Free Trial

Patria Investments (PAX) Competitors

$13.00
+0.17 (+1.33%)
(As of 05/31/2024 ET)

PAX vs. FHI, PJT, AMK, HPH, DBRG, GCMG, CIXXF, VRTS, BBDC, and BRDG

Should you be buying Patria Investments stock or one of its competitors? The main competitors of Patria Investments include Federated Hermes (FHI), PJT Partners (PJT), AssetMark Financial (AMK), Highest Performances (HPH), DigitalBridge Group (DBRG), GCM Grosvenor (GCMG), CI Financial (CIXXF), Virtus Investment Partners (VRTS), Barings BDC (BBDC), and Bridge Investment Group (BRDG). These companies are all part of the "investment advice" industry.

Patria Investments vs.

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

In the previous week, Federated Hermes had 7 more articles in the media than Patria Investments. MarketBeat recorded 8 mentions for Federated Hermes and 1 mentions for Patria Investments. Federated Hermes' average media sentiment score of 1.88 beat Patria Investments' score of 0.68 indicating that Patria Investments is being referred to more favorably in the news media.

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

Federated Hermes pays an annual dividend of $1.24 per share and has a dividend yield of 3.7%. Patria Investments pays an annual dividend of $0.70 per share and has a dividend yield of 5.4%. Federated Hermes pays out 35.2% of its earnings in the form of a dividend. Patria Investments pays out 89.7% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Federated Hermes has raised its dividend for 3 consecutive years.

Federated Hermes received 7 more outperform votes than Patria Investments when rated by MarketBeat users. However, 54.17% of users gave Patria Investments an outperform vote while only 27.40% of users gave Federated Hermes an outperform vote.

CompanyUnderperformOutperform
Federated HermesOutperform Votes
20
27.40%
Underperform Votes
53
72.60%
Patria InvestmentsOutperform Votes
13
54.17%
Underperform Votes
11
45.83%

Federated Hermes has a beta of 1.14, indicating that its stock price is 14% more volatile than the S&P 500. Comparatively, Patria Investments has a beta of 0.64, indicating that its stock price is 36% less volatile than the S&P 500.

Federated Hermes has higher revenue and earnings than Patria Investments. Federated Hermes 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
Federated Hermes$1.61B1.73$298.98M$3.529.42
Patria Investments$327.60M2.19$118.40M$0.7816.67

Patria Investments has a net margin of 36.70% compared to Patria Investments' net margin of 18.75%. Federated Hermes' return on equity of 35.95% beat Patria Investments' return on equity.

Company Net Margins Return on Equity Return on Assets
Federated Hermes18.75% 27.00% 14.62%
Patria Investments 36.70%35.95%18.68%

Federated Hermes currently has a consensus price target of $38.29, indicating a potential upside of 15.42%. Patria Investments has a consensus price target of $17.00, indicating a potential upside of 30.77%. Given Federated Hermes' higher probable upside, analysts clearly believe Patria Investments is more favorable than Federated Hermes.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Federated Hermes
0 Sell rating(s)
3 Hold rating(s)
3 Buy rating(s)
0 Strong Buy rating(s)
2.50
Patria Investments
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
N/A

75.9% of Federated Hermes shares are held by institutional investors. Comparatively, 96.3% of Patria Investments shares are held by institutional investors. 3.7% of Federated Hermes 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 endowments, hedge funds and large money managers believe a company is poised for long-term growth.

Summary

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

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.
Skip Chart

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.
Skip Chart

PAX vs. The Competition

MetricPatria InvestmentsInvestment advice IndustryFinance SectorNYSE Exchange
Market Cap$719.03M$9.28B$9.56B$17.81B
Dividend Yield5.46%24.06%6.17%3.55%
P/E Ratio16.6742.1445.0322.67
Price / Sales2.195.25181.5811.15
Price / Cash3.3015.8416.3018.95
Price / Book1.383.433.295.90
Net Income$118.40M$308.03M$1.01B$976.46M
7 Day Performance-0.08%-2.00%0.38%0.62%
1 Month Performance-2.91%1.06%3.01%4.79%
1 Year Performance-14.75%21.79%17.18%24.00%

Patria Investments Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
FHI
Federated Hermes
4.4909 of 5 stars
$32.54
+0.0%
$38.29
+17.7%
-3.7%$2.74B$1.61B9.242,025Short Interest ↑
PJT
PJT Partners
2.748 of 5 stars
$107.02
+2.0%
$93.25
-12.9%
+58.3%$2.57B$1.15B29.481,012Positive News
AMK
AssetMark Financial
2.3397 of 5 stars
$34.10
+0.3%
$33.75
-1.0%
+22.5%$2.54B$708.50M17.85990News Coverage
HPH
Highest Performances
0 of 5 stars
$9.30
+2.8%
N/AN/A$2.30B$15.78M0.00288News Coverage
DBRG
DigitalBridge Group
4.8888 of 5 stars
$12.96
-1.3%
$21.25
+64.0%
+9.4%$2.25B$877.28M8.36300News Coverage
Positive News
GCMG
GCM Grosvenor
1.319 of 5 stars
$10.01
+1.9%
$10.88
+8.7%
+45.7%$1.89B$445M-31.27550
CIXXF
CI Financial
0 of 5 stars
$10.88
+2.4%
N/A+11.5%$1.70B$2.03B-12.362,390Gap Up
VRTS
Virtus Investment Partners
2.252 of 5 stars
$232.64
+1.3%
$246.33
+5.9%
+19.8%$1.66B$845.27M14.01824Analyst Forecast
BBDC
Barings BDC
1.4631 of 5 stars
$9.95
+2.1%
$9.58
-3.7%
+26.6%$1.05B$289.20M8.09N/AShort Interest ↑
BRDG
Bridge Investment Group
4.1737 of 5 stars
$7.90
+2.7%
$10.20
+29.1%
-20.7%$955.78M$390.65M-32.922,300Short Interest ↓

Related Companies and Tools

This page (NYSE:PAX) was last updated on 6/1/2024 by MarketBeat.com Staff

From Our Partners