Patria Investments Limited

Fundamentals8.0
Price Action4.0
News Sentiment0.0
AI Rating
7.0

Key Drivers

  • Profitability Strength
  • Tight Liquidity
  • Premium Valuation

AI
AI Summary

7.0

PAX now looks more like a fee-compounding platform than a plain market-beta manager, with strong fundraising and cash generation supporting durable earnings power, but the stock's rich valuation and weak technicals mean investors need to see continued AUM growth and persistent secondaries momentum to justify the premium amid ongoing fee-compression risk.

GrowthOpportunity
ExecutionRisk
Valuation‍

Price Chart

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Financial Metrics

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Revenue (TTM)
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Net Income (TTM)
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EPS (Q)
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MCAP

Deep Analysis

Research tool. Not personalized advice.

Fundamental Analysis

8.0

Key Financial Insights:

  • Profitability Strength
  • Tight Liquidity
  • Premium Valuation

PAX delivered strong profitability and cash flow with solid solvency, but tight liquidity, heavy intangibles, and a rich valuation make the stock dependent on sustained performance.

StrongCashFlow
RichValuation

Price Behavior

4.0
Research tool. Not personalized advice. Technical analysis is for informational purposes only.

Key Price Behavior Insights:

  • Lower highs
  • Support holding
  • Rebound attempt

Over the last month, PAX has been range-bound with a softer short-term bias after a lower-high/lower-low rollover, but a rebound above $11.21 and especially $11.55 would strengthen the setup while a break below $10.75 would weaken it.

PAX
RangeBound
Support Level: $10.75-$10.76
Resistance Level: $11.21, then $11.55-$11.65

Fell from about $11.55 to $10.75, then rebounded to $11.10, signaling a recent short-term rollover and bounce

Sentiment & News

0.0

Key News Insights:

  • Target exceeded
  • Strong demand
  • Strategy momentum

Patria Investments raised over $670 million for its Secondary Opportunities Fund V, comfortably beating its $500 million target and signaling strong demand for its secondaries strategy.

Fundraising
Secondaries

The bigger-than-planned fund size should bolster Patria's private markets franchise and support future management fee growth