Financial Services
Patria Investments Limited(PAX)
Live Price
Offline$11.37
-1.56% today
1Y Change
-21.06%
Window
Jun 25, 2025 โ Jun 24, 2026
- Market Cap
- $2.02B
- Revenue Growth
- +2.6%
- EPS Growth
- +14.9%
- Dividend Yield
- 4.7%
Coverage: 251 bars ยท Jun 25, 2025 โ Jun 24, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
Patria Investments Limited (PAX) is a Financial Services stock with a market cap of $2.02B and listed on NASDAQ. The stock last traded around $11.37 and down 21.1% across the available one-year price window (Jun 25, 2025 โ Jun 24, 2026). Baseline metrics include revenue growth of +2.6%, EPS growth of +14.9%, a dividend yield of 4.7%. What stands out right now is revenue +2.6%, EPS +14.9%, free cash flow -100.0% with operating margin 36.4% and ROIC 12.5%. The dividend matters to the case here, with a current yield around 4.7%. Valuation sits in the middle of the pack at P/E 23.4 and price/sales 5.3. Stock Foundry combines PAX price history, valuation, growth, dividend context, earnings, analyst forecasts, news, related Financial Services peers on this page.
Sector Context
How this name stacks up against nearby peers on first-pass metrics.
Revenue Growth
Near sector median
+2.6% vs +3.4% peer median
Operating Margin
Above sector median
+36.4% vs +4.7% peer median
What Changed This Quarter
Latest report context and the signals most likely to have changed the story.
Latest report is on the board
2026 was reported on May 1, 2026, but the surprise data is still limited.
The operating story is still moving forward
Revenue is running at +2.6% and EPS at +14.9%, with operating margin around 36.4%.
Shareholder return is still part of the story
The stock is still offering a dividend yield around 4.7%, which matters if the thesis depends on income as much as growth.
Earnings Reaction Memory
How the stock has tended to move after recent reports.
Across the last 3 reported quarters, the stock averaged -0.6% over the next 5 trading days and finished higher after 1 of those reports.
View quarter-by-quarter reaction table
| Quarter | EPS ฮ | 1D | 5D | 20D |
|---|---|---|---|---|
2026 May 1, 2026 | โ | -0.1% | -2.5% | -8.2% |
2026 Feb 3, 2026 | +6.4% | -2.0% | -0.1% | -12.7% |
2025 Nov 4, 2025 | +15.4% | +1.2% | +0.7% | +1.4% |
Benchmark Edge
PAX vs SPY, QQQ, and Sector ETFs
Normalized return, excess return, max drawdown, and calendar-year wins against the benchmarks investors actually use.
PAX
โ
Normalized return
SPY
--
S&P 500
Excess Return
--
Relative to SPY
PAX Max Drawdown
-38.83%
Trailing 1Y
SPY Max Drawdown
โ
Trailing 1Y
Calendar-Year Returns
Uses the longest available daily history for PAX and SPY.
Company Overview
Patria Investments Limited
NASDAQ Global Select
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.
- Leadership
- Alexandre Teixeira de Assumpcao Saigh
- IPO Date
- Jan 22, 2021
- Employees
- 577
- Street Address
- 18 Forum Lane
- Mailing
- Grand Cayman, KY1-9006
- Region
- Grand Cayman, KY
- Reporting Currency
- USD
- Investor Line
- 345 640 4900
- Last Updated
- May 3, 2026
Key Fundamentals
Valuation, growth, profitability, and balance sheet signals.
Valuation
- P/E
- 23.4
- EV/EBITDA
- 13.9
- Price/Sales
- 5.3
- Price/Book
- 3.2
Growth
- Revenue
- +2.6%
- EPS
- +14.9%
- Free Cash Flow
- -100.0%
Profitability
- Gross Margin
- 85.4%
- Operating Margin
- 36.4%
- Net Margin
- 22.3%
- ROE
- 14.7%
- ROIC
- 12.5%
Balance Sheet
- Debt/Equity
- 0.28
- Current Ratio
- 1.03
Earnings Reports
Latest News
Official Releases
Company announcements and filings-style updates.
Next Step
Keep the research moving
After the overview, the strongest next step is usually chart context or a tighter compare set.