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Patria Investments Limited (PAX)

(Delayed Data from NSDQ)

$13.11 USD

13.11
369,417

+0.38 (2.99%)

Updated Jul 15, 2024 04:00 PM ET

After-Market: $13.11 0.00 (0.00%) 7:18 PM ET

Zacks Rank:

This is our short term rating system that serves as a timeliness indicator for stocks over the next 1 to 3 months. How good is it? See rankings and related performance below.

Zacks Rank Definition Annualized Return
1Strong Buy24.15%
2Buy17.88%
3Hold9.47%
4Sell5.14%
5Strong Sell2.57%
S&P50011.11%

Zacks Rank Education - Learn about the Zacks Rank

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5-Strong Sell of 5         5

Style Scores:

The Style Scores are a complementary set of indicators to use alongside the Zacks Rank. It allows the user to better focus on the stocks that are the best fit for his or her personal trading style.

The scores are based on the trading styles of Value, Growth, and Momentum. There's also a VGM Score ('V' for Value, 'G' for Growth and 'M' for Momentum), which combines the weighted average of the individual style scores into one score.

Value Score A
Growth Score A
Momentum Score A
VGM Score A

Within each Score, stocks are graded into five groups: A, B, C, D and F. As you might remember from your school days, an A, is better than a B; a B is better than a C; a C is better than a D; and a D is better than an F.

As an investor, you want to buy stocks with the highest probability of success. That means you want to buy stocks with a Zacks Rank #1 or #2, Strong Buy or Buy, which also has a Score of an A or a B in your personal trading style.

Zacks Style Scores Education - Learn more about the Zacks Style Scores

C Value F Growth F Momentum F VGM

Industry Rank:

The Zacks Industry Rank assigns a rating to each of the 265 X (Expanded) Industries based on their average Zacks Rank.

An industry with a larger percentage of Zacks Rank #1's and #2's will have a better average Zacks Rank than one with a larger percentage of Zacks Rank #4's and #5's.

The industry with the best average Zacks Rank would be considered the top industry (1 out of 265), which would place it in the top 1% of Zacks Ranked Industries. The industry with the worst average Zacks Rank (265 out of 265) would place in the bottom 1%.

Zacks Rank Education -- Learn more about the Zacks Rank
Zacks Industry Rank Education -- Learn more about the Zacks Industry Rank

Bottom 36% (160 out of 250)

Industry: Financial - Investment Management

Zacks Premium FeatureView All Zacks #1 Ranked Stocks

Better trading starts here.

Balance Sheet

Research for PAX

The Zacks Equity Research reports, or ZER for short, are our in-house, independently produced research reports.

The ever popular one-page Snapshot reports are generated for virtually every single Zacks Ranked stock. It's packed with all of the company's key stats and salient decision making information. Including the Zacks Rank, Zacks Industry Rank, Style Scores, the Price, Consensus & Surprise chart, graphical estimate analysis and how a stocks stacks up to its peers.

The detailed multi-page Analyst report does an even deeper dive on the company's vital statistics. In addition to all of the proprietary analysis in the Snapshot, the report also visually displays the four components of the Zacks Rank (Agreement, Magnitude, Upside and Surprise); provides a comprehensive overview of the company business drivers, complete with earnings and sales charts; a recap of their last earnings report; and a bulleted list of reasons to buy or sell the stock. It also includes an industry comparison table to see how your stock compares to its expanded industry, and the S&P 500.

Researching stocks has never been so easy or insightful as with the ZER Analyst and Snapshot reports.

Learn more about Zacks Equity Research reports

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Fiscal Year End for Patria Investments Limited falls in the month of December.

All items in Millions except Per Share data.

