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INFU vs. NOAH
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

INFU vs. NOAH - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in InfuSystem Holdings Inc. (INFU) and Noah Holdings Limited (NOAH). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, INFU achieves a -1.00% return, which is significantly lower than NOAH's 5.68% return. Over the past 10 years, INFU has outperformed NOAH with an annualized return of 11.84%, while NOAH has yielded a comparatively lower -5.10% annualized return.


INFU

1D
-0.78%
1M
-14.37%
YTD
-1.00%
6M
-1.00%
1Y
56.34%
3Y*
-0.89%
5Y*
-13.62%
10Y*
11.84%

NOAH

1D
-0.38%
1M
-0.38%
YTD
5.68%
6M
1.24%
1Y
11.59%
3Y*
-2.29%
5Y*
-19.27%
10Y*
-5.10%
*Multi-year figures are annualized to reflect compound growth (CAGR)

INFU vs. NOAH - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
INFU
InfuSystem Holdings Inc.
-1.00%6.15%-19.83%21.43%-49.03%-9.32%120.16%147.97%49.57%-9.80%
NOAH
Noah Holdings Limited
5.68%-5.58%6.83%-8.37%-49.49%-35.81%35.17%-18.35%-6.40%111.04%

Correlation

The correlation between INFU and NOAH is 0.20, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.20

Correlation (3Y)
Calculated over the trailing 3-year period

0.15

Correlation (5Y)
Calculated over the trailing 5-year period

0.19

Correlation (10Y)
Calculated over the trailing 10-year period

0.12

Correlation (All Time)
Calculated using the full available price history since Nov 11, 2010

0.10

Fundamentals

Market Cap

INFU:

$185.54M

NOAH:

$148.16M

EPS

INFU:

$0.38

NOAH:

$38.08

PE Ratio

INFU:

23.62

NOAH:

0.28

PS Ratio

INFU:

1.31

NOAH:

0.06

PB Ratio

INFU:

3.16

NOAH:

0.02

Total Revenue (TTM)

INFU:

$142.40M

NOAH:

$2.61B

Gross Profit (TTM)

INFU:

$80.81M

NOAH:

$2.07B

EBITDA (TTM)

INFU:

$23.03M

NOAH:

$683.80M

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Return for Risk

INFU vs. NOAH — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

INFU
INFU Risk / Return Rank: 7070
Overall Rank
INFU Sharpe Ratio Rank: 7272
Sharpe Ratio Rank
INFU Sortino Ratio Rank: 7171
Sortino Ratio Rank
INFU Omega Ratio Rank: 6868
Omega Ratio Rank
INFU Calmar Ratio Rank: 7171
Calmar Ratio Rank
INFU Martin Ratio Rank: 7070
Martin Ratio Rank

NOAH
NOAH Risk / Return Rank: 5050
Overall Rank
NOAH Sharpe Ratio Rank: 5353
Sharpe Ratio Rank
NOAH Sortino Ratio Rank: 4747
Sortino Ratio Rank
NOAH Omega Ratio Rank: 4646
Omega Ratio Rank
NOAH Calmar Ratio Rank: 5353
Calmar Ratio Rank
NOAH Martin Ratio Rank: 5252
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

INFU vs. NOAH - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for InfuSystem Holdings Inc. (INFU) and Noah Holdings Limited (NOAH). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


INFUNOAHDifference

Sharpe ratio

Return per unit of total volatility

1.06

0.34

+0.71

Sortino ratio

Return per unit of downside risk

1.83

0.71

+1.12

Omega ratio

Gain probability vs. loss probability

1.22

1.09

+0.13

Calmar ratio

Return relative to maximum drawdown

1.72

0.57

+1.15

Martin ratio

Return relative to average drawdown

4.04

1.14

+2.90

INFU vs. NOAH - Sharpe Ratio Comparison

The current INFU Sharpe Ratio is 1.06, which is higher than the NOAH Sharpe Ratio of 0.34. The chart below compares the historical Sharpe Ratios of INFU and NOAH, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


INFUNOAHDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.06

0.34

+0.71

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.26

-0.35

+0.09

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.22

-0.10

+0.32

Sharpe Ratio (All Time)

Calculated using the full available price history

0.08

-0.00

+0.09

Drawdowns

INFU vs. NOAH - Drawdown Comparison

The maximum INFU drawdown since its inception was -79.49%, smaller than the maximum NOAH drawdown of -86.16%. Use the drawdown chart below to compare losses from any high point for INFU and NOAH.


