Is Patria Investments Limited (PAX) Overvalued?
We dive into why Patria Investments Limited (PAX) could be considered overvalued on 2026-08-06, based on AAII’s Value Score and Grade.Michael Rose
A+ Stock Grade Summary:
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COMPANY SUMMARY
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.
Commentary & Analysis
What You Need to Know About Patria Investments Limited's Q3 Earnings
Patria Investments Limited's fiscal Q3 earnings report was released on Friday, July 31. Let's dive in to see if (PAX) missed or beat analyst's expectations.Jenna Brashear
Why Patria Investments Limited’s (PAX) Stock Is Down 6.19%
As of Thursday, May 07, Patria Investments Limited’s PAX share price has dipped by 6.19%, which has investors questioning if this is right time to buy.Michael Rose
What You Need to Know About Patria Investments Limited's Q2 Earnings
Patria Investments Limited's fiscal Q2 earnings report was released on Thursday, May 07. Let's dive in to see if (PAX) missed or beat analyst's expectations.Rosalio Madrigal
Which Is a Better Investment, Jefferies Financial Group Inc. or Patria Investments Limited Stock?
Learn more about whether Jefferies Financial Group Inc. or Patria Investments Limited is a better investment based on AAII's A+ Investor grades, which compare both companies' key financial metrics.Omar Beirat
Financial Summary
| Share Statistics | PAX | Industry Median |
Percentile (All Stocks) |
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| Market Cap (Mil) | $1,849.6 | $3,012.5 | 52% |
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| Shares Out (Mil) | 162.2 | 79.0 | 72% |
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| Institutional Ownership | 84.0% | 77.5% | 52% |
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| Float (Mil) | 64.5 | 74.0 | 53% |
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| Beta | 0.75 | 0.94 | 45% |
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| Avg Daily Volume (000s) | 1,161 | 425 | 73% |
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| Price Change (52-week) |
(12.5%) | 75.5% | 33% |
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| Growth | PAX | Industry Median |
Percentile (All Stocks) |
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| Sales (5yr) | 27.1% | 8.4% | 88% |
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| Net Income (5yr) | 6.6% | 8.9% | 50% |
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| EPS (5yr) | (0.1%) | 9.3% | 31 |
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| Dividends (5yr) | 8.4% | 1.1% | 71% |
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| Cash Flow (5yr) | 10.2% | 0.5% | 70% |
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| Estimates | Qtrly | Current Fiscal Year |
Next Fiscal Year |
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| # of Estimates | 2 | 4 | 5 | |
| Current EPS | $0.305 | $1.375 | $1.516 | |
| Month Ago EPS | $0.302 | $1.355 | $1.536 | |
| # Rev Up | 0 | 0 | 1 | |
| # Rev Down | 1 | 1 | 0 | |
| Three Months Ago EPS | $0.303 | $1.366 | $1.552 | |
| Year/Year Chg | 2,246% | 159.4% | 234.0% | |
| Financials | PAX | Industry Median |
Percentile (All Stocks) |
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| Sales (TTM) (Mil) | $399 | $873 | 38% |
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| Net Income (TTM) (Mil) | $72 | $102 | 58% |
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| EPS (TTM) | $0.450 | $0.900 | 52% |
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| Operating Cash Flow (TTM) (Mil) | $214 | $72 | 60% |
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| Net Cash Flow (TTM) (Mil) | $15 | $15 | 60% |
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| Long-Term Debt (Q1) (Mil) | $87 | $163 | 43% |
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| Enterprise Value (Q1) (Mil) | $2,208 | $1,406 | 50% |
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| Valuation | PAX | Industry Median |
Percentile (All Stocks) |
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| P/B | 3.32 | 2.71 | 67% |
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| P/E | 25.8 | 19.7 | 63% |
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| Dividend Yield | 5.7% | 0.9% | 95% |
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| PEG (5yr hist) | na | 1.4 | na |
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| Ratios | PAX | Industry Median |
Percentile (All Stocks) |
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| Gross Margin | 56.8% | 74.7% | 69% |
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| Net Margin | 16.3% | 15.8% | 74% |
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| ROA | 4.6% | 1.8% | 70% |
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| ROE | 13.1% | 13.0% | 66% |
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| Liabilities to Assets | 64.9% | 59.0% | 60% |
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| F-Score | 4 | 5 | 33% |
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Patria Investments Limited did not pass any screens on 8/21/2026.
