Patria Investments Limited PAX
- Market cap
- $1.6B
- P/E
- 22.8×
Follow PAX
Target Price Range
Analyst price targets
Free account| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | 2027 | 2028 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| — | — | — | — | — | 13.40 | 12.25 | 12.81 | 10.63 | 9.43 |
Analyst estimates 2026–2028 Powerpack |
Low Price
|
||
| — | — | — | — | — | 23.28 | 19.20 | 17.46 | 16.16 | 16.47 |
High Price
|
|||
| — | — | — | 167 | 158 | 390 | 385 | 430 | 577 | 548 |
Employees
|
|||
| — | — | 0 | 1 | 1 | 1 | 1 | 1 | 1 | 1 |
Revenue/Emp
|
|||
| — | — | 106 | 123 | 115 | 236 | 259 | 328 | 374 | 382 |
Revenue
|
|||
| — | — | 60.99% | 65.14% | 71.15% | 63.14% | 52.96% | 54.41% | 53.35% | 45.31% |
Gross Margin
|
|||
| — | — | 46 | 64 | 65 | 122 | 102 | 118 | 86 | 92 |
EBT
|
|||
| — | — | 43.96% | 52.31% | 56.49% | 51.62% | 39.58% | 36.02% | 22.98% | 24.17% |
EBT Margin
|
|||
| — | 0 | 44 | 61 | 62 | 121 | 94 | 121 | 76 | 91 |
Net Income
|
|||
| — | — | 7 | 8 | 8 | 9 | 21 | 27 | 36 | 46 |
Depreciation
|
|||
| — | — | 0.90 | 1.05 | 0.98 | 1.73 | 1.76 | 2.21 | 2.44 | 2.39 |
Revenue/Sh
|
|||
| — | — | 0.38 | 0.52 | 0.46 | 0.88 | 0.63 | 0.79 | 0.48 | 0.54 |
Earnings/Sh
|
|||
| — | — | 0.34 | 0.38 | 0.45 | 0.79 | 0.53 | 1.06 | 0.95 | 1.77 |
Cash Flow/Sh
|
|||
| — | — | (0.01) | 0.00 | (0.01) | (0.01) | (0.05) | (0.10) | (0.05) | (0.18) |
Capex/Sh
|
|||
| — | — | 0.33 | 0.38 | 0.44 | 0.78 | 0.48 | 0.96 | 0.90 | 1.59 |
Free CF/Sh
|
|||
| — | — | 0.66 | 0.76 | 0.50 | 4.15 | 3.49 | 3.52 | 3.20 | 3.97 |
Book Value/Sh
|
|||
| — | — | 117 | 117 | 117 | 136 | 147 | 148 | 153 | 160 |
Shares
|
|||
| — | — | 41.30 | 41.30 | 41.30 | 18.00 | 21.95 | 18.94 | 23.26 | 29.98 |
PE Ratio
|
|||
| — | — | 24.23 | 24.23 | 24.23 | 9.35 | 7.87 | 6.94 | 4.76 | 6.65 |
PS Ratio
|
|||
| — | — | 47.20 | 47.20 | 47.20 | 3.90 | 3.97 | 4.36 | 3.63 | 4.00 |
PB Ratio
|
|||
| — | — | 24.03 | 24.03 | 24.03 | 8.64 | 6.66 | 6.26 | 5.08 | 6.98 |
EV/Sales
|
|||
| — | — | 53.13 | 53.13 | 53.13 | 19.26 | 24.20 | 14.46 | 13.81 | 10.51 |
EV/FCF
|
|||
| — | — | 40 | 44 | 53 | 108 | 78 | 157 | 146 | 283 |
Op' Cash Flow
|
|||
| — | — | (1) | 0 | (1) | (2) | (7) | (15) | (8) | (29) |
Capex
|
|||
| — | — | 38 | 44 | 52 | 106 | 71 | 142 | 138 | 253 |
FCF
|
|||
| — | — | 37 | 38 | 10 | 196 | 142 | 4 | (25) | (10) |
Working Cap'
|
|||
| — | — | — | — | — | — | — | — | 149 | 175 |
Total Debt
|
|||
| — | — | (42) | (37) | (24) | (167) | (312) | (224) | 39 | (48) |
Net Debt
|
|||
| — | — | 78 | 89 | 59 | 564 | 513 | 521 | 491 | 633 |
Sh' Equity
|
|||
| — | — | 71.04% | 49.23% | 56.03% | 28.20% | 10.70% | 11.91% | 6.83% | 6.70% |
ROA
|
|||
| — | — | 81.84% | 78.28% | 116.07% | 19.18% | 29.32% | 25.13% | 12.57% | 12.24% |
ROIC
|
|||
| — | — | 52.50% | 70.37% | 84.17% | 39.30% | 17.25% | 22.88% | 14.95% | 16.11% |
ROE
|
|||
Patria Investments Limited peers in Asset Management
| Company | Market cap | P/E | Compare |
|---|---|---|---|
| TRIN Trinity Capital Inc. | $1.7B | 10.1× | Compare |
| TSLX Sixth Street Specialty Lending, Inc. | $1.7B | 19.1× | Compare |
