Offshore Expansion And Digital Integration Will Secure Future Market Opportunities

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

18 Mar 25

Updated

30 Aug 25

Views

25

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

-15.4%

7D

-2.6%

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1Y

-15.4%

7D

-2.6%

You can edit this narrative until Aug 31 10:10 AM. Then, changes will post as Updates.

Author's Valuation

US$13.0824.9% undervalued

AnalystConsensusTarget Fair Value

Shared on 30 Aug 25

Fair value Increased 7.45%

Despite a decline in expected revenue growth, a sharp reduction in the Future P/E multiple has driven the consensus analyst price target for Noah Holdings higher, from $12.18 to $12.91. What's in the News Board meeting scheduled to review unaudited Q2 and H1 2025 financial results.

Shared on 01 May 25

Fair value Increased 10%

Shared on 24 Apr 25

Fair value Decreased 16%

AnalystConsensusTarget has decreased future PE multiple from 12.7x to 10.6x.

Shared on 17 Apr 25

Fair value Increased 8.39%

AnalystConsensusTarget has decreased revenue growth from 6.9% to 5.2% and decreased shares outstanding growth rate from 0.0% to -0.1%.

Shared on 09 Apr 25

Fair value Increased 1.50%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Increased 1.35%

AnalystConsensusTarget has increased revenue growth from 4.9% to 6.9%, decreased profit margin from 28.9% to 20.9% and increased future PE multiple from 9.6x to 12.7x.

Shared on 26 Mar 25

AnalystConsensusTarget Fair Value

US$13.08

24.9% undervalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

5.51%

Capital Markets revenue growth rate

0.25%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

8.75%

Calculation

CN¥582.62m

Earnings '28

x

10.91x

PE Ratio '28

=

CN¥6.35b

Market Cap '28

CN¥6.35b

Market Cap '28

/

53.98m

No. shares '28

=

CN¥117.72

Share Price '28

CN¥117.72 Share Price '28

Discounted to 2025 @ 8.67% p.a.

=

CN¥91.73

Fair Value '25

CN¥91.73 Fair Value '25

Converted to USD @ 0.1400 CNY/USD Exchange Rate

=

US$12.84

Fair Value '25