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Patria Investments (PAX) Competitors

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$11.46 +0.15 (+1.33%)
As of 08/21/2026 04:00 PM Eastern

PAX vs. CG, BN, SII, DBRG, and GCMG

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), Sprott (SII), DigitalBridge Group (DBRG), and GCM Grosvenor (GCMG). 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 business? We will contrast the two companies based on the strength of their dividends, risk, valuation, earnings, institutional ownership, analyst recommendations, profitability and media sentiment.

Carlyle Group pays an annual dividend of $1.40 per share and has a dividend yield of 2.8%. Patria Investments pays an annual dividend of $0.65 per share and has a dividend yield of 5.7%. 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 raised its dividend for 4 consecutive years.

Carlyle Group has a beta of 1.82, indicating that its stock price is 82% more 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.

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$4.78B3.68$808.70M$0.9651.43
Patria Investments$399.23M1.91$73.40M$0.4426.05

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 company insiders. Comparatively, 58.1% of Patria Investments shares are held 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, Carlyle Group had 11 more articles in the media than Patria Investments. MarketBeat recorded 12 mentions for Carlyle Group and 1 mentions for Patria Investments. Carlyle Group's average media sentiment score of 1.34 beat Patria Investments' score of 1.21 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
10 Very Positive mention(s)
0 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Patria Investments
0 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 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%

Carlyle Group currently has a consensus target price of $59.31, suggesting a potential upside of 20.13%. Patria Investments has a consensus target price of $17.00, suggesting a potential upside of 48.34%. 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)
7 Hold rating(s)
7 Buy rating(s)
0 Strong Buy rating(s)
2.40
Patria Investments
0 Sell rating(s)
2 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
2.33

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

Patria Investments presently has a consensus price target of $17.00, indicating a potential upside of 48.34%. Brookfield has a consensus price target of $56.91, indicating a potential upside of 36.37%. Given Patria Investments' higher probable 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
0 Sell rating(s)
2 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
2.33
Brookfield
0 Sell rating(s)
2 Hold rating(s)
10 Buy rating(s)
2 Strong Buy rating(s)
3.00

Patria Investments has a beta of 0.76, suggesting that its share price is 24% less volatile than the broader market. Comparatively, Brookfield has a beta of 1.54, suggesting that its share price is 54% more volatile than the broader market.

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$399.23M1.91$73.40M$0.4426.05
Brookfield$75.10B1.36$1.31B$0.5575.87

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

In the previous week, Brookfield had 12 more articles in the media than Patria Investments. MarketBeat recorded 13 mentions for Brookfield and 1 mentions for Patria Investments. Patria Investments' average media sentiment score of 1.21 beat Brookfield's score of 0.95 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
0 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Brookfield
6 Very Positive mention(s)
1 Positive mention(s)
6 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 5.7%. Brookfield pays an annual dividend of $0.28 per share and has a dividend yield of 0.7%. 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. Brookfield pays out 50.9% 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 1.85%. 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 1.85%3.93%1.22%

Summary

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

How does Patria Investments compare to Sprott?

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

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Patria Investments$399.23M1.91$73.40M$0.4426.05
Sprott$285.08M11.98$67.35M$4.0832.54

Patria Investments currently has a consensus price target of $17.00, indicating a potential upside of 48.34%. Sprott has a consensus price target of $230.00, indicating a potential upside of 73.23%. Given Sprott's stronger consensus rating and higher possible upside, analysts plainly believe Sprott is more favorable than Patria Investments.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Patria Investments
0 Sell rating(s)
2 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
2.33
Sprott
0 Sell rating(s)
1 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
2.67

Patria Investments pays an annual dividend of $0.65 per share and has a dividend yield of 5.7%. Sprott pays an annual dividend of $1.60 per share and has a dividend yield of 1.2%. 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. Sprott pays out 39.2% of its earnings in the form of a dividend. Sprott has increased its dividend for 1 consecutive years.

96.3% of Patria Investments shares are held by institutional investors. Comparatively, 28.3% of Sprott shares are held by institutional investors. 58.1% of Patria Investments shares are held by insiders. Comparatively, 18.3% of Sprott shares are held by 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.

In the previous week, Sprott had 1 more articles in the media than Patria Investments. MarketBeat recorded 2 mentions for Sprott and 1 mentions for Patria Investments. Patria Investments' average media sentiment score of 1.21 beat Sprott's score of 0.59 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
0 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Sprott
1 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive

Sprott has a net margin of 26.36% compared to Patria Investments' net margin of 19.91%. Patria Investments' return on equity of 38.68% beat Sprott's return on equity.

Company Net Margins Return on Equity Return on Assets
Patria Investments19.91% 38.68% 15.84%
Sprott 26.36%28.40%20.95%

Patria Investments has a beta of 0.76, indicating that its share price is 24% less volatile than the broader market. Comparatively, Sprott has a beta of 0.83, indicating that its share price is 17% less volatile than the broader market.