| CSWC Capital Southwest Corporation | $1.5B | 12.2× | Compare |
| MSDL Morgan Stanley Direct Lending Fund | $1.2B | 20.7× | Compare |
| Company | Market cap | P/E | Compare |
|---|---|---|---|
| PSEC Prospect Capital Corporation | $1.2B | 43.8× | Compare |
| GSBD Goldman Sachs BDC, Inc. | $1.1B | 18.3× | Compare |
| OCSL Oaktree Specialty Lending Corp. | $1.1B | 25.2× | Compare |
| GCMG GCM Grosvenor Inc. | $2.6B | 16.7× | Compare |
Patria Investments Limited (PAX) key facts
- Patria Investments Limited (PAX) is an Asset Management company in the Financial sector, listed on Nasdaq.
- Patria Investments Limited’s revenue for fiscal 2025 (year ended December 2025) was $381.7 million, up 2.01% from fiscal 2024.
- As of September 25, 2026, PAX traded at $10.24, a market capitalization of $1.6 billion.
- Patria Investments Limited pays an annual dividend of $1.00 per share, a yield of 6.21%, with a payout ratio of 111.2%.
- Return on equity was 16.1% and debt-to-equity 0.41.
Patria Investments Limited (PAX) Latest News
22 Sep
Ashmore Colombia and Patria Investments agreed to sell Parque Solar Puerta de Oro, Colombia's 360MWp solar PV plant, to ISAGEN. The deal terms were not disclosed. Located in Guaduas, Cundinamarca, Puerta de Oro comprises about 511,000 PV modules on 530 hectares and connects to the National Interconnected System via a 22.4 km 230 kV line. Fully operational, the plant powers more than 390,000 homes and aims to cut CO2 emissions by around 370,000 tonnes per year, supporting diversification of Colombia's energy mix. Ashmore Colombia, established in 2009, stated the sale underscores its regional infrastructure investment approach and its collaboration with Patria during development and operation. The transaction requires regulatory approval. Juan Pablo Fonseca, Ashmore Colombia CEO, led the sale process with support from portfolio management and investment teams. Completion remains subject to regulatory clearance. It signals ongoing asset realization in infrastructure with potential near-term returns impact but limited effect on core operations.
8 Sep
Patria Investments Limited (PAX) is compared directly with KKR to determine which offers superior value as a stock investment based on key financial metrics and market positioning. Direct value comparison to KKR may shift short-term investor sentiment and trading activity for PAX without altering core operations.
1 Aug
Patria Investments Limited held Q2 2026 earnings call discussing financial results, performance metrics and outlook. Earnings call releases core financial data that typically moves stock price and sentiment in the near term.
31 Jul
Patria Investments Ltd achieved record fundraising in Q2 2026 earnings call, reflecting strong capital inflows and growth momentum. Record fundraising signals major capital inflows that can expand assets under management and drive long-term revenue.
Patria Investments (PAX) surpassed Q2 earnings and revenue estimates. Beating quarterly estimates can lift near-term stock performance and sentiment.
