Noah Holdings Résultats passés
Passé contrôle des critères 3/6
Noah Holdings a connu une croissance annuelle moyenne de ses bénéfices de 9.3%, tandis que le secteur Capital Markets a vu ses bénéfices augmenter de en hausse à 5.8% par an. Les revenus ont augmenté de en baisse à un taux moyen de 10.4% par an. Le rendement des capitaux propres de Noah Holdings est 5.3% et ses marges nettes sont de 20.4%.
Informations clés
9.35%
Taux de croissance des bénéfices
9.19%
Taux de croissance du BPA
| Capital Markets Croissance de l'industrie | 10.26% |
| Taux de croissance des recettes | -10.39% |
| Rendement des fonds propres | 5.34% |
| Marge nette | 20.39% |
| Dernière mise à jour des bénéfices | 31 Mar 2026 |
Mises à jour récentes des performances passées
Recent updates
Mise à jour du récit • Jul 02
NOAH: Dividend And Buybacks Will Support Future Upside Repricing
The analyst price target for Noah Holdings has been revised lower to align more closely with JPMorgan's reduced $11.50 target and updated assumptions. These include a fair value move from $16.46 to $13.70, a discount rate adjustment from 8.46% to 7.52%, more measured revenue growth expectations of 3.78% instead of 7.55%, a higher projected profit margin of 22.48% versus 19.09%, and a future P/E multiple of 13.88 compared with 16.41 previously, according to analysts.
Mise à jour du récit • Jun 18
NOAH: Higher Margins And Capital Returns May Unlock Deep Value Potential
The analyst price target on Noah Holdings has moved from $12.00 to $11.50, reflecting updated assumptions on fair value, lower modeled revenue growth and P/E multiples, and slightly higher profit margin expectations, according to recent analyst research. Analyst Commentary Recent research on Noah Holdings points to a more cautious stance following the revised US$11.50 price target, with analysts rebalancing expectations around growth, profitability, and valuation multiples.
Mise à jour du récit • Jun 03
NOAH: Dividends Buybacks And 2026 Execution Will Shape Balanced Risk Outlook
Analysts have trimmed their average price target for Noah Holdings to $11.50, reflecting slightly lower fair value assumptions, more conservative revenue growth expectations, and somewhat higher projected profit margins and future P/E levels. Analyst Commentary Street research around Noah Holdings has turned more cautious, with recent pricing and rating changes pointing to concerns about execution and the balance of risk around growth and profitability.Mise à jour du récit • May 20
NOAH: Dividends And Execution In 2026 Will Shape Future Risk Profile
Analysts trimmed their price target on Noah Holdings by a small amount to $11.20, citing a slightly lower discount rate as well as modest adjustments to revenue growth, profit margin and future P/E assumptions. Analyst Commentary Recent research on Noah Holdings highlights a more cautious tone around valuation and execution, even as the latest price target adjustment is relatively modest in absolute terms.Seeking Alpha • May 12
Noah Holdings: A Deep Value Stock With Significant Upside
Summary Noah Holdings is poised to take advantage of China's growing upper class. With a dividend yield of 5.44% and a special dividend this year, NOAH is returning capital to shareholders. The company is a deep value play with a potential upside of 24.49%. Read the full article on Seeking AlphaMise à jour du récit • May 02
NOAH: Dividends And 2026 Contract Execution Will Shape Future Risk Reward Profile
Analysts have maintained their price target on Noah Holdings at $11.20, reflecting a slightly higher discount rate and revenue growth assumptions, a marginally lower profit margin, and a modestly higher future P/E. Analyst Commentary Recent Street research on Noah Holdings highlights a mix of views, with some cautious commentary focusing on execution risk, growth visibility, and valuation.Mise à jour du récit • Apr 15
NOAH: Dividend Distributions And JPMorgan Downgrade Will Shape Future Upside Potential
