Patria Investments Stock Performance
| PAX Stock | USD 13.07 0.04 0.31% |
The company holds a Beta of 0.0104, 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 has an expected return of -0.22%. Please make sure to check Patria Investments value at risk and rate of daily change , to decide if Patria Investments performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
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Over the last 90 days Patria Investments has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of inconsistent performance in the last few months, the Stock's basic indicators remain fairly strong which may send shares a bit higher in June 2024. The current disturbance may also be a sign of long term up-swing for the company investors. ...more
Actual Historical Performance (%)
One Day Return (0.23) | Five Day Return (2.11) | Year To Date Return (15.25) | Ten Year Return (34.67) | All Time Return (34.67) |
Forward Dividend Yield 0.0537 | Payout Ratio 0.8463 | Forward Dividend Rate 0.7 | Dividend Date 2024-06-10 | Ex Dividend Date 2024-05-17 |
| Patria Investments dividend paid on 8th of March 2024 | 03/08/2024 |
1 | Patria Announces First Quarter 2024 Investor Call | 04/10/2024 |
2 | Current Analysis Patria Investments | 04/26/2024 |
3 | Patria Reports First Quarter 2024 Earnings Results | 05/02/2024 |
4 | Down -11.24 percent in 4 Weeks, Heres Why You Should You Buy the Dip in Patria Investments | 05/03/2024 |
5 | Patria Investments Is Reducing Its Dividend To 0.169 - Yahoo Canada Shine On | 05/07/2024 |
6 | Pertento Partners LLP Purchases 179,809 Shares of Patria Investments Limited - MarketBeat | 05/14/2024 |
| Begin Period Cash Flow | 23.1 M |
Patria |
Patria Investments Relative Risk vs. Return Landscape
If you would invest 1,509 in Patria Investments on February 21, 2024 and sell it today you would lose (202.00) from holding Patria Investments or give up 13.39% of portfolio value over 90 days. Patria Investments is generating negative expected returns assuming volatility of 1.216% on return distribution over 90 days investment horizon. In other words, 10% 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 = -0.1784
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| Negative Returns | PAX |
Estimated Market Risk
| 1.22 actual daily | 10 90% of assets are more volatile |
Expected Return
| -0.22 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.18 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Patria Investments is not performing at its full potential. However, 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 Patria Investments 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 | 0.24 | |||
| Return On Asset | 0.0852 | |||
| Profit Margin | 0.37 % | |||
| Operating Margin | 0.33 % | |||
| Current Valuation | 1.86 B | |||
| Shares Outstanding | 57.78 M | |||
| Price To Earning | 13.85 X | |||
| Price To Book | 4.06 X | |||
| Price To Sales | 6.36 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 | 3.35 X | |||
| Cash Flow From Operations | 156.72 M | |||
| Earnings Per Share | 0.80 X | |||
| Market Capitalization | 1.96 B | |||
| Total Asset | 1.01 B | |||
| Retained Earnings | 50.83 M | |||
| Working Capital | 4.09 M | |||
About Patria Investments Performance
To evaluate Patria Investments Stock as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Patria Investments generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Patria Stock's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Patria Investments market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Patria's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 0.00000237 | 0.000002 | |
| Return On Tangible Assets | 0.23 | 0.21 | |
| Return On Capital Employed | 0.20 | 0.19 | |
| Return On Assets | 0.12 | 0.11 | |
| Return On Equity | 0.22 | 0.21 |
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 generated a negative expected return over the last 90 days | |
| Patria Investments has a poor financial position based on the latest SEC disclosures | |
| Over 89.0% of the company shares are owned by institutional investors | |
| Latest headline from news.google.com: Pertento Partners LLP Purchases 179,809 Shares of Patria Investments Limited - MarketBeat |
- 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.
Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Patria Investments. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in nation. For more information on how to buy Patria Stock please use our How to Invest in Patria Investments guide.Note that the Patria Investments information on this page should be used as a complementary analysis to other Patria Investments' statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the FinTech Suite module to use AI to screen and filter profitable investment opportunities.
Complementary 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.
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Is Patria Investments' industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Patria Investments. If investors know Patria will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Patria Investments listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth (0.13) | Dividend Share 1.075 | Earnings Share 0.8 | Revenue Per Share 2.116 | Quarterly Revenue Growth (0.13) |
The market value of Patria Investments is measured differently than its book value, which is the value of Patria that is recorded on the company's balance sheet. Investors also form their own opinion of Patria Investments' value that differs from its market value or its book value, called intrinsic value, which is Patria Investments' true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Patria Investments' market value can be influenced by many factors that don't directly affect Patria Investments' underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Patria Investments' value and its price as these two are different measures arrived at by different means. Investors typically determine if Patria Investments is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Patria Investments' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.