Financials / Asset ManagementUpdated 2026-05-10 22:07 UTC

PAX stock hub

Patria Investments Limited has a live ticker hub with the latest available market, valuation, profitability, growth, ownership, and risk indicators.

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Fair value midpoint

n/a

Fair value pending

Upside to midpoint

n/a

Based on latest report

Confidence

n/a

Data quality and model convergence

Market cap

NASDAQ

Market data

Live price

Current market quote for this ticker.

Current price

PAX

In the news

Latest news · PAX

Recent company headlines from major financial publishers.

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Fetching the latest headlines.

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Fetching the latest headlines.

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Fetching the latest headlines.

Calendar

Next earnings

Upcoming earnings date and setup when available.

Upcoming

DateLoading

Window—

EPS estimate—

Revenue estimate—

Sector context

Where the current metrics sit

Percentiles come from the backend screener cohort cache for the ticker's country and sector.

Forward P/E8.5

P25 8.8P50 10.4P75 13.1

Trailing P/E27.4

P25 10.9P50 14.7P75 36.2

ROE13.3

P25 4.9P50 10.4P75 15

ROIC16.6

P25 -1.3P50 6.6P75 12.7

Benchmarks - 1M

S&P 500n/a

Nasdaq Compositen/a

Dow Jones Industrial Averagen/a

Russell 2000n/a

Indicator catalog

All PAX market and fundamental indicators

A searchable catalog of the available market, valuation, profitability, growth, balance-sheet, ownership, and analyst metrics for this ticker.

Available fields

235

Groups with data

Currency

USD

Showing 235 of 235 available metrics for this ticker.

Profile and market data

Ticker identity, listing, currency, market cap, and source dates.

Metric	Value
Cik	0001825570
Company name	Patria Investments Limited
Country	Cayman Islands
Country code	US
Cusip	G69451105
Employees	548
Employees Change	-29%
Employees Change Percent	-5.03
Enterprise value	$2.2B
Exchange	NASDAQ
Financial currency	USD
First seen	2026-05-09
Industry	Asset Management
IPO Date	2021-01-22
Isin	KYG694511059
Last refreshed	2026-05-10
Market cap	$2B
Market cap category	Small-Cap
Price	$12.37
Price currency	USD
Rev Per Employee	728,521.9x
Sector	Financials
Sic	6282
Symbol	PAX
Website	https://www.patria.com

Valuation

Multiples, yields, enterprise-value ratios, and valuation checks.

Metric	Value
Earnings Yield	3.62%
EV Earnings	29.96x
EV Sales Forward	5.01x
EV/EBIT	15.36x
EV/EBITDA	12.16x
EV/Sales	5.42x
Forward P/E	8.53x
P/B ratio	3.26x
P/E ratio	27.4x
P/S ratio	5x
PE Ratio3 Y	23.3x
PE Ratio5 Y	23.01x
PEG ratio	0.57x
PS Forward	4.62x

Profitability

Margins, returns on capital, cash conversion, and quality metrics.

Metric	Value
EBIT Margin	35.3%
EBITDA Margin	44.59%
Gross margin	58.07%
Gross Profit	$231.8M
Gross Profit Growth	-3.99%
Gross Profit Growth Q	-4.13%
Gross Profit Growth3 Y	11.2%
Gross Profit Growth5 Y	20.37%
Net Income	$72.3M
Net Income Growth	0.22%
Net Income Growth Q	-85.32%
Net Income Growth Years	1%
Net Income Growth3 Y	-7.7%
Net Income Growth5 Y	2.33%
Pretax Margin	21.76%
Profit Margin	18.1%
Profit Per Employee	$131,845
Profitable Years	8
ROA	5.74
Roa5y	10.26
ROCE	14.73
ROE	13.34
Roe5y	22.15
ROIC	16.62
Roic5y	30.98

Growth

Revenue, earnings, cash-flow, and forward growth indicators.

Metric	Value
Cagr1y	17.51%
Cagr3y	1.12%
Cagr5y	1.36%
Div CAGR3	-11.18%
EPS Growth	-2.39
EPS Growth Q	-85.23
EPS Growth Years	1
EPS Growth3 Y	-10.19
EPS Growth5 Y	-3.11
Revenue Growth	2.4x
Revenue Growth Q	22.04x
Revenue Growth Years	5x
Revenue Growth3 Y	12.87x
Revenue Growth5 Y	27.15x

Financial strength

Debt, cash, solvency, accounting-quality, and balance-sheet signals.

