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Upturn AI SWOT - About
Noah Holdings Ltd (NOAH)
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Upturn Advisory Summary
01/17/2025: NOAH (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type Stock | Historic Profit -30.11% | Avg. Invested days 30 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 01/17/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 840.85M USD | Price to earnings Ratio 7.86 | 1Y Target Price 13.67 |
Price to earnings Ratio 7.86 | 1Y Target Price 13.67 | ||
Volume (30-day avg) 162417 | Beta 0.71 | 52 Weeks Range 7.14 - 14.90 | Updated Date 03/30/2025 |
52 Weeks Range 7.14 - 14.90 | Updated Date 03/30/2025 | ||
Dividends yield (FY) 9.96% | Basic EPS (TTM) 1.35 |
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 21.18% | Operating Margin (TTM) 35.22% |
Management Effectiveness
Return on Assets (TTM) 3.71% | Return on Equity (TTM) 5.84% |
Valuation
Trailing PE 7.86 | Forward PE - | Enterprise Value -59725111 | Price to Sales(TTM) 0.3 |
Enterprise Value -59725111 | Price to Sales(TTM) 0.3 | ||
Enterprise Value to Revenue 1.24 | Enterprise Value to EBITDA 4.13 | Shares Outstanding 66418000 | Shares Floating 184090747 |
Shares Outstanding 66418000 | Shares Floating 184090747 | ||
Percent Insiders 1.72 | Percent Institutions 42 |
Analyst Ratings
Rating 3.8 | Target Price 13.2 | Buy - | Strong Buy 2 |
Buy - | Strong Buy 2 | ||
Hold 3 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Noah Holdings Ltd
Company Overview
History and Background
Noah Holdings Ltd. was founded in 2003 in Shanghai, China, initially focusing on wealth management services for high-net-worth individuals. It expanded its offerings and established itself as a leading independent wealth management firm in China before listing on the New York Stock Exchange (NYSE) in 2010.
Core Business Areas
- Wealth Management: Provides investment solutions, including wealth management products, insurance, and asset allocation services, to high-net-worth clients.
- Asset Management: Manages proprietary funds and provides asset management services through Gopher Asset Management, its asset management platform.
- Internet Finance: Operates online platforms offering financial products and services to a broader range of clients.
Leadership and Structure
The leadership team includes Jingbo Wang (Chairperson and CEO). The organizational structure includes business units for wealth management, asset management, and internet finance, supported by functions like finance, compliance, and technology.
Top Products and Market Share
Key Offerings
- Private Equity Funds: Offers access to private equity funds managed by reputable global and domestic firms. Market share data is not publicly available but private equity contributes significantly to AUM. Competitors are other wealth management firms offering private equity access.
- Real Estate Funds: Provides investment opportunities in real estate projects and funds. Market share data is not publicly available. Competitors include other wealth management firms offering real estate investments.
- Secondary Market Funds: Access to secondary fund interests. Market share data not publicly available. Competitors are wealth management firms with access to secondary funds.
Market Dynamics
Industry Overview
The wealth management industry in China is experiencing rapid growth, driven by increasing affluence and demand for sophisticated investment solutions. It's also subject to evolving regulations and increasing competition.
Positioning
Noah Holdings is positioned as a leading independent wealth management firm in China, known for its focus on high-net-worth individuals and its access to a diverse range of investment products. Competitive advantage lies in its established brand and extensive distribution network.
Total Addressable Market (TAM)
The TAM for wealth management in China is estimated to be in the trillions of USD, growing rapidly. Noah Holdings is positioned to capture a portion of this market through its focus on high-net-worth individuals and diverse product offerings.
Upturn SWOT Analysis
Strengths
- Established brand reputation
- Extensive distribution network
- Experienced management team
- Access to diverse investment products
- Strong client relationships
Weaknesses
- Reliance on the Chinese market
- Regulatory risks in China
- Exposure to real estate market fluctuations
- Concentration of AUM in certain products
- Reputational risk from product defaults
Opportunities
- Growing wealth in China
- Increasing demand for sophisticated investment solutions
- Expansion into new geographic markets
- Development of new products and services
- Partnerships with global financial institutions
Threats
- Increased competition from domestic and international players
- Changes in government regulations
- Economic slowdown in China
- Market volatility
- Geopolitical tensions
Competitors and Market Share
Key Competitors
- JPM
- MS
- GS
- UBS
Competitive Landscape
Noah Holdings faces competition from both domestic and international wealth management firms. Its advantages include its established brand, extensive distribution network, and access to diverse investment products. Disadvantages include its reliance on the Chinese market and regulatory risks.
Major Acquisitions
Wealth Engine
- Year: 2015
- Acquisition Price (USD millions): 18
- Strategic Rationale: To expand data analytics capabilities and client targeting.
Growth Trajectory and Initiatives
Historical Growth: Noah Holdings has experienced significant growth in assets under management (AUM) and revenue over the past decade, driven by the growth of the wealth management market in China.
Future Projections: Future growth is expected to be driven by continued growth in the Chinese wealth management market, expansion into new markets, and the development of new products and services. Analyst estimates are available from financial data providers.
Recent Initiatives: Recent strategic initiatives include focusing on higher-quality products, strengthening risk management, and expanding its global presence.
Summary
Noah Holdings is a leading independent wealth management firm in China, capitalizing on the growing affluence. Its strength lies in a strong brand and diverse product offerings, but it must navigate regulatory risks and increasing competition. Focusing on quality products and global expansion is crucial. The firm needs to focus on real estate exposure and market volatility.
Similar Companies
- JPM
- MS
- GS
- UBS
- BLK
Sources and Disclaimers
Data Sources:
- Company SEC Filings (e.g., 20-F)
- Industry Reports
- Analyst Estimates
- Company Website
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Market share and TAM data are estimates and may vary. Financial data requires specific dates, please refer to the company's SEC filings. Please do your own research 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 - | Website https://www.noah-fund.com |
Full time employees - | Website https://www.noah-fund.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 enterprises 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. The company was founded in 2005 and is headquartered in Shanghai, the People's Republic of China.
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