Patria Investments (PAX) versus Its Competitors Head-To-Head Contrast

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, risk, institutional ownership, analyst recommendations, valuation, dividends and profitability.

Analyst Recommendations

This is a breakdown of current ratings and target prices for Patria Investments and its rivals, as provided by MarketBeat.

	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 target price of $12.75, indicating 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, equities research analysts plainly believe Patria Investments is more favorable than its rivals.

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%

Institutional and Insider Ownership

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

Earnings and Valuation

This table compares Patria Investments and its rivals top-line 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.

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.

Volatility & Risk

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

Summary

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

About Patria Investments

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.