Is Patria Investments Stock a Good Investment?
Patria Investments Investment Advice | PAX |
- Examine Patria Investments' financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
- Research Patria Investments' leadership team and their track record. Good management can help Patria Investments navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
- Consider the overall health of the Asset Management & Custody Banks space and any emerging trends that could impact Patria Investments' business and its evolving consumer preferences.
- Compare Patria Investments' performance and market position to its competitors. Analyze how Patria Investments is positioned in terms of product offerings, innovation, and market share.
- Check if Patria Investments pays a dividend and its dividend yield and payout ratio.
- Review what financial analysts are saying about Patria Investments' stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.
It's important to note that investing in Patria Investments stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if Patria Investments is a good investment.
Sell | Buy |
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 |
Examine Patria Investments Stock
Researching Patria Investments' stock involves analyzing various aspects of the company and its industry to make an informed investment decision. The key areas to focus on are fundamentals, business model and competitive advantage. It is also important to analyze trends in revenue, net income, and cash flow, as well as key financial ratios, such as price-to-earnings (P/E), price-to-sales (P/S), and debt-to-equity (D/E). About 81.0% of the company shares are owned by institutional investors. The book value of Patria Investments was at this time reported as 3.2. The company has Price/Earnings To Growth (PEG) ratio of 0.5. Patria Investments last dividend was issued on the 18th of November 2024.
To determine if Patria Investments is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding Patria Investments' research are outlined below:
| 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 Quarterly Liabilities And Stockholders Equity |
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Patria Investments uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in Patria Investments. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Patria Investments' previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
| 15th of February 2024 Upcoming Quarterly Report | View | |
| 2nd of May 2024 Next Financial Report | View | |
| 31st of December 2023 Next Fiscal Quarter End | View | |
| 15th of February 2024 Next Fiscal Year End | View | |
| 30th of September 2023 Last Quarter Report | View | |
| 31st of December 2022 Last Financial Announcement | View |
Earnings surprises can significantly impact Patria Investments' stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate. Below are the table of largest EPS Surprises Patria Investments' investors have experienced.
| Reported | Fiscal Date | Estimated EPS | Reported EPS | Surprise | |||
|---|---|---|---|---|---|---|---|
2021-11-18 | 2021-09-30 | 0.15 | 0.17 | 0.02 | 13 | ||
2021-03-18 | 2020-12-31 | 0.13 | 0.15 | 0.02 | 15 | ||
2023-08-03 | 2023-06-30 | 0.27 | 0.3 | 0.03 | 11 | ||
2023-05-04 | 2023-03-31 | 0.24 | 0.27 | 0.03 | 12 | ||
2022-05-10 | 2022-03-31 | 0.18 | 0.24 | 0.06 | 33 | ||
2024-05-02 | 2024-03-31 | 0.31 | 0.21 | -0.1 | 32 | ||
2024-02-15 | 2023-12-31 | 0.37 | 0.47 | 0.1 | 27 | ||
2023-11-07 | 2023-09-30 | 0.35 | 0.23 | -0.12 | 34 |
Know Patria Investments' Top Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Patria Investments is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Patria Investments backward and forwards among themselves. Patria Investments' institutional investor refers to the entity that pools money to purchase Patria Investments' securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| 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' market capitalization trends
The company currently falls under 'Mid-Cap' category with a total capitalization of 1.91 B.Market Cap |
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Patria Investments' profitablity analysis
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.23 | 0.21 | |
| Return On Capital Employed | 0.27 | 0.52 | |
| Return On Assets | 0.12 | 0.11 | |
| Return On Equity | 0.22 | 0.21 |
Determining Patria Investments' profitability involves analyzing its financial statements and using various financial metrics to determine if Patria Investments is a good buy. For example, gross profit margin measures Patria Investments' profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of Patria Investments' profitability and make more informed investment decisions.
