PortfoliosLab logo
PortfoliosLab logo
Tools
Performance Analysis
Portfolio Analysis
Factor Model
Portfolios
Lazy PortfoliosUser Portfolios
Discussions
Noah Holdings Limited (NOAH)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US65487X1028

CUSIP

65487X102

Sector

Financial Services

IPO Date

Nov 10, 2010

Highlights

Market Cap

$600.40M

EPS (TTM)

$0.91

PE Ratio

9.30

Total Revenue (TTM)

$1.30B

Gross Profit (TTM)

$1.03B

EBITDA (TTM)

$374.83M

Year Range

$7.14 - $14.90

Target Price

$11.83

Short %

1.08%

Short Ratio

6.55

Share Price Chart


Loading data...

Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons:
NOAH vs. INFU NOAH vs. SPY
Popular comparisons:
NOAH vs. INFU NOAH vs. SPY

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Noah Holdings Limited, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


0.00%100.00%200.00%300.00%400.00%NovemberDecember2025FebruaryMarchApril
-28.97%
333.47%
NOAH (Noah Holdings Limited)
Benchmark (^GSPC)

Returns By Period

Noah Holdings Limited had a return of -27.75% year-to-date (YTD) and -8.27% in the last 12 months. Over the past 10 years, Noah Holdings Limited had an annualized return of -10.24%, while the S&P 500 had an annualized return of 9.65%, indicating that Noah Holdings Limited did not perform as well as the benchmark.


NOAH

YTD

-27.75%

1M

-23.85%

6M

-33.49%

1Y

-8.27%

5Y*

-14.72%

10Y*

-10.24%

^GSPC (Benchmark)

YTD

-10.18%

1M

-6.71%

6M

-9.92%

1Y

6.35%

5Y*

13.40%

10Y*

9.65%

*Annualized

Monthly Returns

The table below presents the monthly returns of NOAH, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025-9.65%6.99%-16.52%-10.48%-27.75%
2024-14.55%-5.76%2.79%9.97%-17.90%-6.49%1.19%6.84%48.91%-0.08%6.49%-10.75%6.83%
202322.13%-1.16%-11.54%-4.17%-2.14%-6.70%8.10%-8.61%-10.35%-8.26%12.06%7.72%-8.37%
20222.28%-9.65%-17.03%-23.63%2.17%10.18%-13.99%1.78%-25.41%-0.68%11.81%5.66%-49.49%
2021-0.44%-6.09%-0.67%-0.79%3.47%3.55%-18.22%0.98%-4.75%14.49%-14.30%-15.76%-35.81%
2020-4.07%-16.36%-8.88%7.35%-4.43%-4.00%19.63%-8.11%-6.89%1.00%12.42%61.52%35.17%
20198.49%22.87%-16.09%12.13%-29.61%11.24%-24.00%-7.24%-2.67%3.73%-3.80%21.38%-18.35%
20186.76%-6.01%1.66%9.45%15.89%-12.91%-2.09%-7.87%-10.42%-10.51%29.09%-11.01%-6.40%
20175.56%13.13%-3.09%-0.63%8.72%4.49%11.62%-8.41%9.63%22.14%3.01%14.55%111.03%
2016-8.31%-7.46%4.98%-1.21%3.09%-4.85%6.39%2.53%-0.72%-9.77%4.37%-10.82%-21.48%
2015-10.67%23.51%1.39%44.95%-6.46%-4.64%-24.41%-12.08%16.92%19.28%17.49%-15.16%33.64%
2014-24.89%24.93%-14.62%-6.66%1.49%3.51%13.58%-4.92%-12.12%22.20%17.87%8.12%16.11%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of NOAH is 44, indicating average performance compared to other stocks on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of NOAH is 4444
Overall Rank
The Sharpe Ratio Rank of NOAH is 4343
Sharpe Ratio Rank
The Sortino Ratio Rank of NOAH is 4343
Sortino Ratio Rank
The Omega Ratio Rank of NOAH is 4343
Omega Ratio Rank
The Calmar Ratio Rank of NOAH is 4646
Calmar Ratio Rank
The Martin Ratio Rank of NOAH is 4545
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Noah Holdings Limited (NOAH) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for NOAH, currently valued at -0.20, compared to the broader market-2.00-1.000.001.002.003.00
NOAH: -0.20
^GSPC: 0.24
The chart of Sortino ratio for NOAH, currently valued at 0.12, compared to the broader market-6.00-4.00-2.000.002.004.00
NOAH: 0.12
^GSPC: 0.47
The chart of Omega ratio for NOAH, currently valued at 1.02, compared to the broader market0.501.001.502.00
NOAH: 1.02
^GSPC: 1.07
The chart of Calmar ratio for NOAH, currently valued at -0.13, compared to the broader market0.001.002.003.004.00
NOAH: -0.13
^GSPC: 0.24
The chart of Martin ratio for NOAH, currently valued at -0.45, compared to the broader market-5.000.005.0010.0015.0020.00
NOAH: -0.45
^GSPC: 1.08

