Patria Investments Stock Fundamentals
| PAX Stock | USD 12.58 0.10 0.80% |
Patria Investments fundamentals help investors to digest information that contributes to Patria Investments' financial success or failures. It also enables traders to predict the movement of Patria Stock. The fundamental analysis module provides a way to measure Patria Investments' intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Patria Investments stock.
At this time, Patria Investments' Selling General Administrative is fairly stable compared to the past year. Selling And Marketing Expenses is likely to rise to about 3 M in 2024, despite the fact that Tax Provision is likely to grow to (2.7 M). Patria | Select Account or Indicator |
Patria Investments Company Return On Equity Analysis
Patria Investments' Return on Equity or ROE tells company stockholders how effectually their money is being utilized or reinvested. It is a useful ratio when analyzing company profitability or the management effectiveness given the capital invested by the shareholders. ROE shows how efficiently a company utilizes investments to generate income.
Current Patria Investments Return On Equity | 0.14 |
Most of Patria Investments' fundamental indicators, such as Return On Equity, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Patria Investments is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Patria Return On Equity Historical Pattern
Today, most investors in Patria Investments Stock are looking for potential investment opportunities by analyzing not only static indicators but also various Patria Investments' growth ratios. Consistent increases or drops in fundamental ratios usually indicate a possible pattern that can be successfully translated into profits. However, when comparing two companies, knowing each company's return on equity growth rates may not be enough to decide which company is a better investment. That's why investors frequently use a static breakdown of Patria Investments return on equity as a starting point in their analysis.
Patria Investments Return On Equity |
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For most industries, Return on Equity between 10% and 30% are considered desirable to provide dividends to owners and have funds for the future growth of the company. Investors should be very careful using ROE as the only efficiency indicator because ROE can be high if a company is heavily leveraged.
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Patria Total Stockholder Equity
Total Stockholder Equity |
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Based on the latest financial disclosure, Patria Investments has a Return On Equity of 0.1434. This is 90.11% lower than that of the Capital Markets sector and 97.87% lower than that of the Financials industry. The return on equity for all United States stocks is 146.26% lower than that of the firm.
Patria Investments Fundamental Drivers 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 0.45 of Return On Asset per Return On Equity. The ratio of Return On Equity to Return On Asset for Patria Investments is roughly 2.24 . At this time, Patria Investments' Return On Equity is fairly stable compared to the past year. 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 Return On Equity Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Patria Investments' direct or indirect competition against its Return On Equity to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of Patria Investments could also be used in its relative valuation, which is a method of valuing Patria Investments by comparing valuation metrics of similar companies.Patria Investments is currently under evaluation in return on equity category among its peers.
Patria Investments ESG Sustainability
Some studies have found that companies with high sustainability scores are getting higher valuations than competitors with lower social-engagement activities. While most ESG disclosures are voluntary and do not directly affect the long term financial condition, Patria Investments' sustainability indicators can be used to identify proper investment strategies using environmental, social, and governance scores that are crucial to Patria Investments' managers, analysts, and investors.Environmental | Governance | Social |
Fund Asset Allocation for Patria Investments
The fund consists of 98.91% investments in stocks, with the rest of investments allocated between bondsand various exotic instruments.Asset allocation divides Patria Investments' investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Patria Fundamentals
| Return On Equity | 0.14 | ||||
| Return On Asset | 0.064 | ||||
| Profit Margin | 0.20 % | ||||
| Operating Margin | 0.16 % | ||||
| Current Valuation | 1.85 B | ||||
| Shares Outstanding | 59.77 M | ||||
| Shares Owned By Insiders | 1.41 % | ||||
| Shares Owned By Institutions | 81.36 % | ||||
| Number Of Shares Shorted | 2.96 M | ||||
| Price To Earning | 13.85 X | ||||
| Price To Book | 3.88 X | ||||
| Price To Sales | 5.80 X | ||||
| Revenue | 329.41 M | ||||
| Gross Profit | 154.6 M | ||||
| EBITDA | 151.43 M | ||||
| Net Income | 118.4 M | ||||
| Cash And Equivalents | 104.66 M | ||||
| Cash Per Share | 0.71 X | ||||
| Total Debt | 15.84 M | ||||
| Debt To Equity | 0.02 % | ||||
| Current Ratio | 1.57 X | ||||
| Book Value Per Share | 3.20 X | ||||
| Cash Flow From Operations | 156.72 M | ||||
| Short Ratio | 4.61 X | ||||
| Earnings Per Share | 0.43 X | ||||
| Price To Earnings To Growth | 0.50 X | ||||
| Target Price | 15.67 | ||||
| Number Of Employees | 430 | ||||
| Beta | 0.58 | ||||
| Market Capitalization | 1.91 B | ||||
| Total Asset | 1.01 B | ||||
| Retained Earnings | 50.83 M | ||||
| Working Capital | 4.09 M | ||||
| Annual Yield | 0.05 % | ||||
| Year To Date Return | 7.80 % | ||||
| One Year Return | 3.75 % | ||||
| Net Asset | 1.01 B | ||||
| Last Dividend Paid | 0.92 | ||||
| Equity Positions Weight | 98.91 % | ||||
| Bond Positions Weight | 0.80 % |
About Patria Investments Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Patria Investments's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Patria Investments using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Patria Investments based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.| Last Reported | Projected for Next Year | ||
| Current Deferred Revenue | 59.1 M | 62 M | |
| Total Revenue | 329.4 M | 214.1 M | |
| Cost Of Revenue | 154.1 M | 161.8 M | |
| Sales General And Administrative To Revenue | 0.29 | 0.31 | |
| Capex To Revenue | 0.05 | 0.05 | |
| Revenue Per Share | 2.22 | 1.12 | |
| Ebit Per Revenue | 0.50 | 0.55 |
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.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.