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

Performance

NOAH vs. TRIN - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Noah Holdings Limited (NOAH) and Trinity Capital Inc. (TRIN). 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 lower than TRIN's 24.59% 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%

TRIN

1D
0.70%
1M
5.01%
YTD
24.59%
6M
29.76%
1Y
39.88%
3Y*
28.38%
5Y*
19.14%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

NOAH vs. TRIN - Yearly Performance Comparison


2026 (YTD)20252024202320222021
NOAH
Noah Holdings Limited
5.68%-5.58%6.83%-8.37%-49.49%-35.53%
TRIN
Trinity Capital Inc.
24.59%16.01%14.83%53.97%-26.60%27.12%

Correlation

The correlation between NOAH and TRIN is 0.26, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.26

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

0.20

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

0.20

Correlation (All Time)
Calculated using the full available price history since Feb 1, 2021

0.20

Fundamentals

Market Cap

NOAH:

$148.16M

TRIN:

$1.45B

EPS

NOAH:

$38.08

TRIN:

$2.07

PE Ratio

NOAH:

0.28

TRIN:

8.36

PS Ratio

NOAH:

0.06

TRIN:

4.67

PB Ratio

NOAH:

0.02

TRIN:

1.24

Total Revenue (TTM)

NOAH:

$2.61B

TRIN:

$276.05M

Gross Profit (TTM)

NOAH:

$2.07B

TRIN:

$219.75M

EBITDA (TTM)

NOAH:

$683.80M

TRIN:

$195.35M

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Return for Risk

NOAH vs. TRIN — 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

TRIN
TRIN Risk / Return Rank: 8383
Overall Rank
TRIN Sharpe Ratio Rank: 8787
Sharpe Ratio Rank
TRIN Sortino Ratio Rank: 8585
Sortino Ratio Rank
TRIN Omega Ratio Rank: 8383
Omega Ratio Rank
TRIN Calmar Ratio Rank: 7979
Calmar Ratio Rank
TRIN Martin Ratio Rank: 7979
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. TRIN - Risk-Adjusted Trends Comparison

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


NOAHTRINDifference

Sharpe ratio

Return per unit of total volatility

0.34

2.02

-1.68

Sortino ratio

Return per unit of downside risk

0.71

2.73

-2.03

Omega ratio

Gain probability vs. loss probability

1.09

1.34

-0.24

Calmar ratio

Return relative to maximum drawdown

0.57

2.60

-2.03

Martin ratio

Return relative to average drawdown

1.14

6.55

-5.42

NOAH vs. TRIN - Sharpe Ratio Comparison

The current NOAH Sharpe Ratio is 0.34, which is lower than the TRIN Sharpe Ratio of 2.02. The chart below compares the historical Sharpe Ratios of NOAH and TRIN, 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


NOAHTRINDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.34

2.02

-1.68

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.35

0.72

-1.07

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

-0.10

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.00

0.66

-0.67

Drawdowns

NOAH vs. TRIN - Drawdown Comparison

The maximum NOAH drawdown since its inception was -86.16%, which is greater than TRIN's maximum drawdown of -43.12%. Use the drawdown chart below to compare losses from any high point for NOAH and TRIN.


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Drawdown Indicators


NOAHTRINDifference

Max Drawdown

Largest peak-to-trough decline

-86.16%

-43.12%

-43.04%

Max Drawdown (1Y)

Largest decline over 1 year

-23.43%

-14.99%

-8.44%

Max Drawdown (3Y)

Largest decline over 3 years

-44.80%

-15.58%

-29.22%

Max Drawdown (5Y)

Largest decline over 5 years

-81.13%

-43.12%

-38.01%

Max Drawdown (10Y)

Largest decline over 10 years

-86.16%

Current Drawdown

Current decline from peak

-77.61%

0.00%

-77.61%

Average Drawdown

Average peak-to-trough decline

-48.89%

-8.95%

-39.94%

Ulcer Index

Depth and duration of drawdowns from previous peaks

11.70%

5.95%

+5.75%

Volatility

NOAH vs. TRIN - Volatility Comparison

Noah Holdings Limited (NOAH) has a higher volatility of 7.60% compared to Trinity Capital Inc. (TRIN) at 6.04%. This indicates that NOAH's price experiences larger fluctuations and is considered to be riskier than TRIN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


NOAHTRINDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.60%

6.04%

+1.56%

Volatility (6M)

Calculated over the trailing 6-month period

24.51%

15.36%

+9.15%

Volatility (1Y)

Calculated over the trailing 1-year period

34.25%

19.87%

+14.38%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

55.23%

26.56%

+28.67%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

50.60%

26.81%

+23.79%

Dividends

NOAH vs. TRIN - Dividend Comparison

NOAH's dividend yield for the trailing twelve months is around 10.91%, less than TRIN's 13.77% yield.


PositionTTM20252024202320222021
NOAH
Noah Holdings Limited
10.91%11.53%18.15%2.90%0.00%0.00%
TRIN
Trinity Capital Inc.
13.77%13.92%14.10%14.04%21.32%7.17%

Financials

NOAH vs. TRIN - Financials Comparison

This section allows you to compare key financial metrics between Noah Holdings Limited and Trinity Capital 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
83.32M
(NOAH) Total Revenue
(TRIN) Total Revenue
Values in USD except per share items

NOAH vs. TRIN - Profitability Comparison

The chart below illustrates the profitability comparison between Noah Holdings Limited and Trinity Capital 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%
79.3%
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%.

TRIN - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Trinity Capital Inc. reported a gross profit of 66.05M and revenue of 83.32M. Therefore, the gross margin over that period was 79.3%.

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%.

TRIN - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Trinity Capital Inc. reported an operating income of 61.68M and revenue of 83.32M, resulting in an operating margin of 74.0%.

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%.

TRIN - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Trinity Capital Inc. reported a net income of 45.52M and revenue of 83.32M, resulting in a net margin of 54.6%.


Frequently Asked Questions


NOAH and TRIN have a correlation of 0.26, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

NOAH has higher volatility (7.60%) compared to TRIN (6.04%). In terms of maximum drawdown, NOAH dropped -86.16% vs TRIN's -43.12%.

TRIN currently has the higher Sharpe Ratio (2.02 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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