Patria Investments Limited Class A Common Shares (PAX) Stock Price

PAXStock

$11.70−18.41%52W

Market Cap$1.92B

P/E22.40x

PEG Ratio8.90

Div yield5.67%

Beta0.78

PAX Share Price Chart

Favorite Metrics

Price vs S&P 500 (26W)-15.55%

Price vs S&P 500 (4W)14.04%

PEG Ratio8.90

VGM Score47.47

P/E Ratio (Annual)22.40x

Indicated Dividend Yield (Annual)5.67%

P/CF (Annual)6.79x

Book Value / Share (Quarterly)$3.45

P/TBV (Annual)11.13x

Indicated Dividend (Annual)$0.65

Revenue Growth (3Y)13.54%

Cash Flow / Share (Quarterly)$1.13

Payout Ratio (TTM)132.53%

Price vs S&P 500 (YTD)-38.30%

Gross Margin (TTM)45.77%

Net Profit Margin (TTM)16.28%

EPS (TTM)$0.43

10-Day Avg Trading Volume1.39M

EPS Excl Extra (TTM)$0.43

Revenue Growth (5Y)27.11%

EPS (Annual)$0.53

Dividend / Share (Annual)$0.60

ROI (Annual)9.75%

Gross Margin (Annual)49.77%

Net Profit Margin (5Y Avg)33.04%

Cash / Share (Quarterly)$0.54

P/E Basic Excl Extra (TTM)27.52x

Revenue Growth QoQ (YoY)34.87%

EPS Growth (5Y)3.12%

P/E Normalized (Annual)22.40x

ROA (Last FY)5.73%

Revenue Growth TTM (YoY)7.71%

EBITD / Share (TTM)$0.64

ROE (5Y Avg)17.86%

Operating Margin (TTM)24.14%

Cash Flow / Share (Annual)$1.57

P/B Ratio3.45x

P/B Ratio (Quarterly)3.61x

Net Income / Employee (Annual)$156,300

EV / Revenue (TTM)5.56x

Net Interest Coverage (TTM)437.08x

ROA (TTM)4.88%

EPS Growth QoQ (YoY)-19.50%

EV / EBITDA (TTM)21.48x

EPS Incl Extra (Annual)$0.53

Current Ratio (Annual)0.98x

Quick Ratio (Quarterly)0.60x

3-Month Avg Trading Volume1.06M

52-Week Price Return-18.41%

EV / Free Cash Flow (Annual)8.76x

P/E Incl Extra (TTM)27.52x

Revenue / Employee (TTM)$781,200

Tangible BV / Share (Quarterly)$0.03

P/S Ratio (Annual)5.03x

Asset Turnover (Annual)0.26x

52-Week High$17.80

Operating Margin (5Y Avg)34.93%

EPS Excl Extra (Annual)$0.53

CapEx CAGR (5Y)113.52%

26-Week Price Return-5.65%

Quick Ratio (Annual)0.95x

13-Week Price Return6.27%

Total Debt / Equity (Annual)0.44x

Current Ratio (Quarterly)0.62x

Enterprise Value$2.22B

Revenue / Share Growth (5Y)22.96%

Asset Turnover (TTM)0.27x

Revenue / Employee (Annual)$696,500

Pretax Margin (Annual)24.17%

Cash / Share (Annual)$0.55

3-Month Return Std Dev33.30%

Gross Margin (5Y Avg)54.88%

Net Income / Employee (TTM)$127,200

EBITDA CAGR (5Y)9.03%

EBITDA Interim CAGR (5Y)7.34%

ROE (Last FY)14.00%

Net Interest Coverage (Annual)2.46x

EPS Basic Excl Extra (Annual)$0.53

P/FCF (TTM)10.50x

Receivables Turnover (TTM)2.12x

EV / Free Cash Flow (TTM)12.15x

Total Debt / Equity (Quarterly)0.62x

EPS Incl Extra (TTM)$0.43

Receivables Turnover (Annual)2.27x

ROI (TTM)8.74%

P/S Ratio (TTM)4.48x

Pretax Margin (5Y Avg)34.77%

Revenue / Share (Annual)$2.37

Tangible BV / Share (Annual)$1.41

Forward P/E7.19x

Free OCF CAGR (5Y)37.24%

Price vs S&P 500 (52W)-33.94%

P/E Ratio (TTM)27.52x

EPS Growth TTM (YoY)-18.65%

Year-to-Date Return-26.37%

5-Day Price Return-1.43%

EPS Normalized (Annual)$0.53

ROA (5Y Avg)9.80%

Net Profit Margin (Annual)22.44%

Month-to-Date Return15.27%

EBITD / Share (Annual)$0.64

EPS Growth (3Y)-5.50%

Operating Margin (Annual)25.28%

LT Debt / Equity (Annual)0.40x

P/CF (TTM)8.96x

ROI (5Y Avg)15.71%

P/E Excl Extra (TTM)27.52x

LT Debt / Equity (Quarterly)0.12x

EPS Basic Excl Extra (TTM)$0.43

P/TBV (Quarterly)452.55x

Payout Ratio (Annual)111.08%

P/B Ratio (Annual)4.14x

Dividend / Share (TTM)$0.60

Pretax Margin (TTM)20.73%

Book Value / Share (Annual)$3.79

Price vs S&P 500 (13W)3.58%

Net Margin Growth (5Y)-16.13%

Dividend Yield (TTM)4.99%

Beta0.78x

P/FCF (Annual)7.57x

Revenue / Share (TTM)$2.65

ROE (TTM)12.39%

52-Week Low$9.89

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PAX Earnings Surprise History

Quarter	Report date	EPS estimate	EPS actual	Surprise
Q2 2026	Jul 31, 2026	$0.28	$0.32	+12.64%(+$0.04)
Q1 2026	May 7, 2026	$0.28	$0.27	-5.26%(-$0.01)
Q4 2025	Feb 3, 2026	$0.45	$0.50	+10.79%(+$0.05)
Q3 2025	Nov 4, 2025	$0.26	$0.30	+16.65%(+$0.04)
Q2 2025	Aug 1, 2025	$0.28	$0.24	-14.29%(-$0.04)

PAX Analyst Recommendations

Jun 2026

Jul 2026

Aug 2026

Sep 2026

3.64

Industry Peers — Investment Advice(128)

