NASDAQ · Asset Management

Patria Investments Limited (PAX) Stock

$11.67 +3.64% NASDAQ: PAX Financial Services

Valuation

MetricValue
Price$11.67
Market Cap$1.88B
P/E Ratio24.65
P/B Ratio3.14
P/S Ratio4.12
EPS (TTM)$0.54
52-Week High$17.80
52-Week Low$9.89
Dividend Yield5.86%

Financials & Margins

MetricValue
ROE12.05%
ROA3.84%
ROCE8.61%
Gross Margin84.68%
Operating Margin33.75%
Net Margin16.05%
Debt/Equity1.06
Current Ratio0.98

Annual Financials (USD)

Metric20212022202320242025
Revenue$236.0M$259.0M$328.0M$374.0M$384.0M
Operating Profit$137.0M$130.0M$164.0M$166.0M$131.0M
Net Profit$122.0M$93.0M$118.0M$72.0M$86.0M
EPS$0.90$0.63$0.80$0.47$0.54
Op Margin58.3%50.4%50.0%44.3%34.2%

Balance Sheet (USD)

Metric20212022202320242025
Total Assets$761.0M$976.0M$1.0B$1.2B$1.5B
Total Liabilities$197.0M$463.0M$490.0M$715.0M$862.0M
Cash$15.0M$27.0M$16.0M$33.0M$54.0M
Borrowings$8.0M$16.0M$16.0M$250.0M$199.0M

Latest News

Patria Investments Raises More Than $670 Million for Secondary Opportunities Fund V MT Newswires · Jul 2, 2026 Patria Investments successfully raises over USD 670m for its Secondary Opportunities Fund V GlobeNewswire · Jul 2, 2026 Top Undervalued Small Caps With Insider Action In June 2026 Simply Wall St. · Jun 15, 2026 Spotlight On Undervalued Small Caps With Insider Activity In June 2026 Simply Wall St. · Jun 10, 2026 Exploring 3 Undervalued Small Caps With Insider Buying Across Regions Simply Wall St. · Jun 8, 2026

Cash Flow (USD)

Metric20212022202320242025
Operating Cash Flow$108.0M$81.0M$157.0M$146.0M$269.0M
Investing Cash Flow$-286.0M$-196.0M$47.0M$17.0M$-8.0M
Financing Cash Flow$-4.0M$-6.0M$-82.0M$-232.0M$-113.0M
Net Cash Flow$1.0M$11.0M$-10.0M$17.0M$20.0M
Free Cash Flow$106.0M$74.0M$142.0M$138.0M$258.0M

Valuation & Return Ratios

MetricValue
PEG Ratio-1.36
EV / EBITDA14.93
FCF Yield6.30%
Quick Ratio1.83
Interest Coverage3.92
Return 1Y-17.71%
Return 3Y-19.16%
Return 5Y-9.86%

Ownership

Insiders Held5.55%
Institutions Held76.17%
Institutions Float Held80.64%
Institutional HolderSharesReport Date
Capital Research Global Investors8,522,8552026-03-31
FMR, LLC6,651,7662026-03-31
Endure Capital Management, LLC6,054,6452026-03-31
Blackrock Inc.5,858,6322026-03-31
Pertento Partners LLP5,206,2472026-03-31

Peer Comparison

TickerPriceChangeP/EMarket CapDiv Yield
AAPLApple Inc. $336.64 -1.11% 38.93 $4.94T 0.32%
MSFTMicrosoft Corporation $535.07 +2.38% 28.68 $3.97T 0.76%
GOOGLAlphabet Inc. $351.66 +0.97% 16.94 $4.26T 0.26%
AMZNAmazon.com, Inc. $262.43 +3.29% 19.82 $2.82T 0.00%
METAMeta Platforms, Inc. $718.67 -0.31% 27.93 $1.83T 0.28%

About Patria Investments Limited

Patria Investments Limited (PAX) stock trades at $11.67 with a market capitalization of $1.88B. The stock is valued at a price-to-earnings (P/E) ratio of 24.65, price-to-book of 3.14, price-to-sales of 4.12. Over the past 52 weeks the stock has ranged between $9.89 and $17.80, and currently trades 34.4% below its 52-week high. It pays a dividend yielding 5.86%.

On profitability, Patria Investments Limited generates a return on equity (ROE) of 12.05%, above the typical market average, return on capital employed of 8.61%, an operating margin of 33.75%, a net profit margin of 16.05%.

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