Patria Investments Limited PAX R2KR3KFINANCIAL
Company Overview
Patria Investments Limited operates as a private market investment firm. It specializes in investments in private equity, secondary direct and indirect and venture capital with focus in middle market, buyout and growth capital investments. It seeks to be sector agnostic with focus on agribusiness, power & energy, healthcare, logistics & transportations, food & beverage, agricultural products, packaged foods and meats, education services, outsourced business services, and digital & tech services. It prefers to invest globally with focus on Latin America, Europe, United States, North America and Brazil. It seeks to invest between $38.48 million and $72.14 million per transaction. The firm seeks a majority or minority stake in its portfolio companies. 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. The firm seeks to co-invest with other investors. Patria Investments Limited was founded in 1994 and is headquartered in Grand Cayman, Cayman Islands with additional offices across South America, North America, Europe and Asia. Patria Investments Limited operates as a subsidiary of Patria Holdings Limited.
Why Investors Should Care
Revenue has grown at a 13.8% CAGR over the past five years.
Maintains a net profit margin of 16.3%.
Offers a dividend yield of 6.46%.
Generates positive free cash flow, funding growth and shareholder returns internally.
Recent Developments
- Dec 2025 Revenue of $381.73M (+2.0% YoY); net profit $85.65M.
- Trailing 12 Months Year-on-year growth — revenue +34.9%, earnings -18.7%.
- 5-Year Trend Long-term compounding — revenue CAGR 13.8%, profit CAGR -2.7%.
Growth & Price Performance
Compounded Sales Growth
| 5 Years: | 13.82% |
| 1 Year: | 34.90% |
Compounded Profit Growth
| 5 Years: | -2.69% |
| 1 Year: | -18.70% |
Stock Price Performance
| 1 Year: | -10.37% |
| 6 Months: | -7.70% |
| 3 Months: | +7.67% |
| 1 Month: | +15.67% |
Highlights auto-generated from reported financials and price data; not investment advice. Verify with official filings before acting.
- Price vs 50-DMAAbove
- Price vs 200-DMABelow
- RSI (14)60.14 · Neutral
P/E of 26.09 is above the sector median of 13.55 — pricier than peers.
Auto-generated from price history and fundamentals; not investment advice.
Price Chart
Technical Trend
Computed from daily close history using EMA cross, slope, and RSI signals.
Note: intraday data is not stored locally. “Hourly” uses the most recent 10 daily candles as a short-term proxy.
Fundamental Growth Charts
No fundamental data available for this stock.
Interactive charts for Revenue, Net Income, EBITDA, Free Cash Flow, EPS, ROE, ROCE, Gross/Net/Operating Margin and more — switch metric and period using the dropdowns above. CAGR is computed across the displayed window (quarterly CAGR is annualised). Visual growth charts make it easy to spot multi-year compounding trends at a glance — far faster than reading raw numbers in a table.
PROS
- Compounding revenue at 13.8% over 5 years.
- Attractive dividend yield of 6.46%.
- Generates positive free cash flow.
CONS
- Earnings shrank at -2.7% CAGR over 5 years.
- Trading 30.6% below its 52-week high.
- In a downtrend (50-DMA below 200-DMA).
* The pros and cons are auto-generated from financial metrics.
Valuation
Growth (CAGR)
Profitability & Returns
Balance Sheet & Liquidity
Ownership
Financial Snapshot
Peer comparison
Peer companies in the same sector (Financial Services).
