Patria Investments offers a rare combination of 22% revenue growth, a wide economic moat, strong Piotroski F-Score of 8/9, and a PEG of 0.04 — though two consecutive earnings misses and a confirmed downtrend temper near-term entry conviction.
Thesis pillars
- Wide Moat Compounder Quality→Stable
- Extreme Peg Valuation→Stable
- Industry Growth Leadership→Stable
- +1 more pillar — see the Why tab for full reasoning
Patria Investments Limited (PAX) Stock Analysis
Falling Knife setup · Inst Constrain edge
Financial Services · Asset Management
Sell if holding. Momentum 4.1/10 is below the 5.0 floor at $11.10 — engine's falling-knife protection flags exit rather than catching a breakdown. Specifics: Consecutive earnings misses (2); Below 200-MA, MA slope -2.1%/30d (confirmed downtrend).
Patria Investments Limited operates as a private market investment firm. It specializes in investments in private equity, secondary direct and indirect and venture capital with focus in middle market, buyout and growth capital investments. It seeks to be sector agnostic with... Read more
Sell if holding. Momentum 4.1/10 is below the 5.0 floor at $11.10 — engine's falling-knife protection flags exit rather than catching a breakdown. Specifics: Consecutive earnings misses (2); Below 200-MA, MA slope -2.1%/30d (confirmed downtrend). Chart setup: Death cross, below all MAs, RSI 39, MACD bearish. Score 6.6/10, moderate confidence.
Passes 7/9 gates (favorable risk/reward ratio, clean insider activity, no SEC red flags, news events none recent, earnings proximity 34d clear, semi cycle peak clear, materials cycle peak clear). Fails on weak momentum and death cross (50MA < 200MA). Suitability: aggressive.
Recent developments
updated 2026-07-06Recent Developments — Patria Investments Limited
Latest news
- NEWS Patria earnings ahead: Can Latin America momentum offset U.S. deal? By Investing.com - Investing.com Australia — Investing.com Australia neutral
- NEWS Patria earnings ahead: Can Latin America momentum offset U.S. deal? By Investing.com - Investing.com Canada — Investing.com Canada neutral
- NEWS CPCA: Retail Sales Vol. in New Energy Pax Car Mkt Slips YoY & MoM in First 26 Days of Apr - AASTOCKS.com — AASTOCKS.com neutral
- NEWS CPCA: CN Total Pax NEV Retail Sales Slip 20% YoY YTD - AASTOCKS.com — AASTOCKS.com negative
- NEWS SPDR Gold Shares (GLD) – PAX Gold Emerges As Cost-Effective, High-Upside Inflation Hedge Alternative - Trader Community — Cổng thông tin điện tử Tỉnh Sơn La positive
Generated 2026-07-06T04:40:27Z.
Upcoming dated catalysts
Thesis
Key Metrics
Quality Signals
Options Flow
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
Show full disclosure ▾Hide full disclosure ▴
About TrendMatrix. TrendMatrix is a publisher of general securities research and market commentary. We publish on a regular schedule. All content is the same for every subscriber in a tier — we do not provide personalized investment advice and we do not take into account any individual subscriber's financial situation, investment objectives, risk tolerance, tax situation, or holdings.
Not investment advice. TrendMatrix is not a registered investment adviser. Our content is for informational and educational purposes only. Consult your own licensed investment adviser, broker, or tax professional before making any investment decision.
Conflicts and positions. The TrendMatrix editorial team frequently holds personal long-term positions in securities discussed. We disclose positions held at the time of publication on each piece. We maintain a trading-window policy: we do not initiate or close positions in the same direction as a TrendMatrix publication within 24 hours before or 72 hours after publication.
No paid promotion. TrendMatrix does not accept payment from any issuer, broker, or third party in exchange for coverage of any security. Our sole compensation is subscription revenue.
No fiduciary duty. No fiduciary, advisory, or agency relationship is created between you and TrendMatrix by reading our content or subscribing to our service.
Performance. Past performance is not indicative of future results. Performance figures reflect the published model only and do not reflect any individual subscriber's actual results.
Rating Breakdown
1 ceiling hit
Price Targets
Position Sizing
Risk Alerts
Earnings
Verdict History
Frequently Asked Questions
Sell if holding. Momentum 4.1/10 is below the 5.0 floor at $11.10 — engine's falling-knife protection flags exit rather than catching a breakdown. Specifics: Consecutive earnings misses (2); Below 200-MA, MA slope -2.1%/30d (confirmed downtrend). Chart setup: Death cross, below all MAs, RSI 39, MACD bearish. Prior stop was $10.42. Score 6.6/10, moderate confidence.
Take-profit target: $13.55 (+22.1% upside). Prior stop was $10.42. Stop-loss: $10.42.
Consecutive earnings misses (2); Below 200-MA, MA slope -2.1%/30d (confirmed downtrend).
Patria Investments Limited trades at a P/E of 20.9 (forward 7.2). TrendMatrix value score: 7.9/10. Verdict: Sell.
11 analysts cover PAX with a consensus score of 3.6/5. Average price target: $16.
What does Patria Investments Limited do?Patria Investments Limited operates as a private market investment firm. It specializes in investments in private...
Patria Investments Limited operates as a private market investment firm. It specializes in investments in private equity, secondary direct and indirect and venture capital with focus in middle market, buyout and growth capital investments. It seeks to be sector agnostic with focus on agribusiness, power & energy, healthcare, logistics & transportations, food & beverage, agricultural products, packaged foods and meats, education services, outsourced business services, and digital & tech services. It prefers to invest globally with focus on Latin America, Europe, United States, North America and Brazil. It seeks to invest between $38.48 million and $72.14 million per transaction. The firm seeks a majority or minority stake in its portfolio companies. The company offers asset management services to investors focusing on private equity funds, infrastructure development funds, co-investments funds, constructivist equity funds, and real estate and credit funds. The firm seeks to co-invest with other investors. Patria Investments Limited was founded in 1994 and is headquartered in Grand Cayman, Cayman Islands with additional offices across South America, North America, Europe and Asia. Patria Investments Limited operates as a subsidiary of Patria Holdings Limited.