COMP <GO>
FTHY vs NOAH // EV/EBITDA & P/E VALUATION
First Trust High Yield Opportunities 2027 Term Fund (NYSE) VS. Noah Holdings Limited (NYSE) • 15-METRIC TALLY: FTHY 2
— NOAH 0
■ METRIC PARITY
LAST: $13.10 (+0.54%) • MKT CAP: $481.7M
valuation
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LAST: $6.89 (0.00%) • MKT CAP: $462.0M
valuation
—
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (FTHY VS. NOAH)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | FTHY | NOAH | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | — | 11.20% | — | TIE | /roic <GO> |
| EV/EBITDA & P/E Valuation ACTIVE | — | — | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | — | — | — | TIE | /fcf-yield <GO> |
| Operating Margin | — | 29.80% | — | TIE | /operating-margins <GO> |
| Net Profit Margin | — | 21.40% | — | TIE | /net-margins <GO> |
| Revenue Growth (YoY) | — | 4.80% | — | TIE | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.00% | 0.00 | TIE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | — | 8/9 | — | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 57.0 | 21.4 | +35.64 | FTHY | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | — | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | — | 5.4x | — | TIE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $481.7M | $462.0M | $19.7M | FTHY | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | FTHY REV | NOAH REV | FTHY GROSS % | NOAH GROSS % | FTHY FCF | NOAH FCF |
|---|---|---|---|---|---|---|
| FY 2025 | — | $373.3M | — | — | — | $120.5M |
| FY 2024 | — | $356.3M | — | — | — | $41.8M |
| FY 2023 | — | $464.0M | — | — | — | $185.7M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
FTHY // BETA —
NOAH // BETA —