IVZ
Price
$14.37
Change
+$0.11 (+0.77%)
Updated
Jun 6, 04:43 PM (EDT)
Capitalization
7.41B
53 days until earnings call
NOAH
Price
$11.36
Change
+$0.28 (+2.53%)
Updated
Jun 6, 04:59 PM (EDT)
Capitalization
1.16B
87 days until earnings call
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IVZ vs NOAH

Header iconIVZ vs NOAH Comparison
Open Charts IVZ vs NOAHBanner chart's image
Inves
Price$14.37
Change+$0.11 (+0.77%)
Volume$4.3K
Capitalization7.41B
Noah Holdings
Price$11.36
Change+$0.28 (+2.53%)
Volume$1.09K
Capitalization1.16B
IVZ vs NOAH Comparison Chart
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IVZ
Daily Signalchanged days ago
Gain/Loss if bought
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NOAH
Daily Signalchanged days ago
Gain/Loss if bought
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IVZ vs. NOAH commentary
Jun 06, 2025

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is IVZ is a Hold and NOAH is a StrongBuy.

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COMPARISON
Comparison
Jun 06, 2025
Stock price -- (IVZ: $14.25 vs. NOAH: $11.08)
Brand notoriety: IVZ and NOAH are both not notable
Both companies represent the Investment Managers industry
Current volume relative to the 65-day Moving Average: IVZ: 100% vs. NOAH: 175%
Market capitalization -- IVZ: $7.41B vs. NOAH: $1.16B
IVZ [@Investment Managers] is valued at $7.41B. NOAH’s [@Investment Managers] market capitalization is $1.16B. The market cap for tickers in the [@Investment Managers] industry ranges from $124.17B to $0. The average market capitalization across the [@Investment Managers] industry is $6.13B.

Long-Term Analysis

It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).

IVZ’s FA Score shows that 1 FA rating(s) are green whileNOAH’s FA Score has 1 green FA rating(s).

  • IVZ’s FA Score: 1 green, 4 red.
  • NOAH’s FA Score: 1 green, 4 red.
According to our system of comparison, NOAH is a better buy in the long-term than IVZ.

Short-Term Analysis

It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.

If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.

IVZ’s TA Score shows that 5 TA indicator(s) are bullish while NOAH’s TA Score has 6 bullish TA indicator(s).

  • IVZ’s TA Score: 5 bullish, 5 bearish.
  • NOAH’s TA Score: 6 bullish, 4 bearish.
According to our system of comparison, NOAH is a better buy in the short-term than IVZ.

Price Growth

IVZ (@Investment Managers) experienced а -3.39% price change this week, while NOAH (@Investment Managers) price change was +2.88% for the same time period.

The average weekly price growth across all stocks in the @Investment Managers industry was +0.59%. For the same industry, the average monthly price growth was +4.67%, and the average quarterly price growth was +2.51%.

Reported Earning Dates

IVZ is expected to report earnings on Jul 29, 2025.

NOAH is expected to report earnings on Sep 01, 2025.

Industries' Descriptions

@Investment Managers (+0.59% weekly)

Investment Managers manage financial assets and other investments of clients. Management includes designing a short- or long-term strategy for buying/holding and selling of portfolio holdings. It can also include tax services and other aspects of financial planning as well. While it is perceived that the industry is faced with growing competition from robo-advisors/digital platforms and passive/ index-tracking funds, many investors still find value in actively managed in-person services that investment management companies often emphasize on. At the same time, many wealth managers are also incorporating digital initiatives/low cost options in addition to their in-person customized services. Their main sources of revenues are fees as a percentage of assets under management, in addition to a certain portion of clients’ gains from asset appreciation. BlackRock, Inc., Blackstone Group Inc and Brookfield Asset Management are some of the major investment management companies.

