PAX PEER ANALYSIS

Patria Investments Ltd — metric-by-metric comparison with peers and the industry median

PAXPatria Investments Ltd

🇺🇸 USA · NASDAQ · Financial Services · Asset Management

Value it Duel

Overall Profile & Returns

· Asset Management

Position Within Industry

0 = weak quartile, 100 = strong quartile

PAXIndustry median

Scores normalize each metric against industry quartiles (p25–p75); direction is inverted for lower-is-better metrics.

Return Comparison

1-Year

Split-adjusted

Year-to-Date (YTD)

Key Metric Comparison

P/E

Lower is better

ROE

Higher is better

Net Margin

Higher is better

Revenue Growth

Higher is better

All Metrics

Valuation
Metric	PAX	MXT	L1G	PPT	GQG	LSF	Ind. Median
P/E	24.40	13.16	66.41	—	6.51●	—	18.84
P/B	2.92	0.96●	3.88	1.37	6.79	1.31	2.08
EV/EBITDA	12.37	—	6.06	9.95	4.61●	—	10.36
P/S	—	—	—	—	—	—	29.06

Financial Health
Metric	PAX	MXT	L1G	PPT	GQG	LSF	Ind. Median
Current Ratio	1.70	—	235.38●	40.46	7.70	1.74	3.81
Debt/Equity	42.3%	—	4.6%●	65.5%	6.0%	—	18.1%
NetDebt/EBITDA	1.08	—	-0.52●	1.74	-0.17	—	0.18

Profitability
Metric	PAX	MXT	L1G	PPT	GQG	LSF	Ind. Median
Net Margin	18.0%	95.8%●	53.0%	-1.2%	55.4%	—	16.7%
ROE	12.6%	7.8%	59.8%	-1.0%	107.8%●	—	9.4%
ROA	4.7%	7.8%	39.4%	-0.5%	96.8%●	—	2.8%
EBITDA Margin	—	—	—	—	—	—	127.9%

Growth + Dividend
Metric	PAX	MXT	L1G	PPT	GQG	LSF	Ind. Median
Rev. Growth	—	—	—	—	—	—	22.3%
NI Growth	-2.0%	3.3%	992.0%●	—	7.3%	—	14.6%
Div. Yield	5.5%	10.6%●	0.8%	6.0%	10.0%	2.9%	1.4%
Payout	132.3%	139.8%	22.1%	-786.5%	94.8%	—	11.6%

Valuation
Metric	PAX	WT	APAM	GCMG	DBRG	VRTS	Ind. Median
P/E	24.40	41.05	8.78●	52.48	19.21	8.83	18.84
P/B	2.92	5.24	6.48	103.70	1.35	1.12●	2.08
EV/EBITDA	12.37	41.38	5.10●	15.02	60.49	9.73	10.36
P/S	—	—	—	—	—	—	29.06

Financial Health
Metric	PAX	WT	APAM	GCMG	DBRG	VRTS	Ind. Median
Current Ratio	1.70	9.07●	0.97	2.28	4.54	1.08	3.81
Debt/Equity	42.3%	253.2%	79.5%	1,625.9%	15.6%●	310.3%	18.1%
NetDebt/EBITDA	1.08	7.79	0.02	1.30	-1.80●	7.04	0.18

Profitability
Metric	PAX	WT	APAM	GCMG	DBRG	VRTS	Ind. Median
Net Margin	18.0%	-0.3%	23.3%	9.2%	30.5%●	14.6%	16.7%
ROE	12.6%	-0.4%	77.0%●	—	7.3%	12.9%	9.4%
ROA	4.7%	-0.1%	20.4%●	7.9%	4.4%	2.8%	2.8%
EBITDA Margin	—	—	—	—	—	—	127.9%

Growth + Dividend
Metric	PAX	WT	APAM	GCMG	DBRG	VRTS	Ind. Median
Rev. Growth	—	—	—	—	—	—	22.3%
NI Growth	-2.0%	—	9.9%	195.7%●	30.0%	-3.0%	14.6%
Div. Yield	5.5%	0.7%	10.0%●	3.7%	0.3%	6.5%	1.4%
Payout	132.3%	-1,013.5%	95.7%	55.2%	44.5%	55.9%	11.6%

The green dot marks the best value in the group given the metric direction (higher/lower is better). All metrics use trailing-twelve-month (TTM) data.

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Data on this page refreshes once per day. Price data as of Jul 2, 26. This content is for informational purposes only and is not investment advice.