WallStSmart

Lufax Holding Ltd (LU)vsMastercard Inc (MA)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Mastercard Inc generates 25% more annual revenue ($33.94B vs $27.13B). MA leads profitability with a 45.9% profit margin vs -7.7%. MA earns a higher WallStSmart Score of 70/100 (B).

LU

Avoid

32

out of 100

Grade: F

Growth: 2.7Profit: 2.0Value: 5.0Quality: 5.0

MA

Strong Buy

70

out of 100

Grade: B

Growth: 8.0Profit: 10.0Value: 5.0Quality: 6.0
Piotroski: 6/9Altman Z: 4.08

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

LU2 strengths · Avg: 10.0/10
Price/BookValuation
0.1x10/10

Reasonable price relative to book value

Free Cash FlowQuality
$12.75B10/10

Generating 12.8B in free cash flow

MA6 strengths · Avg: 9.7/10
Market CapQuality
$442.62B10/10

Mega-cap, among the largest globally

Return on EquityProfitability
232.1%10/10

Every $100 of equity generates 232 in profit

Profit MarginProfitability
45.9%10/10

Keeps 46 of every $100 in revenue as profit

Operating MarginProfitability
60.8%10/10

Strong operational efficiency at 60.8%

Altman Z-ScoreHealth
4.0810/10

Safe zone — low bankruptcy risk

Revenue GrowthGrowth
15.8%8/10

15.8% revenue growth

Areas to Watch

LU4 concerns · Avg: 2.8/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$1.69B3/10

Smaller company, higher risk/reward

Return on EquityProfitability
-2.1%2/10

ROE of -2.1% — below average capital efficiency

Revenue GrowthGrowth
-31.1%2/10

Revenue declined 31.1%

MA4 concerns · Avg: 2.8/10
PEG RatioValuation
1.574/10

Expensive relative to growth rate

P/E RatioValuation
29.0x4/10

Moderate valuation

Price/BookValuation
57.3x2/10

Trading at 57.3x book value

Debt/EquityHealth
2.451/10

Elevated debt levels

Comparative Analysis Report

WallStSmart Research

Bull Case : LU

The strongest argument for LU centers on Price/Book, Free Cash Flow.

Bull Case : MA

The strongest argument for MA centers on Market Cap, Return on Equity, Profit Margin. Profitability is solid with margins at 45.9% and operating margin at 60.8%. Revenue growth of 15.8% demonstrates continued momentum.

Bear Case : LU

The primary concerns for LU are EPS Growth, Market Cap, Return on Equity.

Bear Case : MA

The primary concerns for MA are PEG Ratio, P/E Ratio, Price/Book. Debt-to-equity of 2.45 is elevated, increasing financial risk.

Key Dynamics to Monitor

LU profiles as a turnaround stock while MA is a growth play — different risk/reward profiles.

MA carries more volatility with a beta of 0.76 — expect wider price swings.

MA is growing revenue faster at 15.8% — sustainability is the question.

LU generates stronger free cash flow (12.8B), providing more financial flexibility.

Bottom Line

MA scores higher overall (70/100 vs 32/100), backed by strong 45.9% margins and 15.8% revenue growth. Both earn "Strong Buy" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Lufax Holding Ltd

FINANCIAL SERVICES · CREDIT SERVICES · China

Lufax Holding Ltd operates a technology-based personal financial services platform in China. The company is headquartered in Shanghai, China.

Mastercard Inc

FINANCIAL SERVICES · CREDIT SERVICES · USA

Mastercard Incorporated is an American multinational financial services corporation headquartered in the Mastercard International Global Headquarters in Purchase, New York. The Global Operations Headquarters is located in O'Fallon, Missouri, a municipality of St. Charles County, Missouri. Throughout the world, its principal business is to process payments between the banks of merchants and the card-issuing banks or credit unions of the purchasers who use the Mastercard brand debit, credit and prepaid cards to make purchases. Mastercard Worldwide has been a publicly traded company since 2006.

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