Patria Investments (PAX) Competitors

$11.03 -0.18 (-1.61%)

As of 06/23/2026 04:00 PM Eastern

PAX vs. CG, BN, UNIT, INFQ, and APAM

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), Uniti Group (UNIT), Infleqtion (INFQ), and Artisan Partners Asset Management (APAM).

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 compare the two businesses based on the strength of their dividends, risk, media sentiment, valuation, earnings, analyst recommendations, institutional ownership and profitability.

Carlyle Group pays an annual dividend of $1.40 per share and has a dividend yield of 3.3%. Patria Investments pays an annual dividend of $0.65 per share and has a dividend yield of 5.9%. 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.

In the previous week, Carlyle Group had 3 more articles in the media than Patria Investments. MarketBeat recorded 3 mentions for Carlyle Group and 0 mentions for Patria Investments. Carlyle Group's average media sentiment score of 0.82 beat Patria Investments' score of 0.00 indicating that Carlyle Group is being referred to more favorably in the media.

Company	Overall Sentiment
Carlyle Group	Positive
Patria Investments	Neutral

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.

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Carlyle Group	$4.78B	3.23	$808.70M	$1.46	29.39
Patria Investments	$381.73M	1.92	$73.40M	$0.45	24.51

55.9% of Carlyle Group shares are owned by institutional investors. Comparatively, 96.3% of Patria Investments shares are owned by institutional investors. 25.4% of Carlyle 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 endowments, hedge funds and large money managers believe a company will outperform the market over the long term.

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

Carlyle Group presently has a consensus price target of $62.00, suggesting a potential upside of 44.49%. Patria Investments has a consensus price target of $17.00, suggesting a potential upside of 54.13%. Given Patria Investments' higher probable 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	2 Sell rating(s)	8 Hold rating(s)	7 Buy rating(s)	0 Strong Buy rating(s)	2.29
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 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 Group	13.46%	20.95%	5.28%
Patria Investments	19.91%	38.68%	15.84%

Summary

Carlyle Group beats Patria Investments on 12 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 superior investment? We will contrast the two companies based on the strength of their media sentiment, valuation, dividends, profitability, risk, earnings, analyst recommendations and institutional ownership.

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 presently has a consensus price target of $17.00, suggesting a potential upside of 54.13%. Brookfield has a consensus price target of $56.82, suggesting a potential upside of 29.43%. Given Patria Investments' higher possible upside, equities research analysts plainly 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

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.

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Patria Investments	$381.73M	1.92	$73.40M	$0.45	24.51
Brookfield	$75.74B	1.42	$1.31B	$0.51	86.08

Patria Investments pays an annual dividend of $0.65 per share and has a dividend yield of 5.9%. 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 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 Investments	19.91%	38.68%	15.84%
Brookfield	1.76%	3.86%	1.20%

In the previous week, Brookfield had 5 more articles in the media than Patria Investments. MarketBeat recorded 5 mentions for Brookfield and 0 mentions for Patria Investments. Brookfield's average media sentiment score of 0.15 beat Patria Investments' score of 0.00 indicating that Brookfield is being referred to more favorably in the news media.

Company	Overall Sentiment
Patria Investments	Neutral
Brookfield	Neutral

Patria Investments has a beta of 0.74, indicating that its share price is 26% less volatile than the broader market. Comparatively, Brookfield has a beta of 1.53, indicating that its share price is 53% more volatile than the broader market.

Summary

Brookfield beats Patria Investments on 12 of the 20 factors compared between the two stocks.

How does Patria Investments compare to Uniti Group?

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

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

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Patria Investments	$381.73M	1.92	$73.40M	$0.45	24.51
Uniti Group	$2.23B	1.25	$1.30B	$3.35	3.44

Patria Investments has a beta of 0.74, indicating that its stock price is 26% less volatile than the broader market. Comparatively, Uniti Group has a beta of 1.4, indicating that its stock price is 40% more volatile than the broader market.

Patria Investments presently has a consensus target price of $17.00, indicating a potential upside of 54.13%. Uniti Group has a consensus target price of $10.92, indicating a potential downside of 5.15%. Given Patria Investments' higher probable upside, analysts plainly believe Patria Investments is more favorable than Uniti 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
Uniti Group	0 Sell rating(s)	7 Hold rating(s)	1 Buy rating(s)	1 Strong Buy rating(s)	2.33

Uniti Group has a net margin of 39.61% compared to Patria Investments' net margin of 19.91%. Patria Investments' return on equity of 38.68% beat Uniti Group's return on equity.

