Is a complete PAX research report available?

No complete published report is available for Patria Investments Limited (PAX) on this page. Market-directory data, when present, is not a substitute for a validated stock analysis.

Patria Investments Limited (PAX)

NASDAQ: PAX · USD

$9.36

-0.16 (-1.7%)· Recorded snapshot

Market cap	1.5B
Revenue (ttm)	428M
Net income (ttm)	70M
EPS (ttm)	$0.43
Shares out	162.5M
P/E (trailing)	21.8x
P/E (forward)	6.8x
Dividend	$0.65 (6.98%)
Volume	1,237,379
Beta	0.78

Market data

Price

Recent price action with selectable time range.

Ticker	Name	Market cap	P/E	P/S	ROIC	5Y rev CAGR	1Y total return	Rating
ACGL	Arch Capital Group Ltd.	34.8B	8.3x	1.8x	15.9%	+15.1%	+18.7%	Sterk kopen
AIG	American International Group Inc.	41.7B	14.7x	1.6x	7.7%	-9.6%	+2.8%	Sterk kopen
AIZ	Assurant, Inc.	14.1B	13.6x	1.0x	14.4%	+6.6%	+36.2%	Aanhouden

Metric	Value
Amount currency	USD
CIK code	0001825570
Company name	Patria Investments Limited
Country	United States
Country code	US
CUSIP number	G69451105
Earnings date	2026-11-03
Earnings time	bmo
Employees	548
Employees change	-29
Employees growth	-5.03%
Enterprise value	$1.8B
Exchange	NASDAQ
Financial currency	USD
Financial report date	2026-06-30
First seen	2026-05-09
Fiscal year end	December
Founded	1988
In index	RUSSELL2000
Industry	Asset Management
IPO date	2021-01-22
Is primary listing	Yes
Is SPAC	No
ISIN number	KYG694511059
Last 10-K release date	2026-04-30
Last earnings date	2026-07-31
Last refreshed	2026-10-28
Last stock split type	Never
Market cap	$1.5B
Market cap category	Small-Cap
Next earnings date	2026-11-03
Options	Yes
Price	$9.36
Price currency	USD
Sector	Financials
SIC code	6282
Stock price date	2026-10-28
Symbol	PAX
U.S. state	California
Website	https://www.patria.com

Metric

Value

Amount currency

USD

CIK code

0001825570

Company name

Patria Investments Limited

Country

United States

Country code

CUSIP number

G69451105

Earnings date

2026-11-03

Earnings time

bmo

Employees

548

Employees change

-29

Employees growth

-5.03%

Enterprise value

$1.8B

Exchange

NASDAQ

Financial currency

USD

Financial report date

2026-06-30

First seen

2026-05-09

Fiscal year end

December

Founded

1988

In index

RUSSELL2000

Industry

Asset Management

IPO date

2021-01-22

Is primary listing

Yes

Is SPAC

ISIN number

KYG694511059

Last 10-K release date

2026-04-30

Last earnings date

2026-07-31

Last refreshed

2026-10-28

Last stock split type

Never

Market cap

$1.5B

Market cap category

Small-Cap

Next earnings date

2026-11-03

Options

Yes

Price

$9.36

Price currency

USD

Sector

Financials

SIC code

6282

Stock price date

2026-10-28

Symbol

PAX

U.S. state

California

Website

https://www.patria.com

Metric	Value
Adjusted P/E ratio	6.73x
Average P/E ratio (3Y)	23.84x
Average P/E ratio (5Y)	23.31x
Earnings yield	4.59%
EV/Earnings	25.05x
EV/EBIT	11.86x
EV/EBITDA	9.17x
EV/FCF	10.26x
EV/Sales	4.1x
FCF / EV yield	9.75%
FCF yield	11.27%
Forward EV/Sales	3.78x
Forward P/E	6.81x
Forward P/S	3.27x
Graham number	5.78993
Graham upside	-37.94%
Industry forward P/E	12.8x
Industry P/E	27.28x
Lynch fair value	$2.15
Lynch upside	-76.97%
P/(FCF - SBC) ratio	11.64x
P/(OCF - SBC) ratio	10.98x
P/B ratio	2.75x
P/E ratio	21.78x
P/FCF ratio	8.87x
P/OCF ratio	8.48x
P/S ratio	3.54x
PEG ratio	1.47x
Price/EBITDA ratio	7.93x
Sector forward P/E	13.63x
Sector P/E	15.65x