Narrative Update on Noah Holdings Analysts trimmed their price target on Noah Holdings by a small amount to $11.20, reflecting modest tweaks to revenue growth, discount rate assumptions and expected future P/E, while keeping the underlying fair value view effectively unchanged. Analyst Commentary Recent Street research on Noah Holdings has included a downgrade at JPMorgan, which adds to a more cautious tone around the stock.Mise à jour du récit • Apr 01
NOAH: Revised Fair Value And JPMorgan Downgrade Will Shape Future Returns
Analysts have adjusted their price target on Noah Holdings to reflect a fair value estimate of $11.20. They cite slightly lower assumed revenue growth, a modestly higher profit margin, a small reduction in the discount rate, and an updated forward P/E multiple.Mise à jour du récit • Mar 18
NOAH: Higher Future P/E Assumptions May Unlock Deep Value Potential
Analysts have lifted their fair value estimate for Noah Holdings from $13.08 to about $14.17, citing updated assumptions for revenue growth, profit margins, discount rate and future P/E that align with a slightly more constructive outlook similar to recent Street research shifts in other names. Analyst Commentary Street research on another name in the broader market recently shows a split view on execution risk and valuation, which echoes the more balanced stance now being applied to Noah Holdings.Mise à jour du récit • Mar 04
NOAH: AI Wealth Summit And Digital Platform Will Support Future Upside
Analysts have made a small upward adjustment to their price target on Noah Holdings to $16.46 from $16.45, reflecting updated assumptions around discount rates, revenue growth, profit margins, and future P/E expectations. Analyst Commentary Bullish Takeaways Bullish analysts see the slight move in the price target to US$16.46 as a signal that their core assumptions on discount rates, revenue trends, profit margins, and future P/E remain intact, with room for further refinement as new data comes in.Mise à jour du récit • Feb 18
NOAH: AI Wealth Push And Compressed P/E Will Likely Pressure Returns
Analysts have adjusted their price targets on Noah Holdings to reflect updated assumptions for discount rates, revenue growth, profit margins and future P/E multiples. The latest change is framed around a revised fair value estimate that aims to better capture the stock’s risk and return profile in $ terms.Mise à jour du récit • Feb 04
NOAH: AI Wealth Push And Higher P/E Will Likely Prove Overhyped
Analysts have lifted their fair value estimate for Noah Holdings from US$9.50 to about US$10.11, citing updated assumptions around discount rates, revenue growth, profit margins and future P/E levels. What's in the News Noah Holdings hosted its latest Black Diamond Summit in Macau from December 7-11, 2025, under the theme "AI Together, Co-Generating the Future." The event featured complementary sessions in Shanghai and attendance from over 3,000 clients and partners (Key Developments).Mise à jour du récit • Jan 20
NOAH: AI Wealth Infrastructure And Client Summit Will Support Future Upside Potential
Analysts have nudged their price target for Noah Holdings higher, reflecting a modest increase in fair value to about US$16.45 per share, supported by updated assumptions around discount rates, revenue growth, profit margins, and future P/E expectations. What's in the News Noah Holdings hosted its latest Black Diamond Summit in Macau from December 7 to 11, 2025, with complementary sessions in Shanghai in November, bringing together over 3,000 clients and partners under the theme "AI Together, Co-Generating the Future." (Key Developments) At the Summit, the company introduced "Noya," an AI Relationship Manager available through upgraded iARK Hong Kong and Singapore apps, intended to combine human advisor oversight with AI tools across areas such as real-time insights, personalized wealth journeys, information transparency, cross-regional coordination, and end-to-end execution.Mise à jour du récit • Jan 06
