Stock Scorecard
Stock Summary for Patria Investments Ltd - Class A (PAX) - $10.48 as of 4/25/2025 8:56:07 PM EST
Total Score
13 out of 30
Safety Score
47 out of 100
Currently on the following lists
None
Tim's Recommendation
Avoid
Growth List Algorithm Criteria for PAX
| Positive earnings growth | |
| P/E ratio less than Industry P/E Ratio | |
| P/E ratio less than Sector P/E Ratio | |
| P/E ratio that is half the growth rate (or less) | |
| Positive net cash position the past year and most recent quarter | |
| Equity to debt ratio greater than 0.75 for past year and most recent quarter | |
| Positive net income past year and 12 trailing months | |
| Free cash flow ratio greater than 0 and less than 10 |
Small Cap List Algorithm Criteria for PAX
| Revenue growing by at least 20% average per year over the last 5 years | |
| Market Capitalization under 2 billion | |
| Price to Sales (P/S) ratio 12 trailing months less than Industry P/S ratio twelve trailing months | |
| Price to Sales (P/S) ratio 12 trailing months less than Sector P/S ratio twelve trailing months | |
| Net Income past year > Net Income prior year OR Net Income 12 trailing months > Net Income prior year OR Net Income 12 trailing months > Net Income past year |
Dividend List Algorithm Criteria for PAX
| Declared an ex-dividend date | |
| Forward annual dividend rate greater than 2 | |
| Positive net cash position the past year and most recent quarter | |
| Equity to debt ratio greater than 0.75 for past year and most recent quarter | |
| Current ratio most recent quarter greater than 2 | |
| Cash Flow per Share greater than Trailing Dividend Rate |
Bonus Criteria for PAX
| P/E ratio less than five-year Average P/E ratio | |
| Last Price to 52 Week Low Ratio Less Than 1 | |
| Total Cash Per Share > Last Day Price | |
| P/S Ratio < 1 | |
| P/B Ratio < 1 |
Safety Rating Criteria for PAX (47 out of 100)
| Stock Price Rating (Max of 10) | 5 |
| Historical Stock Price Rating (Max of 10) | 5 |
| Stock Price Trend (Max of 10) | 2 |
| Book Value (Max of 10) | 3 |
| Book Value to Price (Max of 10) | 0 |
| Analyst Buy Ratings (Max of 5) | 2 |
| Analyst Strong Buy Ratings (Max of 5) | 4 |
| Dividend Yield Percentage (Max of 10) | 8 |
| Operating Margin (Max of 10) | 6 |
| Trading Volume (Max of 10) | 5 |
| Price to Earnings (Max of 10) | 7 |
| Geopolitical Risk Adjustment (Always 0 for USA or a Negative Number for Non-USA) | 0 |
Latest News for for PAX
Financial Details for PAX
Company Overview |
|
|---|---|
| Ticker | PAX |
| Company Name | Patria Investments Ltd - Class A |
| Country | USA |
| Description | Patria Investments Limited is a private market investment firm focused on investing in Latin America. The company is headquartered in Grand Cayman, the Cayman Islands. |
| Sector Name | FINANCE |
| Industry Name | INVESTMENT ADVICE |
| Most Recent Quarter | 12/31/2024 |
| Next Earnings Date | 4/30/2025 |
Stock Price History |
|
| Last Day Price | 10.48 |
| Price 4 Years Ago | 13.40 |
| Last Day Price Updated | 4/25/2025 8:56:07 PM EST |
| Last Day Volume | 382,783 |
| Average Daily Volume | 567,613 |
| 52-Week High | 13.05 |
| 52-Week Low | 9.43 |
| Last Price to 52 Week Low | 11.13% |
Valuation Measures |
|
| Trailing PE | 21.65 |
| Industry PE | 37.71 |
