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PAX 
Patria Investments Ltd (PAX)
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Upturn Advisory Summary
11/05/2025: 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 $16.29
1 Year Target Price $16.29
| 1 | Strong Buy |
| 2 | Buy |
| 3 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -18.52% | Avg. Invested days 29 | 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 11/05/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 2.37B USD | Price to earnings Ratio 27.72 | 1Y Target Price 16.29 |
Price to earnings Ratio 27.72 | 1Y Target Price 16.29 | ||
Volume (30-day avg) 6 | Beta 0.7 | 52 Weeks Range 9.22 - 16.24 | Updated Date 11/7/2025 |
52 Weeks Range 9.22 - 16.24 | Updated Date 11/7/2025 | ||
Dividends yield (FY) 1.00% | 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 2025-11-04 | When Before Market | Estimate 0.26 | Actual 0.3 |
Profitability
Profit Margin 26.21% | Operating Margin (TTM) 31.68% |
Management Effectiveness
Return on Assets (TTM) 7.53% | Return on Equity (TTM) 20.31% |
Valuation
Trailing PE 27.72 | Forward PE 8.14 | Enterprise Value 2343002012 | Price to Sales(TTM) 5.83 |
Enterprise Value 2343002012 | Price to Sales(TTM) 5.83 | ||
Enterprise Value to Revenue 5.9 | Enterprise Value to EBITDA 15.26 | Shares Outstanding 65054570 | Shares Floating 65609506 |
Shares Outstanding 65054570 | Shares Floating 65609506 | ||
Percent Insiders 1.37 | Percent Institutions 80.81 |
Upturn AI SWOT
Patria Investments Ltd
Company Overview
History and Background
Patria Investments Ltd. is a leading alternative asset manager focused on Latin America. Founded in 1994, it has grown to become one of the region's largest independent firms, managing investments across private equity, infrastructure, credit, and real estate.
Core Business Areas
- Private Equity: Invests in companies across various sectors in Latin America, aiming to drive growth and value creation.
- Infrastructure: Focuses on investments in essential infrastructure assets, such as energy, transportation, and utilities.
- Credit: Provides financing solutions to companies in Latin America, including senior and mezzanine debt.
- Real Estate: Invests in real estate assets across Latin America, including commercial, residential, and industrial properties.
Leadership and Structure
Patria Investments is led by a seasoned management team with extensive experience in alternative investments. The organizational structure is designed to foster collaboration and knowledge sharing across its different investment strategies.
Top Products and Market Share
Key Offerings
- Private Equity Funds: Invests in established companies that need capital to enhance growth or enter new markets. Funds are diversified across several regions in Latin America. Key competitors are Advent International, Carlyle Group. Hard to pinpoint exact market share but Patria is a leader in Latin American PE.
- Infrastructure Funds: Capital investments into infrastructure projects. Patria generally holds a top 3 market position. Key competitors are Brookfield Asset Management, EIG Global Energy Partners.
Market Dynamics
Industry Overview
The alternative asset management industry in Latin America is characterized by strong growth potential, driven by increasing institutional investor interest and the region's need for infrastructure and capital. However, political and economic instability in some countries can pose challenges.
Positioning
Patria Investments is well-positioned to capitalize on the growth opportunities in the Latin American alternative asset management industry, thanks to its deep local expertise, strong track record, and established network.
Total Addressable Market (TAM)
The TAM for alternative investments in Latin America is estimated to be in the hundreds of billions of dollars. Patria Investments holds a significant share, especially in the private equity and infrastructure sectors, with potential for further expansion.
Upturn SWOT Analysis
Strengths
- Strong brand reputation
- Extensive local expertise
- Established network of relationships
- Diversified investment strategies
- Proven track record
Weaknesses
- Concentration in Latin America
- Dependence on regional economic stability
- Potential regulatory challenges
- Sensitivity to currency fluctuations
Opportunities
- Growing institutional investor interest in Latin America
- Increasing demand for infrastructure investments
- Expansion into new asset classes
- Strategic acquisitions
- Increased fundraising from new sources
Threats
- Political and economic instability in Latin America
- Increased competition from global asset managers
- Regulatory changes
- Currency risks
- Geopolitical risks
Competitors and Market Share
Key Competitors
- BX
- APO
- KKR
- CG
Competitive Landscape
Patria Investments benefits from its local expertise and established network, but faces competition from larger global asset managers with greater resources and broader geographical reach.
Major Acquisitions
IG4 Capital Investimentos
- Year: 2021
- Acquisition Price (USD millions): 165
- Strategic Rationale: Expanded Patriau2019s reach into other businesses within the Latin American market.
Growth Trajectory and Initiatives
Historical Growth: Patria Investments has experienced significant growth over the past decade, driven by successful fundraising, strong investment performance, and strategic acquisitions.
Future Projections: Future growth is projected to be driven by increasing investor interest in Latin America, demand for infrastructure investments, and expansion into new asset classes.
Recent Initiatives: Highlight recent strategic initiatives undertaken by Patria Investments Ltd.
Summary
Patria Investments is a strong player in the Latin American alternative asset management market due to their long history, extensive local expertise, and strong network. The company is benefiting from growing investor interest in the region. They need to monitor political and economic instability, and global competition and currency risks.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Company Website
- SEC Filings
- Market Research Reports
- Financial News Outlets
Disclaimers:
This analysis is for informational purposes only and should not be considered investment advice. Financial data and market conditions are 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. Patria Investments Limited operates as a subsidiary of Patria Holdings Limited.
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