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PAX 
Patria Investments Ltd (PAX)
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Upturn Advisory Summary
12/26/2025: 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 $16.57
1 Year Target Price $16.57
| 1 | Strong Buy |
| 2 | Buy |
| 3 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -12.07% | Avg. Invested days 34 | 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 12/26/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 2.58B USD | Price to earnings Ratio 23.75 | 1Y Target Price 16.57 |
Price to earnings Ratio 23.75 | 1Y Target Price 16.57 | ||
Volume (30-day avg) 6 | Beta 0.7 | 52 Weeks Range 9.12 - 16.47 | Updated Date 12/28/2025 |
52 Weeks Range 9.12 - 16.47 | Updated Date 12/28/2025 | ||
Dividends yield (FY) 3.78% | Basic EPS (TTM) 0.68 |
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 26.21% | Operating Margin (TTM) 35.05% |
Management Effectiveness
Return on Assets (TTM) 7.79% | Return on Equity (TTM) 20.3% |
Valuation
Trailing PE 23.75 | Forward PE 8.14 | Enterprise Value 2670573999 | Price to Sales(TTM) 6.35 |
Enterprise Value 2670573999 | Price to Sales(TTM) 6.35 | ||
Enterprise Value to Revenue 6.58 | Enterprise Value to EBITDA 15.74 | Shares Outstanding 65054570 | Shares Floating 64654299 |
Shares Outstanding 65054570 | Shares Floating 64654299 | ||
Percent Insiders 1.47 | Percent Institutions 78.29 |
Upturn AI SWOT
Patria Investments Ltd
Company Overview
History and Background
Patria Investments Ltd. is a leading alternative investment firm in Latin America. Founded in 1994, it has evolved from a financial advisory firm to a prominent player in private equity, infrastructure, and credit. Key milestones include the expansion of its investment strategies and geographical reach across Latin America, and its listing on the Nasdaq Global Select Market in 2021, marking a significant step in its global presence.
Core Business Areas
- Private Equity: Patria's private equity arm focuses on making direct investments in companies across various sectors in Latin America, aiming to generate attractive returns through operational improvements and strategic growth. They invest in mid-market companies with strong management teams and significant growth potential.
- Infrastructure: This segment involves investments in critical infrastructure assets, including transportation, energy, and telecommunications. Patria seeks to acquire, develop, and manage infrastructure projects that provide stable, long-term cash flows.
- Credit: Patria's credit strategies offer flexible financing solutions to businesses, including mezzanine debt, senior secured loans, and distressed debt. They cater to a range of capital needs for companies across Latin America.
- Real Estate: Patria also engages in real estate investments, focusing on developing and managing properties with a view to capital appreciation and rental income. This includes commercial, industrial, and residential real estate.
Leadership and Structure
Patria Investments Ltd. is led by a management team with extensive experience in private equity and finance. The firm operates with a matrix organizational structure, with dedicated teams for each investment strategy and geographical region, reporting to a central leadership.
Top Products and Market Share
Key Offerings
- Private Equity Funds: Patria manages a series of private equity funds that investors can subscribe to. These funds deploy capital into target companies across Latin America. Specific fund performance data and market share for individual funds are not publicly disclosed, but Patria is a significant player in the Latin American PE landscape, competing with global and regional PE firms.
- Infrastructure Funds: Similar to private equity, Patria offers infrastructure funds for institutional investors. These funds target large-scale infrastructure projects. Its market share in this specialized segment is substantial within Latin America, facing competition from global infrastructure investment managers.
- Credit Solutions: Patria provides bespoke credit solutions and manages credit funds. These offerings cater to companies seeking alternative financing. Market share in Latin American private credit is difficult to quantify but Patria is a recognized provider.
Market Dynamics
Industry Overview
Patria operates within the alternative investment management industry, particularly focusing on emerging markets in Latin America. This industry is characterized by increasing demand for yield enhancement, diversification, and specialized investment strategies, driven by low interest rate environments globally and a growing investor appetite for alternative assets. The Latin American market presents unique opportunities due to its growth potential but also carries higher risks compared to developed markets.
Positioning
Patria is positioned as a leading alternative investment manager in Latin America, leveraging its deep local market knowledge, extensive network, and proven track record. Its competitive advantages include its long-standing presence, diversified strategies, and ability to navigate complex regulatory and economic environments within the region.
Total Addressable Market (TAM)
The TAM for alternative investments in Latin America is substantial and growing, driven by increasing institutional investor allocations and a burgeoning class of high-net-worth individuals seeking diversified investment options. Patria is well-positioned to capture a significant portion of this TAM through its established presence and comprehensive offering across private equity, infrastructure, credit, and real estate.
Upturn SWOT Analysis
Strengths
- Deep expertise and long-standing presence in Latin American markets.
- Diversified investment strategies (private equity, infrastructure, credit, real estate).
- Strong relationships with local businesses and governments.
- Experienced management team with a proven track record.
- Access to a broad investor base.
Weaknesses
- Exposure to the inherent volatility and economic risks of Latin American economies.
- Dependence on global economic conditions and investor sentiment towards emerging markets.
- Potential liquidity constraints in certain investment strategies.
- Limited brand recognition compared to global mega-fund managers outside Latin America.
Opportunities
- Continued growth of the alternative investment market in Latin America.
- Increasing demand for infrastructure development in the region.
- Expansion into new investment themes and geographies within Latin America.
- Leveraging technological advancements for operational efficiency and deal sourcing.
- Further diversification of its investor base.
Threats
- Political and economic instability in Latin American countries.
- Increased competition from global and regional alternative asset managers.
- Regulatory changes impacting investment activities.
- Currency fluctuations and inflation risks.
- Potential for increased interest rates impacting valuations and deal financing.
Competitors and Market Share
Key Competitors
- BTG Pactual Ltd. (BPAC)
- XP Inc. (XP)
- Banco Bradesco S.A. (BBD)
- Banco Santander, S.A. (SAN)
Competitive Landscape
Patria's advantages lie in its specialized focus on Latin America, deep local market understanding, and established track record. However, it faces competition from larger, more diversified financial institutions (like BTG Pactual, Bradesco, Santander) that offer a broader range of financial services, and from specialized asset managers (like XP) focusing on wealth management and investment products.
Growth Trajectory and Initiatives
Historical Growth: Patria has demonstrated significant historical growth, primarily driven by the expansion of its Assets Under Management (AUM) through successful fundraising and strong investment performance across its various strategies. Its evolution from a regional player to a publicly listed entity signifies substantial growth.
Future Projections: Future growth is projected to be driven by continued fundraising, expansion of its investment strategies, and potential entry into new asset classes or geographies within Latin America. Analyst estimates would focus on AUM growth, fee income, and potential for new fund launches.
Recent Initiatives: Recent initiatives likely include ongoing fundraising efforts for new and existing funds, strategic partnerships, and potentially the development of new investment products or services to cater to evolving investor demands in Latin America.
Summary
Patria Investments Ltd. is a strong contender in the Latin American alternative investment market, built on deep local expertise and a diversified strategy. Its growth is fueled by expanding AUM and investor demand. However, it must navigate the inherent economic and political volatilities of the region and growing competition from both local and global players.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Patria Investments Ltd. Investor Relations
- SEC Filings (Form 10-K, 20-F)
- Financial News and Analysis Websites
Disclaimers:
This JSON output is for informational purposes only and should not be considered investment advice. Financial data and market share estimates are subject to change and may not be fully comprehensive. Investors should conduct their own due diligence.
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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