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NOAH 
Noah Holdings Ltd (NOAH)
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Upturn Advisory Summary
02/23/2026: 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 $13.66
1 Year Target Price $13.66
| 2 | Strong Buy |
| 1 | Buy |
| 1 | Hold |
| 0 | Sell |
| 1 | Strong Sell |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 783.86M USD | Price to earnings Ratio 9.71 | 1Y Target Price 13.66 |
Price to earnings Ratio 9.71 | 1Y Target Price 13.66 | ||
Volume (30-day avg) 5 | Beta 0.83 | 52 Weeks Range 6.96 - 12.84 | Updated Date 11/29/2025 |
52 Weeks Range 6.96 - 12.84 | Updated Date 11/29/2025 | ||
Dividends yield (FY) 5.23% | 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 9.71 | Forward PE - | Enterprise Value 57982414 | Price to Sales(TTM) 0.32 |
Enterprise Value 57982414 | Price to Sales(TTM) 0.32 | ||
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 44.6 |
Upturn AI SWOT
Noah Holdings Ltd
Company Overview
History and Background
Noah Holdings Limited was founded in 2005 and is a leading independent wealth management and financial services provider in China. It has evolved into a diversified financial services platform, offering a range of products and services to high-net-worth individuals and corporate clients. Key milestones include its listing on the New York Stock Exchange (NYSE) in 2010 and its expansion into various financial service areas.
Core Business Areas
- Wealth Management: Noah provides wealth management services, including the distribution of a wide range of investment products such as private equity, venture capital, hedge funds, fixed income, and mutual funds. They also offer financial planning and consulting services to their clients.
- Enterprise Services: This segment offers services to corporate clients, including supply chain finance, employee benefit programs, and other financial solutions tailored to businesses.
- Internet Services: Noah has also ventured into internet-based financial services, aiming to leverage technology to enhance client experience and reach.
Leadership and Structure
Noah Holdings is led by a management team with extensive experience in the financial services industry. The organizational structure is designed to support its multi-faceted business segments, with dedicated teams for wealth management, enterprise services, and digital innovation.
Top Products and Market Share
Key Offerings
- Competitors: Key competitors in this space include other wealth managers and distributors of alternative investments in China, as well as direct investment platforms.
- Description: Noah offers access to a diverse range of alternative investment products, often sourced from reputable fund managers. These products are a core part of their wealth management offering for high-net-worth individuals seeking diversified portfolios.
- Market Share Data: Specific market share data for individual product categories is not publicly disclosed by Noah, but the alternative investment segment is a significant contributor to their AUM (Assets Under Management).
- Product Name 1: Alternative Investments (Private Equity, Venture Capital, Hedge Funds)
- Competitors: Traditional banks, securities firms, and other independent financial advisors in China.
- Description: Noah distributes a variety of fixed-income products and mutual funds, catering to clients seeking more traditional investment vehicles. These products are typically part of a broader investment strategy.
- Market Share Data: Not publicly disclosed.
- Product Name 2: Fixed Income and Mutual Funds
- Competitors: Various financial institutions and specialized fintech companies offering supply chain finance solutions in China.
- Description: This enterprise service provides financial solutions to businesses, particularly SMEs, by facilitating financing along their supply chains. This helps businesses manage cash flow and working capital.
- Market Share Data: Not publicly disclosed.
- Product Name 3: Supply Chain Finance Solutions
Market Dynamics
Industry Overview
Noah Holdings operates within the rapidly growing and evolving financial services and wealth management industry in China. The industry is characterized by increasing demand for sophisticated financial products and services from a growing affluent population, as well as regulatory changes and technological advancements.
Positioning
Noah Holdings positions itself as a leading independent wealth management and financial services provider in China. Its competitive advantages include its established brand, extensive network of relationship managers, diversified product offerings, and deep understanding of the Chinese market.
Total Addressable Market (TAM)
The TAM for wealth management and financial services in China is substantial and continues to grow with the expansion of the middle and high-net-worth segments. Noah Holdings is positioned to capture a significant share of this market, particularly among its target demographic of affluent individuals.
Upturn SWOT Analysis
Strengths
- Strong brand recognition and reputation in China.
- Extensive network of relationship managers and clients.
- Diversified product and service offerings.
- Deep understanding of the Chinese financial market.
- Listing on a major US stock exchange provides access to capital.
Weaknesses
- Reliance on third-party product providers.
- Exposure to regulatory changes in China's financial sector.
- Competition from both domestic and international financial institutions.
- Potential impact of macroeconomic fluctuations on client investments.
Opportunities
- Continued growth in China's high-net-worth individual segment.
- Expansion into new financial product categories and services.
- Leveraging technology and digital platforms for broader reach.
- Cross-selling opportunities across wealth management and enterprise services.
- Potential for international expansion or partnerships.
Threats
- Increased competition and pricing pressures.
- Stringent and evolving regulatory environment in China.
- Geopolitical risks and trade tensions affecting Chinese markets.
- Economic slowdown or recession impacting investor confidence.
- Cybersecurity risks and data breaches.
Competitors and Market Share
Key Competitors
- Futu Holdings Ltd (FUTU)
- Up Fintech Holding Limited (TIGR)
Competitive Landscape
Noah Holdings faces strong competition from online brokerage platforms like Futu and Up Fintech, which leverage technology for a broader, younger client base. Noah's strength lies in its established relationships with high-net-worth individuals and its comprehensive wealth management services, while its competitors excel in digital accessibility and trading volumes.
Growth Trajectory and Initiatives
Historical Growth: Historically, Noah Holdings has experienced growth driven by China's expanding affluent population and increasing demand for sophisticated wealth management services. Growth in AUM and the number of clients have been key indicators.
Future Projections: Future growth is expected to be influenced by continued economic development in China, evolving regulatory frameworks, and the company's ability to innovate and adapt to market changes. Analyst estimates for future revenue and earnings growth should be consulted.
Recent Initiatives: Recent initiatives may include expanding digital service offerings, developing new investment products, strengthening partnerships, and focusing on specific client segments to drive growth and diversify revenue streams.
Summary
Noah Holdings Ltd is a prominent independent wealth management firm in China, benefiting from the country's growing affluent population. Its diversified offerings and strong client relationships are key strengths. However, it faces intense competition, especially from digital platforms, and operates within a dynamic regulatory environment. Continued innovation in digital services and strategic product development will be crucial for sustained growth.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Company Investor Relations (for historical data, press releases)
- Financial News and Analysis Websites (e.g., Bloomberg, Reuters, Seeking Alpha)
- Industry Reports and Market Research
Disclaimers:
This information is for informational purposes only and does not constitute financial advice. Market share data and financial metrics are estimates and subject to change. Investors should conduct their own due diligence before making any investment decisions.
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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