Patria Investments Limited (PAX) released its second quarter 2026 earnings results. Quarterly earnings reports can shift investor views and short-term stock movement but rarely change long-term company direction.
2 Jul
Patria Investments Limited raises over USD 670 million for its Secondary Opportunities Fund V. Raising over 670m USD bolsters assets under management and signals strong investor demand for Patria's secondary strategies.
1 Jun
Patria Investments (PAX) is shifting from private equity focus into multiple diverse verticals, enabling transformative growth and expanded operations. Strategic expansion into diverse verticals signals major repositioning likely to alter revenue base and investor outlook.
7 May
Patria Investments Limited (PAX) released Q1 2026 earnings call summary detailing financial performance, key metrics, and forward guidance. Q1 2026 earnings call summary discloses critical financial results and outlook that significantly influence stock performance and investor sentiment.
Patria Investments Limited (PAX) missed Q1 earnings and revenue estimates. Earnings and revenue misses signal weaker financial results, likely eroding investor confidence and impacting stock performance.
Patria Investments Limited (PAX) reported first quarter 2026 earnings results. Quarterly earnings disclosure reveals financial performance and operational health, significantly influencing stock price and investor outlook.
1 Apr
Patria Investments Limited (PAX) has completed its acquisition of WP Global Partners, enhancing its alternative asset management platform with new capabilities in infrastructure and energy transition investments. Acquisition completion represents a major strategic expansion bolstering Patria's global reach and investment offerings.
10 Mar
Patria Investments Limited (PAX) shares plunged 18.9% over four weeks, but undervaluation, strong fundamentals, and positive catalysts position it for a turnaround. PAX's 18.9% four-week decline amid solid fundamentals creates moderate potential for improved market sentiment and performance recovery.
27 Feb
Patria Investments Limited (PAX) faces governance questions and a reassessment of its dividend resilience. Governance scrutiny and dividend reassessment signal potential risks to investor confidence and financial stability.
18 Feb
Patria Investments Limited (PAX) stock plunged 19.4% over four weeks, but indicators suggest the downtrend may reverse soon. Potential reversal after 19.4% plunge signals significant shift in market sentiment and trajectory for PAX.
15 Feb
Patria Investments Limited (PAX) advances its credit strategy through global acquisitions and achieves significant assets under management (AUM) growth. Global acquisitions and AUM growth represent major strategic moves that could significantly boost PAX's competitive position and investor sentiment.
13 Feb
Patria Investments Limited (PAX) has been highlighted as one of the best growth stocks to consider for investment on February 13th. The company is recognized for its strong performance and potential for future growth, making it an attractive option for investors looking to capitalize on emerging opportunities in the market. Patria Investments Limited is positioned for significant growth, indicating a likely substantial impact on its future performance and market sentiment.
Patria Investments Limited (PAX) is highlighted as one of the best income stocks to buy for February 13th, showcasing its potential for generating consistent returns. The company is recognized for its strong financial performance and strategic positioning in the market, making it an attractive option for investors seeking income-generating assets. Analysts emphasize the importance of PAX's robust business model and growth prospects, which contribute to its appeal in the current investment landscape. PAX's strong financial performance and strategic positioning indicate a significant impact on its future market performance.
Patria Investments Limited (PAX) has been identified as one of the best value stocks to buy as of February 13th. The company is noted for its strong fundamentals and potential for growth, making it an attractive option for investors looking for value opportunities in the current market environment. Patria Investments Limited shows potential for moderate influence on financial performance due to its identified value status.
11 Feb
Patria Investments Limited is expanding its private credit operations in Latin America despite mixed valuation signals. The firm aims to capitalize on the growing demand for private credit in the region, which is seen as an attractive investment opportunity. However, the current market conditions present a mixed picture, with varying valuations across different sectors. This expansion reflects Patria's strategic focus on diversifying its investment portfolio and enhancing its presence in the private credit market. The expansion into private credit represents a significant strategic move that could alter the company's trajectory and investor sentiment.
