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Patria Investments (PAX) Competitors

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$10.91 -0.14 (-1.27%)
Closing price 07/13/2026 04:00 PM Eastern
Extended Trading
$10.91 0.00 (0.00%)
As of 04:10 AM Eastern
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PAX vs. CG, BN, APAM, BXMT, and DBRG

Should you buy Patria Investments stock or one of its competitors? MarketBeat compares Patria Investments with other companies and stocks that may be similar based on industry, sector, market capitalization, business model, investor interest, or shared news coverage. Companies and stocks commonly compared with Patria Investments include Carlyle Group (CG), Brookfield (BN), Artisan Partners Asset Management (APAM), Blackstone Mortgage Trust (BXMT), and DigitalBridge Group (DBRG). These companies are all part of the "finance" sector.

How does Patria Investments compare to Carlyle Group?

Carlyle Group (NASDAQ:CG) and Patria Investments (NYSE:PAX) are both finance companies, but which is the superior stock? We will contrast the two companies based on the strength of their valuation, risk, earnings, institutional ownership, profitability, analyst recommendations, dividends and media sentiment.

In the previous week, Carlyle Group had 13 more articles in the media than Patria Investments. MarketBeat recorded 14 mentions for Carlyle Group and 1 mentions for Patria Investments. Patria Investments' average media sentiment score of 1.56 beat Carlyle Group's score of 0.16 indicating that Patria Investments is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Carlyle Group
3 Very Positive mention(s)
1 Positive mention(s)
4 Neutral mention(s)
1 Negative mention(s)
1 Very Negative mention(s)
Neutral
Patria Investments
1 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive

55.9% of Carlyle Group shares are held by institutional investors. Comparatively, 96.3% of Patria Investments shares are held by institutional investors. 25.4% of Carlyle Group shares are held by insiders. Comparatively, 58.1% of Patria Investments shares are held by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company will outperform the market over the long term.

Patria Investments has a net margin of 19.91% compared to Carlyle Group's net margin of 13.46%. Patria Investments' return on equity of 38.68% beat Carlyle Group's return on equity.

Company Net Margins Return on Equity Return on Assets
Carlyle Group13.46% 20.95% 5.28%
Patria Investments 19.91%38.68%15.84%

Carlyle Group has a beta of 1.84, suggesting that its share price is 84% more volatile than the broader market. Comparatively, Patria Investments has a beta of 0.74, suggesting that its share price is 26% less volatile than the broader market.

Carlyle Group pays an annual dividend of $1.40 per share and has a dividend yield of 3.2%. Patria Investments pays an annual dividend of $0.65 per share and has a dividend yield of 6.0%. Carlyle Group pays out 95.9% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Patria Investments pays out 144.4% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Carlyle Group has increased its dividend for 4 consecutive years.

Carlyle Group has higher revenue and earnings than Patria Investments. Patria Investments is trading at a lower price-to-earnings ratio than Carlyle Group, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Carlyle Group$2.90B5.48$808.70M$1.4630.23
Patria Investments$381.73M1.90$73.40M$0.4524.24

Carlyle Group currently has a consensus price target of $60.71, indicating a potential upside of 37.55%. Patria Investments has a consensus price target of $17.00, indicating a potential upside of 55.82%. Given Patria Investments' higher possible upside, analysts clearly believe Patria Investments is more favorable than Carlyle Group.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Carlyle Group
1 Sell rating(s)
8 Hold rating(s)
7 Buy rating(s)
0 Strong Buy rating(s)
2.38
Patria Investments
1 Sell rating(s)
1 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
2.00

Summary

Carlyle Group beats Patria Investments on 11 of the 19 factors compared between the two stocks.

How does Patria Investments compare to Brookfield?

Brookfield (NYSE:BN) and Patria Investments (NYSE:PAX) are both finance companies, but which is the better stock? We will compare the two companies based on the strength of their media sentiment, valuation, analyst recommendations, institutional ownership, dividends, profitability, earnings and risk.

Brookfield has a beta of 1.54, suggesting that its share price is 54% more volatile than the broader market. Comparatively, Patria Investments has a beta of 0.74, suggesting that its share price is 26% less volatile than the broader market.