Metric	Value
Asset Turnover	$0.26
Assets	$1.7B
Cash	$86.9M
Current Assets	$496.1M
Current Liabilities	$776.4M
Debt	$255.1M
Debt EBITDA	$1.4
Debt Equity	$0.41
Equity	$621.7M
Interest Coverage	6.98
Liabilities	$1.1B
Long Term Assets	$1.2B
Long Term Liabilities	$335M
Net Cash	$-168.2M
Net Cash By Market Cap	$-8.42
Net Debt EBITDA	$0.94
Net Debt Equity	$0.27
Tangible Book Value	$-356.7M
Tangible Book Value Per Share	$-2.24
WACC	8.37

Liquidity

Current-asset coverage and working-capital efficiency metrics.

Metric	Value
Current ratio	0.64
Net Working Capital	$-112.1M
Quick ratio	0.4
Working Capital	$-280.3M
Working Capital Turnover	$-2.72

Dividends and buybacks

Dividend yield, payout, buybacks, and shareholder-yield indicators.

Metric	Value
Buyback Yield	-2.04%
Dividend Growth	2.08%
Dividend Growth Years	0%
Dividend per share	$0.65
Dividend Years	6
Dividend Yield	5.25%
Ex Div Date	2026-05-18
Last Dividend	$0.16
Payout Frequency	Quarterly
Payout Ratio	135.68%

Performance and technicals

Returns, volatility, beta, momentum, RSI, and moving-average context.

Metric	Value
1Y total return	17.5%
200-day SMA	14.16
3Y total return	3.4%
50-day SMA	12.33
50-day SMA vs 200-day SMA	50under200
5Y total return	6.96%
All Time High	23.28
All Time High Change	-46.86%
All Time High Date	2021-02-12
All Time Low	9.43
All Time Low Change	31.18%
All Time Low Date	2025-04-09
ATR	0.44
Beta	0.78
Beta1y	1.22
Beta2y	1.03
Ch YTD	-22.15
High	12.46
High52	17.8
High52 Date	2026-01-08
High52ch	-30.51%
Low	12.07
Low52	11.05
Low52 Date	2026-03-20
Low52ch	11.95%
Ma50ch	0.36%
Premarket Change Percent	1.5
Premarket Price	$12.22
Premarket Volume	2,252
Price vs 200-day SMA	-12.64%
RSI	45.49
RSI Monthly	44.49
RSI Weekly	41.74
Sharpe ratio	0.56x
Sortino ratio	0.99
Total Return	3.22%
Tr YTD	-21.31
Tr1m	0.57%
Tr1w	-2.52%
Tr3m	-11.7%

Analyst estimates

Ratings, targets, revisions, and forward estimate fields.

Metric	Value
Analyst Count	2
Analyst Ratings	Buy
Earnings EPS Estimate	$0.28
Earnings EPS Estimate Growth	21.74
Earnings Revenue Estimate	92,844,800x
Earnings Revenue Estimate Growth	16.64x
Operating Income	$140.9M
Operating Income Growth	-10.44
Operating Income Growth Q	-11.48
Operating Income Growth3 Y	6.33
Operating Income Growth5 Y	16.11
Operating margin	35.3
Price target	$18
Price Target Change	$45.51

Ownership and float

Institutional, insider, float, short-interest, and share-count fields.

Metric	Value
Float	64,710,242%
Float Percent	40.09%
Shares Insiders	6.08%
Shares Institutions	34.15%
Shares Out	161,393,847
Shares Qo Q	-1.25%
Shares Yo Y	2.04%
Short Float	8.67%
Short Ratio	6.31
Short Shares	3.48

Other indicators

Additional ticker metrics that do not fit the primary research groupings yet.