Summary

Sprott beats Patria Investments on 12 of the 19 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 compare the two companies based on the strength of their profitability, media sentiment, dividends, risk, analyst recommendations, institutional ownership, valuation and earnings.

DigitalBridge Group has higher earnings, but lower revenue 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
DigitalBridge Group$374.45M7.98$141.87M$1.5410.35
Patria Investments$399.23M1.91$73.40M$0.4426.05

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

DigitalBridge Group currently has a consensus target price of $16.00, suggesting a potential upside of 0.38%. Patria Investments has a consensus target price of $17.00, suggesting a potential upside of 48.34%. Given Patria Investments' stronger consensus rating and higher possible upside, analysts plainly 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)
6 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
2.11
Patria Investments
0 Sell rating(s)
2 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
2.33

DigitalBridge Group has a beta of 1.47, indicating that its share price is 47% more volatile than the broader market. Comparatively, Patria Investments has a beta of 0.76, indicating that its share price is 24% 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 5.7%. DigitalBridge Group pays out 2.6% 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.

In the previous week, DigitalBridge Group had 2 more articles in the media than Patria Investments. MarketBeat recorded 3 mentions for DigitalBridge Group and 1 mentions for Patria Investments. Patria Investments' average media sentiment score of 1.21 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
2 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Patria Investments
0 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

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
DigitalBridge Group49.79% 6.31% 3.03%
Patria Investments 19.91%38.68%15.84%

Summary

Patria Investments beats DigitalBridge Group on 10 of the 18 factors compared between the two stocks.

How does Patria Investments compare to GCM Grosvenor?

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

GCM Grosvenor has a beta of 0.84, meaning that its stock price is 16% less volatile than the broader market. Comparatively, Patria Investments has a beta of 0.76, meaning that its stock price is 24% less volatile than the broader market.

GCM Grosvenor currently has a consensus target price of $15.00, suggesting a potential upside of 9.25%. Patria Investments has a consensus target price of $17.00, suggesting a potential upside of 48.34%. Given Patria Investments' higher possible upside, analysts plainly believe Patria Investments is more favorable than GCM Grosvenor.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
GCM Grosvenor
0 Sell rating(s)
1 Hold rating(s)
4 Buy rating(s)
0 Strong Buy rating(s)
2.80
Patria Investments
0 Sell rating(s)
2 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
2.33

In the previous week, Patria Investments had 1 more articles in the media than GCM Grosvenor. MarketBeat recorded 1 mentions for Patria Investments and 0 mentions for GCM Grosvenor. Patria Investments' average media sentiment score of 1.21 beat GCM Grosvenor's score of 0.00 indicating that Patria Investments is being referred to more favorably in the news media.

Company Overall Sentiment
GCM Grosvenor Neutral
Patria Investments Positive

Patria Investments has lower revenue, but higher earnings 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
GCM Grosvenor$557.57M4.99$45.37M$0.5226.40
Patria Investments$399.23M1.91$73.40M$0.4426.05

100.0% of GCM Grosvenor shares are owned by institutional investors. Comparatively, 96.3% of Patria Investments shares are owned by institutional investors. 70.7% of GCM Grosvenor 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 stock is poised for long-term growth.

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
GCM Grosvenor7.79% 142.74% 18.73%
Patria Investments 19.91%38.68%15.84%

GCM Grosvenor pays an annual dividend of $0.48 per share and has a dividend yield of 3.5%. Patria Investments pays an annual dividend of $0.65 per share and has a dividend yield of 5.7%. 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 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.

Summary

GCM Grosvenor beats Patria Investments on 12 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$762.35M$5.66B$13.63B$24.30B
Dividend Yield5.77%7.38%5.89%3.70%
P/E Ratio22.9239.0929.6130.23
Price / Sales1.911,270.78522.0121.05
Price / Cash3.1648.3130.7119.80
Price / Book1.223.752.844.90
Net Income$73.40M$417.46M$1.31B$1.07B
7 Day Performance-0.35%-0.25%-0.30%-0.65%
1 Month Performance6.21%2.06%2.37%3.38%
1 Year Performance-14.61%5.71%9.68%14.90%

Patria Investments Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
PAX
Patria Investments
4.6736 of 5 stars
$11.46
+1.3%
$17.00
+48.3%
-14.6%$762.35M$399.23M22.92390
CG
Carlyle Group
3.9985 of 5 stars
$48.53
0.0%
$59.31
+22.2%
-23.7%$17.28B$4.78B50.512,500
BN
Brookfield
4.5618 of 5 stars
$42.12
-1.5%
$56.91
+35.1%
-4.9%$103.27B$75.10B76.58250,000
SII
Sprott
3.9698 of 5 stars
$117.06
-4.0%
$230.00
+96.5%
+103.3%$3.01B$386.26M28.69170
DBRG
DigitalBridge Group
1.5921 of 5 stars
$15.92
+0.0%
$16.00
+0.5%
+39.8%$2.98B$609.64M10.33300

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This page (NYSE:PAX) was last updated on 8/23/2026 by MarketBeat.com Staff.
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