Lufax (LU) vs Oaktree Specialty Lending (OCSL)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 8, 2026.
Summary
Oaktree Specialty Lending (OCSL) has outperformed Lufax (LU) over the past year, losing 7.5% versus a loss of 73.9%. Over five years, OCSL leads with a -47.3% price change compared with -96.2% for LU. Oaktree Specialty Lending is the larger company by market cap ($1.04 billion vs $820.5 million), about 1.3 times the size.
On valuation, Lufax trades at a lower forward P/E (4.9x vs 8.7x for Oaktree Specialty Lending). Oaktree Specialty Lending pays a dividend yielding 12.72%, while Lufax does not currently pay one.
Summary generated from market data by MetaCap's automated system. Methodology
Relative performance
Percent change in share price from the first common trading day shown; excludes dividends.
Head-to-head
| Metric | LU | OCSL |
|---|---|---|
| Share price | $0.9467 | $11.79 |
| Market cap | $820.49M | $1.04B |
| 1-day change | -3.54% | +1.20% |
| YTD return | -60.55% | -8.56% |
| 1-year return | -73.90% | -7.47% |
| 5-year return | -96.19% | -47.31% |
| P/E ratio (TTM) | — | 24.56 |
| Forward P/E | 4.92 | 8.66 |
| EPS (TTM) | $-0.37 | $0.48 |
| Dividend yield | 0.00% | 12.72% |
| Annual dividend | $0.00 | $1.50 |
| 52-week high | $4.03 | $14.31 |
| 52-week low | $0.9117 | $10.63 |
| Distance from 52-week high | -76.51% | -17.61% |
| Analyst consensus | buy | none |
| Avg. price target upside | +163.02% | +6.02% |
| Average volume | 1.15M | 492.67K |
| Shares outstanding | 866.69M | 88.09M |
| Employees | 29,136 | — |
| Sector | Finance | Finance |
| Industry | Finance: Consumer Services | Finance: Consumer Services |
Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.
Key differences
- OCSL has outperformed LU by 66.4 percentage points over the past year.
- Oaktree Specialty Lending offers a meaningfully higher dividend yield (12.72% vs 0.00%).
About Lufax
LU stock →Lufax Holding Ltd engages in the retail credit and enablement business to borrowers and institutions in the People's Republic of China. It offers loan products, including general unsecured loans and secured loans, as well as consumer finance loans.
Finance · Finance: Consumer Services · 29,136 employees
About Oaktree Specialty Lending
OCSL stock →Oaktree Specialty Lending Corporation is a business development company. The fund specializing in investments in middle market, bridge financing, first and second lien debt financing, unsecured and mezzanine loan, mezzanine debt, senior and junior secured debt, expansions, sponsor-led acquisitions, preferred equity, and management buyouts in small and mid-sized companies.
Finance · Finance: Consumer Services
LU vs OCSL FAQ
Which is bigger, Lufax or Oaktree Specialty Lending?
Oaktree Specialty Lending (OCSL) is larger, with a market capitalization of $1.04B compared with $820.49M for Lufax (LU).
Which stock has performed better over the past year, LU or OCSL?
OCSL returned -7.47% over the past 12 months, compared with -73.90% for LU (price return, excluding dividends). Past performance does not predict future results.
Which pays a higher dividend, Lufax or Oaktree Specialty Lending?
Oaktree Specialty Lending pays a dividend yielding 12.72%, while Lufax does not currently pay a regular dividend.
Are Lufax and Oaktree Specialty Lending in the same industry?
Yes. Both are classified in the Finance: Consumer Services industry within the Finance sector.