Metric	Value
Average Volume	904,645.35x
Bv Per Share	3.79
Ch1m	0.57
Ch1w	-2.52
Ch1y	12.46
Ch3m	-12.64
Ch3y	-12.52
Ch5y	-18.83
Ch6m	-16.48
Change	2.74%
Change From Open	2.49
Close	12.04
Days Gap	0.25
Depreciation Amortization	37,105,000
Dollar Volume	24,197,006.5
Earnings Date	2026-05-07
Earnings Time	bmo
EBIT	$140.9M
EBITDA	$178M
EPS	$0.45
F Score	2
Fiscal Year End	December
Founded	1,988
Graham Number	6.20644
Graham Upside	-49.83
Income Tax	$8.3M
Ipr	-27.24
Iprfo	-42.47
Is Primary Listing	1
Is Spac	No
Last Earnings Date	2026-05-07
Last Report Date	2026-03-31
Last Split Type	Never
Last10k Filing Date	2026-04-30
Lynch Fair Value	$2.26
Lynch Upside	-81.75
Ma150	14.21
Ma150ch	-12.93%
Ma20	12.81
Ma20ch	-3.43%
Next Earnings Date	2026-07-31
Open	12.07
Optionable	Yes
Payment Date	2026-06-11
Position In Range	76.92
Post Close	12.37
Postmarket Change Percent	-0.16
Postmarket Price	$12.35
Ppne	44,400,000
Pre Close	12.04
Price Date	2026-05-08
Price EBITDA	$11.21
Relative Volume	2.16x
Revenue	399,230,000x
Tax By Revenue	2.08x
Tax Rate	9.58%
Tr6m	-14.71%
Volume	1,956,104

Fast facts

Decision checkpoints

A compact product layer over the same report payload.

Risk gate

n/a

Named kill scenarios are reviewed before any bullish rating can stand.

Moat score

n/a

Business quality stays separate from stock attractiveness.

Forward P/E

n/a

Valuation uses the full report model stack, not a single multiple.

Next action

Research pending

Final action steps are kept in the recommendation tab.

Income

PAX dividend yield, growth & safety

Yield, payout sustainability, and the multi-year growth streak.

Dividend yield

+5.3%

$0.65 annual per share

Payout ratio

+135.7%

Share of earnings returned as dividends. Below 60% is generally sustainable.

5Y dividend CAGR

n/a

0 consecutive years of growth

Total shareholder yield

+3.2%

Next ex-dividend date: 2026-05-18

Performance

PAX stock returns vs the market

Total return (incl. dividends) compared to S&P 500.

Ownership

Who owns PAX?

Insider, institutional, and short-interest positioning.

Institutional ownership

+34.1%

Float: +40.1% of shares outstanding

Insider ownership

+6.1%

Stake held by company insiders. Higher generally signals alignment.

Negative means the company is buying back shares.

Technical

PAX momentum and risk profile

RSI, moving-average stack, beta, and risk-adjusted return.

RSI (14)

45.5

Neutral momentum band

Price vs 200-day MA

-12.6%

50/200-day relationship not available

Beta (5Y)

0.78

Less volatile than the market

Sharpe ratio

0.56

Risk-adjusted return — higher is better; >1.0 is solid.

Peers

PAX vs. sector cohort

Currency-neutral comparison: P/E, P/S, ROIC, 5Y revenue CAGR, and 1Y total return. Market-cap column appears only when every peer reports in the same currency.

Ticker	Name	Market cap	P/E	P/S	ROIC	5Y rev CAGR	1Y total return	Rating
AXP	American Express Company	215.6B	19.7x	3.1x	11.5%	+15.5%	+15.6%	縮小
BAC	Bank of America Corporation	364.1B	12.7x	3.3x	—	+6.3%	+28.2%	縮小
BK	The Bank of New York Mellon Corporation	89.6B	16.2x	4.3x	—	+6.0%	+58.4%	縮小

Questions

About PAX

Hub-level FAQ points readers to the deeper analysis pages.

What is the current PAX stock rating?

Patria Investments Limited is currently shown with the latest rating in the latest report. The hub links directly to the full analysis surface where the rating, fair-value bridge, risks, and scorecard are documented together.

Where can I read the full PAX analysis?

The full report lives at /stocks/PAX/analysis. The bare ticker page is a product hub that summarizes the latest read and sends readers into the relocated analysis tabs without making the analysis surface depend on the hub.

What fair-value range is used for PAX?

The latest report frames PAX around the latest fair-value range. Treat that range as the entry point, then check the valuation, sensitivity, and bear-case tabs before making an investment decision.

How often is the PAX page updated?

The hub updates with the latest published stock report and live backend market data. The analysis pages remain reachable under /analysis, so a hub rollback does not remove the report reader.