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Upturn AI SWOT - About
PAX 
Patria Investments Ltd (PAX)
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Upturn Advisory Summary
09/15/2025: PAX (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
6 Analysts rated it
Limited analyst coverage, niche firm, research info may be scarce.
1 Year Target Price $16.17
1 Year Target Price $16.17
| 1 | Strong Buy |
| 2 | Buy |
| 3 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -20.51% | Avg. Invested days 24 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 09/15/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 2.31B USD | Price to earnings Ratio 26.8 | 1Y Target Price 16.17 |
Price to earnings Ratio 26.8 | 1Y Target Price 16.17 | ||
Volume (30-day avg) 6 | Beta 0.69 | 52 Weeks Range 9.22 - 14.86 | Updated Date 09/15/2025 |
52 Weeks Range 9.22 - 14.86 | Updated Date 09/15/2025 | ||
Dividends yield (FY) 4.14% | Basic EPS (TTM) 0.54 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 21.18% | Operating Margin (TTM) 25.09% |
Management Effectiveness
Return on Assets (TTM) 8.69% | Return on Equity (TTM) 16.38% |
Valuation
Trailing PE 26.8 | Forward PE 8.14 | Enterprise Value 2303287432 | Price to Sales(TTM) 5.8 |
Enterprise Value 2303287432 | Price to Sales(TTM) 5.8 | ||
Enterprise Value to Revenue 5.79 | Enterprise Value to EBITDA 16.68 | Shares Outstanding 66521600 | Shares Floating 65609506 |
Shares Outstanding 66521600 | Shares Floating 65609506 | ||
Percent Insiders 1.37 | Percent Institutions 73.14 |
Upturn AI SWOT
Patria Investments Ltd
Company Overview
History and Background
Patria Investments is a leading alternative asset manager in Latin America, founded in 1994. Initially focused on private equity, it has expanded into infrastructure, real estate, credit, and public equities. Patria went public on the Nasdaq in January 2021.
Core Business Areas
- Private Equity: Investments in companies across various sectors in Latin America, focusing on growth capital and buyouts.
- Infrastructure: Investments in infrastructure projects such as toll roads, energy, and logistics.
- Real Estate: Investments in commercial and residential real estate properties.
- Credit: Provides credit solutions to companies and projects in Latin America.
- Public Equities: Investments in publicly traded companies.
Leadership and Structure
Alex Saigh is the CEO. Patria operates with a partnership model, with experienced investment professionals leading each asset class. The company's board of directors provides oversight and strategic guidance.
Top Products and Market Share
Key Offerings
- Private Equity Funds: Investments in private companies, targeting high growth potential. Market share within Latin America is significant, competing with firms like Advent International, Carlyle Group, and General Atlantic. Specific market share data is difficult to ascertain but Patria is considered a market leader.
- Infrastructure Funds: Investments in essential infrastructure assets. Patria faces competition from Brookfield Asset Management, Global Infrastructure Partners, and Actis. Again, specific market share is difficult to quantify, however Patria has a significant position.
- Real Estate Funds: Investments in commercial and residential properties. Competitors include Blackstone, Hines and other regional players.
Market Dynamics
Industry Overview
The alternative asset management industry is experiencing growth, driven by low interest rates and investors seeking higher returns. Latin America presents unique opportunities and challenges due to political and economic volatility.
Positioning
Patria Investments is well-positioned in the Latin American market due to its deep local expertise, established track record, and strong relationships with investors and companies.
Total Addressable Market (TAM)
The TAM for alternative investments in Latin America is estimated to be in the hundreds of billions of dollars. Patria is positioned to capture a significant share of this market due to its leading position.
Upturn SWOT Analysis
Strengths
- Strong brand recognition in Latin America
- Experienced investment team
- Diversified asset classes
- Established track record
- Extensive network of relationships
Weaknesses
- Concentration in Latin America, exposing it to regional risks
- Dependence on fundraising success
- Higher management fees compared to traditional asset managers
Opportunities
- Growing demand for alternative investments
- Increasing infrastructure needs in Latin America
- Expansion into new asset classes or geographies
- Consolidation opportunities in the industry
Threats
- Political and economic instability in Latin America
- Increased competition from global asset managers
- Regulatory changes
- Fluctuations in currency exchange rates
Competitors and Market Share
Key Competitors
- BX
- CG
- KKR
Competitive Landscape
Patria benefits from its deep Latin American expertise, while global competitors like Blackstone (BX) and Carlyle Group (CG) have broader geographic reach and larger AUM.
Major Acquisitions
VBI Infraestrutura
- Year: 2021
- Acquisition Price (USD millions): 273
- Strategic Rationale: Expand infrastructure investment capabilities
Growth Trajectory and Initiatives
Historical Growth: Patria has experienced significant growth in assets under management (AUM) and revenues, driven by its fundraising success and investment performance.
Future Projections: Future projections for Patria's growth are positive, driven by the increasing demand for alternative investments in Latin America. Analyst estimates suggest continued AUM and revenue growth.
Recent Initiatives: Recent initiatives include expanding into new asset classes, such as digital infrastructure, and increasing its presence in specific Latin American countries.
Summary
Patria Investments is a leading alternative asset manager in Latin America with a strong track record and diversified business. Its expertise in the region and its well-established relationships provides the company with an advantage to compete in the market. However, its concentration in Latin America poses risks and it must carefully manage political and economic instability. Patria should continue to grow in various segments to boost profits and minimize regional risk, and monitor global companies to prevent them from entering their niche space.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Website
- Financial News Articles
- Analyst Reports
Disclaimers:
This analysis is for informational purposes only and should not be considered investment advice. Financial data is based on available information and may be subject to change.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Patria Investments Ltd
Exchange NASDAQ | Headquaters - | ||
IPO Launch date 2021-01-22 | Co-Founder, CEO, Senior Managing Partner & Director Mr. Alexandre Teixeira de Assumpcao Saigh | ||
Sector Financial Services | Industry Asset Management | Full time employees 577 | Website https://www.patria.com |
Full time employees 577 | Website https://www.patria.com | ||
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.
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