PAX Stock Overview
Operates as a private market investment firm focused on investing in Latin America. More details
| Snowflake Score | |
|---|---|
| Valuation | 3/6 |
| Future Growth | 5/6 |
| Past Performance | 2/6 |
| Financial Health | 4/6 |
| Dividends | 2/6 |
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Patria Investments Limited Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$11.28 |
| 52 Week High | US$16.16 |
| 52 Week Low | US$10.63 |
| Beta | 0.58 |
| 1 Month Change | -12.49% |
| 3 Month Change | 0.98% |
| 1 Year Change | -23.32% |
| 3 Year Change | -33.10% |
| 5 Year Change | n/a |
| Change since IPO | -43.32% |
Recent News & Updates
Patria Investments: Don't Miss Out Here
Dec 16Patria Investments: I'm Loving This 'Dirt Cheap' Latin American Version Of Blackstone
Dec 02Patria Investments' Q3: Strong Fundraising And Attractive Valuation
Nov 13Recent updates
Patria Investments: Don't Miss Out Here
Dec 16Patria Investments: I'm Loving This 'Dirt Cheap' Latin American Version Of Blackstone
Dec 02Patria Investments' Q3: Strong Fundraising And Attractive Valuation
Nov 13Patria Investments: The Alternatives King Of Latin America
Oct 14My Favorite Dividend Stock: Patria Investments
Aug 10Patria Investments Limited Just Missed Earnings - But Analysts Have Updated Their Models
Aug 04
Patria Investments: Stock Multiples At Historic Lows, Potential 7.87% Yield
May 29Patria Investments: How To Play The Drop On Q1 Earnings
May 06Patria Investments: Go Local In LatAm
Apr 19Patria: High-Yield, High-Growth, Strong Track Record
Feb 19Patria Investments Limited (NASDAQ:PAX) Just Beat EPS By 8.1%: Here's What Analysts Are Forecasting For This Year
Feb 18Potential Upside For Patria Investments Limited (NASDAQ:PAX) Not Without Risk
Jan 05With EPS Growth And More, Patria Investments (NASDAQ:PAX) Makes An Interesting Case
Nov 13Party Time: Brokers Just Made Major Increases To Their Patria Investments Limited (NASDAQ:PAX) Earnings Forecasts
Aug 06Patria Investments (NASDAQ:PAX) Is Paying Out A Larger Dividend Than Last Year
Feb 17Industry Analysts Just Made A Captivating Upgrade To Their Patria Investments Limited (NASDAQ:PAX) Revenue Forecasts
Dec 14Patria Investments hires new CFO
Sep 19Patria Investments' (NASDAQ:PAX) Dividend Will Be Reduced To $0.169
Aug 12Patria Investments Q2 2022 Earnings Preview
Aug 08Patria Investments: Mini-Blackstone Of Latin America?
Jul 08Patria Investments' (NASDAQ:PAX) Shareholders Will Receive A Bigger Dividend Than Last Year
May 13Patria Investments: An Interesting International Dividend Stock
May 03Shareholder Returns
| PAX | US Capital Markets | US Market | |
|---|---|---|---|
| 7D | -1.3% | -0.9% | -0.5% |
| 1Y | -23.3% | 36.3% | 23.2% |
Return vs Industry: PAX underperformed the US Capital Markets industry which returned 36.3% over the past year.
Return vs Market: PAX underperformed the US Market which returned 23.2% over the past year.
Price Volatility
| PAX volatility | |
|---|---|
| PAX Average Weekly Movement | 4.6% |
| Capital Markets Industry Average Movement | 4.3% |
| Market Average Movement | 6.4% |
| 10% most volatile stocks in US Market | 18.6% |
| 10% least volatile stocks in US Market | 3.2% |
Stable Share Price: PAX has not had significant price volatility in the past 3 months compared to the US market.
Volatility Over Time: PAX's weekly volatility (5%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1994 | 430 | Alexandre de Assumpcao Saigh | www.patria.com |
Patria Investments Limited operates as a private market investment firm focused on investing in Latin America. The company offers asset management services to investors focusing on private equity funds, infrastructure development funds, co-investments funds, constructivist equity funds, and real estate and credit funds. Patria Investments Limited was founded in 1994 and is headquartered in Grand Cayman, the Cayman Islands.
Patria Investments Limited Fundamentals Summary
| PAX fundamental statistics | |
|---|---|
| Market cap | US$1.78b |
| Earnings (TTM) | US$64.70m |
| Revenue (TTM) | US$328.72m |
26.7x
P/E Ratio5.3x
P/S RatioIs PAX overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| PAX income statement (TTM) | |
|---|---|
| Revenue | US$328.72m |
| Cost of Revenue | US$130.37m |
| Gross Profit | US$198.35m |
| Other Expenses | US$133.65m |
| Earnings | US$64.70m |
Last Reported Earnings
Sep 30, 2024
Next Earnings Date
n/a
| Earnings per share (EPS) | 0.42 |
| Gross Margin | 60.34% |
| Net Profit Margin | 19.68% |
| Debt/Equity Ratio | 33.1% |
How did PAX perform over the long term?
See historical performance and comparisonDividends
8.7%
Current Dividend Yield219%
Payout RatioCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2025/01/10 01:13 |
| End of Day Share Price | 2025/01/10 00:00 |
| Earnings | 2024/09/30 |
| Annual Earnings | 2023/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
| |
| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .
Analyst Sources
Patria Investments Limited is covered by 11 analysts. 6 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Craig Siegenthaler | BofA Global Research |
| Eduardo Rosman | BTG Pactual |
| Marcelo Fedato Telles | Credit Suisse |