The current Noah Holdings Limited Sharpe ratio is -0.20. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Noah Holdings Limited with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio0.001.002.003.00NovemberDecember2025FebruaryMarchApril
-0.20
0.24
NOAH (Noah Holdings Limited)
Benchmark (^GSPC)

Dividends

Dividend History

Noah Holdings Limited provided a 25.12% dividend yield over the last twelve months, with an annual payout of $2.13 per share.


5.00%10.00%15.00%20.00%$0.00$0.50$1.00$1.50$2.0020232024
Dividends
Dividend Yield
PeriodTTM20242023
Dividend$2.13$2.13$0.40

Dividend yield

25.12%18.15%2.90%

Monthly Dividends

The table displays the monthly dividend distributions for Noah Holdings Limited. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.00$0.00$0.00$0.00
2024$0.00$0.00$0.00$0.00$0.00$0.00$2.13$0.00$0.00$0.00$0.00$0.00$2.13
2023$0.40$0.00$0.00$0.00$0.00$0.00$0.00$0.40

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%25.0%
NOAH: 25.1%
Noah Holdings Limited has a dividend yield of 25.12%, which means its dividend payment is significantly above the market average.
Payout Ratio
200.0%400.0%600.0%800.0%1,000.0%
NOAH: 42.0%
Noah Holdings Limited has a payout ratio of 42.00%, which is quite average when compared to the overall market. This suggests that Noah Holdings Limited strikes a balance between reinvesting profits for growth and paying dividends to shareholders.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


-80.00%-60.00%-40.00%-20.00%0.00%NovemberDecember2025FebruaryMarchApril
-83.79%
-14.02%
NOAH (Noah Holdings Limited)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Noah Holdings Limited. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Noah Holdings Limited was 86.16%, occurring on Jul 19, 2024. The portfolio has not yet recovered.

The current Noah Holdings Limited drawdown is 83.79%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-86.16%May 21, 20181551Jul 19, 2024
-78.69%Nov 23, 2010467Sep 28, 2012262Oct 16, 2013729
-48.74%May 15, 201576Sep 1, 2015530Oct 9, 2017606
-48.29%Nov 18, 2013127May 21, 2014219Apr 6, 2015346
-24.11%Jan 29, 20189Feb 8, 201860May 7, 201869

Volatility

Volatility Chart

The current Noah Holdings Limited volatility is 16.62%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


0.00%5.00%10.00%15.00%20.00%25.00%NovemberDecember2025FebruaryMarchApril
16.62%
13.60%
NOAH (Noah Holdings Limited)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Noah Holdings Limited over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

Valuation

The Valuation section provides an overview of how Noah Holdings Limited is priced in the market compared to other companies in the Asset Management industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.


PE Ratio
20.040.060.080.0100.0
NOAH: 9.3
The chart displays the Price-to-Earnings (P/E) ratio for NOAH, comparing it with other companies in the Asset Management industry. Currently, NOAH has a P/E ratio of 9.3. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.
PEG Ratio
2.04.06.08.010.0
NOAH: 0.0
The chart shows the Price/Earnings to Growth (PEG) ratio for NOAH compared to other companies in the Asset Management industry. NOAH currently has a PEG ratio of 0.0. This PEG ratio is low compared to industry peers, which could indicate the stock is undervalued relative to its expected growth.
PS Ratio
2.04.06.08.010.0
NOAH: 0.2
This chart shows the Price-to-Sales (P/S) ratio for NOAH relative to other companies in the Asset Management industry. Currently, NOAH has a P/S ratio of 0.2. This P/S ratio is low compared to the industry average. It may indicate that the stock is undervalued relative to its revenue, or that the market expects slower growth or lower margins.
PB Ratio
2.04.06.08.010.0
NOAH: 0.4
The chart illustrates the Price-to-Book (P/B) ratio for NOAH in comparison with other companies in the Asset Management industry. Currently, NOAH has a P/B value of 0.4. This P/B ratio is low compared to industry peers. It might indicate the stock is undervalued or that the company’s assets are not expected to generate strong returns.

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Noah Holdings Limited.


Loading data...

Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items
PortfoliosLab logo
Performance Analysis
Portfolio AnalysisPortfolio PerformanceStock ComparisonSharpe RatioMartin RatioTreynor RatioSortino RatioOmega RatioCalmar RatioSummers Ratio
Community
Discussions


Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

Copyright © 2025 PortfoliosLab