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Drawdown Indicators


INFUNOAHDifference

Max Drawdown

Largest peak-to-trough decline

-79.49%

-86.16%

+6.67%

Max Drawdown (1Y)

Largest decline over 1 year

-31.17%

-23.43%

-7.74%

Max Drawdown (3Y)

Largest decline over 3 years

-58.22%

-44.80%

-13.42%

Max Drawdown (5Y)

Largest decline over 5 years

-78.13%

-81.13%

+3.00%

Max Drawdown (10Y)

Largest decline over 10 years

-79.49%

-86.16%

+6.67%

Current Drawdown

Current decline from peak

-61.26%

-77.61%

+16.35%

Average Drawdown

Average peak-to-trough decline

-41.98%

-48.89%

+6.91%

Ulcer Index

Depth and duration of drawdowns from previous peaks

13.28%

11.70%

+1.58%

Volatility

INFU vs. NOAH - Volatility Comparison

InfuSystem Holdings Inc. (INFU) has a higher volatility of 19.55% compared to Noah Holdings Limited (NOAH) at 7.60%. This indicates that INFU's price experiences larger fluctuations and is considered to be riskier than NOAH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


INFUNOAHDifference

Volatility (1M)

Calculated over the trailing 1-month period

19.55%

7.60%

+11.95%

Volatility (6M)

Calculated over the trailing 6-month period

35.71%

24.51%

+11.20%

Volatility (1Y)

Calculated over the trailing 1-year period

53.69%

34.25%

+19.44%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

53.41%

55.23%

-1.82%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

54.46%

50.60%

+3.86%

Dividends

INFU vs. NOAH - Dividend Comparison

INFU has not paid dividends to shareholders, while NOAH's dividend yield for the trailing twelve months is around 10.91%.


PositionTTM202520242023
INFU
InfuSystem Holdings Inc.
0.00%0.00%0.00%0.00%
NOAH
Noah Holdings Limited
10.91%11.53%18.15%2.90%

Financials

INFU vs. NOAH - Financials Comparison

This section allows you to compare key financial metrics between InfuSystem Holdings Inc. and Noah Holdings Limited. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.00200.00M400.00M600.00M800.00M1.00B1.20B20222023202420252026
33.68M
625.75M
(INFU) Total Revenue
(NOAH) Total Revenue
Values in USD except per share items

INFU vs. NOAH - Profitability Comparison

The chart below illustrates the profitability comparison between InfuSystem Holdings Inc. and Noah Holdings Limited over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

-50.0%0.0%50.0%100.0%20222023202420252026
58.4%
83.6%
Portfolio components
INFU - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, InfuSystem Holdings Inc. reported a gross profit of 19.68M and revenue of 33.68M. Therefore, the gross margin over that period was 58.4%.

NOAH - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Noah Holdings Limited reported a gross profit of 523.29M and revenue of 625.75M. Therefore, the gross margin over that period was 83.6%.

INFU - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, InfuSystem Holdings Inc. reported an operating income of 1.59M and revenue of 33.68M, resulting in an operating margin of 4.7%.

NOAH - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Noah Holdings Limited reported an operating income of 236.44M and revenue of 625.75M, resulting in an operating margin of 37.8%.

INFU - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, InfuSystem Holdings Inc. reported a net income of 1.02M and revenue of 33.68M, resulting in a net margin of 3.0%.

NOAH - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Noah Holdings Limited reported a net income of 124.72M and revenue of 625.75M, resulting in a net margin of 19.9%.


Frequently Asked Questions


INFU and NOAH have a correlation of 0.20, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

INFU has higher volatility (19.55%) compared to NOAH (7.60%). In terms of maximum drawdown, INFU dropped -79.49% vs NOAH's -86.16%.

INFU currently has the higher Sharpe Ratio (1.06 vs 0.34), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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