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Patria Investments (PAX) Competitors

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$10.21 +0.07 (+0.69%)
Closing price 10/2/2026 04:00 PM Eastern
Extended Trading
$10.56 +0.35 (+3.48%)
As of 10/2/2026 07:42 PM Eastern
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PAX vs. CG, BN, GCMG, TSLX, and SHOT

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), GCM Grosvenor (GCMG), Sixth Street Specialty Lending (TSLX), and RMG ML Sports (SHOT). 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 compare the two companies based on the strength of their valuation, earnings, institutional ownership, profitability, dividends, risk, analyst recommendations and media sentiment.

Carlyle Group has a beta of 1.88, indicating that its stock price is 88% more volatile than the broader market. Comparatively, Patria Investments has a beta of 0.8, indicating that its stock price is 20% less volatile than the broader market.

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 pays an annual dividend of $1.40 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 6.4%. 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.

In the previous week, Carlyle Group had 4 more articles in the media than Patria Investments. MarketBeat recorded 6 mentions for Carlyle Group and 2 mentions for Patria Investments. Carlyle Group's average media sentiment score of 0.40 beat Patria Investments' score of -0.76 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
2 Very Positive mention(s)
2 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
Patria Investments
0 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Negative

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$4.78B2.97$808.70M$0.9641.48
Patria Investments$399.23M1.70$73.40M$0.4423.20

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

Carlyle Group currently has a consensus price target of $57.87, suggesting a potential upside of 45.32%. Patria Investments has a consensus price target of $12.75, suggesting a potential upside of 24.88%. Given Carlyle Group's stronger consensus rating and higher possible upside, equities research analysts clearly 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)
8 Hold rating(s)
8 Buy rating(s)
0 Strong Buy rating(s)
2.41
Patria Investments
3 Sell rating(s)
1 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
1.60

Summary

Carlyle Group beats Patria Investments on 13 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 businesses based on the strength of their analyst recommendations, valuation, profitability, media sentiment, risk, dividends, earnings and institutional ownership.

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%

Patria Investments pays an annual dividend of $0.65 per share and has a dividend yield of 6.4%. Brookfield pays an annual dividend of $0.28 per share and has a dividend yield of 0.8%. 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 beta of 0.8, indicating that its share price is 20% less volatile than the broader market. Comparatively, Brookfield has a beta of 1.56, indicating that its share price is 56% more volatile than the broader market.

In the previous week, Brookfield had 4 more articles in the media than Patria Investments. MarketBeat recorded 6 mentions for Brookfield and 2 mentions for Patria Investments. Brookfield's average media sentiment score of 0.22 beat Patria Investments' score of -0.76 indicating that Brookfield is being referred to more favorably in the news media.

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

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 insiders. Comparatively, 11.0% of Brookfield shares are owned 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 target price of $12.75, indicating a potential upside of 24.88%. Brookfield has a consensus target price of $57.40, indicating a potential upside of 55.36%. Given Brookfield's stronger consensus rating and higher probable upside, analysts clearly believe Brookfield is more favorable than Patria Investments.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Patria Investments
3 Sell rating(s)
1 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
1.60
Brookfield
0 Sell rating(s)
2 Hold rating(s)
10 Buy rating(s)
1 Strong Buy rating(s)
2.92

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$399.23M1.70$73.40M$0.4423.20
Brookfield$75.10B1.21$1.31B$0.5567.17

Summary

Brookfield beats Patria Investments on 13 of the 20 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 better stock? We will contrast the two companies based on the strength of their institutional ownership, profitability, analyst recommendations, dividends, valuation, earnings, media sentiment and risk.

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 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.

GCM Grosvenor presently has a consensus target price of $15.00, suggesting a potential upside of 14.94%. Patria Investments has a consensus target price of $12.75, suggesting a potential upside of 24.88%. 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
3 Sell rating(s)
1 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
1.60

GCM Grosvenor pays an annual dividend of $0.48 per share and has a dividend yield of 3.7%. Patria Investments pays an annual dividend of $0.65 per share and has a dividend yield of 6.4%. 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.

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 has a beta of 0.87, indicating that its share price is 13% less volatile than the broader market. Comparatively, Patria Investments has a beta of 0.8, indicating that its share price is 20% less volatile than the broader market.

In the previous week, GCM Grosvenor had 2 more articles in the media than Patria Investments. MarketBeat recorded 4 mentions for GCM Grosvenor and 2 mentions for Patria Investments. GCM Grosvenor's average media sentiment score of 0.44 beat Patria Investments' score of -0.76 indicating that GCM Grosvenor is being referred to more favorably in the media.

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

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$557.57M4.75$45.37M$0.5225.10
Patria Investments$399.23M1.70$73.40M$0.4423.20

Summary

GCM Grosvenor beats Patria Investments on 14 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 stock? We will contrast the two businesses based on the strength of their valuation, media sentiment, earnings, institutional ownership, profitability, risk, dividends and analyst recommendations.

