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Patria Investments (PAX) Competitors

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$10.62 -0.13 (-1.21%)
Closing price 09/11/2026 04:00 PM Eastern
Extended Trading
$10.68 +0.07 (+0.61%)
As of 09/11/2026 07:30 PM Eastern
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PAX vs. CG, BN, DBRG, GCMG, and TSLX

Should you buy Patria Investments stock or one of its competitors? Patria Investments's main competitors and comparable companies include Carlyle Group (CG), Brookfield (BN), DigitalBridge Group (DBRG), GCM Grosvenor (GCMG), and Sixth Street Specialty Lending (TSLX). Companies are selected based on similarities in market, industry, and size. These companies are all part of the "asset management & custody banks" industry.

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 better stock? We will contrast the two businesses based on the strength of their media sentiment, valuation, dividends, institutional ownership, profitability, analyst recommendations, earnings and risk.

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 6.1%. Carlyle Group pays out 145.8% 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 147.7% 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 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 0.76, meaning that its share price is 24% less volatile than the broader market.

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$2.78B5.43$808.70M$0.9644.10
Patria Investments$399.23M1.77$73.40M$0.4424.14

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 stock 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 10.08%. 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 Group10.08% 22.52% 5.62%
Patria Investments 19.91%38.68%15.84%

In the previous week, Carlyle Group and Carlyle Group both had 10 articles in the media. Carlyle Group's average media sentiment score of 0.99 beat Patria Investments' score of 0.23 indicating that Carlyle Group is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Carlyle Group
6 Very Positive mention(s)
0 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Patria Investments
2 Very Positive mention(s)
2 Positive mention(s)
2 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Neutral

Carlyle Group currently has a consensus price target of $59.31, suggesting a potential upside of 40.07%. Patria Investments has a consensus price target of $12.75, suggesting a potential upside of 20.06%. Given Carlyle Group's stronger consensus rating and higher probable upside, equities analysts plainly believe Carlyle Group is more favorable than Patria Investments.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Carlyle Group
1 Sell rating(s)
7 Hold rating(s)
7 Buy rating(s)
0 Strong Buy rating(s)
2.40
Patria Investments
2 Sell rating(s)
2 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
1.80

Summary

Carlyle Group beats Patria Investments on 12 of the 18 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 business? We will contrast the two companies based on the strength of their analyst recommendations, earnings, risk, valuation, profitability, media sentiment, institutional ownership and dividends.

Brookfield currently has a consensus price target of $57.40, indicating a potential upside of 50.27%. Patria Investments has a consensus price target of $12.75, indicating a potential upside of 20.06%. Given Brookfield's stronger consensus rating and higher probable upside, analysts plainly believe Brookfield is more favorable than Patria Investments.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Brookfield
0 Sell rating(s)
2 Hold rating(s)
10 Buy rating(s)
1 Strong Buy rating(s)
2.92
Patria Investments
2 Sell rating(s)
2 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
1.80

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$75.10B1.25$1.31B$0.5569.45
Patria Investments$399.23M1.77$73.40M$0.4424.14

Brookfield pays an annual dividend of $0.28 per share and has a dividend yield of 0.7%. Patria Investments pays an annual dividend of $0.65 per share and has a dividend yield of 6.1%. Brookfield pays out 50.9% of its earnings in the form of a dividend. Patria Investments pays out 147.7% 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.

Brookfield has a beta of 1.53, suggesting that its share price is 53% more volatile than the broader market. Comparatively, Patria Investments has a beta of 0.76, suggesting that its share price is 24% less volatile than the broader market.

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 endowments, hedge funds and large money managers believe a stock will outperform the market over the long term.

In the previous week, Patria Investments had 5 more articles in the media than Brookfield. MarketBeat recorded 10 mentions for Patria Investments and 5 mentions for Brookfield. Brookfield's average media sentiment score of 0.95 beat Patria Investments' score of 0.23 indicating that Brookfield is being referred to more favorably in the media.

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

Patria Investments has a net margin of 19.91% compared to Brookfield's net margin of 1.85%. Patria Investments' return on equity of 38.68% beat Brookfield's return on equity.

Company Net Margins Return on Equity Return on Assets
Brookfield1.85% 3.93% 1.22%
Patria Investments 19.91%38.68%15.84%

Summary

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

How does Patria Investments compare to DigitalBridge Group?

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

In the previous week, Patria Investments had 9 more articles in the media than DigitalBridge Group. MarketBeat recorded 10 mentions for Patria Investments and 1 mentions for DigitalBridge Group. DigitalBridge Group's average media sentiment score of 0.30 beat Patria Investments' score of 0.23 indicating that DigitalBridge Group is being referred to more favorably in the news media.