| # | Name | CMP $ | P/E | Mkt Cap | Div Yld % | ROCE % | ROE % | Rev CAGR 5Y % | Profit CAGR 5Y % |
|---|---|---|---|---|---|---|---|---|---|
| 1 | PAX Patria Investments Limited R2KR3KFINANCIAL | 11.74 | 26.09 | $803.58M | 6.46% | 13.24% | 12.88% | 13.82% | -2.69% |
| 2 | JPM JPMorgan Chase & Co. SPXR3KFINANCIAL | 331.58 | 14.21 | $881.40B | 1.72% | - | 17.79% | 12.50% | 14.83% |
| 3 | BRK-B Berkshire Hathaway Inc. SPXFINANCIAL | 542.19 | 13.64 | $763.42B | 0.00% | - | 12.12% | 4.18% | 9.44% |
| 4 | V Visa Inc. SPXR3KFINANCIAL | 407.92 | 34.69 | $695.14B | 0.72% | 37.15% | 61.19% | 14.33% | 13.04% |
| 5 | MA Mastercard Incorporated SPXR3KFINANCIAL | 623.60 | 34.34 | $542.20B | 0.62% | 60.19% | - | 12.29% | 19.21% |
| 6 | BRK-A Berkshire Hathaway Inc. FINANCIAL | 813,595.00 | 13.64 | $397.40B | 0.00% | - | 12.12% | 7.60% | 10.02% |
| 7 | BAC Bank of America Corporation SPXR3KFINANCIAL | 50.56 | 11.68 | $353.55B | 2.39% | - | 11.20% | 3.14% | 4.27% |
| 8 | HSBC HSBC Holdings plc FINANCIAL | 90.68 | 12.95 | $310.38B | 3.65% | - | 13.10% | 9.75% | 12.72% |
| 9 | MS Morgan Stanley SPXR3KFINANCIAL | 179.49 | 14.51 | $281.90B | 2.26% | - | 17.97% | 3.76% | 9.66% |
Financial Statements Quarterly Results · Profit & Loss · Balance Sheet · Cash Flows · Ratios
Quarterly Results
Figures in USD.
| Metric | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 |
|---|---|---|---|---|---|---|---|
| Revenue | - | - | 79.57M | 82.52M | 86.46M | 133.18M | 97.07M |
| Cost of Revenue | - | - | 14.20M | 14.59M | 14.84M | 16.29M | 18.96M |
| Gross Profit | - | - | 65.37M | 67.93M | 71.62M | 116.89M | 78.11M |
| Operating Expenses | - | - | 35.96M | 37.79M | 41.14M | 63.62M | 46.37M |
| Operating Income | - | - | 29.42M | 30.15M | 30.48M | 53.27M | 31.73M |
| EBITDA | - | - | 32.81M | 29.75M | 41.93M | 53.20M | 25.37M |
| Interest Expense | - | - | 6.98M | 3.99M | 5.06M | 3.05M | 5.01M |
| Pretax Income | - | - | 14.60M | 14.95M | 24.56M | 38.15M | 9.23M |
| Tax Provision | - | - | -1.95M | 829.00K | 355.00K | 2.49M | 4.63M |
| Net Income | - | - | 15.66M | 12.85M | 22.57M | 34.56M | 2.17M |
| Diluted EPS | 0.00 | 0.37 | 0.10 | 0.08 | 0.14 | - | 0.01 |
Profit & Loss (Annual)
Figures in USD.
| Metric | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|
| Revenue | - | 258.88M | 327.62M | 374.20M | 381.73M |
| Cost of Revenue | - | 34.82M | 38.73M | 50.49M | 60.21M |
| Gross Profit | - | 224.05M | 288.88M | 323.72M | 321.52M |
| Operating Expenses | - | 93.64M | 125.03M | 157.81M | 178.51M |
| Operating Income | - | 130.41M | 163.86M | 165.90M | 143.01M |
| EBITDA | - | 125.46M | 146.36M | 133.22M | 154.60M |
| Interest Expense | - | 1.81M | 1.24M | 11.40M | 15.99M |
| Pretax Income | - | 102.45M | 118.00M | 85.99M | 92.27M |
| Tax Provision | - | 8.35M | -2.82M | 10.31M | 1.72M |
| Net Income | - | 92.96M | 118.40M | 71.88M | 85.65M |
| Diluted EPS | - | 0.63 | 0.80 | 0.48 | 0.53 |
Balance Sheet (Annual)
Figures in USD.
