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NOAH
Upturn stock ratingUpturn stock rating

Noah Holdings Ltd (NOAH)

Upturn stock ratingUpturn stock rating
$12.03
Last Close (24-hour delay)
Profit since last BUY16.68%
upturn advisory
Consider higher Upturn Star rating
BUY since 20 days
  • BUY Advisory
  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
  • Profit
  • Loss
  • Pass (Skip investing)
Upturn Stock infoUpturn Stock info Stock price based on last close
*as per simulation
(see disclosures)
Time period over
  • ALL
  • YEAR
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Upturn Advisory Summary

06/27/2025: NOAH (1-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

rating

Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

Number of Analysts

rating

5 Analysts rated it

Moderately tracked stock, growing coverage, gaining market and investor attention.

1 Year Target Price $11.88

1 Year Target Price $11.88

Analysts Price Target For last 52 week
$11.88Target price
Low$7.14
Current$12.03
high$14.9

Analysis of Past Performance

Type Stock
Historic Profit -2.49%
Avg. Invested days 27
Today’s Advisory Consider higher Upturn Star rating
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 3.0
Stock Returns Performance Upturn Returns Performance 1.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 06/27/2025

Key Highlights

Company Size Small-Cap Stock
Market Capitalization 809.11M USD
Price to earnings Ratio 12.4
1Y Target Price 11.88
Price to earnings Ratio 12.4
1Y Target Price 11.88
Volume (30-day avg) 5
Beta 0.84
52 Weeks Range 7.14 - 14.90
Updated Date 06/30/2025
52 Weeks Range 7.14 - 14.90
Updated Date 06/30/2025
Dividends yield (FY) 9.62%
Basic EPS (TTM) 0.97

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 2025-06-11
When After Market
Estimate -
Actual 0.3078

Profitability

Profit Margin 19.21%
Operating Margin (TTM) 30.27%

Management Effectiveness

Return on Assets (TTM) 3.55%
Return on Equity (TTM) 4.86%

Valuation

Trailing PE 12.4
Forward PE -
Enterprise Value 52641648
Price to Sales(TTM) 0.32
Enterprise Value 52641648
Price to Sales(TTM) 0.32
Enterprise Value to Revenue 0.15
Enterprise Value to EBITDA 0.54
Shares Outstanding 66155600
Shares Floating 182636230
Shares Outstanding 66155600
Shares Floating 182636230
Percent Insiders 1.73
Percent Institutions 42.39

Analyst Ratings

Rating 3
Target Price 11.88
Buy 1
Strong Buy 2
Buy 1
Strong Buy 2
Hold 1
Sell -
Strong Sell 1
Strong Sell 1

ai summary icon Upturn AI SWOT

Noah Holdings Ltd

stock logo

Company Overview

overview logo History and Background

Noah Holdings Ltd. was founded in 2003 and is headquartered in Shanghai, China. It is a leading wealth management service provider focusing on high net worth individuals in China. The company went public on the New York Stock Exchange (NYSE) in 2010.

business area logo Core Business Areas

  • Wealth Management: Provides a range of wealth management products and services, including fixed income, private equity, and alternative investments. They distribute products from third-party providers.
  • Asset Management: Offers asset management services through Gopher Asset Management, its in-house asset management platform, focusing on private equity, real estate, and other alternative asset classes.
  • Other Services: Includes insurance brokerage services and overseas property investment advisory.

leadership logo Leadership and Structure

Jingbo Wang is the Co-Founder and Chairperson of the Board. Grant Pan is the Chief Executive Officer. The company operates with a board of directors and a management team overseeing various business units.

Top Products and Market Share

overview logo Key Offerings

  • Fixed Income Products: Offers fixed income products, including bonds and structured notes. Market share data is difficult to obtain specifically for Noah's fixed income products, but the overall wealth management market in China is highly competitive. Competitors include banks, securities firms, and other independent wealth management firms. Revenue data not consistently released, varies based on product mix
  • Private Equity Investments: Provides access to private equity funds managed by leading global and domestic fund managers. This is a significant revenue driver. Similar to fixed income, precise market share is challenging, but Noah is a major player in distributing PE funds to high-net-worth individuals in China. Competitors: Other large wealth management firms and investment banks. Revenue data not consistently released, varies based on product mix
  • Overseas Investments: Facilitates overseas property investments and other investment opportunities. The number of users/clients accessing these services is a key performance indicator. Competitors are other wealth management firms with international capabilities.Revenue data not consistently released, varies based on product mix

Market Dynamics

industry overview logo Industry Overview

The wealth management industry in China is experiencing rapid growth, driven by increasing affluence and demand for sophisticated investment products and services. Regulations are evolving, creating both opportunities and challenges.

Positioning

Noah Holdings is positioned as a leading independent wealth management firm in China, focused on serving high-net-worth individuals. Its competitive advantages include a strong brand, extensive distribution network, and a comprehensive product platform.

Total Addressable Market (TAM)

The TAM for wealth management in China is estimated to be in the trillions of USD and growing. Noah is positioned to capture a significant portion of this market, focusing on high-net-worth individuals.

Upturn SWOT Analysis

Strengths

  • Strong brand recognition
  • Extensive distribution network
  • Comprehensive product platform
  • Experienced management team
  • Established relationships with leading fund managers

Weaknesses

  • Concentration in the Chinese market
  • Regulatory risk in China
  • Dependence on third-party product providers
  • Sensitivity to market volatility

Opportunities

  • Expanding into new markets
  • Developing new products and services
  • Increasing penetration in existing markets
  • Leveraging technology to enhance client experience

Threats

  • Increased competition
  • Changes in regulations
  • Economic slowdown in China
  • Geopolitical risks
  • Damage to reputation

Competitors and Market Share

competitor logo Key Competitors

  • LPL
  • MS
  • GS
  • SCHW

Competitive Landscape

Noah Holdings competes with both domestic and international wealth management firms. Its advantages include its focus on high-net-worth individuals and its established brand in China. Disadvantages include its concentration in a single market and dependence on third-party product providers.

Major Acquisitions

Wealthy Affiliate

  • Year: 2015
  • Acquisition Price (USD millions): 14
  • Strategic Rationale: Expand Noah's online presence and reach a broader client base with online wealth management education

Growth Trajectory and Initiatives

Historical Growth: Noah Holdings has experienced significant growth over the past decade, driven by the growth of the wealth management market in China. Growth has slowed in recent years due to regulatory changes and market conditions.

Future Projections: Future growth projections are dependent on regulatory environment and market conditions in China. Analyst estimates vary.

Recent Initiatives: Recent initiatives include expanding overseas operations, strengthening the asset management platform, and investing in technology.

Summary

Noah Holdings is a leading wealth management company in China focused on high-net-worth individuals. It has a strong brand and distribution network, but faces regulatory risks and competition. Financial performance is tied to Chinese economic growth. Recent expansion into overseas is promising, but regulatory risk is still very high in China.

Peer Comparison

Sources and Disclaimers

Data Sources:

  • Company Filings (SEC)
  • Analyst Reports
  • Industry Publications
  • Company Website

Disclaimers:

This analysis is based on available information and is not financial advice. Market conditions and company performance can change.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization 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 1990
Full time employees 1990

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.