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Upturn AI SWOT - About
NOAH 
Noah Holdings Ltd (NOAH)
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Upturn Advisory Summary
08/28/2025: NOAH (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
5 Analysts rated it
Limited analyst coverage, niche firm, research info may be scarce.
1 Year Target Price $12.77
1 Year Target Price $12.77
| 2 | Strong Buy |
| 1 | Buy |
| 1 | Hold |
| 0 | Sell |
| 1 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 5.29% | Avg. Invested days 36 | Today’s Advisory WEAK BUY |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 08/28/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 781.50M USD | Price to earnings Ratio 12.7 | 1Y Target Price 12.77 |
Price to earnings Ratio 12.7 | 1Y Target Price 12.77 | ||
Volume (30-day avg) 5 | Beta 0.82 | 52 Weeks Range 6.96 - 13.53 | Updated Date 08/29/2025 |
52 Weeks Range 6.96 - 13.53 | Updated Date 08/29/2025 | ||
Dividends yield (FY) 4.70% | Basic EPS (TTM) 0.93 |
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 19.21% | Operating Margin (TTM) 30.27% |
Management Effectiveness
Return on Assets (TTM) 3.55% | Return on Equity (TTM) 4.86% |
Valuation
Trailing PE 12.7 | Forward PE - | Enterprise Value 33125762 | Price to Sales(TTM) 0.3 |
Enterprise Value 33125762 | Price to Sales(TTM) 0.3 | ||
Enterprise Value to Revenue 0.09 | Enterprise Value to EBITDA 0.33 | Shares Outstanding 66172700 | Shares Floating 181045687 |
Shares Outstanding 66172700 | Shares Floating 181045687 | ||
Percent Insiders 1.73 | Percent Institutions 43.49 |
Upturn AI SWOT
Noah Holdings Ltd
Company Overview
History and Background
Noah Holdings Ltd. was founded in 2003 and went public on the New York Stock Exchange in 2010. It is a leading wealth and asset management service provider focusing on high net worth individuals in China. The company has expanded its services to include global asset allocation and investment banking services.
Core Business Areas
- Wealth Management: Distribution of wealth management products, including fixed income, private equity, mutual funds, and insurance products, to high-net-worth individuals.
- Asset Management: Designing and managing investment products, primarily private equity and real estate funds, through its Gopher Asset Management subsidiary.
- Other Services: Includes lending, insurance brokerage, and overseas property investment consulting services.
Leadership and Structure
The CEO is Qingpan Pan. The company operates under a board of directors and has various departments overseeing wealth management, asset management, technology, and operations.
Top Products and Market Share
Key Offerings
- Private Equity Funds: Offers access to private equity funds managed by global and domestic firms. Revenue is derived from distribution fees and carried interest. Competitors include iCapital Network and Moonfare. No specific market share data available due to the fragmented nature of the alternative investment market in China.
- Real Estate Funds: Invests in commercial and residential real estate projects, generating revenue from management fees and carried interest. Competitors include Blackstone and CBRE Investment Management. No specific market share data available.
- Fixed Income Products: Distribution of fixed income products like bonds and other debt instruments. Revenue derived from distribution fees. Competitors include China Merchants Bank and Ping An Bank. No specific market share data available.
Market Dynamics
Industry Overview
The wealth management industry in China is experiencing rapid growth, driven by increasing affluence and demand for sophisticated investment products. Regulations are evolving and competition is intensifying.
Positioning
Noah Holdings is positioned as a leading independent wealth management provider in China, focusing on high-net-worth individuals. It has a competitive advantage in its established brand, extensive distribution network, and access to a wide range of investment products.
Total Addressable Market (TAM)
The TAM for wealth management in China is estimated to be in the trillions of USD. Noah Holdings is positioned to capture a significant portion of this market by focusing on the high-net-worth segment and expanding its service offerings.
Upturn SWOT Analysis
Strengths
- Established brand and reputation
- Extensive distribution network
- Access to diverse investment products
- Experienced management team
- Strong relationships with high-net-worth clients
Weaknesses
- Concentration of business in China
- Reliance on third-party product providers
- Regulatory risk
- Sensitivity to economic conditions in China
- Reputational risk from product defaults
Opportunities
- Expanding into new geographic markets
- Developing new investment products and services
- Leveraging technology to improve efficiency
- Increasing penetration of the high-net-worth market
- Growing demand for alternative investments
Threats
- Increased competition from domestic and international players
- Changes in regulations
- Economic slowdown in China
- Market volatility
- Geopolitical risk
Competitors and Market Share
Key Competitors
- Lufax Holding Ltd (LU)
- Hywin Holdings Ltd. (HYW)
Competitive Landscape
Noah Holdings faces competition from other independent wealth management providers, as well as from banks and securities firms. Its advantages include its established brand, extensive distribution network, and access to a wide range of investment products. Disadvantages may include its concentration of business in China and its reliance on third-party product providers.
Growth Trajectory and Initiatives
Historical Growth: Noah Holdings has experienced significant growth in the past, driven by the rapid expansion of the wealth management market in China. However, growth has slowed in recent years due to regulatory changes and economic headwinds.
Future Projections: Future growth projections depend on various factors, including the regulatory environment, economic conditions, and the company's ability to innovate and adapt. Analyst estimates vary. Please refer to analyst reports for projections.
Recent Initiatives: Recent initiatives may include expanding overseas operations, developing new technology platforms, and launching new investment products.
Summary
Noah Holdings is a leading wealth management company in China catering to high-net-worth individuals. While it has established a strong brand and distribution network, it faces challenges related to regulatory changes and competition. The company needs to carefully navigate these challenges and adapt to the evolving market to maintain its growth trajectory. Diversifying its product offerings and expanding its geographic reach are important strategies for future success.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings
- Industry reports
- Financial news sources
Disclaimers:
This analysis is based on available information and is not financial advice. Investment decisions should be made after consulting with a qualified financial advisor. Market share data is estimated and may not be precise.
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 1990 | Website https://noahgroup.com |
Full time employees 1990 | 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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