Patria Investments Stock Performance
| PAX Stock | USD 12.06 0.34 2.90% |
Patria Investments has a performance score of 3 on a scale of 0 to 100. The company holds a Beta of 0.19, which implies not very significant fluctuations relative to the market. As returns on the market increase, Patria Investments' returns are expected to increase less than the market. However, during the bear market, the loss of holding Patria Investments is expected to be smaller as well. Patria Investments right now holds a risk of 2.07%. Please check Patria Investments sortino ratio, semi variance, as well as the relationship between the Semi Variance and rate of daily change , to decide if Patria Investments will be following its historical price patterns.
Risk-Adjusted Performance
3 of 100
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Insignificant
Compared to the overall equity markets, risk-adjusted returns on investments in Patria Investments are ranked lower than 3 (%) of all global equities and portfolios over the last 90 days. In spite of fairly strong basic indicators, Patria Investments is not utilizing all of its potentials. The recent stock price disturbance, may contribute to short-term losses for the investors. ...more
| Patria Investments dividend paid on 9th of December 2024 | 12/09/2024 |
| Begin Period Cash Flow | 26.5 M |
Patria |
Patria Investments Relative Risk vs. Return Landscape
If you would invest 1,151 in Patria Investments on November 1, 2024 and sell it today you would earn a total of 55.00 from holding Patria Investments or generate 4.78% return on investment over 90 days. Patria Investments is generating 0.0992% of daily returns assuming volatility of 2.0747% on return distribution over 90 days investment horizon. In other words, 18% of stocks are less volatile than Patria, and above 99% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
Patria Investments Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Patria Investments' investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Patria Investments, and traders can use it to determine the average amount a Patria Investments' price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0478
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Estimated Market Risk
| 2.07 actual daily | 18 82% of assets are more volatile |
Expected Return
| 0.1 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.05 actual daily | 3 97% of assets perform better |
Based on monthly moving average Patria Investments is performing at about 3% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Patria Investments by adding it to a well-diversified portfolio.
Patria Investments Fundamentals Growth
Patria Stock prices reflect investors' perceptions of the future prospects and financial health of Patria Investments, and Patria Investments fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Patria Stock performance.
| Return On Equity | 0.14 | ||||
| Return On Asset | 0.064 | ||||
| Profit Margin | 0.20 % | ||||
| Operating Margin | 0.16 % | ||||
| Current Valuation | 1.74 B | ||||
| Shares Outstanding | 60.64 M | ||||
| Price To Earning | 13.85 X | ||||
| Price To Book | 3.66 X | ||||
| Price To Sales | 5.48 X | ||||
| Revenue | 329.41 M | ||||
| EBITDA | 146.36 M | ||||
| Cash And Equivalents | 104.66 M | ||||
| Cash Per Share | 0.71 X | ||||
| Total Debt | 15.84 M | ||||
| Debt To Equity | 0.02 % | ||||
| Book Value Per Share | 3.20 X | ||||
| Cash Flow From Operations | 156.72 M | ||||
| Earnings Per Share | 0.43 X | ||||
| Total Asset | 1.01 B | ||||
| Retained Earnings | 50.83 M | ||||
About Patria Investments Performance
Evaluating Patria Investments' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Patria Investments has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Patria Investments has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
Patria Investments Limited operates as a private market investment firm focused on investing in Latin America. Patria Investments Limited was founded in 1994 and is headquartered in Grand Cayman, the Cayman Islands. Patria Investments operates under Asset Management classification in the United States and is traded on NASDAQ Exchange. It employs 0 people.Things to note about Patria Investments performance evaluation
Checking the ongoing alerts about Patria Investments for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Patria Investments help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Patria Investments has a strong financial position based on the latest SEC filings | |
| Over 79.0% of the company shares are owned by institutional investors | |
| On 9th of December 2024 Patria Investments paid $ 0.15 per share dividend to its current shareholders |
- Analyzing Patria Investments' financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Patria Investments' stock is overvalued or undervalued compared to its peers.
- Examining Patria Investments' industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Patria Investments' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Patria Investments' management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Patria Investments' stock. These opinions can provide insight into Patria Investments' potential for growth and whether the stock is currently undervalued or overvalued.
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.