Company	Net Margins	Return on Equity	Return on Assets
Patria Investments	19.91%	38.68%	15.84%
Uniti Group	39.61%	-2.52%	-3.44%

In the previous week, Uniti Group had 1 more articles in the media than Patria Investments. MarketBeat recorded 1 mentions for Uniti Group and 0 mentions for Patria Investments. Patria Investments' average media sentiment score of 0.00 equaled Uniti Group'saverage media sentiment score.

Company	Overall Sentiment
Patria Investments	Neutral
Uniti Group	Neutral

96.3% of Patria Investments shares are owned by institutional investors. Comparatively, 87.5% of Uniti Group shares are owned by institutional investors. 58.1% of Patria Investments shares are owned by company insiders. Comparatively, 2.7% of Uniti Group shares are owned by company 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.

Summary

Uniti Group beats Patria Investments on 8 of the 15 factors compared between the two stocks.

How does Patria Investments compare to Infleqtion?

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

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

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

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Infleqtion	N/A	N/A	-$66.93M	-$0.09	N/A
Patria Investments	$381.73M	1.92	$73.40M	$0.45	24.51

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

Company	Net Margins	Return on Equity	Return on Assets
Infleqtion	N/A	-60.34%	-15.09%
Patria Investments	19.91%	38.68%	15.84%

In the previous week, Infleqtion had 17 more articles in the media than Patria Investments. MarketBeat recorded 17 mentions for Infleqtion and 0 mentions for Patria Investments. Infleqtion's average media sentiment score of 0.31 beat Patria Investments' score of 0.00 indicating that Infleqtion is being referred to more favorably in the media.

Company	Overall Sentiment
Infleqtion	Neutral
Patria Investments	Neutral

Infleqtion currently has a consensus price target of $21.00, indicating a potential upside of 31.58%. Patria Investments has a consensus price target of $17.00, indicating a potential upside of 54.13%. Given Patria Investments' higher possible upside, analysts plainly believe Patria Investments is more favorable than Infleqtion.

Company	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Infleqtion	1 Sell rating(s)	0 Hold rating(s)	3 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

Summary

Patria Investments beats Infleqtion on 10 of the 14 factors compared between the two stocks.

How does Patria Investments compare to Artisan Partners Asset Management?

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

Patria Investments has a beta of 0.74, indicating that its share price is 26% less volatile than the broader market. Comparatively, Artisan Partners Asset Management has a beta of 1.67, indicating that its share price is 67% more volatile than the broader market.

In the previous week, Artisan Partners Asset Management had 1 more articles in the media than Patria Investments. MarketBeat recorded 1 mentions for Artisan Partners Asset Management and 0 mentions for Patria Investments. Artisan Partners Asset Management's average media sentiment score of 1.88 beat Patria Investments' score of 0.00 indicating that Artisan Partners Asset Management is being referred to more favorably in the news media.

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

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
Patria Investments	19.91%	38.68%	15.84%
Artisan Partners Asset Management	23.49%	72.99%	21.39%

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.

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Patria Investments	$381.73M	1.92	$73.40M	$0.45	24.51
Artisan Partners Asset Management	$1.20B	2.39	$290.32M	$3.95	8.97

Patria Investments pays an annual dividend of $0.65 per share and has a dividend yield of 5.9%. Artisan Partners Asset Management pays an annual dividend of $3.08 per share and has a dividend yield of 8.7%. 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 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. Artisan Partners Asset Management is clearly the better dividend stock, given its higher yield and lower payout ratio.

Patria Investments currently has a consensus target price of $17.00, indicating a potential upside of 54.13%. Artisan Partners Asset Management has a consensus target price of $39.75, indicating a potential upside of 12.16%. Given Patria Investments' higher probable upside, equities analysts clearly believe Patria Investments is more favorable than Artisan Partners Asset Management.

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
Artisan Partners Asset Management	1 Sell rating(s)	4 Hold rating(s)	1 Buy rating(s)	0 Strong Buy rating(s)	2.00

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

Summary

Artisan Partners Asset Management beats Patria Investments on 12 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.

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.