SUMMARIES
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FUNDAMENTALS
Fundamentals
IVZ($7.41B) has a higher market cap than NOAH($1.17B). IVZ has higher P/E ratio than NOAH: IVZ (12.27) vs NOAH (6.83). NOAH YTD gains are higher at: -5.380 vs. IVZ (-16.439). IVZ (1.13B) and NOAH (1.08B) have comparable annual earnings (EBITDA) . NOAH has more cash in the bank: 5.19B vs. IVZ (1.93B). NOAH has less debt than IVZ: NOAH (79.3M) vs IVZ (9.05B). IVZ has higher revenues than NOAH: IVZ (5.72B) vs NOAH (3.31B).
IVZNOAHIVZ / NOAH
Capitalization7.41B1.17B636%
EBITDA1.13B1.08B105%
Gain YTD-16.439-5.380306%
P/E Ratio12.276.83180%
Revenue5.72B3.31B173%
Total Cash1.93B5.19B37%
Total Debt9.05B79.3M11,406%
FUNDAMENTALS RATINGS
IVZ vs NOAH: Fundamental Ratings
IVZ
NOAH
OUTLOOK RATING
1..100
6113
VALUATION
overvalued / fair valued / undervalued
1..100
17
Undervalued
95
Overvalued
PROFIT vs RISK RATING
1..100
56100
SMR RATING
1..100
8278
PRICE GROWTH RATING
1..100
6043
P/E GROWTH RATING
1..100
859
SEASONALITY SCORE
1..100
n/a50

Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.

IVZ's Valuation (17) in the Investment Managers industry is significantly better than the same rating for NOAH (95) in the Investment Banks Or Brokers industry. This means that IVZ’s stock grew significantly faster than NOAH’s over the last 12 months.

IVZ's Profit vs Risk Rating (56) in the Investment Managers industry is somewhat better than the same rating for NOAH (100) in the Investment Banks Or Brokers industry. This means that IVZ’s stock grew somewhat faster than NOAH’s over the last 12 months.

NOAH's SMR Rating (78) in the Investment Banks Or Brokers industry is in the same range as IVZ (82) in the Investment Managers industry. This means that NOAH’s stock grew similarly to IVZ’s over the last 12 months.

NOAH's Price Growth Rating (43) in the Investment Banks Or Brokers industry is in the same range as IVZ (60) in the Investment Managers industry. This means that NOAH’s stock grew similarly to IVZ’s over the last 12 months.

NOAH's P/E Growth Rating (9) in the Investment Banks Or Brokers industry is significantly better than the same rating for IVZ (85) in the Investment Managers industry. This means that NOAH’s stock grew significantly faster than IVZ’s over the last 12 months.

TECHNICAL ANALYSIS
Technical Analysis
IVZNOAH
RSI
ODDS (%)
Bearish Trend 2 days ago
59%
Bearish Trend 2 days ago
73%
Stochastic
ODDS (%)
Bullish Trend 2 days ago
74%
Bearish Trend 2 days ago
84%
Momentum
ODDS (%)
Bearish Trend 2 days ago
67%
Bullish Trend 2 days ago
72%
MACD
ODDS (%)
Bearish Trend 2 days ago
62%
Bullish Trend 2 days ago
73%
TrendWeek
ODDS (%)
Bearish Trend 2 days ago
68%
Bullish Trend 2 days ago
71%
TrendMonth
ODDS (%)
Bullish Trend 2 days ago
70%
Bullish Trend 2 days ago
74%
Advances
ODDS (%)
Bullish Trend 24 days ago
70%
Bullish Trend 9 days ago
72%
Declines
ODDS (%)
Bearish Trend 2 days ago
67%
Bearish Trend 19 days ago
78%
BollingerBands
ODDS (%)
Bearish Trend 2 days ago
67%
Bearish Trend 2 days ago
68%
Aroon
ODDS (%)
Bullish Trend 2 days ago
77%
Bullish Trend 2 days ago
71%
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IVZ
Daily Signalchanged days ago
Gain/Loss if bought
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NOAH
Daily Signalchanged days ago
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