Skip to content
Company Analysis

Patria Investments Limited PAX

A comprehensive view of key metrics, scores, and financial health for Patria Investments Limited

Overview of Patria Investments Limited

PAX NMS
Financial Services Asset Management Small Cap
Patria Investments Limited (PAX), is a Small Cap company, in the Asset Management industry, last closed at $11.23, about 66.6% overvalued vs fair value, -4.8% 1Y return, placing in the top 25% of its sector.
$11.23
-2.85%
As of March 13, 2026
Previous close • Vol 90d: 30.9%
52-Week Range
Market Cap
$1.91B
Enterprise Value
$2.03B
Overall Score
Scores locked

Create a free account to see overall and pillar scores for Patria Investments Limited.

Top Beats

Quick Facts

Website https://www.patria.com
HQ Grand Cayman
Fiscal year Dec 31

Next Events

Earnings Apr 30 Estimated

Fair Value Snapshot

Bear Base Bull
$2
$4
$7
Current: $11.23 -67% vs base

Engine Room Money Flow™

Small Cap

Financial Services - Where revenue goes and how value is created

Flow Steps
Interest Income
$30.0K
Interest Expense
$11.4M
Net Interest Income
$-13.2M
-444.4%%
Total Revenue
$383.8M
2.6%%
Money Flow Bridge
Flow Direction: Money moves from left to right
Components: Breakdown shows composition of each stage
Industry-Specific: Financial Services

Quality & Reliability Indicators

Return on Equity
14.9%
Good

Net Income / Equity - key bank profitability metric

Locked Metric
-
Premium
Locked Metric
-
Premium
Locked Metric
-
Premium
Locked Metric
-
Premium
Locked Metric
-
Premium

Owner's Pocket - Capital Allocation

Total Returned to Shareholders

Combined dividends, buybacks, and debt reduction

$273.7M
380.8% of Net Income

Where It Leaks

Cash Flow Health healthy
Strong cash conversion with minimal leakage across profit-to-cash-to-value chain.
1
Active Leaks
0/1
Improving
0
High Impact
0
Critical
Moat Analysis Corporate Default

Competitive Advantage Assessment

Evaluating Patria Investments Limited's durable competitive advantages across 6 defense dimensions

Overall Moat Strength
52
/100
Moderate
Scores based on quantitative metrics and qualitative factors

Upgrade to unlock interactive defense details

Premium access

Unlock full defense analysis

Get key signals, strengths, and risks for every moat dimension.

Upgrade to Premium Unlock all moat defenses and evidence.

Pricing Power

Moderate
51
Premium
Unlock full defense details

See key signals plus strengths and risks for this moat dimension.

Upgrade for full defense analysis Premium-only evidence and insights.
For informational purposes only. Not investment advice.

Trade-Off Ledger™

Where management spends the performance budget - Growth, Profitability, or Safety

Generic Industrial / Default vs Industry Peers 100% Coverage
Trade-Off Triangle Visualization A ternary plot showing PAX's balance between Growth (29.2%), Profitability (36.0%), and Safety (34.8%). Growth 29% Safety 35% Profitability 36%

Click axes to expand details. Marker shows current allocation.

3-Year Trend Analysis Locked
Upgrade to unlock the full 3-year trend analysis and deltas.

Growth

43th percentile vs peers
44
Key Signals
Revenue CAGR 3Y 14.0% 61p Rev Growth YoY 2.6% 49p EPS Growth YoY -41.2% 25p EPS CAGR 3Y -19.6% 32p TSR -9.6% 37p
Strengths
  • Superior capital returns - 3 return metrics above peer median
  • Roic in top 20% of peers (20.6%, 90th percentile)
Risks

No significant risks identified for this axis.

Profitability

53th percentile vs peers
54
Key Signals
Strengths
Risks
Premium
Unlock full Profitability drilldowns

See the signal-level drivers and insights behind this axis. Upgrade to reveal the full Trade-Off Ledger.

Upgrade Now

Safety

52th percentile vs peers
52
Key Signals
Strengths
Safety drilldowns are available to premium members.

Two Futures

Scenario-based fair value ranges for Patria Investments Limited.

Loading valuation model...
Unable to Compute Fair Value

This company cannot be valued using standard models.

What this means: The Scenario Theatre requires financial data (revenue, cash flow, shares outstanding) to calculate fair value estimates. This data may be unavailable for:

  • Recently listed companies (IPOs, SPACs)
  • Shell companies or holding companies
  • Companies that haven't filed recent financials
  • Foreign companies with limited data coverage
X.X%
X%XX%
X.X%
-XX%XX%
XX.X%
-XX%XX%
Adjust the sliders above to explore different valuation scenarios.
Unlock Premium
Reveal the full Scenario Theatre
See live sliders, narratives, and full Bear/Base/Bull outcomes.
Upgrade Now
Bear
-
- - -
- upside
-
Base
$3.75
- - -
-66.6% vs current
Snapshot base estimate
Bull
-
- - -
- upside
-
Fair Value Range Current: $-
$- $- $-
Actions & Info