Noah Holdings: Deep Value With Structural Transformation [Seeking Alpha]
Noah Holdings Limited (NOAH)
US:NYSE Investor Relations:
ir.noahwm.com
Company Research
Source: Seeking Alpha
global investment solutions, reducing reliance on domestic real estate and shadow banking. NOAH trades at a deep value discount (P/E ~8x, P/B ~0.6x), supported by a strong balance sheet, significant cash, and robust capital return via dividends and share buybacks. International operations now generate nearly half of net revenue, with global booking centers and new brands targeting Chinese high-net-worth clients worldwide. Despite a 7.4% Q3 revenue decline, net profit surged 58.9% due to cost control; if re-rated to sector P/E averages, shares could see 30-50% upside. imaginima/iStock via Getty Images My thesis Noah Holdings Limited ( NOAH ), as of the start of 2026, presents itself as an asset management company that very successfully transformed its business model, managing to lower its dependency on China‘s real estate sector This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned,
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NOAH
News
- Noah Holdings' H1 2026 CIO Report Outlines the Emergence of AI Infrastructure as a Critical Long-Term Asset for Wealth AllocationPR Newswire
- Noah Holdings' H1 2026 CIO Report Outlines the Emergence of AI Infrastructure as a Critical Long-Term Asset for Wealth AllocationPR Newswire
- Noah (NYSE:NOAH) was downgraded by analysts at Zacks Research from a "hold" rating to a "strong sell" rating.MarketBeat
- Noah (NYSE:NOAH) was given a new $10.00 price target on by analysts at UBS Group AG.MarketBeat
- With 38% ownership, Noah Holdings Limited (NYSE:NOAH) insiders have a lot riding on the company's future [Yahoo! Finance]Yahoo! Finance
NOAH
Analyst Actions
- 12/22/25 - UBS
NOAH
Sec Filings
- 2/13/26 - Form 6-K
- 2/12/26 - Form 6-K
- 2/11/26 - Form 6-K
- NOAH's page on the SEC website