Symbol	Value Score	Growth Score	Momentum Score	P/E Ratio (Annual)	ROE (TTM)	Operating Margin (TTM)	Revenue Growth TTM (YoY)	Price
PAXPatria Investments Limited Class A Common Shares	C	C	C	22.4x	12.4%	24.1%	7.7%	$11.70
BXBlackstone Inc.	D	B	F	43.8x	40.9%	47.2%	17.2%	$106.61
KKRKKR & Co. Inc.	D	C	F	32.6x	10.3%	8.8%	30.5%	$86.21
BAMBrookfield Asset Management Ltd.	D	B	D	29.9x	33.6%	61.6%	132.7%	$45.32
APOApollo Global Management, Inc.	C	B	D	14.3x	8.6%	25.5%	40.7%	$110.78
AMPAmeriprise Financial, Inc.	C	C	C	12.4x	61.7%	30.5%	9.1%	$500.80
ARESAres Management Corporation Class A Common Stock	D	C	D	47.7x	15.2%	18.7%	24.0%	$112.27
TROWT Rowe Price Group Inc	B	D	C	10.3x	20.4%	30.8%	7.0%	$100.97
PSPershing Square Inc.	F	A	C	71.2x	5.6%	8.7%	—	$44.48
TPGTPG Inc. Class A Common Stock	D	B	D	88.6x	20.1%	12.8%	30.2%	$42.52
BENFranklin Templeton, Inc.	C	C	B	30.0x	6.8%	9.7%	7.9%	$30.98
OWLBlue Owl Capital Inc.	D	C	D	175.0x	3.8%	16.9%	14.2%	$8.85
CGThe Carlyle Group Inc. Common Stock	D	D	F	16.0x	6.6%	17.1%	-41.9%	$36.38
IVZInvesco LTD	B	C	C	—	-0.5%	-14.5%	-14.5%	$28.20
AMGAffiliated Managers Group	D	C	A	13.8x	26.9%	21.5%	11.8%	$383.76
EVREvercore Inc.	B	C	F	16.5x	39.8%	21.2%	45.7%	$254.08
HLIHoulihan Lokey, Inc.	C	D	D	21.3x	17.8%	20.4%	1.7%	$129.55
MORNMorningstar, Inc.	C	C	B	20.8x	35.3%	23.5%	9.3%	$207.37
VCTRVictory Capital Holdings, Inc. Class A Common Stock	C	B	B	20.2x	19.3%	41.2%	51.5%	$108.60
PJTPJT Partners Inc.	C	B	D	19.5x	71.2%	22.0%	22.9%	$137.21
HLNEHamilton Lane Incorporated Class A Common Stock	C	B	D	18.1x	31.0%	43.6%	24.0%	$81.84
STEPStepStone Group Inc. Class A Common Stock	D	C	D	—	-98.4%	-57.0%	49.6%	$41.64
MAASMaase Inc. Class A Ordinary Shares	F	D	B	—	-111.7%	-309.7%	-96.4%	$12.02
FHIFederated Hermes, Inc.	C	C	C	10.4x	34.0%	27.5%	15.3%	$55.93
MCMOELIS & COMPANY	C	C	D	19.0x	43.5%	18.4%	13.7%	$54.55
CNSCohen & Steers Inc.	D	C	C	23.4x	29.7%	30.9%	5.2%	$69.63
LAZLazard, Inc.	B	F	D	14.9x	25.9%	9.3%	6.4%	$36.09
AAMIAcadian Asset Management Inc.	F	C	A	40.9x	161.8%	23.5%	24.2%	$92.16
ABAllianceBernstein Holding, L.P.	C	D	D	10.7x	25.4%	100.0%	-17.2%	$34.86
DBRGDigitalBridge Group, Inc.	C	B	B	21.1x	16.0%	42.0%	242.8%	$16.00
LCLNLincoln International, Inc.	B	D	B	8.3x	—	17.6%	—	$24.04
