Patria Investments Financials
| PAX Stock | USD 13.72 0.05 0.36% |
Please note, the imprecision that can be found in Patria Investments' accounting process means that the reasonable investor should take a skeptical approach toward the financial statement analysis of Patria Investments. Check Patria Investments' Beneish M Score to see the likelihood of Patria Investments' management manipulating its earnings.
Patria Investments Stock Summary
Patria Investments competes with Invesco Advantage, Invesco Municipal, Invesco California, Ares Management, and TPG. Patria Investments Limited operates as a private market investment firm focused on investing in Latin America. Patria Investments Limited was founded in 1994 and is headquartered in Grand Cayman, the Cayman Islands. Patria Investments operates under Asset Management classification in the United States and is traded on NASDAQ Exchange. It employs 0 people.Specialization | Financial Services, Financial Services |
| Instrument | USA Stock View All |
| Exchange | NASDAQ Exchange |
| ISIN | KYG694511059 |
| CUSIP | G69451105 |
| Location | Cayman Islands |
| Business Address | 18 Forum Lane, |
| Sector | Capital Markets |
| Industry | Financials |
| Benchmark | Dow Jones Industrial |
| Website | www.patria.com |
| Phone | 345 640 4900 |
| Currency | USD - US Dollar |
Patria Investments Key Financial Ratios
| Return On Equity | 0.14 | ||||
| Return On Asset | 0.0868 | ||||
| Target Price | 14.92 | ||||
| Number Of Employees | 577 | ||||
| Beta | 0.67 |
Patria Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Patria Investments's current stock value. Our valuation model uses many indicators to compare Patria Investments value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Patria Investments competition to find correlations between indicators driving Patria Investments's intrinsic value. More Info.Patria Investments is rated below average in return on equity category among its peers. It is rated below average in return on asset category among its peers reporting about 0.60 of Return On Asset per Return On Equity. The ratio of Return On Equity to Return On Asset for Patria Investments is roughly 1.67 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Patria Investments' earnings, one of the primary drivers of an investment's value.Patria Investments Systematic Risk
Patria Investments' systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Patria Investments volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was thirty-six with a total number of output elements of twenty-five. The Beta measures systematic risk based on how returns on Patria Investments correlated with the market. If Beta is less than 0 Patria Investments generally moves in the opposite direction as compared to the market. If Patria Investments Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Patria Investments is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Patria Investments is generally in the same direction as the market. If Beta > 1 Patria Investments moves generally in the same direction as, but more than the movement of the benchmark.
Steps to analyze company Financials for Investing
There are several different ways that investors can use financial statements to try and predict whether a stock price will go up or down. Unfortunately, there is no surefire formula, but there are some general guidelines you should consider when looking at the numbers. First, realize what kind of company it is so you know if its revenues are more likely to grow or shrink over time. For example, a software company's revenue is expected to increase yearly due to new products and services that its customers will want to buy. At the same time, a car manufacturer might not be able to sell as many cars when the economy slows down, so it would have less net income during those times. Second, pay attention to its debt-to-equity ratio because this number will tell you how much risk it has. If a company such as Patria Investments is not taking on any additional risks, its debt-to-equity should be less than one. As a general rule of thumb, if the market value or book value (which can be found in the footnotes) of assets exceeds the company's liabilities, then it is probably in good shape. Finally, use other financial statements to determine if a stock price will go up or down because investors are always looking for growth opportunities when they buy new stocks. For example, if you see that the net revenue of Patria has grown by more than 25% over the last five years, then there is a good chance that it will continue growing by at least 20% or more each year. On the other hand, if you see that net revenue has only increased by about 15%, which is barely above inflation levels, then chances are it will not grow much faster than this over time, and investors may shy away from buying it. In summary, you can determine if Patria Investments' financials are consistent with your investment objective using the following steps:- Review Patria Investments' balance sheet accounts, such as liabilities and equity, to understand its overall financial position.
- Analyze the income statement and examine the company's revenue, expenses, and profits over time to determine its financial performance.
- Study the cash flow inflows and outflows to understand Patria Investments' liquidity and solvency.
- Look at the growth rates in revenue, earnings, and cash flow over time to determine its potential for future growth.
- Compare Patria Investments' financials to those of its peers to see how it stacks up and identify any potential red flags.
- Use valuation ratios to evaluate the company's financials using commonly used ratios such as the price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and enterprise value-to-earnings before interest, taxes, depreciation, and amortization (EV/EBITDA) ratio to determine if Patria Investments' stock is overvalued or undervalued.
Patria Investments June 28, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Patria Investments help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Patria Investments. We use our internally-developed statistical techniques to arrive at the intrinsic value of Patria Investments based on widely used predictive technical indicators. In general, we focus on analyzing Patria Stock price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Patria Investments's daily price indicators and compare them against related drivers.
| Downside Deviation | 2.52 | |||
| Information Ratio | 0.1328 | |||
| Maximum Drawdown | 13.38 | |||
| Value At Risk | (3.34) | |||
| Potential Upside | 3.97 |
Additional Tools for Patria Stock Analysis
When running Patria Investments' price analysis, check to measure Patria Investments' market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Patria Investments is operating at the current time. Most of Patria Investments' value examination focuses on studying past and present price action to predict the probability of Patria Investments' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Patria Investments' price. Additionally, you may evaluate how the addition of Patria Investments to your portfolios can decrease your overall portfolio volatility.