NOAH: AI Wealth Push And Higher P/E Will Likely Prove Overhyped
Analysts have raised their implied fair value estimate for Noah Holdings from approximately US$6.84 to about US$9.50 per share, citing updated assumptions related to revenue growth, profit margins and future P/E levels. What's in the News Noah Holdings hosted its latest Black Diamond Summit in Macau on December 7-11, 2025, under the theme "AI Together, Co-Generating the Future," with related sessions in Shanghai attracting over 3,000 clients and partners (Key Developments).Mise à jour du récit • Dec 14
NOAH AI Wealth Platform Will Drive Stronger Long-Term Client Engagement
Analysts have nudged their price target for Noah Holdings modestly higher to approximately $16.19 per share from about $15.99, citing slightly stronger projected revenue growth that more than offsets a small downgrade to long term profit margins and a higher assumed valuation multiple. What's in the News Noah Holdings hosted its latest Black Diamond Summit in Macau and Shanghai, gathering over 3,000 clients and partners under the theme "AI Together, Co-Generating the Future" (Key Developments).Mise à jour du récit • Aug 30
Domestic Restructuring And International Expansion Will Improve Operational Efficiency
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.Article d’analyse • Jun 16
Noah Holdings (NYSE:NOAH) Will Pay A Smaller Dividend Than Last Year
Noah Holdings Limited ( NYSE:NOAH ) has announced that on 1st of August, it will be paying a dividend ofCN¥1.14, which...Article d’analyse • Jun 11
Noah Holdings Limited's (NYSE:NOAH) Share Price Boosted 25% But Its Business Prospects Need A Lift Too
Noah Holdings Limited ( NYSE:NOAH ) shareholders would be excited to see that the share price has had a great month...Seeking Alpha • Apr 22
Noah: Not Quite The Bargain It May Appear To Be At First
Summary Long NOAH looks enticing in some ways, especially after the drop in the stock in combination with low multiples. NOAH faces a number of headwinds, which includes earnings that continue to go down and which looks difficult to fix in the short term. NOAH wants to lessen its reliance on China, but the recently released FY2024 report does not give much ground for optimism. If NOAH wants to reverse its fortunes, it needs earnings growth to return, which is not easy to do in the current global environment. Read the full article on Seeking AlphaArticle d’analyse • Apr 09
Slammed 28% Noah Holdings Limited (NYSE:NOAH) Screens Well Here But There Might Be A Catch
The Noah Holdings Limited ( NYSE:NOAH ) share price has fared very poorly over the last month, falling by a substantial...
Nouveau récit • Mar 18
Launch Of Ark Private Wealth And Olive Asset Management Will Diversify Global Services
International expansion into key markets and digital transformation are expected to drive revenue growth and better serve global client needs.Article d’analyse • Feb 14
Sentiment Still Eluding Noah Holdings Limited (NYSE:NOAH)
With a price-to-earnings (or "P/E") ratio of 9.7x Noah Holdings Limited ( NYSE:NOAH ) may be sending bullish signals at...Seeking Alpha • Feb 05
Noah: Big Data, $21 Billion Under Management, And A Clear Buy
Summary Noah Holdings Limited, with $21.4 billion under management, shows consistent free cash flow and net income growth, making it a strong buy at the current valuation. Investments in big data, proprietary platforms, and automated systems enhance commission revenues and investment efficiency, driving further revenue growth. Geographic expansion in China and a robust CRM platform are expected to multiply future revenue growth and improve client relationship management. Despite potential regulatory and currency risks, NOAH's profitability, asset growth, and book value increases make it comparable to large U.S. and European asset managers. Read the full article on Seeking AlphaArticle d’analyse • Sep 26
