PAX vs. BAM
Compare and contrast key facts about Patria Investments Limited (PAX) and Brookfield Asset Management Inc. (BAM).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PAX or BAM.
Correlation
The correlation between PAX and BAM is 0.51, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
PAX vs. BAM - Performance Comparison
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Key characteristics
PAX:
0.06
BAM:
1.59
PAX:
0.36
BAM:
2.10
PAX:
1.05
BAM:
1.29
PAX:
0.07
BAM:
1.80
PAX:
0.30
BAM:
5.78
PAX:
10.53%
BAM:
9.21%
PAX:
31.86%
BAM:
33.26%
PAX:
-46.17%
BAM:
-29.54%
PAX:
-29.65%
BAM:
-3.22%
Fundamentals
PAX:
$1.94B
BAM:
$94.52B
PAX:
$0.48
BAM:
$1.36
PAX:
26.08
BAM:
42.88
PAX:
4.97
BAM:
479.79
PAX:
4.03
BAM:
10.92
PAX:
$310.30M
BAM:
$1.56B
PAX:
$193.90M
BAM:
$942.00M
PAX:
$132.58M
BAM:
$685.00M
Returns By Period
In the year-to-date period, PAX achieves a 10.19% return, which is significantly higher than BAM's 9.58% return.
PAX
10.19%
26.01%
5.86%
2.00%
N/A
N/A
BAM
9.58%
21.91%
5.65%
52.46%
N/A
N/A
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Risk-Adjusted Performance
PAX vs. BAM — Risk-Adjusted Performance Rank
PAX
BAM
PAX vs. BAM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Patria Investments Limited (PAX) and Brookfield Asset Management Inc. (BAM). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
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Dividends
PAX vs. BAM - Dividend Comparison
PAX's dividend yield for the trailing twelve months is around 6.20%, more than BAM's 2.68% yield.
TTM | 2024 | 2023 | 2022 | 2021 | |
---|---|---|---|---|---|
PAX Patria Investments Limited | 6.20% | 7.52% | 6.34% | 5.04% | 4.38% |
BAM Brookfield Asset Management Inc. | 2.68% | 2.80% | 3.19% | 0.00% | 0.00% |
Drawdowns
PAX vs. BAM - Drawdown Comparison
The maximum PAX drawdown since its inception was -46.17%, which is greater than BAM's maximum drawdown of -29.54%. Use the drawdown chart below to compare losses from any high point for PAX and BAM. For additional features, visit the drawdowns tool.
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Volatility
PAX vs. BAM - Volatility Comparison
Patria Investments Limited (PAX) and Brookfield Asset Management Inc. (BAM) have volatilities of 8.42% and 8.12%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Financials
PAX vs. BAM - Financials Comparison
This section allows you to compare key financial metrics between Patria Investments Limited and Brookfield Asset Management Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
PAX vs. BAM - Profitability Comparison
PAX - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Patria Investments Limited reported a gross profit of 100.40M and revenue of 157.30M. Therefore, the gross margin over that period was 63.8%.
BAM - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Brookfield Asset Management Inc. reported a gross profit of 820.00M and revenue of 1.08B. Therefore, the gross margin over that period was 76.0%.
PAX - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Patria Investments Limited reported an operating income of 86.30M and revenue of 157.30M, resulting in an operating margin of 54.9%.
BAM - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Brookfield Asset Management Inc. reported an operating income of 738.00M and revenue of 1.08B, resulting in an operating margin of 68.4%.
PAX - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Patria Investments Limited reported a net income of 56.80M and revenue of 157.30M, resulting in a net margin of 36.1%.
BAM - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Brookfield Asset Management Inc. reported a net income of 581.00M and revenue of 1.08B, resulting in a net margin of 53.9%.