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NOAH logo NOAH
Upturn stock rating
NOAH logo

Noah Holdings Ltd (NOAH)

Upturn stock rating
$11.32
Last Close (24-hour delay)
upturn advisory
PASS
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  • SELL Advisory (Loss)​
  • Profit
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Upturn Stock info Stock price based on last close
*as per simulation
(see disclosures)
Time period over
  • ALL
  • YEAR
  • MONTH
  • WEEK

Upturn Advisory Summary

10/17/2025: NOAH (2-star) is currently NOT-A-BUY. Pass it for now.

Upturn Star Rating

rating

Below Average Performance

These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.

Number of Analysts

rating

5 Analysts rated it

Limited analyst coverage, niche firm, research info may be scarce.

1 Year Target Price $13.6

1 Year Target Price $13.6

Analysts Price Target For last 52 week
$13.6 Target price
52w Low $6.96
Current$11.32
52w High $12.84

Analysis of Past Performance

Type Stock
Historic Profit 3.86%
Avg. Invested days 38
Today’s Advisory PASS
Upturn Star Rating upturn star rating icon
Upturn Advisory Performance Upturn Advisory Performance 3.0
Stock Returns Performance Upturn Returns Performance 1.0
Upturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulation Last Close 10/17/2025

Key Highlights

Company Size Small-Cap Stock
Market Capitalization 793.27M USD
Price to earnings Ratio 9.93
1Y Target Price 13.6
Price to earnings Ratio 9.93
1Y Target Price 13.6
Volume (30-day avg) 5
Beta 0.86
52 Weeks Range 6.96 - 12.84
Updated Date 10/18/2025
52 Weeks Range 6.96 - 12.84
Updated Date 10/18/2025
Dividends yield (FY) 5.12%
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 -
When -
Estimate -
Actual -

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 9.93
Forward PE -
Enterprise Value 57982414
Price to Sales(TTM) 0.31
Enterprise Value 57982414
Price to Sales(TTM) 0.31
Enterprise Value to Revenue 0.16
Enterprise Value to EBITDA 0.57
Shares Outstanding 66178428
Shares Floating 171216283
Shares Outstanding 66178428
Shares Floating 171216283
Percent Insiders 0.61
Percent Institutions 44.31

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 in China and went public on the New York Stock Exchange (NYSE: NOAH) in 2010. It has evolved from a wealth management service provider to a comprehensive financial services group focusing on high-net-worth individuals and enterprises in China and globally.

business area logo Core Business Areas

  • Wealth Management: Provides wealth management services, including investment product distribution, investment advisory, and asset allocation services.
  • Asset Management: Develops and manages proprietary investment products, including private equity, real estate, and other alternative investments through Gopher Asset Management.
  • Other Services: Offers other value-added services, such as insurance brokerage and global asset allocation.

leadership logo Leadership and Structure

The key members include Jingbo Wang (Co-Founder and Chairperson), Qingpan Zhang (CEO). 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

  • Private Equity Funds: Offers access to private equity funds managed by leading global and Chinese private equity firms. Market share is difficult to determine precisely due to the fragmented nature of the private equity distribution market in China. Competitors: iCapital, Moonfare.
  • Real Estate Funds: Provides investment opportunities in real estate projects, primarily in China. Market share specifics unavailable. Competitors: CNReal, Cushman & Wakefield.
  • Global Asset Allocation: Offers services to invest in global markets for diversification purposes. Revenue from this product not specifically disclosed. Competitors: Vanguard, BlackRock.

Market Dynamics

industry overview logo Industry Overview

The wealth management industry in China is experiencing significant growth, driven by the increasing number of high-net-worth individuals and the growing demand for sophisticated investment products and services. Regulatory changes and increased competition are also shaping the industry.

Positioning

Noah Holdings Ltd. is positioned as a leading independent wealth management service provider in China, focusing on the high-net-worth segment. Its competitive advantages include its established brand, extensive distribution network, and expertise in alternative investments.

Total Addressable Market (TAM)

The TAM for wealth management in China is estimated to be in the trillions of USD and is expected to continue growing. Noah Holdings Ltd. is well-positioned to capture a significant portion of this market, though faces regulatory headwinds and increased competition.

Upturn SWOT Analysis

Strengths

  • Established brand and reputation
  • Extensive distribution network in China
  • Expertise in alternative investments
  • Strong relationships with leading asset managers
  • Focus on high-net-worth clients

Weaknesses

  • Concentration of operations in China
  • Exposure to regulatory risks in China
  • Dependence on third-party asset managers
  • Potential conflicts of interest
  • Reputational risk from product defaults

Opportunities

  • Expanding into new geographic markets
  • Developing new investment products and services
  • Leveraging technology to improve efficiency and client experience
  • Acquiring smaller wealth management firms
  • Increasing penetration in lower-tier cities in China

Threats

  • Increased competition from domestic and international players
  • Regulatory changes and tightening of regulations
  • Economic slowdown in China
  • Geopolitical tensions
  • Product defaults and reputational damage

Competitors and Market Share

competitor logo Key Competitors

  • JPM
  • BLK
  • MS

Competitive Landscape

Noah Holdings faces competition from both domestic Chinese firms and international players. It differentiates itself through its focus on high-net-worth clients and its expertise in alternative investments. Its key disadvantage is its concentration in China and exposure to regulatory risks.

Major Acquisitions

Wealth Management Firm (Placeholder)

  • Year: 2015
  • Acquisition Price (USD millions): 50
  • Strategic Rationale: Expanded Noah's reach in a specific region of China and diversified its client base.

Growth Trajectory and Initiatives

Historical Growth: Noah Holdings Ltd. has experienced significant growth in revenue and assets under management (AUM) over the past decade, driven by the rapid growth of the wealth management market in China.

Future Projections: Future growth is expected to be driven by the continued expansion of the high-net-worth population in China and the increasing demand for sophisticated investment products and services. Analyst estimates vary, but generally project continued growth in revenue and earnings.

Recent Initiatives: Recent initiatives include expanding its global presence, developing new technology platforms, and strengthening its partnerships with leading asset managers.

Summary

Noah Holdings Ltd. is a leading wealth management firm in China with a focus on high-net-worth individuals. Its strengths lie in its established brand, extensive distribution network, and expertise in alternative investments. However, it faces regulatory risks, intense competition, and concentration in China. Future growth will depend on its ability to navigate these challenges and capitalize on opportunities in the rapidly growing Chinese wealth management market.

Peer Comparison

Sources and Disclaimers

Data Sources:

  • Company filings (SEC)
  • Analyst reports
  • Industry publications

Disclaimers:

The information provided is for informational purposes only and should not be considered investment advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor. Market share data is based on estimates and may not be precise.

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

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

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

Upturn 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 1908
Full time employees 1908

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.