PAX
Patria Investments Ltd
$11.51
▲ 2.2%Updated Today 11:10 AM ET
PAX at a glance — five pillars scored 0–100 from real filed financials.
Overall: Unrated · 0/100. A wider, greener shape means more pillars look healthy. Dividends scores 0 when a company pays none — that is a choice, not a flaw.
Market Cap
$0.00
P/E
—
Forward P/E (est.)
—
ROE
—
Revenue Growth
—
EPS Growth
—
Profit Margin
—
FCF Yield
—
Debt / Equity
—
ROIC
20.0%
Interest Coverage
3.17x
Current Ratio
0.94x
Dividend Yield
—
Implied Growth (rev. DCF)
—
Rating Score
0/100
Patria Investments Ltd (PAX) is a small-cap company in the Financial Services industry, part of the Financials sector of the S&P 500.
In its latest reported year it generated about $374.20M in revenue and $71.88M in net profit.
Our model rates PAX Unrated (0/100) on growth, profitability, financial health, and valuation. The summary below is built from its filed financials and current ratios and refreshes automatically.
Evidence of durable competitive advantage in the filed financials (6 years of history).
The filed history looks like a business competitors struggle to attack: high and steady margins, revenue that grows through cycles, and strong returns on capital.
grew in 4 of the last 5 year-over-year periods
positive in 6 of 6 years
20.0% latest fiscal year
A moat can't be proven by numbers alone — this scores the evidence a durable advantage leaves behind (pricing power, consistency, returns on capital), computed the same way for every stock. Pair it with the business overview before concluding anything.
4Y CAGR
34.3%
Revenue moved from $123.22M in 2019 to $374.20M in 2024, a 24.9% compound annual growth rate. The most recent year was roughly steady year over year. Slower, mature growth is common for established businesses.
Gross Margin
—
Operating Margin
—
Net Margin
19.2%
ROE
—
Total Debt
—
Net Debt
—
Net Debt / EBITDA
—
Debt / Equity
—
Leverage: debt-to-equity is n/a, and operating profit covers interest about 3.2x, with a current ratio of 0.9x. Detailed balance-sheet leverage is limited for this name.
Operating CF
$145.95M
Free Cash Flow
$142.34M
FCF Margin
38.0%
In the latest year Patria Investments Ltd produced about $145.95M of operating cash flow and $142.34M of free cash flow after capital spending. Cash flow is what ultimately pays shareholders, so it is worth tracking over time.
Can the payout survive a bad year? Scored from filed cash flow, earnings coverage, and the raise/cut record.
Coverage is weak, the payout was cut recently, or it's being financed rather than earned — treat the current yield as fragile.
Per share (latest FY)
$0.87
Total paid (latest FY)
$132.38M
History on record
4 years
dividend uses 93% of free cash flow
184% of net income paid out
no current raise streak
payout was cut at least once in the last 4 years
Coverage uses the latest fiscal year as filed with the SEC; the streak counts total dollars paid (per-share figures can carry split artifacts). Educational information, not income advice.
P/E
—
P/S
—
P/B
—
EV / EBITDA
—
PAX trades at n/a trailing earnings. With no positive trailing earnings, value it on sales, cash flow, or growth rather than P/E.
A two-stage discounted cash flow on real SEC-filed free cash flow — the intrinsic-value anchor professional analysts triangulate from.
DCF fair value / share
$15.91
Current price
$11.51
Starting FCF (latest 10-K)
$142.34M
Growth, years 1–5
4.0%
Fade to terminal, years 6–10
2.5%
Discount rate
9.0%
Cash flows grow at the stage-1 rate (trailing revenue growth, capped at 20%) for five years, fade to 2.5% by year 10, and continue at that rate forever (Gordon terminal value), all discounted at 9.0%. Small changes in assumptions move the result a lot — treat this as one reference point, not a target price. Educational only, not investment advice.
Where PAX sits versus its Financials sector peers in the S&P 500.
Bands show the middle half (25th–75th percentile) of the 141 Financials companies in the S&P 500 — the peer-relative anchor professional comps analysis uses. Context only — not investment advice.
How PAX stacks up against its Financials peers — valuation, profitability, and growth versus the sector median.
In the Financials sector (289 S&P 500 companies), PAX ranks #236 of 289 by our overall rating.
P/E vs sector
—
median 15.6x
ROE vs sector
—
median 13.6%
Growth vs sector
—
median 15.9%
Sector rank
#236
of 289 by rating
Peers are the closest Financials companies by sub-industry and size. Sector median is across all 289 S&P 500 names in the sector. Educational, not a recommendation.
Project revenue → earnings → price. Edit the assumptions to build your own case.
2030 price target (Base Case)
$0.00 – $0.00
vs. $11.51 today · expected CAGR -7% – 3%
| Metric | 2026 | 2027 | 2028 | 2029 | 2030 |
|---|---|---|---|---|---|
| Revenue | $404.14M | $436.47M | $471.39M | $509.10M | $549.83M |
| Net income | $76.79M | $82.93M | $89.56M | $96.73M | $104.47M |
| EPS | $0.50 | $0.54 | $0.58 | $0.63 | $0.68 |
| Share price (low) | $6.00 | $6.48 | $7.00 | $7.56 | $8.16 |
| Share price (high) | $10.00 | $10.80 | $11.66 | $12.60 | $13.60 |
| CAGR (low–high) | -48% / -13% | -25% / -3% | -15% / 0% | -10% / 2% | -7% / 3% |
Educational model on sample fundamentals — not a forecast or investment advice. Outputs are only as good as your assumptions.
The case for PAX:
- As an established S&P 500 member in Financials, it brings scale and a long operating history.
The case against PAX:
- Like any single stock, it is exposed to competition, the economic cycle, and shifts in its end markets.
Market risk — sector rotation, the economic cycle, and broad sentiment move the stock regardless of fundamentals.
On balance, the picture is mixed: Patria Investments Ltd is a small-cap financials business growing at a mature pace, with modest profitability, and a heavier debt load to watch. It trades at n/a earnings, which our model scores Unrated (0/100). Weigh this against your own goals and time horizon — this is educational information, not a recommendation.
Analyst Ratings
What 11 Wall Street analysts covering PAX recommend (August 2026). Consensus is a useful sanity check — not a substitute for your own homework.
Latest SEC Filings
PAX's most recent filings, straight from SEC EDGAR. Annual and quarterly reports are the deep dives; 8-Ks flag material events the moment they happen.
PAX — frequently asked questions
Is PAX a good stock to buy?
We don't give buy or sell advice. Review Patria Investments Ltd's fundamentals, valuation, and 5-year financials on this page, then make your own decision — and consider a licensed professional.
Where does PAX's data come from?
Live price data plus real fundamentals and 5-year financials pulled directly from Patria Investments Ltd's SEC filings — refreshed automatically, not hand-entered.
How is the 5-year projection for PAX calculated?
It's a scenario model: it grows revenue at an assumed rate, applies a profit margin and a valuation multiple, and shows the resulting share-price range. The assumptions are yours to change — it's a tool for thinking, not a prediction.
Is this PAX analysis financial advice?
No. Everything on this page is educational research, not financial advice or a recommendation to buy or sell PAX. Always do your own research and consider a licensed professional.
Data notice. Fundamentals and financial statements are sourced from company filings (SEC EDGAR) and market-data providers; prices and market caps refresh on trading days and may be delayed. Ratings, projections, technical signals, and written summaries are model- or rule-generated for education and may simplify or lag the latest filings.
Not advice. Nothing on this page is investment advice or a recommendation to buy, hold, or sell any security. Do your own research and consult a licensed financial professional before investing.