Brookfield presently has a consensus target price of $56.82, indicating a potential upside of 30.97%. Patria Investments has a consensus target price of $17.00, indicating a potential upside of 55.82%. Given Patria Investments' higher possible upside, analysts clearly believe Patria Investments is more favorable than Brookfield.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Brookfield
0 Sell rating(s)
2 Hold rating(s)
12 Buy rating(s)
1 Strong Buy rating(s)
2.93
Patria Investments
1 Sell rating(s)
1 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
2.00

61.6% of Brookfield shares are owned by institutional investors. Comparatively, 96.3% of Patria Investments shares are owned by institutional investors. 11.0% of Brookfield shares are owned by insiders. Comparatively, 58.1% of Patria Investments shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company will outperform the market over the long term.

Brookfield pays an annual dividend of $0.28 per share and has a dividend yield of 0.6%. Patria Investments pays an annual dividend of $0.65 per share and has a dividend yield of 6.0%. Brookfield pays out 54.9% of its earnings in the form of a dividend. Patria Investments pays out 144.4% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Brookfield has raised its dividend for 2 consecutive years.

In the previous week, Brookfield had 7 more articles in the media than Patria Investments. MarketBeat recorded 8 mentions for Brookfield and 1 mentions for Patria Investments. Patria Investments' average media sentiment score of 1.56 beat Brookfield's score of 0.27 indicating that Patria Investments is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Brookfield
3 Very Positive mention(s)
1 Positive mention(s)
3 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Neutral
Patria Investments
1 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive

Brookfield has higher revenue and earnings than Patria Investments. Patria Investments is trading at a lower price-to-earnings ratio than Brookfield, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Brookfield$75.10B1.42$1.31B$0.5185.06
Patria Investments$381.73M1.90$73.40M$0.4524.24

Patria Investments has a net margin of 19.91% compared to Brookfield's net margin of 1.76%. Patria Investments' return on equity of 38.68% beat Brookfield's return on equity.

Company Net Margins Return on Equity Return on Assets
Brookfield1.76% 3.86% 1.20%
Patria Investments 19.91%38.68%15.84%

Summary

Brookfield beats Patria Investments on 11 of the 20 factors compared between the two stocks.

How does Patria Investments compare to Artisan Partners Asset Management?

Artisan Partners Asset Management (NYSE:APAM) and Patria Investments (NYSE:PAX) are both finance companies, but which is the better business? We will compare the two businesses based on the strength of their dividends, valuation, analyst recommendations, institutional ownership, media sentiment, profitability, risk and earnings.

Artisan Partners Asset Management pays an annual dividend of $3.08 per share and has a dividend yield of 8.4%. Patria Investments pays an annual dividend of $0.65 per share and has a dividend yield of 6.0%. Artisan Partners Asset Management pays out 78.0% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Patria Investments pays out 144.4% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Artisan Partners Asset Management is clearly the better dividend stock, given its higher yield and lower payout ratio.

86.5% of Artisan Partners Asset Management shares are owned by institutional investors. Comparatively, 96.3% of Patria Investments shares are owned by institutional investors. 11.3% of Artisan Partners Asset Management shares are owned by insiders. Comparatively, 58.1% of Patria Investments shares are owned by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company will outperform the market over the long term.

In the previous week, Artisan Partners Asset Management and Artisan Partners Asset Management both had 1 articles in the media. Patria Investments' average media sentiment score of 1.56 beat Artisan Partners Asset Management's score of 0.61 indicating that Patria Investments is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Artisan Partners Asset Management
0 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Patria Investments
1 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive

Artisan Partners Asset Management currently has a consensus price target of $39.00, indicating a potential upside of 6.48%. Patria Investments has a consensus price target of $17.00, indicating a potential upside of 55.82%. Given Patria Investments' higher probable upside, analysts plainly believe Patria Investments is more favorable than Artisan Partners Asset Management.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Artisan Partners Asset Management
1 Sell rating(s)
4 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
2.00
Patria Investments
1 Sell rating(s)
1 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
2.00

Artisan Partners Asset Management has a net margin of 23.49% compared to Patria Investments' net margin of 19.91%. Artisan Partners Asset Management's return on equity of 72.99% beat Patria Investments' return on equity.

