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Home CompaniesPatria Investments Ltd

Patria Investments Ltd

Financial Services Asset Management
PortfolioPortfolio WatchlistWatchlist
Company price
9.48 USD -0.21 ( 2.17%)
Last update at 2026-11-12T15:40:00Z
VOLUME
81520
Market Cap
1652.67M
P/E
23.27

Momentum Score

…

Patria Investments Limited operates as a private market investment firm. It specializes in investments in private equity, secondary direct and indirect and venture capital with focus in middle market, buyout and growth capital investments. It seeks to be sector agnostic with focus on agribusiness, power & energy, healthcare, logistics & transportations, food & beverage, agricultural products, packaged foods and meats, education services, outsourced business services, and digital & tech services. It prefers to invest globally with focus on Latin America, Europe, United States, North America and Brazil. It seeks to invest between $38.48 million and $72.14 million per transaction. The firm seeks a majority or minority stake in its portfolio companies. 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. The firm seeks to co-invest with other investors. Patria Investments Limited was founded in 1994 and is headquartered in Grand Cayman, Cayman Islands with additional offices across South America, North America, Europe and Asia. Patria Investments Limited operates as a subsidiary of Patria Holdings Limited.

Source: TradingView
The charts and visual representations are sourced from TradingView through embedded widgets. For any issues with chart display, please visit the TradingView website

Day Price Range
9.45
Low
9.63
High
52 Week Price Range
10.22
Low
17.11
High

Momentum Score

…
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A unique technical analysis driven score developed by Kalkine showing momentum in stock prices based on select technical indicators identified.

Score - Rating
>= 1 - Low / > 1 but < 2 - Below Average / > 2 but < 3 - Average / > 3 but < 4 - Above Average / > 4 - High
AI Summary

Patria Investments Ltd is a Latin America-focused alternative asset manager offering private equity, infrastructure, real estate, credit and public markets strategies to institutional investors. Long-term growth drivers include rising institutionalization of regional savings, expansion of credit and infrastructure products, and fee- and performance-linked asset-gathering that may support revenue and scale.
Major risks include concentration in Brazil and Latin America with exposure to currency and macro volatility, fundraising and performance-fee variability, competitive and key-person risks, and regulatory or political shifts that could affect asset valuations or fundraising.

Risk Score
Medium

Note: The summary and risk score provided above is created by AI and should not be construed as a recommendation of Kalkine.

Key Metrics*

Previous Close
9.69
Dividend Yield
5.85%
Revenue TTM
428.01M
Revenue Per Share
2.65
Gross Profit TTM
243.19M
Debt / Equity
0.32
ROE
12.89%
Net Debt
145.08M
ROCE
11.96%
Diluted EPS TTM
0.44

