Patria Investments [PAX] vs Invesco [IVZ] Detailed Stock Comparison
Patria Investments
NASDAQ
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Invesco
NYSE
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TLDR: Quick Comparison Summary
Based on 20 vital metrics comparison: Patria Investments wins in 10 metrics, Invesco wins in 10 metrics, with 0 ties. Both stocks appear equally matched on key metrics.
View Metrics Details
Vital Metrics Comparison
| Metric | Patria Investments | Invesco | Better |
|---|---|---|---|
| P/E Ratio (TTM) | 25.63 | 22.16 | Invesco |
| Price-to-Book Ratio | 3.82 | 0.85 | Invesco |
| Debt-to-Equity Ratio | 40.36 | 12.59 | Invesco |
| PEG Ratio | 9.35 | 10.90 | Patria Investments |
| EV/EBITDA | 10.72 | 11.65 | Patria Investments |
| Profit Margin (TTM) | 21.18% | 13.27% | Patria Investments |
| Operating Margin (TTM) | 25.09% | 14.13% | Patria Investments |
| EBITDA Margin (TTM) | 25.09% | 14.13% | Patria Investments |
| Return on Equity | 16.38% | 5.25% | Patria Investments |
| Return on Assets (TTM) | 8.69% | 2.37% | Patria Investments |
| Free Cash Flow (TTM) | $137.66M | $1.12B | Invesco |
| Dividend Yield | 5.43% | 4.07% | Patria Investments |
| 1-Year Return | 18.93% | 30.57% | Invesco |
| Price-to-Sales Ratio (TTM) | 5.55 | 1.49 | Invesco |
| Enterprise Value | $2.34B | $14.25B | Invesco |
| EV/Revenue Ratio | 5.89 | 2.32 | Invesco |
| Gross Profit Margin (TTM) | 62.06% | 33.28% | Patria Investments |
| Revenue per Share (TTM) | $2 | $14 | Invesco |
| Earnings per Share (Diluted) | $0.54 | $0.93 | Invesco |
| Beta (Stock Volatility) | 0.69 | 1.51 | Patria Investments |
Performance
Key Stats
Valuation
Financials
Short Interest
Dividends
Patria Investments vs Invesco Stock Performance Analysis
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Performance Comparison
Short-term Returns
| Stock | 1D | 1W | 1M | 3M | 6M | YTD |
|---|---|---|---|---|---|---|
| Patria Investments | -0.87% | -1.22% | -3.84% | 25.27% | 16.98% | 20.56% |
| Invesco | 0.78% | -2.09% | 23.03% | 43.55% | 8.78% | 16.54% |
Long-term Returns
| Stock | 1Y | 3Y | 5Y | 10Y | 15Y | 20Y |
|---|---|---|---|---|---|---|
| Patria Investments | 18.93% | -6.46% | -34.54% | -34.54% | -34.54% | -34.54% |
| Invesco | 30.57% | 10.64% | 97.57% | -43.75% | 13.99% | 55.49% |
Performance & Financial Health Analysis: Patria Investments vs Invesco
| Metric | PAX | IVZ |
|---|---|---|
| Market Information | ||
| Market Cap | $2.21B | $9.19B |
| Market Cap Category | Mid cap | Mid cap |
| 10 Day Avg. Volume | 545,504 | 9,596,720 |
| 90 Day Avg. Volume | 517,808 | 7,533,473 |
| Last Close | $13.66 | $20.73 |
| 52 Week Range | $9.43 - $14.52 | $11.60 - $21.85 |
| % from 52W High | -5.92% | -5.13% |
| All-Time High | $23.28 (Feb 08, 2021) | $51.10 (Oct 30, 2000) |
| % from All-Time High | -41.32% | -59.43% |
| Growth Metrics | ||
| Quarterly Revenue Growth | 0.10% | 0.02% |
| Quarterly Earnings Growth | 17.27% | 0.06% |
| Financial Health | ||
| Profit Margin (TTM) | 0.21% | 0.13% |
| Operating Margin (TTM) | 0.25% | 0.14% |
| Return on Equity (TTM) | 0.16% | 0.05% |
| Debt to Equity (MRQ) | 40.36 | 12.59 |
