Financial Services
Live Price
Offline$10.85
+0.79% today
1Y Change
-21.06%
Window
Jun 25, 2025 → Jun 24, 2026
Coverage: 251 bars · Jun 25, 2025 → 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 $10.85 and down 21.1% across the available one-year price window (Jun 25, 2025 → 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.
Benchmark Edge
Normalized return, excess return, max drawdown, and calendar-year wins against the benchmarks investors actually use.
PAX
—
Normalized return
SPY
--
S&P 500
Excess Return
--
Relative to SPY
PAX Max Drawdown
-38.83%
Trailing 1Y
SPY Max Drawdown
—
Trailing 1Y
Uses the longest available daily history for PAX and SPY.
Financial profile
Profitability, balance sheet stamina, and cash efficiency drawn from the latest filings.
FY Revenue
$235.5M
-9.0% YoY
FY Net Income
$122.5M
+31.8% YoY
Free Cash Flow
$105.7M
+42.2% YoY
Revenue Growth
+2.6%
EPS Growth
+14.9%
Gross Margin
85.4%
Net Margin
22.3%
Income statement
USD
| Metric | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Revenue | 384M | 374M | 328M | 259M | 236M |
| Gross Profit | 369M | 324M | 289M | 224M | 221M |
| Operating Income | 131M | 166M | 164M | 130M | 137M |
| EBITDA | 131M | 133M | 146M | 125M | 131M |
| Net Income | 86M | 72M | 118M | 93M | 122M |
| EPS (Diluted) | — | — | — | — | — |
Balance sheet
USD
| Metric | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Cash & Equivalents | 55M | 33M | 16M | 27M | 15M |
| Total Assets | 1.5B | 1.2B | 1.0B | 976M | 761M |
| Total Liabilities | 851M | 715M | 490M | 463M | 197M |
| Shareholder Equity | 618M | 481M | 542M | 553M | 564M |
| Total Debt | 175M | 250M | 16M | 16M | 8M |
| Net Debt | 120M | 217M | -214K | -10M | -7M |
Cash flow positioning
Latest Full Year
Operating Cash Flow
108M
+32.7% YoY
Capital Expenditures
2M
+72.5% YoY
Free Cash Flow
106M
+42.2% YoY
Key ratios
Gross Margin
85.4%
Operating Margin
36.4%
Net Margin
22.3%
ROE
14.7%
Debt / Equity
0.28x
Next Step
Use the numbers to decide whether this is a growth candidate, a quality compounder, or just an interesting outlier.