Key Financials*

Income Statement

Balance Sheet

Change in Cash

Total Operating Cash

Dividends Paid

Breakdown 2025-12-31 2024-12-31 2023-12-31 2022-12-31 2021-12-31
Type yearly yearly yearly yearly yearly
Date 2025-12-31 2024-12-31 2023-12-31 2022-12-31 2021-12-31
Income before tax 92.20M 85.99M 118.00M 102.45M 121.57M
Minority interest -4.89M -3.81M -1.16M -1.15M 1.28M
Net income 85.60M 71.88M 118.40M 92.96M 122.48M
Selling general administrative 43.80M 116.42M 94.26M 70.36M 11.51M
Selling and marketing expenses - 4.47M 2.88M 1.71M 0.34M
Gross profit 369.20M 323.72M 288.88M 224.37M 148.75M
Reconciled depreciation 46.35M 35.82M 25.65M 21.20M 8.76M
Ebit 129.20M 97.39M 119.24M 111.61M 122.17M
Ebitda 131.30M 133.22M 146.36M 132.81M 130.93M
Depreciation and amortization 39.84M 35.82M 27.12M 21.20M 8.76M
Operating income 131.30M 165.90M 163.86M 111.61M 122.17M
Other operating expenses 252.50M 208.30M 163.76M 128.47M 101.15M
Interest expense 15.99M 11.40M 1.24M 1.81M 1.02M
Tax provision 1.72M 10.31M -2.81M 8.35M 0.38M
Net interest income -18.16M -13.19M -2.45M -2.60M -1.47M
Income tax expense 1.70M 10.31M -2.82M 8.35M 0.38M
Total revenue 383.80M 374.20M 327.62M 258.88M 235.51M
Total operating expenses 237.90M 157.81M 125.03M 93.96M 14.38M
Cost of revenue 14.60M 50.49M 38.73M 34.51M 86.77M
Total other income expense net -39.10M -79.91M -45.86M -9.15M -0.60M
Net income from continuing ops 90.55M 75.69M 119.09M 94.10M 121.19M
Net income applicable to common shares - - - 93.00M 122.48M
Breakdown 2025-12-31 2024-12-31 2023-12-31 2022-12-31 2021-12-31
Type yearly yearly yearly yearly yearly
Date 2025-12-31 2024-12-31 2023-12-31 2022-12-31 2021-12-31
Total assets 1495.11M 1206.11M 1011.58M 976.24M 761.32M
Intangible assets 384.02M 344.91M 175.84M 134.70M 116.02M
Other current assets 177.83M 107.25M -389.77M 24.10M 78.34M
Total liab 861.69M 715.17M 490.24M 462.78M 197.04M
Total stockholder equity 611.75M 481.08M 542.49M 552.79M 564.28M
Other current liab 351.84M 261.31M 330.59M 335.76M 155.28M
Common stock 0.02M 0.01M 0.01M 0.01M 0.01M
Capital stock 0.02M 0.01M 0.01M 0.01M 0.01M
Retained earnings - 0.00M 50.83M 77.58M 87.95M
Other liab - - - 102.80M 33.90M
Good will 440.13M 355.96M 311.17M 276.82M 242.89M
Other assets - - 1025.00M 65.31M 18.41M
Cash 53.60M 33.42M 12.12M 26.52M 15.26M
Total current liabilities 415.01M 397.39M 397.50M 338.00M 156.23M
Current deferred revenue - - 59.09M - -
Net debt 145.08M 216.99M 3.72M -10.43M -7.40M
Short term debt 4.33M 82.24M 3.01M 2.24M 0.95M
Short long term debt - 78.52M - - -
Short long term debt total 198.68M 250.41M 15.84M 16.09M 7.86M
Other stockholder equity 589.40M 527.24M 500.69M 485.18M 485.18M
Property plant equipment - - - 24.60M 13.41M
Total current assets 405.27M 372.68M 401.59M 479.64M 352.32M
Long term investments 44.56M 50.03M 58.65M 43.23M 18.28M
Net tangible assets - - - 155.10M 205.38M
Short term investments 35.11M 4.96M 211.65M 285.86M 151.87M
Net receivables 138.73M 227.06M 166.00M 131.08M 100.27M
Long term debt 174.87M 149.45M - - -
Inventory - - 0.00M 12.08M 6.58M
Accounts payable 58.84M 41.79M 4.81M - 7.22M
Accumulated other comprehensive income 22.33M -46.18M -9.05M -9.98M -8.86M
Non currrent assets other 155.46M 31.84M 20.67M 13.69M 11.92M
Non current assets total 1089.84M 833.43M 609.99M 496.60M 409.00M
Capital lease obligations 23.82M 22.44M 15.84M 16.09M 7.86M
Breakdown 2025-12-31 2024-12-31 2023-12-31 2022-12-31 2021-12-31
Type yearly yearly yearly yearly yearly
Date 2025-12-31 2024-12-31 2023-12-31 2022-12-31 2021-12-31
Investments -22.83M 25.31M 105.24M -189.35M -159.62M
Change to liabilities - - - 0.00M 0.00M
Total cashflows from investing activities 2.30M 25.31M 62.17M - -284.23M
Net borrowings -55.69M 212.63M -3.41M - -0.83M
Total cash from financing activities -254.46M -151.65M -229.63M 118.55M 177.89M
Change to operating activities - - - - 39.75M
Net income 85.60M 75.69M 118.40M 94.10M 121.19M
Change in cash 20.18M 17.37M -10.47M 11.26M 1.21M
Begin period cash flow 33.42M 16.05M 26.52M 15.26M 14.05M
End period cash flow 53.60M 33.42M 16.05M 26.52M 15.26M
Total cash from operating activities 268.87M 145.95M 156.72M 81.05M 107.56M
Issuance of capital stock - 0.00M 0.00M 230.00M 302.72M
Depreciation 46.35M 35.82M 27.12M 21.20M 8.76M
Other cashflows from investing activities 36.95M 134.65M 74.67M - -
Dividends paid 95.14M 132.38M 145.15M 103.33M 119.79M
Change to account receivables 27.77M -92.69M -12.60M -23.07M -62.74M
Sale purchase of stock -56.23M -141.30M -65.16M - -1.01M
Other cashflows from financing activities -56.73M -90.60M -17.16M -6.47M -3.20M
Change to netincome - - - - 0.67M
Capital expenditures 10.56M 8.28M 15.02M 6.71M 1.84M
Change in working capital 109.67M -10.87M -8.27M -23.33M -23.19M
Stock based compensation 36.47M 19.08M 1.47M 0.73M 0.76M
Other non cash items -10.93M 15.91M 18.01M -20.00M -0.34M
Free cash flow 258.31M 137.66M 141.71M 74.34M 105.72M

