Patria Investments Stock Buy Hold or Sell Recommendation
| PAX Stock | USD 12.58 0.10 0.80% |
Considering the 90-day investment horizon and your above-average risk tolerance, our recommendation regarding Patria Investments is 'Strong Hold'. A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Patria Investments given historical horizon and risk tolerance towards Patria Investments. When Macroaxis issues a 'buy' or 'sell' recommendation for Patria Investments, the advice is generated through an automated system that utilizes algorithms and statistical models.
Check out Patria Investments Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. For more information on how to buy Patria Stock please use our How to Invest in Patria Investments guide. In addition, we conduct extensive research on individual companies such as Patria and provide practical buy, sell, or hold advice based on investors' investing horizon and their risk tolerance towards Patria Investments. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in nation.
Patria |
Execute Patria Investments Buy or Sell Advice
The Patria recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Patria Investments. Macroaxis does not own or have any residual interests in Patria Investments or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Patria Investments' advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Strong Hold
Market Performance | Modest | Details | |
Volatility | Very steady | Details | |
Hype Condition | Low key | Details | |
Current Valuation | Undervalued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Almost mirrors the market | Details | |
Investor Sentiment | Interested | Details | |
Analyst Consensus | Buy | Details | |
Financial Strenth (F Score) | Poor | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Patria Investments Trading Alerts and Improvement Suggestions
| Patria Investments has a poor financial position based on the latest SEC disclosures | |
| Over 81.0% of the company shares are owned by institutional investors | |
| Latest headline from simplywall.st: Heres Why Were Wary Of Buying Patria Investments For Its Upcoming Dividend |
Patria Investments Returns Distribution Density
The distribution of Patria Investments' historical returns is an attempt to chart the uncertainty of Patria Investments' future price movements. The chart of the probability distribution of Patria Investments daily returns describes the distribution of returns around its average expected value. We use Patria Investments price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Patria Investments returns is essential to provide solid investment advice for Patria Investments.
| Mean Return | 0.13 | Value At Risk | -2.4 | Potential Upside | 2.40 | Standard Deviation | 1.58 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Patria Investments historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
Patria Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument, such as Patria Investments, soars without any apparent reason? This usually happens because many institutional investors are aggressively trading Patria Investments back and forth among themselves.
| Shares | Capital Research & Mgmt Co - Division 3 | 2024-09-30 | 822.2 K | Amitell Capital Pte Ltd. | 2024-09-30 | 776.6 K | Geode Capital Management, Llc | 2024-09-30 | 680.4 K | Phase 2 Partners, Llc | 2024-09-30 | 541.6 K | Northern Trust Corp | 2024-09-30 | 530.4 K | Nuveen Asset Management, Llc | 2024-06-30 | 501.7 K | Fidelity International Ltd | 2024-06-30 | 465.9 K | Vanguard Group Inc | 2024-09-30 | 395.6 K | Inherent Group, Lp | 2024-09-30 | 393.9 K | Capital Research Global Investors | 2024-09-30 | 10.9 M | Fmr Inc | 2024-09-30 | 6 M |
Patria Investments Cash Flow Accounts
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
| Investments | 11.3M | 11.1M | (159.6M) | (189.3M) | 105.2M | 110.5M | |
| Change In Cash | 1.8M | 9.9M | 1.2M | 11.3M | (10.5M) | (9.9M) | |
| Free Cash Flow | 44.3M | 52.0M | 105.7M | 74.3M | 141.7M | 83.6M | |
| Depreciation | 8.3M | 7.7M | 8.8M | 21.2M | 27.1M | 14.7M | |
| Other Non Cash Items | (3.7M) | (124K) | (345K) | (20.0M) | 10.9M | 11.4M | |
| Dividends Paid | 46.9M | 64.5M | 119.8M | 103.3M | 145.1M | 94.9M | |
| Capital Expenditures | 217K | 660K | 1.8M | 6.7M | 15.0M | 15.8M | |
| Net Income | 60.9M | 61.8M | 121.2M | 94.1M | 118.4M | 91.8M | |
| End Period Cash Flow | 4.1M | 14.1M | 15.3M | 26.5M | 16.1M | 14.4M |
Patria Investments Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Patria Investments or Capital Markets sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Patria Investments' price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Patria stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over Dow Jones | -0.01 | |
β | Beta against Dow Jones | 1.10 | |
σ | Overall volatility | 1.60 | |
Ir | Information ratio | 0.0009 |
Patria Investments Volatility Alert
Patria Investments has relatively low volatility with skewness of 0.69 and kurtosis of 1.62. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Patria Investments' stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Patria Investments' stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.Patria Investments Fundamentals Vs Peers
Comparing Patria Investments' fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Patria Investments' direct or indirect competition across all of the common fundamentals between Patria Investments and the related equities. This way, we can detect undervalued stocks with similar characteristics as Patria Investments or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Patria Investments' fundamental indicators could also be used in its relative valuation, which is a method of valuing Patria Investments by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Patria Investments to competition |
| Fundamentals | Patria Investments | Peer Average |
| Return On Equity | 0.14 | -0.31 |
| Return On Asset | 0.064 | -0.14 |
| Profit Margin | 0.20 % | (1.27) % |
| Operating Margin | 0.16 % | (5.51) % |
| Current Valuation | 1.85 B | 16.62 B |
| Shares Outstanding | 59.77 M | 571.82 M |
| Shares Owned By Insiders | 1.41 % | 10.09 % |
| Shares Owned By Institutions | 81.36 % | 39.21 % |
| Number Of Shares Shorted | 2.96 M | 4.71 M |
| Price To Earning | 13.85 X | 28.72 X |
| Price To Book | 3.88 X | 9.51 X |
| Price To Sales | 5.80 X | 11.42 X |
| Revenue | 329.41 M | 9.43 B |
| Gross Profit | 154.6 M | 27.38 B |
| EBITDA | 151.43 M | 3.9 B |
| Net Income | 118.4 M | 570.98 M |
| Cash And Equivalents | 104.66 M | 2.7 B |
| Cash Per Share | 0.71 X | 5.01 X |
| Total Debt | 15.84 M | 5.32 B |
| Debt To Equity | 0.02 % | 48.70 % |
| Current Ratio | 1.57 X | 2.16 X |
| Book Value Per Share | 3.20 X | 1.93 K |
| Cash Flow From Operations | 156.72 M | 971.22 M |
| Short Ratio | 4.61 X | 4.00 X |
| Earnings Per Share | 0.43 X | 3.12 X |
| Price To Earnings To Growth | 0.50 X | 4.89 X |
| Target Price | 15.67 | |
| Number Of Employees | 430 | 18.84 K |
| Beta | 0.58 | -0.15 |
| Market Capitalization | 1.91 B | 19.03 B |
| Total Asset | 1.01 B | 29.47 B |
| Retained Earnings | 50.83 M | 9.33 B |
| Working Capital | 4.09 M | 1.48 B |
Note: Discretionary transaction by Del Mar Asset Management, Lp of tradable shares of Patria Investments subject to Rule 16b-3 [view details]
Patria Investments Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Patria . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
About Patria Investments Buy or Sell Advice
When is the right time to buy or sell Patria Investments? Buying financial instruments such as Patria Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.
Use Investing Ideas to Build Portfolios
In addition to having Patria Investments in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Soft Drinks Thematic Idea Now
Soft Drinks
Entities manufacturing and distributing non alcoholic beverages across different markets. The Soft Drinks theme has 40 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Soft Drinks Theme or any other thematic opportunities.
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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.