Metric

Value

Adjusted P/E ratio

6.73x

Average P/E ratio (3Y)

23.84x

Average P/E ratio (5Y)

23.31x

Earnings yield

4.59%

EV/Earnings

25.05x

EV/EBIT

11.86x

EV/EBITDA

9.17x

EV/FCF

10.26x

EV/Sales

4.1x

FCF / EV yield

9.75%

FCF yield

11.27%

Forward EV/Sales

3.78x

Forward P/E

6.81x

Forward P/S

3.27x

Graham number

5.78993

Graham upside

-37.94%

Industry forward P/E

12.8x

Industry P/E

27.28x

Lynch fair value

$2.15

Lynch upside

-76.97%

P/(FCF - SBC) ratio

11.64x

P/(OCF - SBC) ratio

10.98x

P/B ratio

2.75x

P/E ratio

21.78x

P/FCF ratio

8.87x

P/OCF ratio

8.48x

P/S ratio

3.54x

PEG ratio

1.47x

Price/EBITDA ratio

7.93x

Sector forward P/E

13.63x

Sector P/E

15.65x

Metric	Value
EBIT margin	34.55%
EBITDA margin	44.69%
Effective tax rate	10.97%
FCF margin	39.93%
Gross margin	58.36%
Operating margin	34.55%
Pretax margin	20.75%
Profit margin	16.36%
Profit per employee	$127,737
Profitable quarters	26
Profitable years	8
Revenue per employee	$781,022
ROA	5.87%
ROA (5Y)	10.26%
ROCE	11.6%
ROE	12.88%
ROE (5Y)	22.15%
ROIC	16.14%
ROIC (5Y)	31.28%
SBC / revenue	9.5%
Tax / revenue	2.28%

Metric

Value

EBIT margin

34.55%

EBITDA margin

44.69%

Effective tax rate

10.97%

FCF margin

39.93%

Gross margin

58.36%

Operating margin

34.55%

Pretax margin

20.75%

Profit margin

16.36%

Profit per employee

$127,737

Profitable quarters

Profitable years

Revenue per employee

$781,022

ROA

5.87%

ROA (5Y)

10.26%

ROCE

11.6%

ROE

12.88%

ROE (5Y)

22.15%

ROIC

16.14%

ROIC (5Y)

31.28%

SBC / revenue

9.5%

Tax / revenue

2.28%

Metric	Value
EPS growth	-19.79%
EPS growth (Q)	-18.52%
EPS growth (QoQ)	386.38%
EPS growth 3Y	-17.16%
EPS growth 5Y	-15.34%
EPS growth years	1
FCF growth	-35.06%
FCF growth (Q)	-43.41%
FCF growth (QoQ)	45.24%
FCF growth 3Y	14.36%
FCF growth 5Y	21.11%
Gross profit growth	0.11%
Gross profit growth (Q)	21.85%
Gross profit growth 3Y	10.68%
Gross profit growth 5Y	10.64%
Net income growth	-16.9%
Net income growth (Q)	-16.81%
Net income growth (QoQ)	391.99%
Net income growth 3Y	-14.42%
Net income growth 5Y	-10.8%
Net income growth years	1
OCF growth	-33.75%
OCF growth (Q)	-46.66%
OCF growth (QoQ)	27.99%
OCF growth 3Y	15.53%
OCF growth 5Y	22.12%
Operating income growth	-8.75%
Operating income growth (Q)	6.88%
Operating income growth 3Y	4.34%
Operating income growth 5Y	3.42%
Revenue growth	7.7%
Revenue growth (Q)	34.86%
Revenue growth (QoQ)	14.65%
Revenue growth 3Y	12.5%
Revenue growth 5Y	14.82%
Revenue growth quarters	2
Revenue growth years	5

