Profitability
Weight: 25%
B
70
Scored using ROA (NIM proxy) — financial-archetype substitution.
- 5yr Avg ROA 6.6%
- Operating Margin Trend -5.42 pp/yr
PAX
Patria Investments Limited
AlphaQuality composite grade, weighted for banks, insurers & asset managers businesses.
Capital Efficiency
Weight: 20%
B-
67
Scored using ROTCE — financial-archetype substitution.
- 5yr Avg ROTCE 16.1%
- 5yr Share-Count CAGR 3.8%
Growth Quality
Weight: 10%
B-
65
Scored using BVPS — financial-archetype substitution.
- 5yr BVPS CAGR 66.9%
- 5yr EPS CAGR -12.0%
- Positive-EPS Years (5) 5/5
Cash Generation
Weight: 5%
A+
95
Scored using OCF/NI — banks have no FCF concept.
- 5yr OCF/NI 1.65x
Balance Sheet
Weight: 30%
A+
100
Scored using Equity/Assets — financial-archetype substitution.
- Equity / Assets 40.9%
- Interest Coverage (EBIT/Int) 30.00x
Stability
Weight: 10%
B
69
- EPS Volatility (σ/μ) 0.32
- Piotroski F-Score 6
- Negative-Revenue Years (5) 0/5
Guru Flow
Curated superinvestor sentiment — not part of the AlphaQuality grade.1 of 1 gurus held; 1 new buy.
- Holders
- 1
- Avg Δ position
- —
- New buys
- 1
- Full exits
- 0
- Cooperman new