PAX vs. The Competition

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Metric	Patria Investments	Investment advice Industry	Finance Sector	NYSE Exchange
Market Cap	$733.75M	$936.88M	$13.98B	$23.25B
Dividend Yield	5.72%	252.61%	5.76%	4.07%
P/E Ratio	22.06	6.09	20.23	31.08
Price / Sales	1.92	1.92	143.83	16.29
Price / Cash	3.16	5.05	19.52	24.45
Price / Book	1.17	1.35	2.25	4.64
Net Income	$73.40M	$112.38M	$1.14B	$1.07B
7 Day Performance	-4.50%	-1.87%	0.59%	0.15%
1 Month Performance	0.09%	1.07%	1.13%	0.18%
1 Year Performance	-20.01%	8.17%	14.61%	23.21%

Patria Investments Competitors List

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Company	MarketRank	Share Price	Analysts' Price Target	1Y Price Performance	Market Cap	Revenue	P/E Ratio	Employee Count	Indicator(s)
PAX Patria Investments	4.3924 of 5 stars	$11.03 -1.6%	$17.00 +54.1%	-19.4%	$733.75M	$381.73M	22.06	390
CG Carlyle Group	4.7091 of 5 stars	$47.07 +1.8%	$62.00 +31.7%	-9.1%	$16.94B	$4.78B	32.22	2,500	Gap Up
BN Brookfield	4.526 of 5 stars	$45.94 +0.6%	$56.82 +23.7%	+10.4%	$112.62B	$75.10B	90.10	250,000
UNIT Uniti Group	1.1473 of 5 stars	$12.37 -1.9%	$10.92 -11.7%	+174.7%	$3.00B	$2.23B	3.69	8,632
INFQ Infleqtion	3.6999 of 5 stars	$13.68 -7.7%	$21.00 +53.5%	N/A	$2.99B	N/A	N/A	2	Trending News Options Volume Gap Up

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This page (NYSE:PAX) was last updated on 6/24/2026 by MarketBeat.com Staff.

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Patria Investments (PAX) Competitors

PAX vs. CG, BN, UNIT, INFQ, and APAM

How does Patria Investments compare to Carlyle Group?

Summary

How does Patria Investments compare to Brookfield?

Summary

How does Patria Investments compare to Uniti Group?

Summary

How does Patria Investments compare to Infleqtion?

Summary

How does Patria Investments compare to Artisan Partners Asset Management?

Summary

New MarketBeat Followers Over Time

Media Sentiment Over Time

PAX vs. The Competition

Patria Investments Competitors List

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Patria Investments (PAX) Competitors

PAX vs. CG, BN, UNIT, INFQ, and APAM

How does Patria Investments compare to Carlyle Group?

Is CG or PAX a better dividend stock?

Does the media prefer CG or PAX?

Which has stronger earnings & valuation, CG or PAX?

Do institutionals & insiders have more ownership in CG or PAX?

Which has more volatility & risk, CG or PAX?

Do analysts recommend CG or PAX?

Is CG or PAX more profitable?

Summary

How does Patria Investments compare to Brookfield?

Do institutionals & insiders hold more shares of PAX or BN?

Do analysts recommend PAX or BN?

Which has stronger valuation and earnings, PAX or BN?

Is PAX or BN a better dividend stock?

Is PAX or BN more profitable?

Does the media refer more to PAX or BN?

Which has more volatility and risk, PAX or BN?

Summary

How does Patria Investments compare to Uniti Group?

Which has better valuation & earnings, PAX or UNIT?

Which has more risk & volatility, PAX or UNIT?

Do analysts recommend PAX or UNIT?

Is PAX or UNIT more profitable?

Does the media favor PAX or UNIT?

Do institutionals and insiders believe in PAX or UNIT?

Summary

How does Patria Investments compare to Infleqtion?

Do insiders and institutionals have more ownership in INFQ or PAX?

Which has preferable earnings & valuation, INFQ or PAX?

Is INFQ or PAX more profitable?

Does the media favor INFQ or PAX?

Do analysts prefer INFQ or PAX?

Summary

How does Patria Investments compare to Artisan Partners Asset Management?

Which has more risk and volatility, PAX or APAM?

Does the media prefer PAX or APAM?

Is PAX or APAM more profitable?

Which has better earnings and valuation, PAX or APAM?

Is PAX or APAM a better dividend stock?

Do analysts rate PAX or APAM?

Do institutionals and insiders believe in PAX or APAM?

Summary

New MarketBeat Followers Over Time

Media Sentiment Over Time

PAX vs. The Competition

Patria Investments Competitors List

Related Companies and Tools

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools