Patria Investments Limited (PAX)
Company Info
Highlights
$1.77B
$0.48
24.46
$310.30M
$193.90M
$132.58M
$9.43 - $12.84
$14.92
3.46%
2.95
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
Patria Investments Limited (PAX) returned 2.25% year-to-date (YTD) and -4.25% over the past 12 months.
PAX
2.25%
18.83%
-0.96%
-4.25%
N/A
N/A
^GSPC (Benchmark)
-3.77%
7.44%
-5.60%
8.37%
14.12%
10.46%
Monthly Returns
The table below presents the monthly returns of PAX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 2.23% | -3.48% | -0.35% | -7.17% | 12.02% | 2.25% | |||||||
| 2024 | -8.00% | 7.15% | -0.40% | -9.70% | -1.68% | -7.23% | 7.88% | -10.32% | -3.04% | 4.21% | 4.06% | -2.76% | -20.01% |
| 2023 | 10.77% | 4.80% | -6.68% | 0.20% | 0.99% | -3.05% | 6.43% | -3.66% | 1.11% | -11.59% | 11.39% | 9.53% | 18.86% |
| 2022 | 4.94% | -2.35% | 8.33% | -8.42% | 0.86% | -18.64% | 9.00% | 0.28% | -8.62% | 8.97% | -2.81% | 2.05% | -9.94% |
| 2021 | -15.09% | 8.40% | -9.97% | -20.49% | 22.09% | 4.86% | -11.18% | 5.30% | 1.95% | 5.08% | -0.47% | -4.37% | -19.55% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of PAX is 42, indicating average performance compared to other stocks on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Patria Investments Limited (PAX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
Patria Investments Limited provided a 5.32% dividend yield over the last twelve months, with an annual payout of $0.63 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Dividend | $0.63 | $0.87 | $0.98 | $0.70 | $0.71 |
Dividend yield | 5.32% | 7.52% | 6.34% | 5.04% | 4.38% |
Monthly Dividends
The table displays the monthly dividend distributions for Patria Investments Limited. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.15 | $0.00 | $0.00 | $0.00 | $0.15 | |||||||
| 2024 | $0.00 | $0.40 | $0.00 | $0.00 | $0.18 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.15 | $0.00 | $0.87 |
| 2023 | $0.00 | $0.31 | $0.00 | $0.00 | $0.23 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.20 | $0.00 | $0.98 |
| 2022 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.17 | $0.00 | $0.17 | $0.00 | $0.70 |
| 2021 | $0.11 | $0.00 | $0.00 | $0.46 | $0.00 | $0.00 | $0.14 | $0.71 |
Dividend Yield & Payout
Dividend Yield
Patria Investments Limited has a dividend yield of 5.32%, which is quite average when compared to the overall market.
Payout Ratio
Patria Investments Limited has a payout ratio of 49.60%, which is quite average when compared to the overall market. This suggests that Patria Investments Limited strikes a balance between reinvesting profits for growth and paying dividends to shareholders.
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Patria Investments Limited. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Patria Investments Limited was 46.17%, occurring on Apr 8, 2025. The portfolio has not yet recovered.
The current Patria Investments Limited drawdown is 34.72%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -46.17% | Feb 9, 2021 | 1046 | Apr 8, 2025 | — | — | — |
| -15.09% | Jan 25, 2021 | 5 | Jan 29, 2021 | 5 | Feb 5, 2021 | 10 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Financials
Financial Performance
The chart below illustrates the trends in the financial health of Patria Investments Limited over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.
Earnings Per Share
The chart presents the Earnings Per Share (EPS) performance of Patria Investments Limited, comparing actual results with analytics estimates. In the past quarter, the company did not meet analyst expectations for EPS, resulting in a surprise of -8.0%.
Valuation
The Valuation section provides an overview of how Patria Investments Limited is priced in the market compared to other companies in the Asset Management industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.
PE Ratio
The chart displays the Price-to-Earnings (P/E) ratio for PAX, comparing it with other companies in the Asset Management industry. Currently, PAX has a P/E ratio of 24.5. This P/E ratio is significantly higher than those of industry peers. This could indicate that the stock is overvalued or that investors expect strong future growth.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for PAX relative to other companies in the Asset Management industry. Currently, PAX has a P/S ratio of 4.6. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.
PB Ratio
The chart illustrates the Price-to-Book (P/B) ratio for PAX in comparison with other companies in the Asset Management industry. Currently, PAX has a P/B value of 3.8. This P/B ratio is higher than most companies in the industry. It may suggest the stock is overvalued or that investors expect the company to generate high returns on its assets.
Income Statement
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