Nuveen Churchill Direct Lending Corp. (NCDL) vs Noah Holdings Ltd. (NOAH)
- Nuveen Churchill Direct Lending Corp. NCDL 10.62 −2.21%
- Noah Holdings Ltd. NOAH 7.22 −1.77%
Nuveen Churchill Direct Lending Corp. and Noah Holdings Ltd. are both Asset Management companies. Nuveen Churchill Direct Lending Corp. and Noah Holdings Ltd. are of similar size ($536.4M and $494.6M). Noah Holdings Ltd. trades at the lower P/E: 5.8× against 11.2×. Noah Holdings Ltd. grew revenue faster over the last twelve months: 8.07% against −14.4%. Nuveen Churchill Direct Lending Corp. has the higher net margin (24.4% vs 22.7%) and the lower return on invested capital (12.1% vs 12.3%). Both pay a dividend; Noah Holdings Ltd. yields more (19.1% vs 4.24%). 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 | 80.82% | 33.71% | 33.42% |
| Net margin | 24.44% | 22.67% | 13.37% |
| Free cash flow margin | 58.99% | 57.74% | 12.36% |
| Return on equity | 5.40% | 0.00% | 4.79% |
| Return on assets | 2.31% | 5.17% | 1.55% |
| Return on invested capital | 12.06% | 12.31% | 2.97% |
Growth
Health
Dividend
Size
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