Nuveen Churchill Direct Lending Corp. (NCDL) vs Noah Holdings Ltd. (NOAH)
- Nuveen Churchill Direct Lending Corp. NCDL 11.82 −0.92%
- Noah Holdings Ltd. NOAH 6.93 0.00%
Nuveen Churchill Direct Lending Corp. and Noah Holdings Ltd. are both Asset Management companies. Nuveen Churchill Direct Lending Corp. is the larger, with a market value of $585.9M against $466.3M — 1.3× the size. Noah Holdings Ltd. trades at the lower P/E: 5.6× against 13.8×. Noah Holdings Ltd. grew revenue faster over the last twelve months: 8.07% against −14.2%. Nuveen Churchill Direct Lending Corp. has the higher net margin (24.0% vs 22.7%) and the lower return on invested capital (11.5% vs 12.3%). Both pay a dividend; Noah Holdings Ltd. yields more (19.9% vs 3.77%). Across the 19 metrics below, Noah Holdings Ltd. leads on 13 and Nuveen Churchill Direct Lending Corp. on 6.
Valuation
Profitability
| Metric | NCDL | NOAH | Asset Management median |
|---|---|---|---|
| Gross margin | 100.00% | 100.00% | 100.00% |
| Operating margin | 80.72% | 33.71% | 27.27% |
| Net margin | 23.98% | 22.67% | 11.89% |
| Free cash flow margin | 75.67% | 57.74% | 5.96% |
| Return on equity | 5.12% | 0.00% | 4.57% |
| Return on assets | 2.23% | 5.17% | 1.40% |
| Return on invested capital | 11.52% | 12.31% | 2.12% |
Growth
Health
Dividend
Size
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