Please note, the imprecision that can be found in Patria Investments' accounting process means that the reasonable investor should take a skeptical approach toward the financial statement analysis of Patria Investments. Check Patria Investments' Beneish M Score to see the likelihood of Patria Investments' management manipulating its earnings.
Evaluate Patria Investments' management efficiency
Patria Investments has Return on Asset of 0.064 % which means that on every $100 spent on assets, it made $0.064 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of 0.1434 %, implying that it generated $0.1434 on every 100 dollars invested. Patria Investments' management efficiency ratios could be used to measure how well Patria Investments manages its routine affairs as well as how well it operates its assets and liabilities. Return On Capital Employed is likely to rise to 0.52 in 2024, whereas Return On Tangible Assets are likely to drop 0.21 in 2024. At this time, Patria Investments' Other Assets are fairly stable compared to the past year. Other Current Assets is likely to rise to about 249.7 M in 2024, whereas Total Assets are likely to drop slightly above 567.3 M in 2024.| Last Reported | Projected for Next Year | ||
| Book Value Per Share | 3.52 | 3.69 | |
| Tangible Book Value Per Share | 0.23 | 0.22 | |
| Enterprise Value Over EBITDA | 15.20 | 29.98 | |
| Price Book Value Ratio | 4.24 | 4.03 | |
| Enterprise Value Multiple | 15.20 | 29.98 | |
| Price Fair Value | 4.24 | 4.03 | |
| Enterprise Value | 2.3 B | 1.7 B |
Evaluating the management effectiveness of Patria Investments allows investors to assess its financial health and operational efficiency. Coupled with an analysis of its growth prospects and the current market dynamics, we evaluate the stock's true value and future potential. Key indicators such as revenue, earnings or debt levels are examined alongside external factors like economic trends and regulatory changes. The Patria Stock analysis seeks to determine whether the stock is undervalued, appropriately priced, or overvalued, thereby guiding your investment decisions.
Dividend Yield 0.0481 | Forward Dividend Yield 0.0481 | Forward Dividend Rate 0.6 | Beta 0.581 |
Basic technical analysis of Patria Stock
As of the 26th of November, Patria Investments holds the Coefficient Of Variation of 1192.52, semi deviation of 1.23, and Risk Adjusted Performance of 0.0694. Compared to fundamental indicators, the technical analysis model allows you to check existing technical drivers of Patria Investments, as well as the relationship between them.Patria Investments' insider trading activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Patria Investments insiders, such as employees or executives, is commonly permitted as long as it does not rely on Patria Investments' material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Patria Investments insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Del Mar Asset Management, Lp 2 days ago Discretionary transaction by Del Mar Asset Management, Lp of tradable shares of Patria Investments subject to Rule 16b-3 |
Patria Investments' Outstanding Corporate Bonds
Patria Investments issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Patria Investments uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Patria bonds can be classified according to their maturity, which is the date when Patria Investments has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
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Understand Patria Investments' technical and predictive indicators
Using predictive indicators to make investment decisions involves analyzing Patria Investments' various financial and market-based factors to help forecast future trends and identify investment opportunities. Select the indicators that are most relevant to your investment strategy. Each indicator has its own strengths and weaknesses, so it's essential to combine multiple indicators to get a more comprehensive view of the market and reduce the risk of making poor decisions based on limited data.
