Bringing the fundamentals into focus…
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How Patria Investments Limited stacks up
PAX · against 161 other Financial Services companies listed in US-listed
Profitability
79/ 100
Near the top of its peers.
Ranked #33 of 162 · scores higher than 79% of peers
Bars: peers in each 10-point band of the profitability score19 peers with a profitability score of 70–79, including PAX · Click a bar to see the companies
Why profitability scores 79?
Weighted metrics compared with all Financial Services companies.Mainly thanks to its return on invested capital, operating margin and return on assets, which are stronger than most Financial Services peers.
- a wider operating margin: stronger than 75% of peers. Operating margin: 37.5% vs peer median 23.5%
- a higher return on assets: stronger than 75% of peers. Return on assets: 5.7% vs peer median 2.6%
- a higher return on invested capital: stronger than 80% of peers. Return on invested capital: 19.2% vs peer median 6.3%
Metric by metric
Position: dot = PAX, ranked from the worst peer (left) to the best (right); tick = middle, shaded = middle half of peers.| Metric | PAX | Peer median | Better than | Position among peers | Weight |
|---|---|---|---|---|---|
| Return on invested capitalHigher is better · 157 reported | 19.2% | 7.1% | 79% | 33% | |
| Operating marginHigher is better · 84 reported | 37.5% | 23.1% | 82% | 33% | |
| Return on assetsHigher is better · 183 reported | 5.7% | 2.6% | 74% | 33% | |
| Return on equityHigher is better · 176 reported | 12.9% | 10.4% | 55% | Context only | |
| Gross marginHigher is better · 200 reported | 56.8% | 83.0% | 38% | Context only |
Ranking by profitability score
Top 5 and the companies ranked around PAX| Rank | Company | Market cap | Profitability | Overall |
|---|---|---|---|---|
| 1 | 566.9B USD | 99 | 48 | |
| 2 | 2.7B USD | 98 | 63 | |
| 2 | 31.1B USD | 98 | 65 | |
| 4 | 4.2B USD | 97 | 55 | |
| 4 | 2.7B USD | 97 | 58 | |
| 30 | 685M USD | 81 | 68 | |
| 31 | 4.0B USD | 80 | 66 | |
| 31 | 370M USD | 80 | 85 | |
| 33 | 1.2B USD | 79 | 60 | |
| 33 | 1.5B USD | 79 | 58 | |
| 33 | 137.4B USD | 79 | 50 | |
| 36 | 218.3B USD | 78 | 50 | |
| 36 | 3.0B USD | 78 | 52 | |
| 38 | 109.3B USD | 77 | 53 |
Scores are sector-relative percentiles from the latest snapshot, always calculated against the whole sector: narrowing the comparison group changes who you compare with, not the scores. Missing metrics are left out and the remaining weights rescaled. How we score