Noah Competitors
| NOAH Stock | USD 11.26 0.23 2.00% |
Noah Holdings vs Oxford Square Correlation
Poor diversification
The correlation between Noah Holdings and OXSQ is 0.7 (i.e., Poor diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding Noah Holdings and OXSQ in the same portfolio, assuming nothing else is changed.
Moving together with Noah Stock
Moving against Noah Stock
| 0.47 | KBDC | Kayne Anderson BDC | PairCorr |
| 0.42 | MFIC | MidCap Financial Inv | PairCorr |
| 0.4 | NMFC | New Mountain Finance | PairCorr |
| 0.39 | AVR | Avaron Mining Corp | PairCorr |
| 0.34 | BCSF | Bain Capital Specialty | PairCorr |
Noah Holdings Competition Correlation Matrix
Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Noah Holdings and its competitors represents the degree of relationship between the price movements of corresponding stocks. A correlation of about +1.0 implies that the price of Noah and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Noah Holdings does not affect the price movement of the other competitor.
High positive correlations
| High negative correlations
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Risk-Adjusted Indicators
There is a big difference between Noah Stock performing well and Noah Holdings Company doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Noah Holdings' multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.| Mean Deviation | Jensen Alpha | Sortino Ratio | Treynor Ratio | Semi Deviation | Expected Shortfall | Potential Upside | Value @Risk | Maximum Drawdown | ||
|---|---|---|---|---|---|---|---|---|---|---|
| BANX | 0.77 | 0.02 | (0.01) | 1.52 | 1.32 | 1.45 | 8.25 | |||
| PEBK | 1.17 | 0.37 | 0.29 | 0.74 | 0.73 | 3.24 | 5.96 | |||
| INV | 6.79 | 0.07 | 0.02 | 0.05 | 7.28 | 17.85 | 43.34 | |||
| FLD | 3.49 | (0.99) | 0.00 | (1.22) | 0.00 | 5.75 | 19.28 | |||
| MRCC | 1.27 | (0.17) | 0.00 | (0.15) | 0.00 | 2.48 | 8.26 | |||
| EMIS | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | |||
| WHF | 1.37 | (0.07) | 0.00 | 1.78 | 0.00 | 2.90 | 7.86 | |||
| STEX | 4.68 | (0.63) | 0.00 | (0.49) | 0.00 | 10.99 | 25.10 | |||
| CZWI | 1.02 | 0.28 | 0.22 | 0.47 | 0.81 | 2.36 | 7.50 | |||
| OXSQ | 1.37 | 0.14 | 0.06 | 1.70 | 1.43 | 3.78 | 8.47 |
Cross Equities Net Income Analysis
Compare Noah Holdings and related stocks such as Arrowmark Financial Corp, Peoples Bancorp, and Innventure Net Income Over Time
Select Fundamental| 2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BANX | 4.5 M | 4.5 M | 4.5 M | 4.5 M | 4.5 M | 8.3 M | 7 M | 12 M | 10 M | 12.6 M | 7.8 M | 12.6 M | 5.4 M | 20.2 M | 16.7 M | 19.3 M | 11.7 M |
| PEBK | 900 K | 5.2 M | 5.8 M | 6.7 M | 9.4 M | 9.6 M | 9.2 M | 10.3 M | 13.4 M | 14.1 M | 11.4 M | 15.1 M | 16.1 M | 15.5 M | 16.4 M | 19.8 M | 20.8 M |
| INV | 6.7 M | 6.7 M | 6.7 M | 6.7 M | 6.7 M | 6.7 M | 6.7 M | 6.7 M | 6.7 M | 6.7 M | 6.7 M | 6.7 M | (32.8 M) | (30.8 M) | (78.2 M) | (70.4 M) | (66.9 M) |
| FLD | (120 K) | (120 K) | (120 K) | (120 K) | (120 K) | (120 K) | (120 K) | (120 K) | (120 K) | (120 K) | (120 K) | (120 K) | (12 M) | 4.4 M | (1.9 M) | (2.1 M) | (2.3 M) |
| MRCC | 950 K | 950 K | 950 K | 9.8 M | 13.9 M | 17.9 M | 24.4 M | 12.2 M | 5.8 M | 19.2 M | 1.6 M | 32.5 M | (2.8 M) | 371 K | 9.7 M | 8.7 M | 9 M |
| WHF | 39.6 M | 39.6 M | 39.6 M | 19 M | 19.5 M | (2.8 M) | 31.3 M | 34.4 M | 57.3 M | 30.8 M | 31.7 M | 30.1 M | 15.7 M | 20.4 M | 10.9 M | 9.8 M | 9.3 M |
| STEX | (52.2 M) | (52.2 M) | (52.2 M) | (52.2 M) | (52.2 M) | (52.2 M) | (52.2 M) | (52.2 M) | (52.2 M) | (52.2 M) | (52.2 M) | (31.9 M) | (27.1 M) | (29 M) | (10.3 M) | (11.9 M) | (12.5 M) |
| CZWI | 779 K | 193 K | 206 K | 1 M | 1.8 M | 2.8 M | 2.6 M | 2.5 M | 4.3 M | 9.5 M | 12.7 M | 21.3 M | 17.8 M | 13.1 M | 13.8 M | 14.4 M | 15.1 M |