Patria Investments Limited is launching a new vintage of its Latin America Private Credit Strategy, aiming to address the structural scarcity in corporate lending within the region. This initiative is designed to capitalize on the growing demand for credit among Latin American companies, which face limited access to traditional financing sources. The strategy reflects Patria's commitment to expanding its investment offerings and enhancing its position in the private credit market. The launch of a new private credit strategy is expected to significantly impact Patria's future performance by addressing a critical gap in corporate lending.
10 Feb
Patria Investments Limited (PAX) has received a rating upgrade to 'Strong Buy' from analysts, reflecting increased confidence in the company's growth potential and market position. This upgrade is attributed to strong financial performance, strategic initiatives, and favorable market conditions that are expected to enhance investor sentiment and drive future growth. The rating upgrade indicates significant positive shifts in investor sentiment and expectations for future performance.
Patria Investments Limited (PAX) has been highlighted as one of the best growth stocks to buy for February 10th, indicating strong potential for future performance. The company is recognized for its strategic positioning and growth prospects in the investment sector, appealing to investors looking for promising opportunities. Analysts suggest that PAX's recent developments and market trends could enhance its attractiveness in the coming months. PAX's recognition as a top growth stock suggests significant potential for future performance and investor interest.
Patria Investments Limited (PAX) has been identified as one of the best value stocks to buy as of February 10th. The company is noted for its strong fundamentals and attractive valuation metrics, making it a compelling investment opportunity in the current market environment. Analysts highlight its potential for growth and resilience in the face of economic challenges, positioning it favorably among value stocks. Strong fundamentals and attractive valuation metrics indicate significant potential for future growth and market performance.
Patria Investments Limited (PAX) is highlighted as one of the best income stocks to buy for February 10th, indicating strong potential for generating income through dividends. The company is recognized for its solid financial performance and strategic positioning in the market, making it an attractive option for investors seeking reliable income sources. Analysts suggest that PAX's growth prospects and commitment to shareholder returns enhance its appeal in the current investment landscape. PAX's recognition as a top income stock suggests significant investor interest and potential for future financial performance improvements.
9 Feb
Patria Investments Limited (PAX) and BlackRock (BLK) are compared in terms of value stock potential. Analysts evaluate financial metrics, growth prospects, and market conditions to determine which stock offers better value for investors. Key factors include valuation ratios, earnings growth, and overall market sentiment towards both companies. The analysis aims to guide investors in making informed decisions based on current market dynamics. Comparative analysis of PAX and BLK indicates moderate influence on investor sentiment and market positioning.
6 Feb
Patria Investments Limited (PAX) is highlighted as a strong growth stock due to its robust financial performance, strategic investments in high-growth sectors, and a solid management team. The company has demonstrated impressive revenue growth and profitability, positioning itself well in the competitive landscape. Analysts believe that its focus on innovation and expansion will continue to drive value for shareholders, making it an attractive investment opportunity. Significant growth potential and strategic investments are likely to alter the company's trajectory and enhance investor sentiment.
Patria Investments Limited (NASDAQ:PAX) has confirmed its dividend payment of $0.15 per share. This decision reflects the company's ongoing commitment to returning value to its shareholders. The dividend is expected to be paid on a specified date, reinforcing the company's financial stability and shareholder-friendly policies. The affirmation of the dividend indicates financial stability but does not significantly alter the company's overall trajectory.
3 Feb
Patria Investments Limited (PAX) reported record fundraising in Q4 2025, highlighting strategic initiatives that are expected to enhance its market position. The earnings call emphasized the company's strong performance and future growth prospects, driven by increased investor interest and successful fund management strategies. Record fundraising and strategic initiatives are likely to significantly impact future performance and investor sentiment.
Patria Investments Limited (PAX) reported its Q4 earnings, showcasing a strong financial performance with significant revenue growth and improved profitability metrics. The company highlighted key strategic initiatives and investments that contributed to its positive results, reflecting a robust operational framework and market positioning. Analysts noted the potential for continued growth driven by favorable market conditions and effective management strategies. Strong financial performance and strategic initiatives indicate significant potential for future growth and market impact.