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Upturn AI SWOT - About
NOAH 
Noah Holdings Ltd (NOAH)
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Upturn Advisory Summary
09/15/2025: NOAH (2-star) is a SELL. SELL since 1 days. Simulated Profits (24.47%). Updated daily EoD!
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Number of Analysts
5 Analysts rated it
Limited analyst coverage, niche firm, research info may be scarce.
1 Year Target Price $13.1
1 Year Target Price $13.1
| 2 | Strong Buy |
| 1 | Buy |
| 1 | Hold |
| 0 | Sell |
| 1 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 3.86% | Avg. Invested days 38 | Today’s Advisory SELL |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 09/15/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 798.56M USD | Price to earnings Ratio 10.35 | 1Y Target Price 13.1 |
Price to earnings Ratio 10.35 | 1Y Target Price 13.1 | ||
Volume (30-day avg) 5 | Beta 0.88 | 52 Weeks Range 6.96 - 13.53 | Updated Date 09/15/2025 |
52 Weeks Range 6.96 - 13.53 | Updated Date 09/15/2025 | ||
Dividends yield (FY) 4.91% | Basic EPS (TTM) 1.14 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date 2025-08-27 | When - | Estimate - | Actual 2.69 |
Profitability
Profit Margin 22.16% | Operating Margin (TTM) 25.58% |
Management Effectiveness
Return on Assets (TTM) 3.75% | Return on Equity (TTM) 5.98% |
Valuation
Trailing PE 10.35 | Forward PE - | Enterprise Value 28669028 | Price to Sales(TTM) 0.31 |
Enterprise Value 28669028 | Price to Sales(TTM) 0.31 | ||
Enterprise Value to Revenue 0.08 | Enterprise Value to EBITDA 0.28 | Shares Outstanding 66172700 | Shares Floating 171203117 |
Shares Outstanding 66172700 | Shares Floating 171203117 | ||
Percent Insiders 1.73 | Percent Institutions 43.48 |
Upturn AI SWOT
Noah Holdings Ltd
Company Overview
History and Background
Noah Holdings Ltd. was founded in 2003 and listed on the NYSE in 2010 (NOAH). It is a leading wealth management service provider focusing on high net worth individuals in China. Over time, Noah has expanded its service offerings beyond wealth management to include asset management and internet finance.
Core Business Areas
- Wealth Management: Provides wealth management services, including distributing financial products, providing advisory services, and managing client portfolios. This includes private equity, real estate, fixed income, and other alternative investments.
- Asset Management: Engages in asset management activities through Gopher Asset Management, managing private equity, real estate, and other alternative investment funds.
- Other Services: Provides other services, including insurance brokerage and overseas education consulting.
Leadership and Structure
The key leadership includes the CEO, board of directors, and senior management team overseeing the various business segments. The organizational structure is hierarchical, with different teams responsible for wealth management, asset management, and other support functions.
Top Products and Market Share
Key Offerings
- Private Equity Funds: These funds invest in unlisted companies with high growth potential. Noah acts as a distributor and manager of these funds. Competition includes other wealth management firms and private equity fund managers like CDH Investments and Hillhouse Capital. Specific market share data for Noah in the overall Chinese private equity fund distribution market is difficult to pinpoint precisely, but Noah is a significant player.
- Real Estate Funds: These funds invest in real estate projects. Noah offers these funds to its clients as part of a diversified portfolio. Competitors include Greenland Financial Holdings Group and China Vanke. Similar to private equity, specific market share data is not readily available.
- Fixed Income Products: A range of fixed income products which offer stable returns. Competitors include Haitong Securities and CITIC Securities
Market Dynamics
Industry Overview
The wealth management industry in China is experiencing rapid growth due to the increasing number of high-net-worth individuals. The market is highly competitive, with both domestic and international players vying for market share. Regulations are evolving, and firms must adapt to changes in regulatory requirements.
Positioning
Noah Holdings Ltd. is positioned as a leading independent wealth management service provider in China, focusing on high-net-worth individuals. Its competitive advantages include a strong brand reputation, extensive distribution network, and a diverse range of products.
Total Addressable Market (TAM)
The Chinese wealth management market is estimated to be in the trillions of USD. Noah is well-positioned to capture a portion of this TAM, focusing on the high-net-worth segment. However, regulatory changes and competition pose challenges.
Upturn SWOT Analysis
Strengths
- Strong brand reputation in China
- Extensive distribution network
- Diverse product offerings
- Focus on high-net-worth clients
- Established track record
Weaknesses
- Concentration of business in China
- Dependence on third-party product providers
- Regulatory risks
- Reputational risk associated with past product defaults
- Relatively high commission-based compensation structure
Opportunities
- Growing wealth in China
- Expansion into new product areas (e.g., overseas investments)
- Development of online platforms
- Strategic partnerships with international institutions
- Increasing demand for sophisticated wealth management solutions
Threats
- Increased competition from domestic and international players
- Changes in regulations governing the wealth management industry
- Economic slowdown in China
- Geopolitical risks
- Potential for product defaults and reputational damage
Competitors and Market Share
Key Competitors
- HYW
- LAIX
- WINS
- UPTD
- AMTD
Competitive Landscape
Noah possesses a strong brand and network within China, offering a wider variety of services compared to some competitors. Challenges arise from regulatory changes and an evolving economy, impacting client investments.
Growth Trajectory and Initiatives
Historical Growth: Historical growth trends would be discussed here, highlighting revenue growth, AUM growth, and profitability.
Future Projections: Future growth projections based on analyst estimates would be provided here.
Recent Initiatives: Recent strategic initiatives undertaken by Noah Holdings Ltd., such as new product launches or partnerships, would be highlighted here.
Summary
Noah Holdings Ltd. is a leading wealth management firm in China, catering to high-net-worth individuals. While it benefits from a strong brand and distribution network, the company faces risks related to regulatory changes and competition. Its reliance on third-party products and geographical concentration in China also pose challenges. Future growth depends on successful expansion into new products and markets, while managing regulatory risks and economic uncertainties.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings, industry reports, financial news sources.
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Market share data is approximate and based on available information.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Noah Holdings Ltd
Exchange NYSE | Headquaters - | ||
IPO Launch date 2010-11-10 | Co-Founder, CEO & Director Mr. Zhe Yin | ||
Sector Financial Services | Industry Asset Management | Full time employees 1908 | Website https://noahgroup.com |
Full time employees 1908 | Website https://noahgroup.com | ||
Noah Holdings Limited, together with its subsidiaries, operates as a wealth and asset management service provider with the focus on investment and asset allocation services for high net worth individuals and corporate entities in Mainland of China, Hong Kong, and internationally. It operates through three segments: Wealth Management, Asset Management, and Other Services. The company offers investment products, including domestic and overseas mutual fund products, private secondary products, and other products; customized value-added financial services, such as investor education and trust services, as well as insurance brokerage services; and insurance products. It also provides onshore and offshore private equity, real estate, public securities, multi-strategy, and other investment products, as well as lending services. Noah Holdings Limited was founded in 2005 and is headquartered in Shanghai, the People's Republic of China.
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