Patria Investments Limited
PAX
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Bull / bear case
Site-generated summary from fundamentals, news, and score — not investment advice. As of 2026-10-08.
- Patria Investments Limited operates in a competitive asset management industry, leveraging its strong market position to capitalize on revenue growth opportunities.
- In 2025, Patria reported a revenue of $381.73 million, reflecting a solid operating margin of 37.46%.
- The company achieved a net income of $85.651 million in 2025, showcasing its profitability despite market fluctuations.
- The asset management sector faces challenges from regulatory changes and market volatility, which could impact Patria's performance.
- In Q1 2026, Patria's revenue decreased by 27% compared to the previous quarter, dropping from $133 million to $97 million.
- The gross margin fell to 80.5% in Q1 2026, down from 87.8% in the prior quarter, indicating potential pressure on profitability.
Fundamentals
| Market cap | $1.85B | Enterprise value | $2.14B | Trailing P/E | 26.19 | Forward P/E | 7.79 |
| PEG | — | Price / book | 3.23 | Beta | 0.78 | Dividend yield | 5.77% |
| Revenue growth | 34.9% | Earnings growth | -18.5% | Gross margin | 58.4% | Operating margin | 28.6% |
| Profit margin | 16.4% | ROE | 12.9% | ROA | 5.9% | Debt / equity | 0.70 |
| Current ratio | 1.04 | Free cash flow | $200.05M | Analyst recommendation | buy | Mean target | $15.00 |
| 52w high | $17.80 | 52w low | $9.89 |
Quarterly
| 2026-Q1 | 2025-Q4 | 2025-Q3 | 2025-Q2 | 2025-Q1 | |
|---|---|---|---|---|---|
| Revenue | $97.1M | $133M | $86.5M | $82.5M | $79.6M |
| Op margin | 32.7% | 40.0% | 35.2% | 36.5% | 37.0% |
| Net income | $2.2M | $34.6M | $22.6M | $12.9M | $15.7M |
| Gross margin | 80.5% | 87.8% | 82.8% | 82.3% | 82.2% |
| Gross profit | $78.1M | $117M | $71.6M | $67.9M | $65.4M |
| Operating income | $31.7M | $53.3M | $30.5M | $30.1M | $29.4M |
- Revenue -27% vs prior quarter ($97M vs $133M).
- Gross margin 80.5% (was 87.8% prior quarter).
- Operating margin compressed to 32.7%.
Yearly (6y)
| 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|
| Revenue | $382M | $374M | $328M | $259M | — |
| Op margin | 37.5% | 44.3% | 50.0% | 50.4% | — |
| Net income | $85.7M | $71.9M | $118M | $93.0M | — |
| Gross margin | 84.2% | 86.5% | 88.2% | 86.5% | — |
| Gross profit | $322M | $324M | $289M | $224M | — |
| Operating income | $143M | $166M | $164M | $130M | — |
No flags
• No distress or material-risk keywords in recent headlines (keyword scan only — not a guarantee).
News
2026-10-04 · 3 Credit Stocks Retail Investors Are Watching As AI Financing Ramps Up
2026-09-22 · Patria sells Puerta de Oro solar energy park to ISAGEN
2026-09-22 · Ashmore Colombia to sell 360MWp solar project to ISAGEN
2026-09-15 · Why Patria Investments (PAX) Is Getting Fresh Attention
2026-09-09 · Sector Update: Financial
2026-09-09 · Patria Investments Shares Fall After BofA Downgrade
2026-09-09 · Uber initiated, Thermo Fisher upgraded: Wall Street's top analyst calls
2026-09-09 · BofA Securities Downgrades Patria Investments to Underperform From Neutral, $10 Price Target
2026-09-08 · Patria Investments (PAX) Upgraded to Buy: Here's What You Should Know
2026-09-08 · PAX vs. KKR: Which Stock Is the Better Value Option?
2026-09-08 · Are Investors Undervaluing Patria Investments Limited (PAX) Right Now?
2026-09-08 · Houlihan Lokey Hires Veteran Banker to Lead Coverage Effort in Latin America
Price (daily)
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