12/31/2023 12/31/2022 12/31/2021 12/31/2020 12/31/2019
Assets          
Cash & Equivalents 224 312 167 24 37
Receivables 131 131 100 25 11
Notes Receivable 0 0 0 0 0
Inventories 0 0 0 0 0
Other Current Assets 46 36 85 5 8
Total Current Assets 402 480 352 54 57
Net Property & Equipment 28 25 13 4 6
Investments & Advances 59 50 18 2 4
Other Non-Current Assets 15 6 11 22 15
Deferred Charges 15 2 3 2 6
Intangibles 487 412 359 22 25
Deposits & Other Assets 6 3 4 1 1
Total Assets 1,012 976 761 107 115
Liabilities & Shareholders Equity 12/31/2023 12/31/2022 12/31/2021 12/31/2020 12/31/2019
Notes Payable 0 0 0 0 0
Accounts Payable 0 0 0 0 0
Current Portion Long-Term Debt 0 0 0 0 0
Current Portion Capital Leases 0 0 0 0 0
Accrued Expenses 0 0 0 0 0
Income Taxes Payable 4 1 4 1 2
Other Current Liabilities 394 337 152 43 17
Total Current Liabilities 398 338 156 44 19
Mortgages 0 0 0 0 0
Deferred Taxes/Income 0 0 0 0 0
Convertible Debt 0 0 0 0 0
Long-Term Debt 0 0 0 0 0
Non-Current Capital Leases 0 0 0 0 0
Other Non-Current Liabilities 93 125 41 4 7
Minority Interest (Liabilities) 0 0 0 0 0
Total Liabilities 490 463 197 48 26
Shareholders Equity 12/31/2023 12/31/2022 12/31/2021 12/31/2020 12/31/2019
Preferred Stock 0 0 0 0 0
Common Stock (Par) 0 0 0 0 0
Capital Surplus 501 485 485 2 2
Retained Earnings 51 78 88 62 85
Other Equity -30 -49 -9 -4 2
Treasury Stock 0 0 0 0 0
Total Shareholder's Equity 521 513 564 59 89
Total Liabilities & Shareholder's Equity 1,012 976 761 107 115
Total Common Equity 521 513 564 59 89
Shares Outstanding 55.30 54.20 54.20 51.70 NA
Book Value Per Share 9.43 9.47 10.41 1.14 0.00

Fiscal Year End for Patria Investments Limited falls in the month of December.

All items in Millions except Per Share data.

6/30/2024 3/31/2024 12/31/2023 9/30/2023 6/30/2023
Assets          
Cash & Equivalents -99,999 -99,999 224 223 228
Receivables NA NA 131 117 114
Notes Receivable NA NA 0 0 0
Inventories NA NA 0 0 0
Other Current Assets NA NA 46 32 36
Total Current Assets NA NA 402 372 378
Net Property & Equipment NA NA 28 24 25
Investments & Advances NA NA 59 60 61
Other Non-Current Assets NA NA 15 18 19
Deferred Charges NA NA 15 14 11
Intangibles NA NA 487 438 451
Deposits & Other Assets NA NA 6 4 4
Total Assets NA NA 1,012 930 949
Liabilities & Shareholders Equity 6/30/2024 3/31/2024 12/31/2023 9/30/2023 6/30/2023
Notes Payable NA NA 0 0 0
Accounts Payable NA NA 0 0 0
Current Portion Long-Term Debt NA NA 0 0 0
Current Portion Capital Leases NA NA 0 0 0
Accrued Expenses NA NA 0 0 0
Income Taxes Payable NA NA 4 1 2
Other Current Liabilities NA NA 394 315 279
Total Current Liabilities NA NA 398 316 281
Mortgages NA NA 0 0 0
Deferred Taxes/Income NA NA 0 0 0
Convertible Debt NA NA 0 0 0
Long-Term Debt NA NA 0 0 0
Non-Current Capital Leases NA NA 0 0 0
Other Non-Current Liabilities NA 93 140 161
Minority Interest (Liabilities) NA NA 0 0 0
Total Liabilities NA NA 490 456 442
Shareholders Equity 6/30/2024 3/31/2024 12/31/2023 9/30/2023 6/30/2023
Preferred Stock NA NA 0 0 0
Common Stock (Par) NA NA 0 0 0
Capital Surplus NA NA 501 495 495
Retained Earnings NA NA 51 33 52
Other Equity NA NA -30 -55 -40
Treasury Stock NA NA 0 0 0
Total Shareholder's Equity NA NA 521 473 507
Total Liabilities & Shareholder's Equity NA NA 1,012 930 949
Total Common Equity 0 0 521 473 507
Shares Outstanding 58.80 55.30 55.30 54.20 54.20
Book Value Per Share 0.00 0.00 9.43 8.73 9.36