| Cash & Liquidity | ||
| Book Value per Share (MRQ) | $3.63 | $24.36 |
| Cash per Share (MRQ) | $0.69 | $2.07 |
| Operating Cash Flow (TTM) | $98.22M | $1.22B |
| Levered Free Cash Flow (TTM) | $71.88M | $934.81M |
| Dividends | ||
| Last 12-Month Dividend Yield | 5.43% | 4.07% |
| Last 12-Month Dividend | $0.75 | $0.60 |
Valuation & Enterprise Metrics Analysis: Patria Investments vs Invesco
| Metric | PAX | IVZ |
|---|---|---|
| Price Ratios | ||
| P/E Ratio (TTM) | 25.63 | 22.16 |
| Forward P/E | 9.35 | 10.90 |
| PEG Ratio | 9.35 | 10.90 |
| Price to Sales (TTM) | 5.55 | 1.49 |
| Price to Book (MRQ) | 3.82 | 0.85 |
| Market Capitalization | ||
| Market Capitalization | $2.21B | $9.19B |
| Enterprise Value | $2.34B | $14.25B |
| Enterprise Value Metrics | ||
| Enterprise to Revenue | 5.89 | 2.32 |
| Enterprise to EBITDA | 10.72 | 11.65 |
| Risk & Other Metrics | ||
| Beta | 0.69 | 1.51 |
| Book Value per Share (MRQ) | $3.63 | $24.36 |
Financial Statements Comparison: Patria Investments vs Invesco
Financial Metrics
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Revenue
EBITDA
Operating Margin
Free Cash Flow
Long Term Debt
Profit Margin
Current Ratio
Operating Cash Flow
Income Statement (MRQ)
| Metric (MRQ) | PAX | IVZ |
|---|---|---|
| Revenue/Sales | $82.50M | $1.53B |
| Cost of Goods Sold | $31.30M | $973.60M |
| Gross Profit | $51.20M | $555.60M |
| Research & Development | N/A | N/A |
| Operating Income (EBIT) | $27.60M | $277.30M |
| EBITDA | $37.70M | $399.50M |
| Pre-Tax Income | $15.00M | $344.90M |
| Income Tax | $800,000 | $77.60M |
| Net Income (Profit) | $14.10M | $267.30M |
Balance Sheet & Liquidity Metrics (MRQ)
| Metric (MRQ) | PAX | IVZ |
|---|---|---|
| Cash & Equivalents | $34.50M | $1.87B |
| Total Current Assets | $382.70M | $3.00B |
| Total Current Liabilities | $395.30M | $1.42B |
| Long-Term Debt | $151.00M | $964.80M |
| Total Shareholders Equity | $561.00M | $15.79B |
| Retained Earnings | $0 | $7.07B |
| Property, Plant & Equipment | $34.90M | N/A |
Cash Flow Statement Comparison (MRQ)
| Metric (MRQ) | PAX | IVZ |
|---|---|---|
| Operating Cash Flow | $-3.09M | $285.30M |
| Capital Expenditures | $-1.95M | $-23.40M |
| Free Cash Flow | $23.08M | $-108.00M |
| Debt Repayment | $-31.10M | $-1.13B |
| Common Stock Repurchase | $0 | $-43.10M |
Short Interest & Institutional Ownership Analysis
| Metric | PAX | IVZ |
|---|---|---|
| Shares Short | 2.15M | 14.44M |
| Short Ratio | 4.39 | 2.96 |
| Short % of Float | 0.04% | 0.06% |
| Average Daily Volume (10 Day) | 545,504 | 9,596,720 |
| Average Daily Volume (90 Day) | 517,808 | 7,533,473 |
| Shares Outstanding | 153.59M | 448.00M |
| Float Shares | 64.78M | 356.52M |
| % Held by Insiders | 0.01% | 0.01% |
| % Held by Institutions | 0.71% | 0.95% |
Dividend Analysis & Yield Comparison: Patria Investments vs Invesco
| Metric | PAX | IVZ |
|---|---|---|
| Last 12-Month Dividend | $0.75 | $0.60 |
| Last 12-Month Dividend Yield | 5.43% | 4.07% |
| 3-Year Avg Annual Dividend | $0.88 | $0.72 |
| 3-Year Avg Dividend Yield | 1.48% | 1.19% |
| 3-Year Total Dividends | $2.65 | $2.17 |
| Ex-Dividend Date | Aug 15, 2025 | Feb 14, 2025 |