Patria Investments (PAX) & The Competition Head to Head Survey

Patria Investments (NYSE:PAX) is one of 1,743 publicly-traded companies in the “Capital Markets” industry, but how does it contrast to its rivals? We will compare Patria Investments to similar companies based on the strength of its earnings, analyst recommendations, dividends, valuation, institutional ownership, risk and profitability.

Analyst Ratings

This is a summary of current recommendations for Patria Investments and its rivals, as provided by MarketBeat.com.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Patria Investments	3	1	1	0	1.60
Patria Investments Competitors	5574	20179	22520	647	2.37

Patria Investments presently has a consensus price target of $12.75, suggesting a potential upside of 31.58%. As a group, “Capital Markets” companies have a potential upside of 23.17%. Given Patria Investments’ higher possible upside, analysts clearly believe Patria Investments is more favorable than its rivals.

Dividends

Patria Investments pays an annual dividend of $0.65 per share and has a dividend yield of 6.7%. Patria Investments pays out 185.7% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. As a group, “Capital Markets” companies pay a dividend yield of 3.2% and pay out 29.2% of their earnings in the form of a dividend.

Insider and Institutional Ownership

96.3% of Patria Investments shares are owned by institutional investors. Comparatively, 30.6% of shares of all “Capital Markets” companies are owned by institutional investors. 58.1% of Patria Investments shares are owned by insiders. Comparatively, 12.9% of shares of all “Capital Markets” companies are owned by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company will outperform the market over the long term.

Profitability

This table compares Patria Investments and its rivals’ net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
Patria Investments	19.91%	38.68%	15.84%
Patria Investments Competitors	317.76%	10.36%	3.68%

Risk & Volatility

Patria Investments has a beta of 0.81, suggesting that its stock price is 19% less volatile than the S&P 500. Comparatively, Patria Investments’ rivals have a beta of 0.79, suggesting that their average stock price is 21% less volatile than the S&P 500.

Valuation & Earnings

This table compares Patria Investments and its rivals revenue, earnings per share (EPS) and valuation.

	Gross Revenue	Net Income	Price/Earnings Ratio
Patria Investments	$428.00 million	$73.40 million	27.69
Patria Investments Competitors	$5.22 billion	$399.89 million	17.15

Patria Investments’ rivals have higher revenue and earnings than Patria Investments. Patria Investments is trading at a higher price-to-earnings ratio than its rivals, indicating that it is currently more expensive than other companies in its industry.

Summary

Patria Investments beats its rivals on 8 of the 15 factors compared.

Patria Investments Company Profile

Patria Investments is an alternative asset manager focused on private markets, with roots in Latin America. Founded in 1988, the firm has expanded its investment platform and serves institutional and other investors in the region and internationally. Its investment strategies include private equity, infrastructure, private credit, real estate and public equities. Patria also provides investment solutions designed to give clients access to these markets. Alexandre Saigh, a co-founder of the firm, serves as its chief executive officer.