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Upturn AI SWOT - About
Patria Latin American Opportunity (PLAO)
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Upturn Advisory Summary
03/27/2025: PLAO (1-star) has a low Upturn Star Rating. Not recommended to BUY.
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
Outstanding Performance
These Stocks/ETFs, based on Upturn Advisory, have historically outperformed the market, making them a top-tier choice for investors.
Analysis of Past Performance
Type Stock | Historic Profit 15.71% | Avg. Invested days 297 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 03/27/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 121.95M USD | Price to earnings Ratio 20.79 | 1Y Target Price - |
Price to earnings Ratio 20.79 | 1Y Target Price - | ||
Volume (30-day avg) 787 | Beta - | 52 Weeks Range 11.27 - 12.07 | Updated Date 04/1/2025 |
52 Weeks Range 11.27 - 12.07 | Updated Date 04/1/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 0.57 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin - | Operating Margin (TTM) - |
Management Effectiveness
Return on Assets (TTM) -0.53% | Return on Equity (TTM) - |
Valuation
Trailing PE 20.79 | Forward PE - | Enterprise Value 122937751 | Price to Sales(TTM) - |
Enterprise Value 122937751 | Price to Sales(TTM) - | ||
Enterprise Value to Revenue - | Enterprise Value to EBITDA -230.66 | Shares Outstanding 4541420 | Shares Floating 4541400 |
Shares Outstanding 4541420 | Shares Floating 4541400 | ||
Percent Insiders - | Percent Institutions 100.5 |
Analyst Ratings
Rating - | Target Price - | Buy - | Strong Buy - |
Buy - | Strong Buy - | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Patria Latin American Opportunity
Company Overview
History and Background
Patria Latin American Opportunity is an investment firm focused on private equity investments in Latin America. Founded in 1998, it has grown to become a significant player in the region's investment landscape.
Core Business Areas
- Private Equity Investments: Investments in various sectors including infrastructure, healthcare, financial services and consumer goods across Latin America.
- Real Estate: Investments in real estate projects within Latin America, focusing on residential, commercial, and industrial properties.
- Infrastructure: Investing in essential infrastructure projects, such as power generation, transportation, and water treatment facilities, to support economic development.
Leadership and Structure
Patria is led by a team of experienced investment professionals with deep knowledge of the Latin American market. The organizational structure is a partnership model, with various teams specializing in different sectors and geographies.
Top Products and Market Share
Key Offerings
- Private Equity Funds: Patria manages multiple private equity funds that invest in companies across Latin America. Market share varies by sector, but Patria is a prominent fund manager. Competitors include Advent International, General Atlantic, and The Carlyle Group.
- Real Estate Investment Trusts (REITs): Patria also manages REITs focused on real estate assets in Latin America. Market share data is variable depending on the REIT and specific geography. Competitors include Equity International, Hines, and Prologis.
- Infrastructure Funds: Patria invests in infrastructure projects such as toll roads, renewable energy, and water treatment facilities. Competitors include Brookfield Asset Management and Macquarie Infrastructure Partners.
Market Dynamics
Industry Overview
The Latin American private equity and investment landscape is dynamic, with opportunities arising from economic growth, infrastructure development, and increasing consumer demand. Political and economic volatility present challenges.
Positioning
Patria is positioned as a leading Latin American private equity firm with a strong track record and deep local expertise. Its competitive advantages include its extensive network, local knowledge, and investment experience.
Total Addressable Market (TAM)
The total addressable market for private equity in Latin America is estimated to be in the hundreds of billions of dollars. Patria is well-positioned to capture a significant portion of this TAM through its various investment strategies.
Upturn SWOT Analysis
Strengths
- Strong brand reputation
- Extensive network in Latin America
- Experienced investment team
- Diversified investment portfolio
- Deep local knowledge
Weaknesses
- Exposure to political and economic volatility in Latin America
- Dependence on fundraising success
- High management fees
- Illiquidity of private equity investments
Opportunities
- Increasing demand for infrastructure investment
- Growing middle class in Latin America
- Privatization of state-owned enterprises
- Expansion into new sectors and geographies
- Distressed asset investing
Threats
- Economic downturns in Latin America
- Increased competition from global private equity firms
- Political instability
- Currency fluctuations
- Regulatory changes
Competitors and Market Share
Key Competitors
- BX
- KKR
- APO
- CG
- TPG
Competitive Landscape
Patria faces competition from global private equity firms, but its deep local knowledge and extensive network provide a competitive advantage. They distinguish themselves with strong expertise in the region and long term investment strategy.
Major Acquisitions
Orizon
- Year: 2021
- Acquisition Price (USD millions): 350
- Strategic Rationale: To expand Patria's presence in the data center market in Brazil.
Growth Trajectory and Initiatives
Historical Growth: Patria has experienced significant growth over the past two decades, expanding its investment portfolio and geographic reach.
Future Projections: Future growth is expected to be driven by increasing demand for private equity investment in Latin America.
Recent Initiatives: Recent initiatives include fundraising for new investment funds, expanding into new sectors, and increasing its focus on ESG (Environmental, Social, and Governance) factors.
Summary
Patria Latin American Opportunity is a well-established private equity firm with a strong foothold in Latin America. Its strengths lie in its local expertise and established network, enabling it to capitalize on the region's growth potential. However, it faces risks from economic and political instability, requiring careful management and a long-term investment horizon. They need to monitor competitor's movements and continue to innovate in their investment strategies.
Similar Companies
- BX
- KKR
- APO
- CG
- TPG
Sources and Disclaimers
Data Sources:
- Company Website
- Market Research Reports
- Financial News Articles
Disclaimers:
Financial data may be limited as Patria Latin American Opportunity is a private company. Market share estimates are approximate.
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 Latin American Opportunity
Exchange NASDAQ | Headquaters - | ||
IPO Launch date 2022-05-04 | CEO & Director Mr. Jose Augusto Goncalves de Araujo Teixeira | ||
Sector Financial Services | Industry Shell Companies | Full time employees - | |
Full time employees - | |||
Patria Latin American Opportunity Acquisition Corp. does not have significant operations. It intends to effect a merger, share exchange, asset acquisition, share purchase, reorganization, or similar business combination with one or more businesses. It intends to focus its search on companies in the healthcare, food and beverage, logistics, agribusiness, education, and financial services sectors primarily in Latin America. The company was incorporated in 2021 and is based in Grand Cayman, the Cayman Islands.
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