| Stock (Symbol) | Stock Price | |
Hoah Holdings (NOAH) |
$16 |
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| Data is as of | Expected to Report | Sector |
August 20, 2014 |
N/A |
Financial |
| Sharek’s Take | ||
 Chinese wealth manager (brokerage firm) Noah Holdings (NOAH) is growing rapidly yet the stock isn’t moving up like it should. I think this is because there’s not much analyst coverage on the company. Noah is expanding rapidly: its client base is growing around 35% year-over-year, and sales should rise 40% in 2014. Plus NOAH just whipped the 33 cent estimate by a whopping 11 cents. Management expects profits to rise 27% to 34% this year, yet the stock sells for only 13 times earnings. There’s huge upside in these shares. |
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| One-Year Chart | ||
 NOAH got up to $25 last year, then fell and was forgotten. Impressive 25% long-term growth rate (Est. LTG) and profit growth continues to be excellent. Even Estimates look good. This chart is all green. |
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| Earnings Table | ||
 Noah’s revenue jumped 61% last quarter, profits soared 52%. Fee-based business rose 76% and commission business was flat yoy. 2/3rds of client holdings are in bonds. Fee-based money management is a dependable source of revenue.NOAH whipped estimates by 11 cents a share last qtr, that’s impressive. Stock should have popped on the news. Annual Profit Estimates stayed consistent with last quarter. Quarterly profit growth estimates look good, but I only have two quarters worth. NOAH is under the radar and needs more analyst coverage. |
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| Fair Value | ||
 What is with the 13 P/E this stock is getting? I think someday the P/E will get to 20 or 25. There’s tremendous upside here, even if the P/E just gets to 17. |
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| Ten-Year Chart | ||
 2012 was a slow year, still Noah Holdings is one of the fastest growing public companies in the world. |
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| Power Ranking | Bottom Line | |
Growth Portfolio
16 of 25 |
Noah Holdings is doing a lot of business, but the stock isn’t getting the respect it deserves. I liken this stock to BitAuto last year, when the stock was stagnant before it took off. NOAH ranks 16th of 25 stocks in the Growth Portfolio Power Rankings. It has to get some heavy accumulation (rise on high volume) for me to buy it in the Aggressive Growth Portfolio. |
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Aggressive Growth Portfolio
N/A |
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