Peer Comparison*

Sector: Financial Services Industry: Asset Management

Stock Name
Change
(USD)
Price
(USD)
Trailing
PE (x)
Forward
PE (x)
Price Sales
TTM (x)
Price to Book Value (x)
Enterprise Value
to Revenue (x)
Enterprise Value
to EBITDA (x)
PAX
Patria Investments Ltd		 -0.21
2.17%		 9.48 23.27 8.14 3.86 3.04 4.72 12.81
BLK
BlackRock Inc		 2.63
0.21%		 1228.94 26.25 19.57 6.33 2.90 6.35 17.13
BX
Blackstone Group Inc		 -1.80
1.48%		 120.20 33.20 20.12 11.05 11.56 9.14 15.74
IVSBF
Investor AB ser. B		 0.01
0.01%		 43.59 4.67 3.83 3.78 1.13 4.15 1.68
KKR
KKR & Co. Inc.		 -1.70
1.70%		 98.35 32.68 13.66 3.58 3.22 0.68 1.47

Profile*

Patria Investments Ltd

Patria Investments Limited operates as a private market investment firm. It specializes in investments in private equity, secondary direct and indirect and venture capital with focus in middle market, buyout and growth capital investments. It seeks to be sector agnostic with focus on agribusiness, power & energy, healthcare, logistics & transportations, food & beverage, agricultural products, packaged foods and meats, education services, outsourced business services, and digital & tech services. It prefers to invest globally with focus on Latin America, Europe, United States, North America and Brazil. It seeks to invest between $38.48 million and $72.14 million per transaction. The firm seeks a majority or minority stake in its portfolio companies. 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. The firm seeks to co-invest with other investors. Patria Investments Limited was founded in 1994 and is headquartered in Grand Cayman, Cayman Islands with additional offices across South America, North America, Europe and Asia. Patria Investments Limited operates as a subsidiary of Patria Holdings Limited.

One Harbor Driver, Sausalito, CA, United States

345 640 4900

https://www.patria.com

548

Name Title Year Born
Mr. Olímpio Matarazzo Neto Sr. Managing Partner & Chairman 1960
Mr. Alexandre Teixeira de Assumpcao Saigh CEO, Sr. Managing Partner & Director 1968
Mr. Otavio Castello Branco Neto Sr. Managing Partner & Director 1959
Mr. Marco Nicola D'Ippolito CFO & Managing Partner 1977
Mr. Alexandre Coutinho Chief Investment Officer & Sr. Portfolio Mang. NA
Mr. Paulo Eduardo de Freitas Cirulli Chief Compliance Officer 1982
Mr. Pedro Rufino Carvalho da Silva Global Gen. Counsel 1982
Mr. Jose Augusto Goncalves de Araujo Teixeira Partner and Head of Marketing & Products 1979
Ms. Ana Paula Alves dos Santos Partner & Head of HR 1969
Mr. Andre Mauricio de Camargo Penalva Managing Partner and Head of Sales & Distribution - Latin America 1973

Disclaimer - (*)This information, including any data, is sourced from Unicorn Data Services SAS, trading as EOD Historical Data (“EODHD”) on an ‘as is’ basis, using their API. We cannot guarantee the completeness or validity of the information and data provided on this page, as well as via the API. In some cases, the data may include analyst ratings or recommendations sourced through the EODHD API, which are intended solely for general information purposes.
This information does not consider your personal objectives, financial situation, or needs. Kalkine is not liable for any errors or omissions in the information provided or for any actions taken in reliance on it. You should seek advice from a financial adviser, stockbroker or other professional adviser (including taxation and legal advice) as necessary before acting on this information.

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