Company Net Margins Return on Equity Return on Assets
Artisan Partners Asset Management23.49% 72.99% 21.39%
Patria Investments 19.91%38.68%15.84%

Artisan Partners Asset Management has a beta of 1.68, suggesting that its stock price is 68% more volatile than the broader market. Comparatively, Patria Investments has a beta of 0.74, suggesting that its stock price is 26% less volatile than the broader market.

Artisan Partners Asset Management has higher revenue and earnings than Patria Investments. Artisan Partners Asset Management is trading at a lower price-to-earnings ratio than Patria Investments, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Artisan Partners Asset Management$1.20B2.47$290.32M$3.959.27
Patria Investments$381.73M1.90$73.40M$0.4524.24

Summary

Artisan Partners Asset Management beats Patria Investments on 10 of the 15 factors compared between the two stocks.

How does Patria Investments compare to Blackstone Mortgage Trust?

Blackstone Mortgage Trust (NYSE:BXMT) and Patria Investments (NYSE:PAX) are both finance companies, but which is the better stock? We will contrast the two businesses based on the strength of their media sentiment, analyst recommendations, institutional ownership, profitability, valuation, risk, dividends and earnings.

Blackstone Mortgage Trust has a beta of 0.9, suggesting that its stock price is 10% less volatile than the broader market. Comparatively, Patria Investments has a beta of 0.74, suggesting that its stock price is 26% less volatile than the broader market.

Patria Investments has a net margin of 19.91% compared to Blackstone Mortgage Trust's net margin of 8.75%. Patria Investments' return on equity of 38.68% beat Blackstone Mortgage Trust's return on equity.

Company Net Margins Return on Equity Return on Assets
Blackstone Mortgage Trust8.75% 6.11% 1.08%
Patria Investments 19.91%38.68%15.84%

Blackstone Mortgage Trust pays an annual dividend of $1.88 per share and has a dividend yield of 11.2%. Patria Investments pays an annual dividend of $0.65 per share and has a dividend yield of 6.0%. Blackstone Mortgage Trust pays out 308.2% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Patria Investments pays out 144.4% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future.

Blackstone Mortgage Trust presently has a consensus target price of $21.00, indicating a potential upside of 24.84%. Patria Investments has a consensus target price of $17.00, indicating a potential upside of 55.82%. Given Patria Investments' higher probable upside, analysts clearly believe Patria Investments is more favorable than Blackstone Mortgage Trust.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Blackstone Mortgage Trust
1 Sell rating(s)
1 Hold rating(s)
4 Buy rating(s)
0 Strong Buy rating(s)
2.50
Patria Investments
1 Sell rating(s)
1 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
2.00

64.2% of Blackstone Mortgage Trust shares are held by institutional investors. Comparatively, 96.3% of Patria Investments shares are held by institutional investors. 1.2% of Blackstone Mortgage Trust shares are held by company insiders. Comparatively, 58.1% of Patria Investments shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company is poised for long-term growth.

In the previous week, Blackstone Mortgage Trust had 1 more articles in the media than Patria Investments. MarketBeat recorded 2 mentions for Blackstone Mortgage Trust and 1 mentions for Patria Investments. Patria Investments' average media sentiment score of 1.56 beat Blackstone Mortgage Trust's score of 1.45 indicating that Patria Investments is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Blackstone Mortgage Trust
2 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Patria Investments
1 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive

Blackstone Mortgage Trust has higher revenue and earnings than Patria Investments. Patria Investments is trading at a lower price-to-earnings ratio than Blackstone Mortgage Trust, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Blackstone Mortgage Trust$1.36B2.09$109.57M$0.6127.58
Patria Investments$381.73M1.90$73.40M$0.4524.24

Summary

Blackstone Mortgage Trust beats Patria Investments on 10 of the 18 factors compared between the two stocks.

How does Patria Investments compare to DigitalBridge Group?

DigitalBridge Group (NYSE:DBRG) and Patria Investments (NYSE:PAX) are both finance companies, but which is the superior business? We will contrast the two companies based on the strength of their dividends, analyst recommendations, institutional ownership, risk, media sentiment, profitability, earnings and valuation.