| OXSQ | (577.8 K) | 14.2 M | 37.2 M | 58.9 M | (3.3 M) | (66.1 M) | 110.4 M | 43.6 M | (9.2 M) | (32.8 M) | 1.7 M | 39.6 M | (85.6 M) | 17.2 M | 5.9 M | 5.3 M | 7.7 M |
Noah Holdings and related stocks such as Arrowmark Financial Corp, Peoples Bancorp, and Innventure Net Income description
Net income is one of the most important fundamental items in finance. It plays a large role in Noah Holdings financial statement analysis. It represents the amount of money remaining after all of Noah Holdings operating expenses, interest, taxes and preferred stock dividends have been deducted from a company total revenue.Noah Holdings Competitive Analysis
The better you understand Noah Holdings competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Noah Holdings' competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Noah Holdings' competition over several years is one of the best ways to analyze its investment potential.| Better Than Average | Worse Than Peers | View Performance Chart |
Noah Holdings Competition Performance Charts
Five steps to successful analysis of Noah Holdings Competition
Noah Holdings' competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Noah Holdings in relation to its competition. Noah Holdings' competition analysis typically involves several steps, including:- Identifying the key players in the market: This involves identifying the major competitors of Noah Holdings in the market, both direct and indirect, as well as new entrants and disruptive technologies.
- Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
- Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Noah Holdings' competitive landscape.
- Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Noah Holdings, and developing a strategy to address them.
- Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.
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Check out Noah Holdings Correlation with its peers. For more detail on how to invest in Noah Stock please use our How to Invest in Noah Holdings guide.You can also try the Price Exposure Probability module to analyze equity upside and downside potential for a given time horizon across multiple markets.
Is there potential for Asset Management & Custody Banks market expansion? Will Noah introduce new products? Factors like these will boost the valuation of Noah Holdings. Anticipated expansion of Noah directly elevates investor willingness to pay premium valuations. Understanding fair value requires weighing current performance against future potential. All the valuation information about Noah Holdings listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth (0.17) | Dividend Share 4.14 | Earnings Share 1.14 | Revenue Per Share | Quarterly Revenue Growth 0.022 |
The market value of Noah Holdings is measured differently than its book value, which is the value of Noah that is recorded on the company's balance sheet. Investors also form their own opinion of Noah Holdings' value that differs from its market value or its book value, called intrinsic value, which is Noah Holdings' true underlying value. Analysts utilize numerous techniques to assess fundamental value, seeking to purchase shares when trading prices fall beneath estimated intrinsic worth. Because Noah Holdings' market value can be influenced by many factors that don't directly affect Noah Holdings' underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
It's important to distinguish between Noah Holdings' intrinsic value and market price, which are calculated using different methodologies. Investment decisions regarding Noah Holdings should consider multiple factors including financial performance, growth metrics, competitive position, and professional analysis. Meanwhile, Noah Holdings' quoted price indicates the marketplace figure where supply meets demand through bilateral consent.