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

Performance

NOAH vs. INFU - Performance Comparison

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

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Returns By Period

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


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%

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%
*Multi-year figures are annualized to reflect compound growth (CAGR)

NOAH vs. INFU - Yearly Performance Comparison


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

Correlation

The correlation between NOAH and INFU 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

NOAH:

$148.16M

INFU:

$185.54M

EPS

NOAH:

$38.08

INFU:

$0.38

PE Ratio

NOAH:

0.28

INFU:

23.62

PS Ratio

NOAH:

0.06

INFU:

1.31

PB Ratio

NOAH:

0.02

INFU:

3.16

Total Revenue (TTM)

NOAH:

$2.61B

INFU:

$142.40M

Gross Profit (TTM)

NOAH:

$2.07B

INFU:

$80.81M

EBITDA (TTM)

NOAH:

$683.80M

INFU:

$23.03M

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Return for Risk

NOAH vs. INFU — Risk / Return Rank

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

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

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
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.

NOAH vs. INFU - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Noah Holdings Limited (NOAH) and InfuSystem Holdings Inc. (INFU). 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.


NOAHINFUDifference

Sharpe ratio

Return per unit of total volatility

0.34

1.06

-0.71

Sortino ratio

Return per unit of downside risk

0.71

1.83

-1.12

Omega ratio

Gain probability vs. loss probability

1.09

1.22

-0.13

Calmar ratio

Return relative to maximum drawdown

0.57

1.72

-1.15

Martin ratio

Return relative to average drawdown

1.14

4.04

-2.90

NOAH vs. INFU - Sharpe Ratio Comparison

The current NOAH Sharpe Ratio is 0.34, which is lower than the INFU Sharpe Ratio of 1.06. The chart below compares the historical Sharpe Ratios of NOAH and INFU, 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


NOAHINFUDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.34

1.06

-0.71

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.35

-0.26

-0.09

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

-0.10

0.22

-0.32

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.00

0.08

-0.09

Drawdowns

NOAH vs. INFU - Drawdown Comparison

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


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Drawdown Indicators


NOAHINFUDifference

Max Drawdown

Largest peak-to-trough decline

-86.16%

-79.49%

-6.67%

Max Drawdown (1Y)

Largest decline over 1 year

-23.43%

-31.17%

+7.74%

Max Drawdown (3Y)

Largest decline over 3 years

-44.80%

-58.22%

+13.42%

Max Drawdown (5Y)

Largest decline over 5 years

-81.13%

-78.13%

-3.00%

Max Drawdown (10Y)

Largest decline over 10 years

-86.16%

-79.49%

-6.67%

Current Drawdown

Current decline from peak

-77.61%

-61.26%

-16.35%

Average Drawdown

Average peak-to-trough decline

-48.89%

-41.98%

-6.91%

Ulcer Index

Depth and duration of drawdowns from previous peaks

11.70%

13.28%

-1.58%

Volatility

NOAH vs. INFU - Volatility Comparison

The current volatility for Noah Holdings Limited (NOAH) is 7.60%, while InfuSystem Holdings Inc. (INFU) has a volatility of 19.55%. This indicates that NOAH experiences smaller price fluctuations and is considered to be less risky than INFU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


NOAHINFUDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.60%

19.55%

-11.95%

Volatility (6M)

Calculated over the trailing 6-month period

24.51%

35.71%

-11.20%

Volatility (1Y)

Calculated over the trailing 1-year period

34.25%

53.69%

-19.44%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

55.23%

53.41%

+1.82%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

50.60%

54.46%

-3.86%

Dividends

NOAH vs. INFU - Dividend Comparison

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


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

NOAH vs. INFU - Financials Comparison

This section allows you to compare key financial metrics between Noah Holdings Limited and InfuSystem Holdings Inc.. 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
625.75M
33.68M
(NOAH) Total Revenue
(INFU) Total Revenue
Values in USD except per share items

NOAH vs. INFU - Profitability Comparison

The chart below illustrates the profitability comparison between Noah Holdings Limited and InfuSystem Holdings Inc. 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
83.6%
58.4%
Portfolio components
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 - 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 - 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 - 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 - 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%.

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%.


Frequently Asked Questions


NOAH and INFU 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, NOAH dropped -86.16% vs INFU's -79.49%.

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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