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.
Key characteristics
| PAX | BAM | |
|---|---|---|
| YTD Return | -17.42% | 44.41% |
| 1Y Return | -4.51% | 89.56% |
| Sharpe Ratio | -0.21 | 3.54 |
| Sortino Ratio | -0.13 | 4.32 |
| Omega Ratio | 0.98 | 1.55 |
| Calmar Ratio | -0.13 | 6.32 |
| Martin Ratio | -0.33 | 17.76 |
| Ulcer Index | 16.65% | 5.09% |
| Daily Std Dev | 25.58% | 25.58% |
| Max Drawdown | -41.46% | -20.47% |
| Current Drawdown | -34.09% | -1.00% |
Fundamentals
| PAX | BAM | |
|---|---|---|
| Market Cap | $1.86B | $23.71B |
| EPS | $0.43 | $1.09 |
| PE Ratio | 28.28 | 51.73 |
| Total Revenue (TTM) | $250.38M | $1.36B |
| Gross Profit (TTM) | $167.25M | $824.36M |
| EBITDA (TTM) | $129.62M | -$11.00M |
Correlation
The correlation between PAX and BAM is 0.46, 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
In the year-to-date period, PAX achieves a -17.42% return, which is significantly lower than BAM's 44.41% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
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.
Dividends
PAX vs. BAM - Dividend Comparison
PAX's dividend yield for the trailing twelve months is around 7.59%, more than BAM's 2.59% yield.
| TTM | 2023 | 2022 | 2021 | |
|---|---|---|---|---|
PAX Patria Investments Limited | 7.59% | 6.34% | 5.04% | 4.38% |
BAM Brookfield Asset Management Inc. | 2.59% | 3.19% | 0.00% | 0.00% |
Drawdowns
PAX vs. BAM - Drawdown Comparison
The maximum PAX drawdown since its inception was -41.46%, which is greater than BAM's maximum drawdown of -20.47%. Use the drawdown chart below to compare losses from any high point for PAX and BAM. For additional features, visit the drawdowns tool.
Volatility
PAX vs. BAM - Volatility Comparison
Patria Investments Limited (PAX) has a higher volatility of 8.91% compared to Brookfield Asset Management Inc. (BAM) at 7.06%. This indicates that PAX's price experiences larger fluctuations and is considered to be riskier than BAM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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