Even With A 30% Surge, Cautious Investors Are Not Rewarding Noah Holdings Limited's (NYSE:NOAH) Performance Completely
Noah Holdings Limited ( NYSE:NOAH ) shares have had a really impressive month, gaining 30% after a shaky period...Article d’analyse • Sep 01
Noah Holdings Limited (NYSE:NOAH) Just Reported, And Analysts Assigned A US$14.26 Price Target
It's been a good week for Noah Holdings Limited ( NYSE:NOAH ) shareholders, because the company has just released its...Seeking Alpha • Aug 30
Noah Holdings: Q2 Results Miss And New Buyback Plan Draw Attention
Summary NOAH's latest Q2 2024 results were a disappointment, as the company's latest quarterly revenue and earnings missed expectations and dropped significantly on a YoY basis. On the flip side, Noah Holdings announced a new $50 million buyback program that might enhance the stock's future shareholder yield. I continue to have a Neutral view of NOAH following my evaluation of the company's negative financial performance and positive shareholder capital return outlook. Read the full article on Seeking AlphaArticle d’analyse • Jun 05
Noah Holdings Limited (NYSE:NOAH) Stock's 25% Dive Might Signal An Opportunity But It Requires Some Scrutiny
Noah Holdings Limited ( NYSE:NOAH ) shareholders won't be pleased to see that the share price has had a very rough...Seeking Alpha • May 30
Noah Holdings: Strategic Pivot Is Still A Work-In-Progress (Rating Downgrade)
Summary Both Noah Holdings' Q1 2024 top line and bottom line accounted for under 25% of the analysts' consensus forecasts, so its first quarter results failed to meet the market's expectations. Noah Holdings' comments at the recent quarterly earnings call seem to indicate that it will be a while before the company's international markets can achieve their full growth potential. I downgrade my rating for NOAH stock to a Hold, considering that the company is still in the process of pivoting towards overseas markets. Read the full article on Seeking AlphaArticle d’analyse • Apr 14
Noah Holdings Limited (NYSE:NOAH) Held Back By Insufficient Growth Even After Shares Climb 27%
Noah Holdings Limited ( NYSE:NOAH ) shares have had a really impressive month, gaining 27% after a shaky period...Seeking Alpha • Mar 15
Noah Holdings: Building Wealth Through A Growing Client Base
Summary Noah Holdings is undervalued, with a sticky client base and consistent earnings power. The company serves China's high net worth population, with a large total addressable market. Attractive capital returns from share buybacks and dividends reward investors for waiting. Shares are a buy with a price target of $20. Read the full article on Seeking AlphaSeeking Alpha • Dec 09
Noah Holdings: Watch New Capital Return Framework And Insurance Products
Summary NOAH has decided to raise its minimum dividend payout ratio from 10% earlier to 35% going forward. Noah Holdings' insurance fee income derived from its international insurance business operations grew by +381.8% YoY in the first nine months of this year. I make no changes to my existing Buy rating for NOAH, as I like its new shareholder capital return policy and I have a favorable opinion of insurance product demand. Read the full article on Seeking AlphaSeeking Alpha • Sep 29
Noah Holdings: Consider Overseas Expansion And Financial Strength
Summary NOAH aims to grow its number of relationship managers in Hong Kong and Singapore to 120 by the end of the current year to support its overseas expansion efforts. NOAH's credit ratios are reasonably healthy, and this means that the company has the financial capacity to increase its future dividend distributions. I stick to my existing Buy investment rating for Noah Holdings, as I have a positive view of its overseas expansion plans and strong financial position. Read the full article on Seeking AlphaVentilation des recettes et des dépenses
Ventilation des recettes et des dépenses
Comment Noah Holdings gagne et dépense de l'argent. Sur la base des derniers bénéfices déclarés, sur une base LTM.
