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Patria Investments (PAX) Competitors

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$11.17 -0.45 (-3.87%)
Closing price 04:00 PM Eastern
Extended Trading
$11.35 +0.18 (+1.60%)
As of 06:20 PM Eastern
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PAX vs. CG, BN, BXMT, APAM, and WT

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), Blackstone Mortgage Trust (BXMT), Artisan Partners Asset Management (APAM), and WisdomTree (WT). These companies are all part of the "finance" sector.

How does Patria Investments compare to Carlyle Group?

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

Patria Investments pays an annual dividend of $0.65 per share and has a dividend yield of 5.8%. Carlyle Group pays an annual dividend of $1.40 per share and has a dividend yield of 3.3%. 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 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. 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
Patria Investments$381.73M1.95$73.40M$0.4524.82
Carlyle Group$4.78B3.18$808.70M$1.4628.96

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
Patria Investments19.91% 38.68% 15.84%
Carlyle Group 13.46%20.95%5.28%

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

In the previous week, Carlyle Group had 8 more articles in the media than Patria Investments. MarketBeat recorded 15 mentions for Carlyle Group and 7 mentions for Patria Investments. Patria Investments' average media sentiment score of 1.71 beat Carlyle Group's score of 1.02 indicating that Patria Investments is being referred to more favorably in the media.

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

Patria Investments has a beta of 0.77, meaning that its stock price is 23% less volatile than the broader market. Comparatively, Carlyle Group has a beta of 1.84, meaning that its stock price is 84% more volatile than the broader market.

Patria Investments presently has a consensus price target of $17.00, indicating a potential upside of 52.19%. Carlyle Group has a consensus price target of $62.00, indicating a potential upside of 46.62%. Given Patria Investments' higher probable upside, analysts plainly believe Patria Investments is more favorable than Carlyle Group.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Patria Investments
1 Sell rating(s)
1 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
2.00
Carlyle Group
1 Sell rating(s)
9 Hold rating(s)
7 Buy rating(s)
0 Strong Buy rating(s)
2.35

Summary

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

How does Patria Investments compare to Brookfield?

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

Patria Investments has a beta of 0.77, meaning that its stock price is 23% less volatile than the broader market. Comparatively, Brookfield has a beta of 1.53, meaning that its stock price is 53% more volatile than the broader market.

In the previous week, Patria Investments had 2 more articles in the media than Brookfield. MarketBeat recorded 7 mentions for Patria Investments and 5 mentions for Brookfield. Patria Investments' average media sentiment score of 1.71 beat Brookfield's score of 0.93 indicating that Patria Investments is being referred to more favorably in the media.

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

Patria Investments pays an annual dividend of $0.65 per share and has a dividend yield of 5.8%. Brookfield pays an annual dividend of $0.28 per share and has a dividend yield of 0.6%. 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 pays out 54.9% of its earnings in the form of a dividend. Brookfield has raised its dividend for 2 consecutive years.

Patria Investments currently has a consensus target price of $17.00, indicating a potential upside of 52.19%. Brookfield has a consensus target price of $56.82, indicating a potential upside of 29.50%. Given Patria Investments' higher probable upside, analysts clearly believe Patria Investments is more favorable than Brookfield.

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

96.3% of Patria Investments shares are held by institutional investors. Comparatively, 61.6% of Brookfield shares are held by institutional investors. 58.1% of Patria Investments shares are held by insiders. Comparatively, 11.0% of Brookfield shares are held by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock is poised for long-term growth.

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
Patria Investments19.91% 38.68% 15.84%
Brookfield 1.76%3.86%1.20%

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
Patria Investments$381.73M1.95$73.40M$0.4524.82
Brookfield$75.10B1.43$1.31B$0.5186.03

Summary

Patria Investments and Brookfield tied by winning 10 of the 20 factors compared between the two stocks.

How does Patria Investments compare to Blackstone Mortgage Trust?

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

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
Patria Investments19.91% 38.68% 15.84%
Blackstone Mortgage Trust 8.75%6.11%1.08%

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

Patria Investments pays an annual dividend of $0.65 per share and has a dividend yield of 5.8%. Blackstone Mortgage Trust pays an annual dividend of $1.88 per share and has a dividend yield of 10.4%. 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 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 has a beta of 0.77, meaning that its share price is 23% less volatile than the broader market. Comparatively, Blackstone Mortgage Trust has a beta of 0.89, meaning that its share price is 11% less volatile than the broader market.

In the previous week, Patria Investments had 5 more articles in the media than Blackstone Mortgage Trust. MarketBeat recorded 7 mentions for Patria Investments and 2 mentions for Blackstone Mortgage Trust. Patria Investments' average media sentiment score of 1.71 beat Blackstone Mortgage Trust's score of 1.22 indicating that Patria Investments is being referred to more favorably in the media.