| Risk Adjusted Performance | 0.0694 | |||
| Market Risk Adjusted Performance | 0.1212 | |||
| Mean Deviation | 1.19 | |||
| Semi Deviation | 1.23 | |||
| Downside Deviation | 1.4 | |||
| Coefficient Of Variation | 1192.52 | |||
| Standard Deviation | 1.58 | |||
| Variance | 2.48 | |||
| Information Ratio | 9.0E-4 | |||
| Jensen Alpha | (0.01) | |||
| Total Risk Alpha | (0.13) | |||
| Sortino Ratio | 0.001 | |||
| Treynor Ratio | 0.1112 | |||
| Maximum Drawdown | 8.14 | |||
| Value At Risk | (2.40) | |||
| Potential Upside | 2.4 | |||
| Downside Variance | 1.97 | |||
| Semi Variance | 1.5 | |||
| Expected Short fall | (1.40) | |||
| Skewness | 0.6943 | |||
| Kurtosis | 1.62 |
| Risk Adjusted Performance | 0.0694 | |||
| Market Risk Adjusted Performance | 0.1212 | |||
| Mean Deviation | 1.19 | |||
| Semi Deviation | 1.23 | |||
| Downside Deviation | 1.4 | |||
| Coefficient Of Variation | 1192.52 | |||
| Standard Deviation | 1.58 | |||
| Variance | 2.48 | |||
| Information Ratio | 9.0E-4 | |||
| Jensen Alpha | (0.01) | |||
| Total Risk Alpha | (0.13) | |||
| Sortino Ratio | 0.001 | |||
| Treynor Ratio | 0.1112 | |||
| Maximum Drawdown | 8.14 | |||
| Value At Risk | (2.40) | |||
| Potential Upside | 2.4 | |||
| Downside Variance | 1.97 | |||
| Semi Variance | 1.5 | |||
| Expected Short fall | (1.40) | |||
| Skewness | 0.6943 | |||
| Kurtosis | 1.62 |
Consider Patria Investments' intraday indicators
Patria Investments intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Patria Investments stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
Patria Investments Corporate Filings
13A | 13th of November 2024 An amended filing to the original Schedule 13G | ViewVerify |
6K | 5th of November 2024 A report filed by foreign private issuers with SEC. A foreign private issuer is a non-U.S. company with securities traded on U.S. exchanges. | ViewVerify |
| 15th of October 2024 Other Reports | ViewVerify | |
13A | 2nd of October 2024 The form used by investors holding more than 5% of a company's stock, to report their beneficial ownership pursuant to Rule 13d-1 or Rule 13d-2 under the Securities Exchange Act of 1934 | ViewVerify |
Patria Stock media impact
Far too much social signal, news, headlines, and media speculation about Patria Investments that are available to investors today. That information is available publicly through Patria media outlets and privately through word of mouth or via Patria internal channels. However, regardless of the origin, that massive amount of Patria data is challenging to quantify into actionable patterns, especially for investors that are not very sophisticated with ever-evolving tools and techniques used in the investment management field.
A primary focus of Patria Investments news analysis is to determine if its current price reflects all relevant headlines and social signals impacting the current market conditions. A news analyst typically looks at the history of Patria Investments relative headlines and hype rather than examining external drivers such as technical or fundamental data. It is believed that price action tends to repeat itself due to investors' collective, patterned thinking related to Patria Investments' headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive Patria Investments alpha.
Patria Investments Sentiment by Major News Outlets
Investor sentiment, mood or attitude towards Patria Investments can have a significant impact on its stock price or the market as a whole. This sentiment can be positive or negative, and various factors, such as economic indicators, news events, or market trends, can influence it. When investor sentiment is positive, investors are more likely to buy stocks, increasing demand and increasing the stock price. Positive investor sentiment can be driven by good news about the company or the broader market, such as solid earnings reports or positive economic data.
Note that negative investor sentiment can cause investors to sell stocks, leading to a decrease in demand and a drop in the stock price. Negative sentiment can be driven by factors such as poor earnings reports, negative news about the company or industry, or broader economic concerns. It's important to note that investor sentiment is just one of many factors that can affect stock prices. Other factors, such as company performance, industry trends, and global economic conditions, can also play a significant role in determining the value of a stock.
Patria Investments Corporate Management
| Fernando Tisne | Managing Income | Profile | |
| Otavio Neto | Managing Director | Profile | |
| Jose Teixeira | Partner Products | Profile | |
| Felipe Pinto | Managing Brazil | Profile | |
| Alfonso Duval | Partner Region | Profile | |
| Paulo Cirulli | Chief Officer | Profile | |
| Andre Sales | Managing Infrastructure | Profile |
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.