| Metric | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|
| Total Assets | - | 976.24M | 1.01B | 1.21B | 1.50B |
| Current Assets | - | 479.64M | 401.59M | 372.68M | 405.27M |
| Cash & Equivalents | - | 26.52M | 16.05M | 33.42M | 53.60M |
| Inventory | - | - | - | - | - |
| Receivables | - | 125.41M | 127.36M | 217.13M | 118.58M |
| Total Liabilities | - | 462.78M | 490.24M | 715.17M | 861.69M |
| Current Liabilities | - | 338.00M | 397.50M | 397.39M | 415.01M |
| Long Term Debt | - | - | - | 149.45M | 174.87M |
| Total Debt | - | 16.09M | 15.84M | 250.41M | 198.68M |
| Total Equity | - | 552.79M | 542.49M | 481.08M | 611.75M |
| Shares Outstanding | - | 147.19M | 148.25M | 153.59M | 159.47M |
Cash Flows (Annual)
Figures in USD.
| Metric | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|
| Operating Cash Flow | - | 81.05M | 156.72M | 145.95M | 282.61M |
| Investing Cash Flow | - | -189.35M | 62.17M | 25.31M | 2.30M |
| Financing Cash Flow | - | 118.55M | -229.63M | -151.65M | -268.20M |
| Capital Expenditure | - | -6.71M | -15.02M | -8.28M | -29.29M |
| Free Cash Flow | - | 74.34M | 141.71M | 137.66M | 253.32M |
| Net Change in Cash | - | 10.25M | -10.74M | 19.61M | 16.71M |
Ratios (Annual)
Figures in %.
| Metric | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|
| Gross Margin % | - | 86.5% | 88.2% | 86.5% | 84.2% |
| Operating Margin % | - | 50.4% | 50.0% | 44.3% | 37.5% |
| Net Margin % | - | 35.9% | 36.1% | 19.2% | 22.4% |
| ROE % | - | 16.8% | 21.8% | 14.9% | 14.0% |
| ROCE % | - | 20.4% | 26.7% | 20.5% | 13.2% |
Shareholding Pattern
Top Institutional Holders
| # | Holder | % Held | Shares | Value |
|---|---|---|---|---|
| 1 | Capital Research Global Investors | 11.71% | 7.79M | $90.93M |
| 2 | FMR, LLC | 10.27% | 6.83M | $79.74M |
| 3 | Endure Capital Management, LLC | 9.58% | 6.37M | $74.38M |
| 4 | Blackrock Inc. | 8.80% | 5.85M | $68.32M |
| 5 | Pertento Partners LLP | 8.03% | 5.34M | $62.37M |
| 6 | Zeno Equity Partners LLP | 2.56% | 1.70M | $19.85M |
| 7 | Mizuho Markets Americas LLC | 2.25% | 1.50M | $17.50M |
| 8 | State Street Corporation | 2.09% | 1.39M | $16.25M |
| 9 | Fourth Sail Capital LP | 2.07% | 1.37M | $16.03M |
| 10 | UBS Group AG | 1.82% | 1.21M | $14.13M |
Analyst View
Analyst aggregate. Targets and ratings update periodically; not investment advice.
Latest News
Recent headlines for PAX
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PAX — Frequently Asked Questions
What is the current share price of Patria Investments Limited (PAX)?
As of 2026-10-23 16:27 PDT, Patria Investments Limited (PAX) trades at $11.74 on NasdaqGS. Its 52-week range is $10.00 to $16.91.
What is the market capitalisation of PAX?
Patria Investments Limited (PAX) has a market capitalisation of $803.58M on NasdaqGS.
What is the P/E ratio of PAX?
PAX trades at a trailing price-to-earnings (P/E) ratio of 26.09. The industry average P/E is 13.55. Its price-to-book (P/B) ratio is 2.87.
Does PAX pay a dividend?
Patria Investments Limited (PAX) currently offers a dividend yield of 6.46%.
What is the return on equity (ROE) of PAX?
PAX has a return on equity (ROE) of 12.88%. Its return on capital employed (ROCE) is 13.24%.
Is PAX a good stock to buy?
This page provides a data-driven analysis of Patria Investments Limited (PAX), including valuation ratios, profitability, growth trends, auto-generated pros and cons, peer comparison and AI exposure. Review these fundamentals alongside your own research and risk tolerance. This is informational content, not investment advice.