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Upturn AI SWOT - About
Patria Investments Ltd (PAX)
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Upturn Advisory Summary
04/01/2025: PAX (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type Stock | Historic Profit -33.9% | Avg. Invested days 28 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.76B USD | Price to earnings Ratio 23.52 | 1Y Target Price 14.83 |
Price to earnings Ratio 23.52 | 1Y Target Price 14.83 | ||
Volume (30-day avg) 557072 | Beta 0.59 | 52 Weeks Range 10.36 - 14.03 | Updated Date 04/1/2025 |
52 Weeks Range 10.36 - 14.03 | Updated Date 04/1/2025 | ||
Dividends yield (FY) 5.32% | Basic EPS (TTM) 0.48 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 19.62% | Operating Margin (TTM) 48% |
Management Effectiveness
Return on Assets (TTM) 8.59% | Return on Equity (TTM) 15.25% |
Valuation
Trailing PE 23.52 | Forward PE 8.14 | Enterprise Value 1865290562 | Price to Sales(TTM) 4.71 |
Enterprise Value 1865290562 | Price to Sales(TTM) 4.71 | ||
Enterprise Value to Revenue 4.98 | Enterprise Value to EBITDA 9.57 | Shares Outstanding 61887600 | Shares Floating 60362436 |
Shares Outstanding 61887600 | Shares Floating 60362436 | ||
Percent Insiders 1.71 | Percent Institutions 84.1 |
Analyst Ratings
Rating 3.67 | Target Price 16 | Buy 2 | Strong Buy 1 |
Buy 2 | Strong Buy 1 | ||
Hold 3 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Patria Investments Ltd
Company Overview
History and Background
Patria Investments is a leading alternative asset manager in Latin America, founded in 1994. It initially focused on private equity and expanded into other asset classes over time, becoming a publicly listed company in 2021.
Core Business Areas
- Private Equity: Investing in established and growing companies across various sectors in Latin America.
- Infrastructure: Investing in infrastructure projects such as energy, transportation, and utilities.
- Credit: Providing financing solutions to companies and projects in Latin America.
- Real Estate: Investing in real estate assets across various property types in Latin America.
Leadership and Structure
Alex Saigh is the CEO. The organizational structure includes investment teams dedicated to each asset class, supported by corporate functions.
Top Products and Market Share
Key Offerings
- Private Equity Funds: Investments in companies demonstrating high growth potential throughout Latin America. Patria is one of the largest PE firms in LatAm, but exact market share is difficult to quantify precisely due to varying fund sizes and investment strategies. Competitors include Advent International, Carlyle Group, and General Atlantic.
- Infrastructure Funds: Investments in infrastructure projects spanning sectors like energy, transportation, and utilities. This segment also holds a significant market position but is similarly difficult to quantify precisely. Competitors include Brookfield Asset Management, EIG Global Energy Partners.
- Credit Funds: Credit financing and solutions throughout the Latin American region. It's a growing and active market that sees competition from many local and internal banks as well as global investors. Competitors include Stonepeak, Ares Management.
Market Dynamics
Industry Overview
The alternative asset management industry in Latin America is growing, driven by increasing institutional investor interest and the region's long-term growth potential. However, political and economic instability pose challenges.
Positioning
Patria Investments is a leading player in Latin American alternative investments, with a strong track record and established relationships. Its competitive advantage lies in its local expertise and extensive network.
Total Addressable Market (TAM)
The estimated TAM for Latin American alternative assets (private equity, infrastructure, real estate, credit) is in the hundreds of billions of dollars. Patria is well-positioned to capture a significant portion of this TAM, although precise estimates fluctuate based on market conditions.
Upturn SWOT Analysis
Strengths
- Strong track record in Latin American alternative investments
- Experienced investment team with local expertise
- Diversified asset base across multiple sectors
- Extensive network of relationships with companies and investors
- Strong fundraising capabilities
Weaknesses
- Exposure to political and economic instability in Latin America
- Dependence on fundraising success
- Potential for conflicts of interest between different funds
- Smaller AUM than global competitors
Opportunities
- Growing demand for alternative investments in Latin America
- Expansion into new asset classes and geographies
- Increasing institutional investor allocations to the region
- Potential for consolidation in the alternative asset management industry
- Increasing digitalization and technological advances.
Threats
- Increased competition from global alternative asset managers
- Economic downturns in Latin America
- Changes in government regulations
- Currency fluctuations
- Geopolitical risks.
Competitors and Market Share
Key Competitors
- BX
- CG
- KKR
Competitive Landscape
Patria's advantage lies in its local expertise and established network in Latin America, while global competitors have greater scale and broader product offerings. Local focus is its main differentiator.
Major Acquisitions
IG4 Capital Investimentos S.A.
- Year: 2021
- Acquisition Price (USD millions): 40
- Strategic Rationale: Expansion of infrastructure investment capabilities and access to new projects.
Growth Trajectory and Initiatives
Historical Growth: Patria has demonstrated growth through organic expansion, new fund launches, and strategic acquisitions.
Future Projections: Analyst estimates suggest continued growth in assets under management and revenue, driven by the increasing demand for alternative investments in Latin America. Specific figures depend on analyst reports and market conditions.
Recent Initiatives: Recent initiatives include the launch of new funds focused on specific sectors or geographies, as well as efforts to expand the firm's investor base.
Summary
Patria Investments is a leading alternative asset manager in Latin America, benefiting from its local expertise and established network. While its exposure to regional economic and political risks remains a challenge, the increasing demand for alternative investments and successful fundraising capabilities support continued growth. Successfully navigating market volatility and fund raising will be key. Their expansion into new asset classes will be a key driver.
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Sources and Disclaimers
Data Sources:
- Patria Investments Ltd. Investor Relations
- Company Filings (SEC)
- Industry Reports (Preqin, Prequity)
- Analyst Reports
Disclaimers:
The information provided is for informational purposes only and does not constitute investment advice. Market share estimates are approximate. Financial data is subject to change.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Patria Investments Ltd
Exchange NASDAQ | Headquaters - | ||
IPO Launch date 2021-01-22 | Co-Founder, CEO, Senior Managing Partner & Director Mr. Alexandre Teixeira de Assumpcao Saigh | ||
Sector Financial Services | Industry Asset Management | Full time employees - | Website https://www.patria.com |
Full time employees - | Website https://www.patria.com | ||
Patria Investments Limited operates as a private market investment firm focused on investing in Latin America. The company offers asset management services to investors focusing on private equity funds, infrastructure development funds, co-investments funds, constructivist equity funds, and real estate and credit funds. Patria Investments Limited was founded in 1994 and is headquartered in Grand Cayman, the Cayman Islands.
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