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

Patria Investments currently has a consensus price target of $12.75, indicating a potential upside of 20.06%. DigitalBridge Group has a consensus price target of $16.00, indicating a potential upside of 0.60%. Given Patria Investments' higher probable upside, analysts plainly believe Patria Investments is more favorable than DigitalBridge Group.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Patria Investments
2 Sell rating(s)
2 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
1.80
DigitalBridge Group
1 Sell rating(s)
7 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
2.00

DigitalBridge Group has lower revenue, but higher earnings than Patria Investments. DigitalBridge 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.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Patria Investments$399.23M1.77$73.40M$0.4424.14
DigitalBridge Group$374.45M7.96$141.87M$1.5410.33

96.3% of Patria Investments shares are held by institutional investors. Comparatively, 92.7% of DigitalBridge Group shares are held by institutional investors. 58.1% of Patria Investments shares are held by insiders. Comparatively, 3.4% of DigitalBridge Group shares are held by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company is poised for long-term growth.

DigitalBridge Group has a net margin of 49.79% compared to Patria Investments' net margin of 19.91%. Patria Investments' return on equity of 38.68% beat DigitalBridge Group's return on equity.

Company Net Margins Return on Equity Return on Assets
Patria Investments19.91% 38.68% 15.84%
DigitalBridge Group 49.79%6.31%3.03%

Patria Investments has a beta of 0.76, suggesting that its stock price is 24% less volatile than the broader market. Comparatively, DigitalBridge Group has a beta of 1.47, suggesting that its stock price is 47% more volatile than the broader market.

Patria Investments pays an annual dividend of $0.65 per share and has a dividend yield of 6.1%. DigitalBridge Group pays an annual dividend of $0.04 per share and has a dividend yield of 0.3%. Patria Investments pays out 147.7% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. DigitalBridge Group pays out 2.6% of its earnings in the form of a dividend.

Summary

Patria Investments beats DigitalBridge Group on 9 of the 17 factors compared between the two stocks.

How does Patria Investments compare to GCM Grosvenor?

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

Patria Investments presently has a consensus target price of $12.75, indicating a potential upside of 20.06%. GCM Grosvenor has a consensus target price of $15.00, indicating a potential upside of 16.82%. Given Patria Investments' higher probable upside, research analysts plainly believe Patria Investments is more favorable than GCM Grosvenor.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Patria Investments
2 Sell rating(s)
2 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
1.80
GCM Grosvenor
0 Sell rating(s)
1 Hold rating(s)
4 Buy rating(s)
0 Strong Buy rating(s)
2.80

Patria Investments has a net margin of 19.91% compared to GCM Grosvenor's net margin of 7.79%. GCM Grosvenor's return on equity of 142.74% beat Patria Investments' return on equity.

Company Net Margins Return on Equity Return on Assets
Patria Investments19.91% 38.68% 15.84%
GCM Grosvenor 7.79%142.74%18.73%

Patria Investments pays an annual dividend of $0.65 per share and has a dividend yield of 6.1%. GCM Grosvenor pays an annual dividend of $0.48 per share and has a dividend yield of 3.7%. Patria Investments pays out 147.7% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. GCM Grosvenor pays out 92.3% 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 higher earnings, but lower revenue than GCM Grosvenor. Patria Investments is trading at a lower price-to-earnings ratio than GCM Grosvenor, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Patria Investments$399.23M1.77$73.40M$0.4424.14
GCM Grosvenor$557.57M4.67$45.37M$0.5224.69

96.3% of Patria Investments shares are owned by institutional investors. Comparatively, 100.0% of GCM Grosvenor shares are owned by institutional investors. 58.1% of Patria Investments shares are owned by company insiders. Comparatively, 70.7% of GCM Grosvenor shares are owned by company 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.

In the previous week, Patria Investments had 7 more articles in the media than GCM Grosvenor. MarketBeat recorded 10 mentions for Patria Investments and 3 mentions for GCM Grosvenor. GCM Grosvenor's average media sentiment score of 1.13 beat Patria Investments' score of 0.23 indicating that GCM Grosvenor is being referred to more favorably in the news media.

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

Patria Investments has a beta of 0.76, suggesting that its stock price is 24% less volatile than the broader market. Comparatively, GCM Grosvenor has a beta of 0.83, suggesting that its stock price is 17% less volatile than the broader market.

Summary

GCM Grosvenor beats Patria Investments on 13 of the 18 factors compared between the two stocks.

