PAX vs. BLK
Compare and contrast key facts about Patria Investments Limited (PAX) and BlackRock, Inc. (BLK).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PAX or BLK.
Correlation
The correlation between PAX and BLK is 0.50, 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. BLK - Performance Comparison
Loading data...
Key characteristics
PAX:
-0.01
BLK:
0.89
PAX:
0.25
BLK:
1.48
PAX:
1.03
BLK:
1.21
PAX:
0.01
BLK:
1.09
PAX:
0.07
BLK:
3.49
PAX:
10.53%
BLK:
7.44%
PAX:
31.82%
BLK:
26.12%
PAX:
-46.17%
BLK:
-60.36%
PAX:
-31.94%
BLK:
-10.44%
Fundamentals
PAX:
$1.90B
BLK:
$148.42B
PAX:
$0.48
BLK:
$41.19
PAX:
25.50
BLK:
23.26
PAX:
4.86
BLK:
7.08
PAX:
3.94
BLK:
2.98
PAX:
$310.30M
BLK:
$21.30B
PAX:
$193.90M
BLK:
$14.60B
PAX:
$132.58M
BLK:
$8.00B
Returns By Period
In the year-to-date period, PAX achieves a 6.60% return, which is significantly higher than BLK's -6.03% return.
PAX
6.60%
23.14%
1.42%
-0.17%
N/A
N/A
BLK
-6.03%
9.02%
-8.14%
23.03%
17.47%
12.82%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
PAX vs. BLK — Risk-Adjusted Performance Rank
PAX
BLK
PAX vs. BLK - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Patria Investments Limited (PAX) and BlackRock, Inc. (BLK). 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.
Loading data...
Dividends
PAX vs. BLK - Dividend Comparison
PAX's dividend yield for the trailing twelve months is around 5.11%, more than BLK's 2.14% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PAX Patria Investments Limited | 5.11% | 7.52% | 6.34% | 5.04% | 4.38% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
BLK BlackRock, Inc. | 2.14% | 1.99% | 2.46% | 2.75% | 1.80% | 2.01% | 2.63% | 3.06% | 1.95% | 2.41% | 2.56% | 2.16% |
Drawdowns
PAX vs. BLK - Drawdown Comparison
The maximum PAX drawdown since its inception was -46.17%, smaller than the maximum BLK drawdown of -60.36%. Use the drawdown chart below to compare losses from any high point for PAX and BLK. For additional features, visit the drawdowns tool.
Loading data...
Volatility
PAX vs. BLK - Volatility Comparison
Patria Investments Limited (PAX) has a higher volatility of 8.34% compared to BlackRock, Inc. (BLK) at 7.80%. This indicates that PAX's price experiences larger fluctuations and is considered to be riskier than BLK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading data...
Financials
PAX vs. BLK - Financials Comparison
This section allows you to compare key financial metrics between Patria Investments Limited and BlackRock, 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. BLK - 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%.
BLK - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, BlackRock, Inc. reported a gross profit of 3.42B and revenue of 5.28B. Therefore, the gross margin over that period was 64.8%.
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%.
BLK - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, BlackRock, Inc. reported an operating income of 1.70B and revenue of 5.28B, resulting in an operating margin of 32.2%.
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%.
BLK - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, BlackRock, Inc. reported a net income of 1.77B and revenue of 5.28B, resulting in a net margin of 33.6%.