Sixth Street Specialty Lending pays an annual dividend of $1.68 per share and has a dividend yield of 9.3%. Patria Investments pays an annual dividend of $0.65 per share and has a dividend yield of 6.4%. 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 beta of 0.62, suggesting that its stock price is 38% less volatile than the broader market. Comparatively, Patria Investments has a beta of 0.8, suggesting that its stock price is 20% less volatile than the broader market.

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

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 presently has a consensus target price of $19.83, indicating a potential upside of 10.03%. Patria Investments has a consensus target price of $12.75, indicating a potential upside of 24.88%. Given Patria Investments' higher possible 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
3 Sell rating(s)
1 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
1.60

In the previous week, Sixth Street Specialty Lending had 1 more articles in the media than Patria Investments. MarketBeat recorded 3 mentions for Sixth Street Specialty Lending and 2 mentions for Patria Investments. Sixth Street Specialty Lending's average media sentiment score of 0.35 beat Patria Investments' score of -0.76 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)
1 Neutral mention(s)
0 Negative mention(s)
1 Very Negative mention(s)
Neutral
Patria Investments
0 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Negative

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$449.05M3.81$209.99M$0.9518.97
Patria Investments$399.23M1.70$73.40M$0.4423.20

Summary

Sixth Street Specialty Lending beats Patria Investments on 10 of the 18 factors compared between the two stocks.

How does Patria Investments compare to RMG ML Sports?

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

Patria Investments has higher revenue and earnings than RMG ML Sports. RMG ML Sports 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$399.23M1.70$73.40M$0.4423.20
RMG ML Sports-$91.96K-18,382.90-$54.86M-$0.32N/A

Patria Investments presently has a consensus price target of $12.75, suggesting a potential upside of 24.88%. Given Patria Investments' stronger consensus rating and higher possible upside, analysts plainly believe Patria Investments is more favorable than RMG ML Sports.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Patria Investments
3 Sell rating(s)
1 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
1.60
RMG ML Sports
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00

Patria Investments has a beta of 0.8, meaning that its share price is 20% less volatile than the broader market. Comparatively, RMG ML Sports has a beta of 1.57, meaning that its share price is 57% more volatile than the broader market.

96.3% of Patria Investments shares are owned by institutional investors. Comparatively, 12.6% of RMG ML Sports shares are owned by institutional investors. 58.1% of Patria Investments shares are owned by company insiders. Comparatively, 19.1% of RMG ML Sports 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.

Patria Investments has a net margin of 19.91% compared to RMG ML Sports' net margin of 0.00%. Patria Investments' return on equity of 38.68% beat RMG ML Sports' return on equity.

Company Net Margins Return on Equity Return on Assets
Patria Investments19.91% 38.68% 15.84%
RMG ML Sports N/A N/A N/A

In the previous week, Patria Investments had 1 more articles in the media than RMG ML Sports. MarketBeat recorded 2 mentions for Patria Investments and 1 mentions for RMG ML Sports. Patria Investments' average media sentiment score of -0.76 beat RMG ML Sports' score of -1.00 indicating that Patria Investments is being referred to more favorably in the media.

Company Overall Sentiment
Patria Investments Negative
RMG ML Sports Negative

Summary

Patria Investments beats RMG ML Sports on 15 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 InvestmentsCapital Markets IndustryFinance SectorNYSE Exchange
Market Cap$674.54M$5.17B$13.41B$22.65B
Dividend Yield6.40%7.56%6.03%3.72%
P/E Ratio20.4229.4024.4927.75
Price / Sales1.701,195.46498.6620.74
Price / Cash3.1647.7746.4538.88
Price / Book1.083.492.704.64
Net Income$73.40M$417.69M$1.32B$1.08B
7 Day Performance-0.29%-0.71%-1.04%-1.06%
1 Month Performance-9.73%4.84%0.37%-5.50%
1 Year Performance-28.60%11.38%11.52%5.13%

Patria Investments Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
PAX
Patria Investments
4.411 of 5 stars
$10.21
+0.7%
$12.75
+24.9%
-28.1%$674.54M$399.23M20.42548
CG
Carlyle Group
4.1967 of 5 stars
$39.57
+0.1%
$58.93
+48.9%
-35.5%$14.09B$4.78B41.192,500
BN
Brookfield
4.7074 of 5 stars
$36.39
+0.3%
$57.40
+57.8%
-18.7%$89.20B$75.10B66.15250,000
GCMG
GCM Grosvenor
4.7219 of 5 stars
$12.82
-0.8%
$15.00
+17.0%
+10.2%$2.60B$557.57M24.68553
TSLX
Sixth Street Specialty Lending
2.4207 of 5 stars
$18.24
+0.7%
$19.83
+8.8%
-20.0%$1.73B$449.05M19.19N/A

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This page (NYSE:PAX) was last updated on 10/3/2026 by MarketBeat.com Staff.
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