How does Patria Investments compare to Sixth Street Specialty Lending?

Sixth Street Specialty Lending (NYSE:TSLX) and Patria Investments (NYSE:PAX) are both small-cap finance companies, but which is the superior business? We will contrast the two companies based on the strength of their analyst recommendations, risk, profitability, earnings, institutional ownership, valuation, media sentiment and dividends.

Sixth Street Specialty Lending pays an annual dividend of $1.68 per share and has a dividend yield of 9.4%. Patria Investments pays an annual dividend of $0.65 per share and has a dividend yield of 6.1%. Sixth Street Specialty Lending pays out 176.8% 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 147.7% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future.

Sixth Street Specialty Lending has a net margin of 21.79% compared to Patria Investments' net margin of 19.91%. Patria Investments' return on equity of 38.68% beat Sixth Street Specialty Lending's return on equity.

Company Net Margins Return on Equity Return on Assets
Sixth Street Specialty Lending21.79% 11.33% 5.16%
Patria Investments 19.91%38.68%15.84%

Sixth Street Specialty Lending currently has a consensus target price of $19.83, suggesting a potential upside of 10.99%. Patria Investments has a consensus target price of $12.75, suggesting a potential upside of 20.06%. Given Patria Investments' higher probable upside, analysts clearly believe Patria Investments is more favorable than Sixth Street Specialty Lending.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Sixth Street Specialty Lending
0 Sell rating(s)
3 Hold rating(s)
5 Buy rating(s)
0 Strong Buy rating(s)
2.63
Patria Investments
2 Sell rating(s)
2 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
1.80

Sixth Street Specialty Lending has higher revenue and earnings than Patria Investments. Sixth Street Specialty Lending 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
Sixth Street Specialty Lending$449.05M3.78$209.99M$0.9518.81
Patria Investments$399.23M1.77$73.40M$0.4424.14

In the previous week, Patria Investments had 9 more articles in the media than Sixth Street Specialty Lending. MarketBeat recorded 10 mentions for Patria Investments and 1 mentions for Sixth Street Specialty Lending. Sixth Street Specialty Lending's average media sentiment score of 1.69 beat Patria Investments' score of 0.23 indicating that Sixth Street Specialty Lending is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Sixth Street Specialty Lending
1 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive
Patria Investments
2 Very Positive mention(s)
2 Positive mention(s)
2 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Neutral

70.3% of Sixth Street Specialty Lending shares are owned by institutional investors. Comparatively, 96.3% of Patria Investments shares are owned by institutional investors. 3.8% of Sixth Street Specialty Lending shares are owned by insiders. Comparatively, 58.1% of Patria Investments shares are owned 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.

Sixth Street Specialty Lending has a beta of 0.61, indicating that its stock price is 39% less volatile than the broader market. Comparatively, Patria Investments has a beta of 0.76, indicating that its stock price is 24% less volatile than the broader market.

Summary

Sixth Street Specialty Lending and Patria Investments 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 InvestmentsCapital Markets IndustryFinance SectorNYSE Exchange
Market Cap$706.47M$5.51B$13.79B$23.39B
Dividend Yield6.01%7.48%5.94%3.56%
P/E Ratio21.2430.5425.6728.71
Price / Sales1.771,199.94503.9221.10
Price / Cash3.1647.9240.4534.17
Price / Book1.133.532.754.74
Net Income$73.40M$418.04M$1.32B$1.07B
7 Day Performance-4.67%-1.39%-1.17%-2.00%
1 Month Performance-4.41%-1.45%0.25%-2.69%
1 Year Performance-26.61%4.83%9.27%10.45%

Patria Investments Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
PAX
Patria Investments
4.3313 of 5 stars
$10.62
-1.2%
$12.75
+20.1%
-26.6%$706.47M$399.23M21.24390
CG
Carlyle Group
4.8215 of 5 stars
$46.52
-0.9%
$59.31
+27.5%
-36.4%$16.56B$4.78B48.422,500
BN
Brookfield
4.8711 of 5 stars
$39.59
-1.8%
$57.40
+45.0%
-15.5%$97.05B$75.10B71.97250,000
DBRG
DigitalBridge Group
1.3895 of 5 stars
$15.93
0.0%
$16.00
+0.5%
+31.7%$2.99B$374.45M10.34300
GCMG
GCM Grosvenor
4.7329 of 5 stars
$13.22
-0.4%
$15.00
+13.5%
-0.3%$2.68B$557.57M25.40530

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This page (NYSE:PAX) was last updated on 9/13/2026 by MarketBeat.com Staff.
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