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Patria Investments (PAX) Competitors

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

PAX vs. FHI, AMK, PJT, DBRG, HPH, GCMG, VRTS, CIXXF, 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), AssetMark Financial (AMK), PJT Partners (PJT), DigitalBridge Group (DBRG), Highest Performances (HPH), GCM Grosvenor (GCMG), Virtus Investment Partners (VRTS), CI Financial (CIXXF), Barings BDC (BBDC), and Bridge Investment Group (BRDG). These companies are all part of the "investment advice" industry.

Patria Investments vs.

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

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

In the previous week, Federated Hermes had 6 more articles in the media than Patria Investments. MarketBeat recorded 7 mentions for Federated Hermes and 1 mentions for Patria Investments. Patria Investments' average media sentiment score of 1.88 beat Federated Hermes' score of 0.54 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
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
3 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 beta of 0.64, meaning that its share price is 36% less volatile than the S&P 500. Comparatively, Federated Hermes has a beta of 1.14, meaning that its share price is 14% more volatile than the S&P 500.

Patria Investments pays an annual dividend of $0.70 per share and has a dividend yield of 5.4%. Federated Hermes pays an annual dividend of $1.24 per share and has a dividend yield of 3.7%. 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 pays out 35.2% of its earnings in the form of a dividend.

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

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

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

Company Net Margins Return on Equity Return on Assets
Patria Investments36.70% 35.95% 18.68%
Federated Hermes 18.75%27.00%14.62%

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
Patria Investments$327.60M2.19$118.40M$0.7816.67
Federated Hermes$1.61B1.73$298.98M$3.529.42

96.3% of Patria Investments shares are owned by institutional investors. Comparatively, 75.9% of Federated Hermes shares are owned by institutional investors. 58.1% of Patria Investments shares are owned by company insiders. Comparatively, 3.7% of Federated Hermes shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company is poised for long-term growth.

Summary

Patria Investments beats Federated Hermes on 11 of the 19 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.
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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 InvestmentsInvestment advice IndustryFinance SectorNYSE Exchange
Market Cap$719.03M$9.28B$9.72B$17.79B
Dividend Yield5.46%24.06%5.96%3.55%
P/E Ratio16.6744.7945.5125.81
Price / Sales2.195.31109.7811.40
Price / Cash3.3015.8416.4118.95
Price / Book1.383.433.305.90
Net Income$118.40M$308.03M$1.01B$976.46M
7 Day Performance-0.08%-2.00%0.39%0.62%
1 Month Performance-2.91%1.06%3.04%4.79%
1 Year Performance-14.75%21.79%17.32%24.00%

Patria Investments Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
FHI
Federated Hermes
4.4901 of 5 stars
$33.17
+1.6%
$38.29
+15.4%
-4.6%$2.79B$1.61B9.422,025Short Interest ↑
News Coverage
AMK
AssetMark Financial
2.3534 of 5 stars
$34.39
+0.2%
$33.75
-1.9%
+22.0%$2.56B$708.50M18.01990News Coverage
PJT
PJT Partners
2.4732 of 5 stars
$106.67
+0.0%
$93.25
-12.6%
+59.4%$2.56B$1.15B29.391,012Positive News
DBRG
DigitalBridge Group
4.8911 of 5 stars
$13.64
-0.4%
$21.25
+55.8%
+8.3%$2.37B$1.50B8.80300News Coverage
Positive News
HPH
Highest Performances
0 of 5 stars
$8.63
-6.9%
N/AN/A$2.13B$15.78M0.00288News Coverage
Positive News
High Trading Volume
GCMG
GCM Grosvenor
1.3254 of 5 stars
$10.05
-0.1%
$10.88
+8.2%
+44.4%$1.89B$445M-31.41550
VRTS
Virtus Investment Partners
2.2564 of 5 stars
$228.59
+0.8%
$247.00
+8.1%
+17.4%$1.63B$845.27M13.77824Analyst Forecast
High Trading Volume
CIXXF
CI Financial
0 of 5 stars
$10.76
+4.4%
N/A+8.9%$1.63B$2.03B-12.232,390Gap Up
BBDC
Barings BDC
1.6862 of 5 stars
$10.05
+0.6%
$9.58
-4.6%
+27.0%$1.06B$289.20M8.17N/AShort Interest ↑
BRDG
Bridge Investment Group
4.1703 of 5 stars
$7.74
+0.3%
$10.20
+31.8%
-18.5%$936.42M$390.65M-32.252,300Short Interest ↓

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This page (NYSE:PAX) was last updated on 6/2/2024 by MarketBeat.com Staff

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