Patria Investments Limited
PAXFinancial ServicesNASDAQAsset Management
Scan Results
Daily timeframePatria Investments Limited operates as a private market investment firm. The company carries a $1.81B market cap, placing it firmly in the small-cap category. It specializes in investments in private equity, secondary direct and indirect and venture capital with focus in middle market, buyout and growth capital investments.
Market Cap
$1.81B
Beta
0.76
P/E (TTM)
24.89
P/E (Fwd)
7.39
EPS (TTM)
$0.45
EPS (Fwd)
$1.52
ROE
12.9%
ROA
5.6%
Cash
$208.0M
Total Debt
$366.2M
Free CF
—
52W Change
-21.5%
Annual Financials
Cash vs Debt
Where PAX stands vs its 150-day and 200-day moving averages
As of the September 3, 2026 close, PAX finished 3.33% below its 150-day moving average ($11.72) and 10.22% below its 200-day moving average ($12.62). This snapshot is end-of-day data shown with a five-trading-day delay on the free plan; Premium members see readings from the latest close.
Is PAX overbought or oversold?
At the September 3, 2026 close, PAX's RSI(14) was 42.1, in neutral territory (between 30 and 70). The MACD histogram was negative, so short-term momentum leaned bearish at that close. These readings are historical, refresh daily after market close, and are not investment advice.
On the balance sheet, PAX has $208.0M in cash with $366.2M in obligations. The ability to service this debt comfortably depends on continued operational cash generation. Return on equity stands at 12.9%, which is decent for the sector. ROE measures how effectively a company uses shareholder capital to generate profits. An ROA of 5.6% suggests reasonable efficiency in deploying the company's asset base. Revenue has grown from $258.9M (2022) to $381.7M (2025), reflecting a 47% increase over the period.
As with any equity investment, PAX carries market risk, sector-specific risk, and company-specific risk that investors should evaluate in the context of their own portfolios. Understanding these risk dimensions helps frame what to watch going forward as conditions evolve for Patria Investments Limited and its sector.