APAMARTISAN PARTNERS ASSET MANAGEMENT INC.	B	D	D	9.0x	72.8%	33.0%	9.8%	$32.29
BVCBitVentures Limited Ordinary Shares	F	D	B	—	13.9%	-232.9%	7.7%	$12.97
RPCRidgepost Capital, Inc.	D	C	C	46.8x	7.7%	23.6%	4.4%	$8.27
VRTSVirtus Investment Partners, Inc.	B	D	F	5.9x	12.9%	15.7%	-7.2%	$122.93
GCMGGCM Grosvenor Inc. Class A Common Stock	D	C	C	56.1x	-4.2%	27.1%	17.8%	$12.56
ABXAbacus Global Management, Inc.	C	C	C	20.9x	6.5%	31.8%	65.3%	$7.80
VINPVinci Compass Investments Ltd. Class A Common Shares	C	C	C	16.7x	12.3%	28.1%	26.3%	$10.93
NOAHNoah Holdings Limited American Depositary Shares (each representing five (5) Ordinary shares)	C	D	F	6.4x	6.0%	33.6%	-21.1%	$7.22
VALUValue Line Inc	D	F	B	18.7x	18.4%	10.8%	-5.5%	$43.06
ALTIAlTi Global, Inc. Class A Common Stock	C	B	D	—	-18.5%	-34.9%	27.0%	$2.58
WHGWESTWOOD HOLDINGS GROUP, INC.	B	D	C	22.7x	6.3%	6.5%	8.4%	$18.63
RILYBRC Group Holdings, Inc. Common Stock	A	D	F	0.6x	213.1%	38.7%	81.4%	$4.61
SAMGSilvercrest Asset Management Group Inc.	B	F	C	25.7x	1.8%	2.1%	0.8%	$10.62
HNNAHennessy Advisors, Inc.	B	D	C	8.1x	8.3%	33.4%	-6.9%	$10.25
MLCIMount Logan Capital Inc. Common Stock	D	A	D	—	6.3%	-1565.0%	—	$3.28
GROWUS Global Investors Inc	C	D	C	10.9x	6.7%	-5.3%	16.2%	$2.72
ILLRTriller Group Inc. Common Stock	B	C	F	—	-734.3%	-542.2%	43.5%	$0.07
ABXLAbacus Global Management, Inc. 9.875% Fixed Rate Senior Notes due 2028	C	C	C	20.9x	6.5%	31.8%	65.3%	$25.22
APOSApollo Global Management, Inc. 7.625% Fixed-Rate Resettable Junior Subordinated Notes due 2053	C	B	D	14.3x	8.6%	25.5%	40.7%	$25.04
APOpAApollo Global Management, Inc. 6.75% Series A Mandatory Convertible Preferred Stock	—	—	—	—	—	—	—	$0.00

About Patria Investments Limited Class A Common Shares

Patria Investments is an alternative asset management firm serving worldwide and Latin American investors across diversified asset classes including private equity, credit, real estate, infrastructure, and public equities. The firm focuses on resilient sectors such as agribusiness, energy, healthcare, logistics, food & beverage, and digital services. Patria emphasizes sustainable and inclusive development in its investment approach, seeking to deliver portfolio diversification and consistent returns.