LU drawdown is -95.10%. The current PBH drawdown is -47.04%.

Rank	LU	PBH
#1	-96.67% Nov 16, 2020 - Jan 17, 2024	-80.60% Jul 8, 2005 - Nov 26, 2012
#2	-8.26% Nov 2, 2020 - Nov 5, 2020	-53.75% Mar 1, 2017 - Aug 6, 2021
#3	-5.26% Nov 9, 2020 - Nov 12, 2020	-49.00% May 16, 2025 - Jun 3, 2026
#4	N/A	-27.12% Dec 26, 2013 - Nov 6, 2014
#5	N/A	-23.03% Nov 11, 2021 - Dec 2, 2022
#6	N/A	-21.39% May 2, 2016 - Feb 27, 2017
#7	N/A	-17.59% Nov 27, 2015 - Apr 6, 2016
#8	N/A	-17.47% Nov 6, 2014 - Feb 5, 2015
#9	N/A	-17.18% Jul 17, 2013 - Dec 6, 2013
#10	N/A	-16.97% Aug 7, 2023 - Feb 8, 2024
#11	N/A	-16.58% Mar 13, 2024 - Sep 4, 2024
#12	N/A	-16.06% Jan 23, 2023 - Aug 4, 2023
#13	N/A	-14.07% Aug 17, 2015 - Nov 23, 2015
#14	N/A	-13.98% Dec 4, 2024 - Feb 6, 2025
#15	N/A	-13.21% Aug 11, 2021 - Nov 1, 2021

Correlation

Correlation between LU and PBH is -0.69 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.69

-101