Metric

Value

EPS growth

-19.79%

EPS growth (Q)

-18.52%

EPS growth (QoQ)

386.38%

EPS growth 3Y

-17.16%

EPS growth 5Y

-15.34%

EPS growth years

FCF growth

-35.06%

FCF growth (Q)

-43.41%

FCF growth (QoQ)

45.24%

FCF growth 3Y

14.36%

FCF growth 5Y

21.11%

Gross profit growth

0.11%

Gross profit growth (Q)

21.85%

Gross profit growth 3Y

10.68%

Gross profit growth 5Y

10.64%

Net income growth

-16.9%

Net income growth (Q)

-16.81%

Net income growth (QoQ)

391.99%

Net income growth 3Y

-14.42%

Net income growth 5Y

-10.8%

Net income growth years

OCF growth

-33.75%

OCF growth (Q)

-46.66%

OCF growth (QoQ)

27.99%

OCF growth 3Y

15.53%

OCF growth 5Y

22.12%

Operating income growth

-8.75%

Operating income growth (Q)

6.88%

Operating income growth 3Y

4.34%

Operating income growth 5Y

3.42%

Revenue growth

7.7%

Revenue growth (Q)

34.86%

Revenue growth (QoQ)

14.65%

Revenue growth 3Y

12.5%

Revenue growth 5Y

14.82%

Revenue growth quarters

Revenue growth years

Metric	Value
Capital expenditures	$-7.9M
Depreciation and amortization	$43.4M
EBIT	$147.9M
EBITDA	$191.3M
EPS	$0.43
FCF per share	$1.05
Financing cash flow	$-95.6M
Free cash flow	$170.9M
Free cash flow minus SBC	$130.3M
Gross profit	$249.8M
Income taxes	$9.7M
Investing cash flow	$-51.9M
Net borrowing	$182.3M
Net cash flow	$30.3M
Net income	$70M
Operating cash flow minus SBC	$138.1M
Operating income	$147.9M
Revenue	$428M
Stock-based compensation	$40.7M

Metric

Value

Capital expenditures

$-7.9M

Depreciation and amortization

$43.4M

EBIT

$147.9M

EBITDA

$191.3M

EPS

$0.43

FCF per share

$1.05

Financing cash flow

$-95.6M

Free cash flow

$170.9M

Free cash flow minus SBC

$130.3M

Gross profit

$249.8M

Income taxes

$9.7M

Investing cash flow

$-51.9M

Net borrowing

$182.3M

Net cash flow

$30.3M

Net income

$70M

Operating cash flow minus SBC

$138.1M

Operating income

$147.9M

Revenue

$428M

Stock-based compensation

$40.7M

Metric	Value
Book value per share	$3.47
Debt / EBITDA	2.27
Debt / equity	0.7
Debt / FCF	2.6
Goodwill	$487.1M
Interest coverage	8.89
Long-term assets	$1.3B
Long-term liabilities	$636.1M
Net cash (debt)	$-237.3M
Net cash / market cap	-15.65%
Net debt / EBITDA	1.24
Net debt / equity	0.37
Net debt / FCF	1.39
Piotroski F-Score	5
Property, plant and equipment	$46.6M
Shareholders' equity	$639M
Tangible book value	$-499.7M
Tangible book value per share	$-3.07
Total assets	$1.8B
Total cash	$207.9M
Total debt	$445.2M
Total liabilities	$1.2B
WACC	7.37%

