Nama Insights

Patria Investments (PAX)

Financial Services · Asset Management · NASDAQ

Patria Investments (PAX) is a Financial Services company in the Asset Management industry. It has a market capitalization of $1.54B, a trailing price-to-earnings ratio of 6.8 and a free-cash-flow yield of 16.6%. Over the most recent reported fiscal year, revenue grew 2.0% and free cash flow per share grew 75.8%. Nama's AI scorecard rates it Buy, 7.2 out of 10. On 12-month momentum it ranks in the trailing band of its market.
AI scorecard
Buy · 7.2/10
Clearly positive, short of the top band. As of Nov 7, 2026.
Momentum
Trailing · -25.8% over 12 months ex. last
Bottom 20% of its market on the past year's move.
Shariah screen
Not Shariah Compliant
At least one of the three ratios or the industry test failed.
Off its high
-51.3%
How far the last close sits under the highest price of the past five years.
Market cap$1.54B
Trailing P/E6.8
Price / book2.7
Price / sales3.6
FCF yield16.6%
Dividend yield6.8%
Gross margin83.4%
Operating margin34.6%
Net margin16.4%
Revenue growth (YoY)+2.0%
Revenue growth (3-yr annual)+13.8%
EPS growth (YoY)+2.4%
FCF/share growth (YoY)+75.8%
Beta0.8
ExchangeNASDAQ
SectorFinancial Services
IndustryAsset Management

PAX earnings

Next report: Feb 10, 2027 (Q4 2026, EPS estimate $0.45). Beat the EPS estimate in 3 of 4 recent quarters.

QuarterReportedEPSEstimateSurpriseRevenue
Q3 2026 Nov 2, 2026 $0.30 $0.28 +7.1% —
Q2 2026 Jul 31, 2026 $0.32 $0.28 +14.3% $111.29M
Q1 2026 May 7, 2026 $0.27 $0.28 -3.6% $97.07M
Q4 2025 Feb 3, 2026 $0.50 $0.45 +11.1% $133.18M

PAX analyst price target

Median target $15.00 from 6 analysts, ranging $9.00 – $20.00.

Asset Management peers

TickerCompanyMarket capP/E
BLK BlackRock $182.05B 21.2
BX Blackstone $148.61B 20.1
BN Brookfield $92.37B 591.1
KKR KKR $89.11B 17.4
BAM Brookfield Asset Management $84.57B 29.2
APO Apollo Global Management $68.96B 13.6
STT State Street $45.05B 12.6
ARES Ares Management $44.45B 25.6
Explore live PAX data on Nama Insights →

PAX FAQ

Is PAX a buy?
Nama's AI scorecard currently rates Patria Investments Buy (7.2 out of 10), a call computed from its profitability, cash generation, growth, valuation and balance sheet. It is a research reading, not investment advice.
What is PAX's P/E ratio?
Patria Investments trades at a trailing price-to-earnings ratio of 6.8.
When does PAX report earnings?
Patria Investments's next scheduled report is on Feb 10, 2027. Analysts expect EPS of $0.45.
What is the PAX price target?
The median analyst price target from 6 analysts is $15.00, with a range of $9.00 – $20.00.
Is PAX Shariah compliant?
Nama's AAOIFI-style screen reads Patria Investments as Not Shariah Compliant. At least one of the three ratios or the industry test failed.
Does PAX pay a dividend?
Yes — Patria Investments's dividend yield is 6.8%.