(PAX) Patria Investments - Ratings and Ratios

Exchange: NASDAQ • Country: Cayman Islands • Currency: USD • Type: Common Stock • ISIN: KYG694511059

PAX: Private Equity, Infrastructure, Real Estate, Credit Funds

Patria Investments Ltd, listed on the NASDAQ under the ticker PAX, is a private market investment firm with a distinct focus on Latin America. This region presents a unique blend of emerging markets with significant growth potential, driven by large and diverse populations, rich natural resources, and increasingly sophisticated economies. By concentrating on this area, Patria Investments Ltd is well-positioned to capitalize on the opportunities that arise from the region's development and integration into the global economy.

The company's service portfolio is comprehensive, offering a range of asset management services tailored to meet the diverse needs of its investors. This includes private equity funds that provide capital for companies looking to expand or restructure, infrastructure development funds aimed at enhancing regional connectivity and utilities, co-investments funds that allow for direct investment alongside the firm's funds, constructivist equity funds focusing on long-term value creation, and real estate and credit funds for investment in property and debt securities. This diversified approach enables Patria Investments Ltd to cater to a broad spectrum of investment strategies and risk appetites.

Founded in 1994, Patria Investments Ltd has established itself as a veteran player in the private market investment sector, with a history that spans nearly three decades. Its headquarters in Grand Cayman, the Cayman Islands, provides a strategic location for managing investments across Latin America, leveraging the region's financial infrastructure and regulatory frameworks. For more information, investors and stakeholders can visit the company's website at https://www.patria.com. With its common stock listed and an ISIN of KYG694511059, Patria Investments Ltd falls under the GICS Sub Industry category of Asset Management & Custody Banks, reflecting its core business activities in managing assets and providing custody services for its clients.

Additional Sources for PAX Stock

PAX Stock Overview

Market Cap in USD 1,723m
Sector Financial Services
Industry Asset Management
GiC Sub-Industry Asset Management & Custody Banks
IPO / Inception 2021-01-22

PAX Stock Ratings

Growth 5y -51.1%
Fundamental 59.8%
Dividend 67.0%
Rel. Strength Industry -137
Analysts 3.67/5
Fair Price Momentum 10.95 USD
Fair Price DCF 51.96 USD

PAX Dividends

Dividend Yield 12m 7.50%
Yield on Cost 5y 5.17%
Annual Growth 5y 5.37%
Payout Consistency 95.7%

PAX Growth Ratios

Growth Correlation 3m -9.4%
Growth Correlation 12m -76.3%
Growth Correlation 5y -39.5%
CAGR 5y -8.87%
CAGR/Mean DD 5y -0.32
Sharpe Ratio 12m -0.52
Alpha -34.98
Beta 0.84
Volatility 31.10%
Current Volume 518.9k
Average Volume 20d 590.4k
What is the price of PAX stocks?
As of January 22, 2025, the stock is trading at USD 11.65 with a total of 518,889 shares traded.
Over the past week, the price has changed by +4.02%, over one month by +1.57%, over three months by +3.86% and over the past year by -12.67%.
Is Patria Investments a good stock to buy?
Partly, yes. Based on ValueRay Fundamental Analyses, Patria Investments (NASDAQ:PAX) is currently (January 2025) ok to buy, but has to be watched. It has a ValueRay Fundamental Rating of 59.75 and therefor a somewhat positive outlook according to the companies health.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of PAX as of January 2025 is 10.95. This means that PAX is currently overvalued and has a potential downside of -6.01%.
Is PAX a buy, sell or hold?
Patria Investments has received a consensus analysts rating of 3.67. Therefor, it is recommend to hold PAX.
  • Strong Buy: 1
  • Buy: 2
  • Hold: 3
  • Sell: 0
  • Strong Sell: 0
What are the forecast for PAX stock price target?
According to ValueRays Forecast Model, PAX Patria Investments will be worth about 12 in January 2026. The stock is currently trading at 11.65. This means that the stock has a potential upside of +3.35%.
Issuer Forecast Upside
Wallstreet Target Price 16 37.3%
Analysts Target Price 16 37.3%
ValueRay Target Price 12 3.3%