Metric

Value

Book value per share

$3.47

Debt / EBITDA

2.27

Debt / equity

0.7

Debt / FCF

2.6

Goodwill

$487.1M

Interest coverage

8.89

Long-term assets

$1.3B

Long-term liabilities

$636.1M

Net cash (debt)

$-237.3M

Net cash / market cap

-15.65%

Net debt / EBITDA

1.24

Net debt / equity

0.37

Net debt / FCF

1.39

Piotroski F-Score

Property, plant and equipment

$46.6M

Shareholders' equity

$639M

Tangible book value

$-499.7M

Tangible book value per share

$-3.07

Total assets

$1.8B

Total cash

$207.9M

Total debt

$445.2M

Total liabilities

$1.2B

WACC

7.37%

Metric	Value
Asset turnover	0.27
Current assets	$573.8M
Current liabilities	$553.8M
Current ratio	1.04
Net working capital	$-106.5M
Quick ratio	0.93
Working capital	$20M
Working capital turnover	-12.27

Metric

Value

Asset turnover

0.27

Current assets

$573.8M

Current liabilities

$553.8M

Current ratio

1.04

Net working capital

$-106.5M

Quick ratio

0.93

Working capital

$20M

Working capital turnover

-12.27

Metric	Value
Buyback yield / dilution	-2.49%
Dividend growth	4.17%
Dividend growth (3Y)	-13.21%
Dividend growth years	0
Dividend payment date	2026-09-14
Dividend payment years	6
Dividend payout frequency	Quarterly
Dividend per share	$0.65
Dividend yield	6.98%
Ex-dividend date	2026-08-10
FCF payout ratio	61.81%
Last dividend	$0.16
Payout ratio	151.28%
Shareholder yield	4.47%

Metric

Value

Buyback yield / dilution

-2.49%

Dividend growth

4.17%

Dividend growth (3Y)

-13.21%

Dividend growth years

Dividend payment date

2026-09-14

Dividend payment years

Dividend payout frequency

Quarterly

Dividend per share

$0.65

Dividend yield

6.98%

Ex-dividend date

2026-08-10

FCF payout ratio

61.81%

Last dividend

$0.16

Payout ratio

151.28%

Shareholder yield

4.47%

Metric	Value
150-day SMA	$11.42
1D price change	-1.73%
1M price change	-9.42%
1M total return	-9.42%
1W price change	-22.9%
1W total return	-22.9%
1Y price change	-37.79%
1Y return CAGR	-34.66%
1Y total return	-34.64%
20-day SMA	$11.16
200-day SMA	$12.02
3M price change	-16.14%
3M total return	-14.94%
3Y price change	-29.04%
3Y return CAGR	-5.8%
3Y total return	-16.41%
50-day SMA	$10.95
50-day SMA vs 200-day SMA	50under200
52-week high	$17.80
52-week high date	2026-01-08
52-week low	$9.25
52-week low date	2026-10-28
5Y price change	-46.04%
5Y return CAGR	-6.71%
5Y total return	-29.34%
6M price change	-27.03%
6M total return	-24.91%
All-time high	$23.28
All-time high date	2021-02-12
All-time low	$9.25
All-time low date	2026-10-28
Average true range (ATR)	$0.48
Average volume	1.4M
Beta (1Y)	1.33
Beta (2Y)	1.08
Beta (5Y)	0.78
Change from 52-week high	-47.42%
Change from 52-week low	1.19%
Change from all-time high	-60.16%
Change from all-time low	0.97%
Change from open	-3.11%
Day's gap	1.36%
Dollar volume	$11.6M
High price	$9.66
Low price	$9.25
Monthly RSI	33.99
Open price	$9.66
Position in 52-week range	26.83%
Premarket change	0.05%
Premarket close	$9.53
Premarket price	$9.53
Premarket volume	338
Previous close	$9.53
Price vs 150-day SMA	-18.76%
Price vs 20-day SMA	-16.85%
Price vs 200-day SMA	-22.82%
Price vs 50-day SMA	-15.3%
Relative volume	0.92
Return from IPO open	-56.6%
Return from IPO price	-45.12%
RSI	27.86
Sharpe ratio	-1.13
Sharpe ratio (3Y)	-0.19
Sharpe ratio (5Y)	-0.17
Sortino ratio	-1.28
Sortino ratio (3Y)	-0.08
Sortino ratio (5Y)	-0.07
Volume	1.2M
Weekly RSI	34.35
YTD price change	-41.63%
YTD total return	-39.29%

