Patria Investments Limited (PAX) Return on Investment ROI from the fourth quarter of 2025 to fourth quarter of 2023 and for the year 2025, average high and low, overall ranking from Dec 31 2025 to Dec 31 2024 - CSIMarket
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Patria Investments Limited  (NASDAQ: PAX)
    Sector • Financial    Industry • Investment Services
   Industry • Investment Services
   Sector • Financial


Patria Investments Limited's ROI from its fourth quarter of 2025 to the fourth quarter of 2023 and 5 Year Period

Return on Investment, Quarterly Results, Trends, Rankings, Statistics

What is Patria Investments Limited's ROI in the fourth quarter of 2025?
Patria Investments Limited achieved a return on average invested assets (ROI) of 8.38 % in its fourth quarter of 2025, which is below Patria Investments Limited's average return on investment, which stands at 13.13%.

ROI has improved compared to 7.48% in the third quarter of 2025, due to net income growth.

Within the Financial sector 102 other companies had a higher return on investment. While return on investment, the total ranking has deteriorated compared to the third quarter of 2025 from 0 to 1010.

Definition and Formula of Return on Investment



Return On Investment (Dec 31 2025)
IV. Quarter
0
III. Quarter
0
II. Quarter
0
I. Quarter
(Dec 31 2024)
IV. Quarter
Y / Y Investment Change TTM 33.56 % 32.13 % 30.54 % 28.74 % 26.71 %
Y / Y Net Income Change TTM 19.63 % -19.57 % -19.57 % -19.57 % -19.57 %
Investment (TTM) in Millions 1,080 1,080 1,080 1,080 809
Return On Investment (TTM) 8.38 % 7.48 % 8.01 % 8.63 % 9.36 %
PAX's Overall Ranking # 1010 # 0 # # #
Seq. Investment Change TTM 6.7 % 7.18 % 7.74 % 8.39 % 5.56 %
Seq. Net Income Change TTM 19.63 % 0 % 0 % 0 % -19.57 %
Net Income (TTM) in Millions 91 76 76 76 76




Return On Investment PAX's Ranking
Within: No.
Industry # 30
Sector # 103
Overall # 1010

Return On Investment Statistics
High Average Low
20.03 %
13.13 %
8.38 %
(Dec 31 2021)   (Dec 31 2025)



  News about Patria Investments Limited Return on Investment ROI

Patria Investments Solidifies Position as a Leading Real Estate Manager in Brazil and Latin America with Transfer of Credit Suisse's Brazilian Real Estate Business

May 28, 2024



Patria Investments Limited (Patria), a prominent global alternative asset manager and a key player in the Latin American market, has successfully fulfilled all requirements for the transfer of management of Credit Suisse s Real Estate funds (FIIs) in Brazil. With approval from the REIT shareholders in place, this strategic move positions Patria as one of the leading real estate managers in Brazil and Latin America. The transfer, expected to be completed by August 30th, will add approximately $2.4 billion of Fee Earning AUM to Patria s real estate business, boosting its total Fee Earning AUM to over $6 billion.
Rapid Growth in Patria s Real Estate Business:
Patria s real estate business has experienced significant growth since its initial public offering (IPO) in 2021. The acquisition of Credit Suisse s Real Estate funds marks a remarkable milestone, with the AUM increasing from less than $700 million at the time of the IPO to over $6 billion. This expansion further strengthens Patria s market position and substantiates its reputation as a trusted and capable real estate manager.






Financial Statements
Patria Investments Limited's IV. Quarter Investments $ 1,080 Millions PAX's Balance sheet
Patria Investments Limited's IV. Quarter Income $ 91 Millions Quarterly PAX's Income Statement
PAX's Income by Division See PAX's Income by Division


PAX Annual Return On Investment (Dec 31 2025)
2025
(Dec 31 2024)
2023
(Dec 31 2022)
2022
(Dec 31 2021)
2021
(Dec 31 2020)
2020
Total Investments in Millions 1,080 839 638 605 59
Y / Y Investment Growth 28.72 % 31.48 % 5.48 % 921.12 % -
Net Income in Millions 91 121 94 121 62
Y / Y Net Income Growth -25.05 % 28.38 % -22.35 % 95.98 % -
Annual Return On Investment 8.38 % 14.4 % 14.74 % 20.03 % 104.36 %


Annual Roi Comment
In the fiscal year 2025 ROI decreased relative to the previous year to 8.38 %, due to deterioration of net income.

Definition and Formula of Return on Investment

Other ROI Ratios
Investment Services Industry Roi Trends and Statistics
Financial Sector Return On Investment Statistics
Roi Trends for overall market
PAX's Roi Ratio versus Investment Services Industry, Financial Sector and total Market
Highest Ranking Return On Investment
Lowest Ranking Return On Investment
Subscribers only: Roi for PAX's Competitors
Subscribers only: Roi for Patria Investments Limited's Suppliers
Subscribers only: Return On Investment for PAX's Customers

Other Ratios
PAX's Roa PAX's Inventory Turnover Ratio PAX's Growth Rates PAX's Dividend Statistics
PAX's Profitability Ratios PAX's Asset Turnover Ratio PAX's Dividend Growth
PAX's Roe PAX's Valuation Ratios PAX's Financial Strength Ratios PAX's Dividend Payout Ratio



Companies with similar Return On Investment at Dec 31 2025, within Financial Sector ROI
Federated Hermes Inc   23.05 %
Lendingtree inc   22.55 %
Pathward Financial Inc   21.92 %
Cohen and Steers Inc   21.36 %
Diamond Hill Investment Group Inc   20.29 %
Arrow Financial Corporation  20.08 %
Moelis and Co  20.06 %
Futu Holdings Ltd  19.74 %
Hci Group Inc   19.37 %
The Bancorp Inc   19.27 %
Hamilton Insurance Group Ltd   19.13 %
Evercore Inc   18.83 %
Esquire Financial Holdings inc   18.77 %
Hamilton Lane Incorporated  18.49 %
Moody s Corporation  18.29 %
Brookfield Asset Management Ltd   18.24 %
Suro Capital Corp   17.78 %
Uniti Group Inc   16.92 %
Up Fintech Holding Limited  16.53 %
Oppfi Inc   16.51 %
Dynex Capital Inc   16.27 %
Regions Financial Corporation  16.27 %
Cboe Global Markets Inc   16.18 %
Price T Rowe Group Inc  16.04 %
Value Line Inc   15.86 %
First Bancorp  15.78 %
Qfin Holdings Inc   15.57 %
Rayonier Inc   15.38 %
Northrim Bancorp Inc   15.26 %
Bimini Capital Management Inc   14.89 %


Date modified: 2026-09-18T13:11:06+00:00



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