Lufax Holding (LU) Left The FTSE All World Index, Is It Still A Bargain?
Lufax Holding (NYSE:LU) was removed from the FTSE All-World Index on 19 September 2026, a technical change that can reshape who trades the stock and how liquidity behaves.
That index exit comes after a sharp rebound in the very short term, with a 1-day share price return of 10.66% and a 7-day share price gain of 14.41%. However, Lufax Holding still shows a year-to-date share price decline of 49.81% and a 1-year total shareholder return that is down 60.53%. This points to fading longer term momentum even as traders react quickly to fresh catalysts.
Scan beyond Lufax Holding and see how other beaten-down financials are reacting to similar index moves by reviewing the hand-picked 30 high quality undervalued stocks.
Lufax Holding now trades at a steep discount to the average analyst price target, even after the recent bounce. This raises a simple question: Where might a reasonable view of fair value land along that gap?
Most Popular Narrative: 46% Undervalued
On the most followed narrative, Lufax Holding screens as materially cheaper than an estimated fair value of $2.49, with the last close at $1.35. This highlights a wide gap that hinges on execution and macro conditions.
A return to a normal reporting cadence, the completion of multiple year audits, and the engagement of a new internal control consultant may help rebuild lender and funding partner confidence, which can influence funding availability and support revenue stability and earnings visibility.
See why 1 investors see Lufax Holding as 46% undervalued.
Result: Fair Value of $2.49 (UNDERVALUED)
Still, the narrative can break if credit costs stay elevated despite a shift to lower risk borrowers, or if tighter regulation continues to pressure margins and funding.
Find out about the key risks to this Lufax Holding narrative.
Next Steps
Sentiment on Lufax Holding is mixed, with sharp price swings sitting beside a discounted valuation. It can help to move fast and test the numbers yourself. To see which potential upsides analysts are focused on, review the 2 key rewards.
Looking for more Lufax Holding style investment ideas?
Do not stop with Lufax Holding. Broaden your watchlist with a few focused screens that surface different types of opportunities other investors may be overlooking.
- Target resilient balance sheets and cleaner fundamentals by scanning the list of solid balance sheet and fundamentals (23 results) that investors often turn to when stability matters most.
- Hunt for potential mispricings by reviewing the 30 high quality undervalued stocks that filters for quality metrics alongside discounted valuations.
- Spot future market favorites early by combing through the 16 high quality undiscovered gems before wider attention closes the window.
This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
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