PAX

Financial Services

Patria Investments Limited · Asset Management · $2B

UQS Score — Balanced Preset
65.8
Good

Patria Investments Limited scores 65.8/100 using the Balanced preset.

UQS vs Financial Services Sector
PAX
65.8
Sector avg
39.7
Quality
Good
Moat
Neutral
Growth
Neutral
Risk
Neutral
Valuation
Attractive

What is Patria Investments Limited?

Patria Investments is a private market investment firm dedicated to Latin America, offering asset management across private equity, infrastructure, real estate, and credit.

Patria generates revenue by managing a range of alternative investment funds for institutional and sophisticated investors. Its strategies span private equity, infrastructure development, co-investments, constructivist equity, and real estate and credit funds, all centered on Latin American markets.

Is PAX a Good Stock to Buy?

UQS Score rates PAX as Good overall, with Quality standing out as a particular strength alongside an Attractive Valuation profile.

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Past performance does not guarantee future results. UQS Score is based on fundamental data and is not a buy/sell recommendation.

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Pro Analysis

PAX — Score History

60657075Apr 2Apr 12Apr 22May 2May 12May 22May 24v5
Score changes· 10 most recent
DateUQSQualityMoatGrowthRiskValueChange
May 22, 202665.879.247.058.059.791.2-0.2
May 20, 202666.079.247.059.259.791.0+0.1
May 16, 202665.979.247.059.259.790.4-2.1
May 12, 202668.088.547.059.257.990.9-0.4
May 7, 202668.488.547.061.159.189.5+0.1
May 4, 202668.388.547.061.159.189.0+0.6
Apr 26, 202667.788.547.061.159.185.40.0
Apr 21, 202667.788.547.060.959.185.40.0
Apr 18, 202667.888.547.061.059.185.5-2.1
Apr 2, 202669.988.547.061.059.1100.0

PAX — Pillar Breakdown

Quality

79.2/100 (25%)

Patria Investments Limited demonstrates outstanding capital efficiency and profitability, placing it among the highest-quality businesses in the market.

Return on EquityModerate

Profitability relative to shareholders' equity.

Operating ProfitabilityStrong

Ability to convert revenue into operating profit.

Net ProfitabilityStrong

Bottom-line profit as a share of revenue.

Cash GenerationStrong

Free cash flow relative to market value.

Growth

58.0/100 (20%)

Patria Investments Limited demonstrates healthy growth trends across revenue and earnings.

Recent Revenue TrendWeak

Revenue trajectory over the last twelve months.

3Y Revenue CAGRModerate

Compound annual revenue growth rate over 3 years.

EPS GrowthModerate

Year-over-year earnings per share growth.

Forward Revenue OutlookStrong

Analyst consensus for future revenue growth.

Forward EPS GrowthStrong

Analyst consensus for future earnings growth.

Risk

59.7/100 (15%)

Patria Investments Limited maintains a reasonable risk profile with manageable debt levels.

Debt/EquityStrong

Total debt relative to shareholder equity.

Current RatioModerate

Short-term liquidity — ability to pay near-term obligations.

Interest CoverageWeak

Earnings capacity relative to interest payments.

Valuation

91.4/100 (15%)

Patria Investments Limited appears attractively valued relative to its earnings, cash flows, and sector peers.

Earnings YieldStrong

Inverse of forward P/E — higher yield means cheaper stock.

Price to Free Cash FlowStrong

How many years of FCF the market cap represents.

PEG RatioStrong

P/E relative to earnings growth — lower is more attractive.

EV/EBITDA vs SectorModerate

Enterprise value multiple relative to sector median.

Moat

47/100 (25%)

Patria Investments Limited possesses some competitive advantages but faces meaningful competition. The Moat pillar evaluates competitive advantages across five dimensions: Switching Costs, Network Effects, Cost Advantage, Intangible Assets, and Scale & Ecosystem. Sign in to customize moat ratings for PAX.

Score Composition

Quality
79.2×25%19.8
Growth
58.0×20%11.6
Risk
59.7×15%9.0
Valuation
91.4×15%13.7
Moat
47.0×25%11.8
Total
65.8Good

Financial Data

More Stock Analysis

How is the PAX UQS Score Calculated?

The UQS (Unified Quality Score) for Patria Investments Limited is calculated using a proprietary 6-pillar framework with 29 financial metrics. Each pillar evaluates a different dimension on a 0–100 scale, then combines into a single weighted score. Scoring thresholds are calibrated per sector. Momentum is an optional Pro toggle — without it, you get the 5-pillar / 25-metric core shown below.

Quality (25%) measures profitability and capital efficiency — ROIC, ROE, margins, GP/Assets, and FCF Yield.

Moat (25%) assesses Patria Investments Limited's competitive advantages across switching costs, network effects, cost advantages, intangible assets, and ecosystem scale.

Growth (20%) tracks revenue trajectory and earnings momentum, combining historical results with analyst forward estimates.

Risk (15%) is inversely scored — lower leverage and strong balance sheet health result in higher scores.

Valuation (15%) measures whether Patria Investments Limited is fairly priced using earnings yield, price-to-FCF, PEG ratio, and EV/EBITDA relative to sector peers.

Six investor-inspired presets are available, each with different pillar weights: Balanced, Buffett, Munger, Lynch, Cathie Wood, and Graham. The public score shown here uses the Balanced preset. Learn more in our FAQ.