Patria Investments Limited (PAX) fair value analysis

Nasdaq · Updated 2026-09-07

Patria Investments Limited is an alternative asset manager that provides investment management services across private equity, infrastructure, real estate, and credit strategies. The company operates primarily in Latin America, with additional operations serving clients across the Americas and other regions.

Forward Fair Value verdict

Undervalued

Based on TickrTrends' weekly Forward Fair Value model, PAX is trading at more than a 25% discount to estimated fair value.

PAX currently ranks #15 of 165 Financial Services stocks by discount to Forward Fair Value. It has screened as Undervalued for 3 consecutive weekly runs.

Last price: $11.01
Sector: Financial Services
12-month range: $10.84–$15.30

Derived indicators

Coarse bands from TickrTrends' weekly models; exact figures are part of the full report.

Quality grade: D
Momentum grade: B
Leverage: Moderate
RSI zone: Neutral
50/200-day trend: Downtrend
52-week position: The bottom quarter of its range

What our data shows for PAX

Our model validated 17 trailing price-to-earnings windows for PAX, built from quarterly earnings records.
Shares are trading in the lower third of their 12-month price range of $10.84–$15.30.
The 14-day relative strength index sits at a neutral 46.
3 of the last 12 weekly snapshots showed positive price momentum.

The exact numbers are one step away

The precise Forward Fair Value dollar figure for PAX
Exact discount / premium to today's price
The normalized historical P/E behind the estimate, and how many quarters support it
Forward EPS input and fiscal-year basis
Screeners and rankings across the full S&P 500 and Nasdaq universes

See the exact fair value →

How Forward Fair Value works

TickrTrends computes a Forward Fair Value for every covered stock each week: a conservatively normalized historical price-to-earnings multiple is applied to the analyst-consensus earnings estimate for the next full fiscal year. Every input window is validated for continuity and every result is screened for plausibility before publication.

Recent PAX news

TickrTrends' derived news-sentiment signal for PAX is currently leaning positive, computed from recent coverage.

Patria Investments: Still Too Cheap After Another Outstanding Quarter (NASDAQ:PAX) (seekingalpha.com, 2026-08-05)
TickrTrends take: Patria Investments has delivered strong quarterly results that may support the undervalued assessment reflected in TickrTrends' current valuation analysis. For investors focused on valuation metrics, the question becomes whether the market will eventually recognize this performance through multiple expansion or whether fundamental growth will need to sustain current price levels. The Financial Services sector context matters here, as investor sentiment toward the industry can shift how the market prices earnings relative to peers.
Patria Investments Limited (PAX) Q2 2026 Earnings Call Transcript (seekingalpha.com, 2026-08-01)
TickrTrends take: Patria Investments Limited released its Q2 2026 earnings results, providing updated financial metrics for investors evaluating the company against its current market price. Given TickrTrends' undervalued assessment, valuation-focused readers should examine whether the earnings call reveals changes in revenue growth, profitability margins, or asset under management that support or challenge that designation. For a Financial Services sector company, key metrics such as fee income stability, client retention rates, and operating leverage will be critical factors in determining whether the undervaluation thesis remains justified.
Patria Investments Limited 2026 Q2 - Results - Earnings Call Presentation (NASDAQ:PAX) 2026-07-31 (seekingalpha.com, 2026-07-31)
TickrTrends take: Patria Investments released its Q2 2026 results, which provides current operational data for investors evaluating the company's fundamentals against its current market price. TickrTrends currently rates PAX as undervalued within the Financial Services sector, suggesting there may be a gap between the company's intrinsic value and its trading valuation. Valuation-focused readers should examine the earnings call presentation for trends in revenue, profitability, and asset management metrics that would substantiate whether the undervaluation thesis remains supported.

What people are saying

Follow the PAX conversation: Stocktwits · Reddit · X

TickrTrends weekly updates

2026-09-07 — No material change this week: the verdict, bands and grades all held steady.
2026-09-06 — No material change this week: the verdict, bands and grades all held steady.
2026-08-31 — TickrTrends initiated weekly Forward Fair Value coverage of this stock.

Frequently asked questions

Is PAX stock undervalued?

Based on TickrTrends' Forward Fair Value model (updated 2026-09-07), PAX is trading at more than a 25% discount to estimated fair value and screens as undervalued. The exact fair value and discount are available to subscribers.

What is PAX's TickrTrends verdict?

PAX's current verdict is Undervalued, refreshed with every weekly Forward Fair Value run.

How does PAX compare to other Financial Services stocks?

PAX ranks #15 of 165 Financial Services stocks in TickrTrends' coverage when sorted by discount to Forward Fair Value.

Is PAX overbought or oversold?

PAX's 14-day RSI is in neutral territory - neither overbought nor oversold.

All Financial Services fair-value coverage →

Head-to-head comparisons

PAX vs AJG · PAX vs AON · PAX vs HAPN · PAX vs LPLA · PAX vs MSCI