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

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
Patria Investments$381.73M1.95$73.40M$0.4524.82
Blackstone Mortgage Trust$1.36B2.24$109.57M$0.6129.58

Patria Investments currently has a consensus target price of $17.00, suggesting a potential upside of 52.19%. Blackstone Mortgage Trust has a consensus target price of $21.38, suggesting a potential upside of 18.47%. Given Patria Investments' higher probable upside, equities analysts clearly believe Patria Investments is more favorable than Blackstone Mortgage Trust.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Patria Investments
1 Sell rating(s)
1 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
2.00
Blackstone Mortgage Trust
0 Sell rating(s)
2 Hold rating(s)
4 Buy rating(s)
0 Strong Buy rating(s)
2.67

Summary

Patria Investments and Blackstone Mortgage Trust tied by winning 9 of the 18 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 superior stock? We will compare the two businesses based on the strength of their profitability, institutional ownership, earnings, risk, dividends, valuation, analyst recommendations and media sentiment.

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 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 5.8%. 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.

Artisan Partners Asset Management has a beta of 1.67, suggesting that its share price is 67% more volatile than the broader market. Comparatively, Patria Investments has a beta of 0.77, suggesting that its share price is 23% less volatile than the broader market.

In the previous week, Patria Investments had 7 more articles in the media than Artisan Partners Asset Management. MarketBeat recorded 7 mentions for Patria Investments and 0 mentions for Artisan Partners Asset Management. Artisan Partners Asset Management's average media sentiment score of 1.90 beat Patria Investments' score of 1.71 indicating that Artisan Partners Asset Management is being referred to more favorably in the media.

Company Overall Sentiment
Artisan Partners Asset Management Very Positive
Patria Investments Very Positive

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 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 is poised for long-term growth.

Artisan Partners Asset Management currently has a consensus price target of $39.25, suggesting a potential upside of 7.45%. Patria Investments has a consensus price target of $17.00, suggesting a potential upside of 52.19%. 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 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$1.20B2.46$290.32M$3.959.25
Patria Investments$381.73M1.95$73.40M$0.4524.82

Summary

Artisan Partners Asset Management beats Patria Investments on 11 of the 16 factors compared between the two stocks.

How does Patria Investments compare to WisdomTree?

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

Patria Investments pays an annual dividend of $0.65 per share and has a dividend yield of 5.8%. WisdomTree pays an annual dividend of $0.12 per share and has a dividend yield of 0.6%. 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. WisdomTree pays out 29.3% of its earnings in the form of a dividend.

In the previous week, WisdomTree had 6 more articles in the media than Patria Investments. MarketBeat recorded 13 mentions for WisdomTree and 7 mentions for Patria Investments. Patria Investments' average media sentiment score of 1.71 beat WisdomTree's score of 1.38 indicating that Patria Investments is being referred to more favorably in the media.

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

Patria Investments has a beta of 0.77, meaning that its share price is 23% less volatile than the broader market. Comparatively, WisdomTree has a beta of 1.15, meaning that its share price is 15% more volatile than the broader market.

Patria Investments currently has a consensus target price of $17.00, suggesting a potential upside of 52.19%. WisdomTree has a consensus target price of $18.80, suggesting a potential upside of 0.90%. Given Patria Investments' higher possible upside, equities research analysts plainly believe Patria Investments is more favorable than WisdomTree.

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

96.3% of Patria Investments shares are owned by institutional investors. Comparatively, 78.6% of WisdomTree shares are owned by institutional investors. 58.1% of Patria Investments shares are owned by company insiders. Comparatively, 10.1% of WisdomTree shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company is poised for long-term growth.

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Patria Investments$381.73M1.95$73.40M$0.4524.82
WisdomTree$493.75M5.77$109.13M$0.4145.44

Patria Investments has a net margin of 19.91% compared to WisdomTree's net margin of 11.26%. Patria Investments' return on equity of 38.68% beat WisdomTree's return on equity.

Company Net Margins Return on Equity Return on Assets
Patria Investments19.91% 38.68% 15.84%
WisdomTree 11.26%33.31%9.79%

Summary

Patria Investments and WisdomTree tied by winning 9 of the 18 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$743.06M$936.75M$13.57B$23.28B
Dividend Yield5.69%252.59%5.76%4.06%
P/E Ratio22.346.1419.7031.00
Price / Sales1.951.93141.2423.82
Price / Cash3.165.0519.8724.93
Price / Book1.181.352.174.67
Net Income$73.40M$112.38M$1.13B$1.07B
7 Day Performance-2.70%-3.13%-0.69%-0.67%
1 Month Performance-11.98%-3.49%-0.44%0.22%
1 Year Performance-12.25%-3.27%11.16%25.44%

Patria Investments Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
PAX
Patria Investments
4.8218 of 5 stars
$11.17
-3.9%
$17.00
+52.2%
-9.0%$743.06M$381.73M22.34390
CG
Carlyle Group
4.6349 of 5 stars
$44.82
-1.4%
$62.00
+38.3%
-1.3%$16.35B$4.78B30.892,500
BN
Brookfield
4.9754 of 5 stars
$45.60
+0.0%
$56.82
+24.6%
+18.4%$111.73B$75.10B89.14250,000
BXMT
Blackstone Mortgage Trust
4.601 of 5 stars
$18.47
+1.0%
$21.38
+15.7%
-1.4%$3.08B$1.36B30.39N/A
APAM
Artisan Partners Asset Management
3.8852 of 5 stars
$37.50
+0.2%
$39.25
+4.7%
-6.7%$3.02B$1.20B9.49500

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This page (NYSE:PAX) was last updated on 6/3/2026 by MarketBeat.com Staff.
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