DigitalBridge Group has higher earnings, but lower revenue than Patria Investments. Patria Investments is trading at a lower price-to-earnings ratio than DigitalBridge Group, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
DigitalBridge Group$374.45M7.64$141.87M$0.4932.03
Patria Investments$381.73M1.90$73.40M$0.4524.24

DigitalBridge Group currently has a consensus price target of $16.00, indicating a potential upside of 1.94%. Patria Investments has a consensus price target of $17.00, indicating a potential upside of 55.82%. Given Patria Investments' higher possible upside, analysts clearly believe Patria Investments is more favorable than DigitalBridge Group.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
DigitalBridge Group
1 Sell rating(s)
7 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
2.00
Patria Investments
1 Sell rating(s)
1 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
2.00

Patria Investments has a net margin of 19.91% compared to DigitalBridge Group's net margin of 0.00%. Patria Investments' return on equity of 38.68% beat DigitalBridge Group's return on equity.

Company Net Margins Return on Equity Return on Assets
DigitalBridge GroupN/A 3.89% 1.86%
Patria Investments 19.91%38.68%15.84%

92.7% of DigitalBridge Group shares are owned by institutional investors. Comparatively, 96.3% of Patria Investments shares are owned by institutional investors. 3.4% of DigitalBridge Group shares are owned by company insiders. Comparatively, 58.1% of Patria Investments shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company will outperform the market over the long term.

DigitalBridge Group has a beta of 1.46, meaning that its stock price is 46% more volatile than the broader market. Comparatively, Patria Investments has a beta of 0.74, meaning that its stock price is 26% less volatile than the broader market.

DigitalBridge Group pays an annual dividend of $0.04 per share and has a dividend yield of 0.3%. Patria Investments pays an annual dividend of $0.65 per share and has a dividend yield of 6.0%. DigitalBridge Group pays out 8.2% of its earnings in the form of a dividend. Patria Investments pays out 144.4% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future.

In the previous week, DigitalBridge Group had 3 more articles in the media than Patria Investments. MarketBeat recorded 4 mentions for DigitalBridge Group and 1 mentions for Patria Investments. Patria Investments' average media sentiment score of 1.56 beat DigitalBridge Group's score of 0.98 indicating that Patria Investments is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
DigitalBridge Group
3 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Patria Investments
1 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive

Summary

Patria Investments beats DigitalBridge Group on 9 of the 16 factors compared between the two stocks.

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New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding PAX and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of NYSE and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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PAX vs. The Competition

MetricPatria InvestmentsInvestment advice IndustryFinance SectorNYSE Exchange
Market Cap$725.77M$959.04M$14.26B$23.46B
Dividend Yield5.88%252.48%5.70%4.02%
P/E Ratio21.826.2220.4831.08
Price / Sales1.901.9645.1719.77
Price / Cash3.165.0519.3418.64
Price / Book1.161.392.254.77
Net Income$73.40M$112.38M$1.13B$1.06B
7 Day Performance-1.45%-2.00%-0.32%-0.23%
1 Month Performance-5.54%4.54%0.66%-0.11%
1 Year Performance-18.64%20.91%11.82%16.46%

Patria Investments Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
PAX
Patria Investments
4.6515 of 5 stars
$10.91
-1.3%
$17.00
+55.8%
-20.1%$725.77M$381.73M21.82390
CG
Carlyle Group
4.5124 of 5 stars
$44.04
0.0%
$62.00
+40.8%
-24.4%$15.83B$4.78B30.112,500
BN
Brookfield
4.6556 of 5 stars
$43.98
+0.0%
$56.82
+29.2%
+3.1%$107.76B$75.10B86.20250,000
APAM
Artisan Partners Asset Management
2.753 of 5 stars
$36.12
-0.2%
$39.75
+10.1%
-21.8%$2.91B$1.20B9.14500
BXMT
Blackstone Mortgage Trust
4.8319 of 5 stars
$17.23
-1.3%
$21.00
+21.9%
-15.5%$2.91B$1.36B28.24N/A

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This page (NYSE:PAX) was last updated on 7/14/2026 by MarketBeat.com Staff.
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