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Upturn AI SWOT - About
Noah Holdings Ltd (NOAH)
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Upturn Advisory Summary
07/03/2025: 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 $11.88
1 Year Target Price $11.88
| 2 | Strong Buy |
| 1 | Buy |
| 1 | Hold |
| 0 | Sell |
| 1 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -8.81% | Avg. Invested days 28 | Today’s Advisory WEAK BUY |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 07/03/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 744.35M USD | Price to earnings Ratio 11.6 | 1Y Target Price 11.88 |
Price to earnings Ratio 11.6 | 1Y Target Price 11.88 | ||
Volume (30-day avg) 5 | Beta 0.84 | 52 Weeks Range 7.21 - 14.90 | Updated Date 07/4/2025 |
52 Weeks Range 7.21 - 14.90 | Updated Date 07/4/2025 | ||
Dividends yield (FY) - | 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 11.6 | Forward PE - | Enterprise Value 903334 | Price to Sales(TTM) 0.29 |
Enterprise Value 903334 | Price to Sales(TTM) 0.29 | ||
Enterprise Value to Revenue - | Enterprise Value to EBITDA 0.01 | Shares Outstanding 66164700 | Shares Floating 182636230 |
Shares Outstanding 66164700 | Shares Floating 182636230 | ||
Percent Insiders 1.73 | Percent Institutions 42.39 |
Upturn AI SWOT
Noah Holdings Ltd
Company Overview
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.
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 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
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
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
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.
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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