Metric

Value

150-day SMA

$11.42

1D price change

-1.73%

1M price change

-9.42%

1M total return

-9.42%

1W price change

-22.9%

1W total return

-22.9%

1Y price change

-37.79%

1Y return CAGR

-34.66%

1Y total return

-34.64%

20-day SMA

$11.16

200-day SMA

$12.02

3M price change

-16.14%

3M total return

-14.94%

3Y price change

-29.04%

3Y return CAGR

-5.8%

3Y total return

-16.41%

50-day SMA

$10.95

50-day SMA vs 200-day SMA

50under200

52-week high

$17.80

52-week high date

2026-01-08

52-week low

$9.25

52-week low date

2026-10-28

5Y price change

-46.04%

5Y return CAGR

-6.71%

5Y total return

-29.34%

6M price change

-27.03%

6M total return

-24.91%

All-time high

$23.28

All-time high date

2021-02-12

All-time low

$9.25

All-time low date

2026-10-28

Average true range (ATR)

$0.48

Average volume

1.4M

Beta (1Y)

1.33

Beta (2Y)

1.08

Beta (5Y)

0.78

Change from 52-week high

-47.42%

Change from 52-week low

1.19%

Change from all-time high

-60.16%

Change from all-time low

0.97%

Change from open

-3.11%

Day's gap

1.36%

Dollar volume

$11.6M

High price

$9.66

Low price

$9.25

Monthly RSI

33.99

Open price

$9.66

Position in 52-week range

26.83%

Premarket change

0.05%

Premarket close

$9.53

Premarket price

$9.53

Premarket volume

338

Previous close

$9.53

Price vs 150-day SMA

-18.76%

Price vs 20-day SMA

-16.85%

Price vs 200-day SMA

-22.82%

Price vs 50-day SMA

-15.3%

Relative volume

0.92

Return from IPO open

-56.6%

Return from IPO price

-45.12%

RSI

27.86

Sharpe ratio

-1.13

Sharpe ratio (3Y)

-0.19

Sharpe ratio (5Y)

-0.17

Sortino ratio

-1.28

Sortino ratio (3Y)

-0.08

Sortino ratio (5Y)

-0.07

Volume

1.2M

Weekly RSI

34.35

YTD price change

-41.63%

YTD total return

-39.29%

Metric	Value
Float	61.9M
Float percentage	38.1%
Shares change (QoQ)	1.15%
Shares change (YoY)	2.49%
Shares held by insiders	6.39%
Shares held by institutions	31.46%
Shares outstanding	162.5M
Short % of float	8%
Short % of shares	3.05%
Short ratio	4.6 days

Metric

Value

Float

61.9M

Float percentage

38.1%

Shares change (QoQ)

1.15%

Shares change (YoY)

2.49%

Shares held by insiders

6.39%

Shares held by institutions

31.46%

Shares outstanding

162.5M

Short % of float

Short % of shares

3.05%

Short ratio

4.6 days

Patria Investments Limited (PAX)

Price

Financial snapshot

Fair-value bridge

Latest news · PAX

Valuation

Profitability

Balance sheet

Trading

Next earnings

Sector percentile context

All PAX indicators

Profile and market data

Valuation

Profitability

Growth

Financial statements

Financial strength

Liquidity

Dividends and buybacks

Performance and technicals

Ownership and float

Deeper analysis on PAX

Frequently asked questions