| Sector PE | 17.89 |
| 5-Year Average PE | 9.10 |
| Free Cash Flow Ratio | 19.41 |
| Industry Free Cash Flow Ratio | 157.32 |
| Sector Free Cash Flow Ratio | 31.63 |
| Current Ratio Most Recent Quarter | 0.96 |
| Total Cash Per Share | 0.54 |
| Book Value Per Share Most Recent Quarter | 3.13 |
| Price to Book Ratio | 3.35 |
| Industry Price to Book Ratio | 5.16 |
| Sector Price to Book Ratio | 4.88 |
| Price to Sales Ratio Twelve Trailing Months | 4.30 |
| Industry Price to Sales Ratio Twelve Trailing Months | 5.39 |
| Sector Price to Sales Ratio Twelve Trailing Months | 3.07 |
| Analyst Buy Ratings | 1 |
| Analyst Strong Buy Ratings | 2 |
Share Statistics |
|
| Total Shares Outstanding | 61,888,000 |
| Market Capitalization | 648,586,240 |
| Institutional Ownership | N/A |
Dividends |
|
| Ex-Dividend Date | 2/28/2025 |
| Previous Dividend Amount | 0.1500 |
| Current Dividend Amount | 0.1500 |
| Total Years Dividend Increasing | 0 |
| Trailing Annual Dividend Rate | 0.63 |
| Trailing Annual Dividend Yield | 6.02% |
| Forward Annual Dividend Rate | 0.60 |
| Forward Annual Dividend Yield | 5.77% |
| 5-Year Dividend Payments Count | 16 |
| 3-Year Average Dividend Yield | 7.61% |
| 5-Year Average Dividend Yield | 0.00% |
| 1-Year Dividend Growth Rate Percentage | -31.35% |
| 3-Year Dividend Growth Rate Percentage | -17.14% |
| 5-Year Dividend Growth Rate Percentage | 0.00% |
| All-Time Dividend Growth Rate Percentage | 11.58% |
| Dividend Payout Ratio | 130.21% |
Income Statement |
|
| Quarterly Earnings Growth YOY | 18.00% |
| Annual Earnings Growth | -38.01% |
| Reported EPS 12 Trailing Months | 0.48 |
| Reported EPS Past Year | 0.00 |
| Reported EPS Prior Year | 1.24 |
| Net Income Twelve Trailing Months | 74,549,000 |
| Net Income Past Year | 73,400,000 |
| Net Income Prior Year | 118,400,000 |
| Quarterly Revenue Growth YOY | 40.80% |
| 5-Year Revenue Growth | 24.88% |
| Operating Margin Twelve Trailing Months | 48.00% |
Balance Sheet |
|
| Total Cash Most Recent Quarter | 33,400,000 |
| Total Cash Past Year | 33,400,000 |
| Total Cash Prior Year | 16,050,000 |
| Net Cash Position Most Recent Quarter | -115,900,000 |
| Net Cash Position Past Year | 33,400,000 |
| Long Term Debt Past Year | 0 |
| Long Term Debt Prior Year | 0 |
| Total Debt Most Recent Quarter | 149,300,000 |
| Equity to Debt Ratio Past Year | 1.00 |
| Equity to Debt Ratio Most Recent Quarter | 0.76 |
| Total Stockholder Equity Past Year | 480,599,999 |
| Total Stockholder Equity Prior Year | 542,489,000 |
| Total Stockholder Equity Most Recent Quarter | 480,599,999 |
Free Cash Flow |
|
| Free Cash Flow Twelve Trailing Months | 117,586,000 |
| Free Cash Flow Per Share Twelve Trailing Months | 1.90 |
| Free Cash Flow Past Year | 141,705,000 |
| Free Cash Flow Prior Year | 141,705,000 |
Options |
|
| Put/Call Ratio | 0.10 |
| Has Options | Options Chain |
| Liquidity Rating | |
Technical Analysis |
|
| Yahoo Finance Chart | Yahoo Finance Chart |
| MACD | -0.42 |
| MACD Signal | -0.35 |
| 20-Day Bollinger Lower Band | 10.04 |
| 20-Day Bollinger Middle Band | 11.39 |
| 20-Day Bollinger Upper Band | 12.73 |
| Beta | 0.57 |
| RSI | 37.75 |
| 50-Day SMA | 11.59 |
| 150-Day SMA | 12.46 |
| 200-Day SMA | 12.79 |
System |
|
| Modified | 4/25/2025 7:41:17 AM EST |