Historique des gains et des recettes
| Date | Recettes | Les revenus | Dépenses G+A | Dépenses de R&D |
|---|---|---|---|---|
| 31 Mar 26 | 2,621 | 535 | 589 | 0 |
| 31 Dec 25 | 2,610 | 559 | 601 | 0 |
| 30 Sep 25 | 2,529 | 656 | 609 | 0 |
| 30 Jun 25 | 2,580 | 572 | 608 | 0 |
| 31 Mar 25 | 2,566 | 493 | 575 | 0 |
| 31 Dec 24 | 2,601 | 475 | 590 | 0 |
| 30 Sep 24 | 2,749 | 582 | 673 | 0 |
| 30 Jun 24 | 2,815 | 681 | 716 | 0 |
| 31 Mar 24 | 3,141 | 897 | 751 | 0 |
| 31 Dec 23 | 3,295 | 1,009 | 754 | 0 |
| 30 Sep 23 | 3,377 | 933 | 746 | 0 |
| 30 Jun 23 | 3,312 | 882 | 688 | 0 |
| 31 Mar 23 | 3,108 | 916 | 612 | 0 |
| 31 Dec 22 | 3,100 | 977 | 584 | 0 |
| 30 Sep 22 | 3,478 | 1,118 | 726 | 0 |
| 30 Jun 22 | 3,703 | 1,209 | 796 | 0 |
| 31 Mar 22 | 3,864 | 1,165 | 875 | 0 |
| 31 Dec 21 | 4,293 | 1,314 | 933 | 0 |
| 30 Sep 21 | 3,986 | -541 | 722 | 0 |
| 30 Jun 21 | 3,936 | -528 | 660 | 0 |
| 31 Mar 21 | 3,784 | -534 | 614 | 0 |
| 31 Dec 20 | 3,306 | -745 | 558 | 0 |
| 30 Sep 20 | 3,141 | 931 | 639 | 0 |
| 30 Jun 20 | 3,124 | 837 | 690 | 0 |
| 31 Mar 20 | 3,248 | 788 | 721 | 0 |
| 31 Dec 19 | 3,392 | 829 | 759 | 0 |
| 30 Sep 19 | 3,426 | 882 | 701 | 0 |
| 30 Jun 19 | 3,423 | 898 | 654 | 0 |
| 31 Mar 19 | 3,349 | 827 | 679 | 0 |
| 31 Dec 18 | 3,290 | 811 | 692 | 0 |
| 30 Sep 18 | 3,190 | 815 | 683 | 0 |
| 30 Jun 18 | 3,035 | 787 | 680 | 0 |
| 31 Mar 18 | 2,945 | 814 | 611 | 0 |
| 31 Dec 17 | 2,827 | 763 | 569 | 0 |
| 30 Sep 17 | 2,751 | 711 | 548 | 0 |
| 30 Jun 17 | 2,675 | 687 | 543 | 0 |
| 31 Mar 17 | 2,620 | 662 | 559 | 0 |
| 31 Dec 16 | 2,514 | 644 | 557 | 0 |
| 30 Sep 16 | 2,441 | 620 | 543 | 0 |
| 30 Jun 16 | 2,353 | 616 | 524 | 0 |
| 31 Mar 16 | 2,279 | 603 | 474 | 0 |
| 31 Dec 15 | 2,120 | 536 | 435 | 0 |
| 30 Sep 15 | 1,901 | 532 | 203 | 0 |
Des revenus de qualité: NOAH a des bénéfices de haute qualité.
Augmentation de la marge bénéficiaire: Les marges bénéficiaires nettes actuelles de NOAH sont plus élevées que l'année dernière NOAH. (20.4%) sont plus élevées que l'année dernière (19.2%).
Analyse des flux de trésorerie disponibles par rapport aux bénéfices
Analyse de la croissance passée des bénéfices
Tendance des revenus: NOAH est devenue rentable au cours des 5 dernières années, augmentant ses bénéfices de 9.3% par an.
Accélération de la croissance: La croissance des bénéfices de NOAH au cours de l'année écoulée ( 8.5% ) est inférieure à sa moyenne sur 5 ans ( 9.3% par an).
Bénéfices par rapport au secteur d'activité: La croissance des bénéfices NOAH au cours de l'année écoulée ( 8.5% ) n'a pas surpassé celle du secteur Capital Markets 38.3%.
Rendement des fonds propres
ROE élevé: Le retour sur capitaux propres de NOAH ( 5.3% ) est considéré comme faible.
Rendement des actifs
Rendement des capitaux employés
Découvrir des entreprises performantes dans le passé
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/07/07 04:39 |
| Cours de l'action en fin de journée | 2026/07/07 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d'analyse utilisé pour générer ce rapport sont disponibles sur notre page Github, nous proposons également des guides pour apprendre à utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Noah Holdings Limited est couverte par 9 analystes. 4 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| You Fan | China International Capital Corporation Limited |
| Sin Hang Leung | Citigroup Inc |
| Judy Zhang | Citigroup Inc |