IVZ
Price
$21.57
Change
+$0.91 (+4.40%)
Updated
Aug 22, 01:54 PM (EDT)
Capitalization
9.22B
67 days until earnings call
NOAH
Price
$12.51
Change
+$0.64 (+5.39%)
Updated
Aug 22, 03:29 PM (EDT)
Capitalization
785.37M
5 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$21.57
Change+$0.91 (+4.40%)
Volume$3.5K
Capitalization9.22B
Noah Holdings
Price$12.51
Change+$0.64 (+5.39%)
Volume$400
Capitalization785.37M
IVZ vs NOAH Comparison Chart in %
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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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IVZ vs. NOAH commentary
Aug 22, 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 Buy and NOAH is a Hold.

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COMPARISON
Comparison
Aug 22, 2025
Stock price -- (IVZ: $20.67 vs. NOAH: $11.87)
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: 36% vs. NOAH: 54%
Market capitalization -- IVZ: $9.22B vs. NOAH: $785.37M
IVZ [@Investment Managers] is valued at $9.22B. NOAH’s [@Investment Managers] market capitalization is $785.37M. The market cap for tickers in the [@Investment Managers] industry ranges from $174.17B to $0. The average market capitalization across the [@Investment Managers] industry is $7.52B.

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 3 FA rating(s) are green whileNOAH’s FA Score has 1 green FA rating(s).

  • IVZ’s FA Score: 3 green, 2 red.
  • NOAH’s FA Score: 1 green, 4 red.
According to our system of comparison, IVZ is a better buy in the long-term than NOAH.

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 4 TA indicator(s) are bullish while NOAH’s TA Score has 4 bullish TA indicator(s).

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

Price Growth

IVZ (@Investment Managers) experienced а -3.14% price change this week, while NOAH (@Investment Managers) price change was -0.67% for the same time period.

The average weekly price growth across all stocks in the @Investment Managers industry was +0.83%. For the same industry, the average monthly price growth was +0.11%, and the average quarterly price growth was +15.48%.

Reported Earning Dates

IVZ is expected to report earnings on Oct 28, 2025.

NOAH is expected to report earnings on Aug 27, 2025.

Industries' Descriptions

@Investment Managers (+0.83% 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($9.22B) has a higher market cap than NOAH($785M). IVZ has higher P/E ratio than NOAH: IVZ (22.23) vs NOAH (12.22). IVZ YTD gains are higher at: 22.401 vs. NOAH (17.597). IVZ has higher annual earnings (EBITDA): 1.31B vs. NOAH (698M). IVZ has higher revenues than NOAH: IVZ (6.15B) vs NOAH (2.57B).
IVZNOAHIVZ / NOAH
Capitalization9.22B785M1,174%
EBITDA1.31B698M188%
Gain YTD22.40117.597127%
P/E Ratio22.2312.22182%
Revenue6.15B2.57B240%
Total Cash1.49BN/A-
Total Debt1.88BN/A-
FUNDAMENTALS RATINGS
IVZ vs NOAH: Fundamental Ratings
IVZ
NOAH
OUTLOOK RATING
1..100
6169
VALUATION
overvalued / fair valued / undervalued
1..100
18
Undervalued
95
Overvalued
PROFIT vs RISK RATING
1..100
46100
SMR RATING
1..100
100100
PRICE GROWTH RATING
1..100
540
P/E GROWTH RATING
1..100
206
SEASONALITY SCORE
1..100
5050

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 (18) 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 (46) 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.

IVZ's SMR Rating (100) in the Investment Managers industry is in the same range as NOAH (100) in the Investment Banks Or Brokers industry. This means that IVZ’s stock grew similarly to NOAH’s over the last 12 months.

IVZ's Price Growth Rating (5) in the Investment Managers industry is somewhat better than the same rating for NOAH (40) 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 P/E Growth Rating (6) in the Investment Banks Or Brokers industry is in the same range as IVZ (20) in the Investment Managers industry. This means that NOAH’s stock grew similarly to IVZ’s over the last 12 months.

TECHNICAL ANALYSIS
Technical Analysis
IVZNOAH
RSI
ODDS (%)
Bearish Trend 2 days ago
50%
Bearish Trend 2 days ago
82%
Stochastic
ODDS (%)
Bearish Trend 2 days ago
65%
Bullish Trend 2 days ago
71%
Momentum
ODDS (%)
Bullish Trend 2 days ago
81%
Bearish Trend 2 days ago
81%
MACD
ODDS (%)
Bearish Trend 2 days ago
54%
Bearish Trend 2 days ago
75%
TrendWeek
ODDS (%)
Bearish Trend 2 days ago
67%
Bearish Trend 2 days ago
79%
TrendMonth
ODDS (%)
Bearish Trend 2 days ago
68%
Bearish Trend 2 days ago
82%
Advances
ODDS (%)
Bullish Trend 9 days ago
71%
Bullish Trend 9 days ago
74%
Declines
ODDS (%)
Bearish Trend 2 days ago
66%
Bearish Trend 3 days ago
77%
BollingerBands
ODDS (%)
N/A
Bullish Trend 2 days ago
81%
Aroon
ODDS (%)
Bullish Trend 2 days ago
78%
Bullish Trend 2 days ago
75%
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IVZ
Daily Signalchanged days ago
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NOAH
Daily Signalchanged days ago
Gain/Loss if bought
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