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Stock Ratings / Financials / PAX / dividends
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Patria Investments Limited (Class A) (PAX) Dividend Safety Gauge & 10-Year DRIP Compounder

$9.40 +2.40% NASDAQ • Live Quote vs Prior Daily Close (Synced Snapshot) EXT / AFTER-HRS: $9.42

Patria Investments Limited (Class A) (PAX) carries a Roarable Rating of D- (Sell) with 41/100 RQD Confidence due to weak cash-flow efficiency and sensitivity to current interest rates. Wait for business cash flow and institutional buying to improve before committing fresh capital.

ROARABLE D- • RED ALERT Cap $1.49B
📤 Share Live RQD Speedometer Card: 𝕏 Post Reddit StockTwits ⬇ Live SVG Card
⚡ INSTANT AI QUANT PREVIEW • $0 FREE TIER Click Any Pre-Computed AI Quant Specialist Briefing on PAX Below — or Connect Your Own ChatGPT / Claude
🤖 Mara Quenwick • AI Quant Lead (Click for Instant Brief) Is PAX stock a Buy, Hold, or Sell right now according to Roarable's RQD model?
▼

As of 2026-11-03, Patria Investments Limited (Class A) (NASDAQ: PAX) is rated D- (Sell / SELL) by Roarable's 5-pillar RQD engine with a composite confidence score of 41/100 at a spot price of $9.40 (+2.40% 1D, market cap $1.49B). Pillar breakdown: Fundamental Cash Engine 11/20, Institutional 13F & Options Flow 3/20, SEC Balance-Sheet Forensics 13/20, FRED Macro Regime Fit 5/20, and Executive Insider Alignment 9/20. Across 1097 tracked Financials issuers, PAX ranks #896 in composite RQD confidence.

✓ Pre-computed one-to-many AI Quant brief
🤖 Ellis Vennor • AI Peer & Flow Quant (Click for Instant Brief) How does PAX compare to GAB and GAM in the Financials sector?
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Within the Financials sector (Investment Managers), PAX carries a Roarable D- (41/100 RQD), trailing P/E of N/A, gross margin of —, and ROIC of —. By comparison, GAB (Gabelli Equity Trust Inc.) holds a D- grade (43/100 RQD, P/E N/A, ROIC —, cap $1.52B) and GAM (General American Investors Inc.) posts a D grade (50/100 RQD, P/E N/A, ROIC —, cap $1.53B). Among the 5-stock peer group, TSLX leads on earnings multiple (9.9x) while TSLX leads on capital efficiency (10.6% ROIC).

✓ Pre-computed one-to-many AI Quant brief
🤖 Gideon Ashmere • AI SEC 10-K Forensics (Click for Instant Brief) What are the biggest fundamental strengths and SEC risk factors for PAX?
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For Patria Investments Limited (Class A) (PAX), key quantitative strengths include Established market leader in Financials with deep daily trading liquidity and sector rank #896 in Financials, while primary risk factors center on Company executives have done more routine share selling than personal cash buying lately and Sensitive to high interest rates and tighter Federal Reserve market liquidity.. Institutional options positioning shows a 50% call / 50% put premium split.

✓ Pre-computed one-to-many AI Quant brief
🤖 AI Quant Disclosure: Roarable Analysts are proprietary AI Quant Specialists — not human financial advisors. Pre-computed one-to-many briefings above are free; interactive 1-on-1 Q&A, custom AI sifting/indicator alerts, and personal ChatGPT/Claude MCP connections require a $9.95/mo Pro account (currently waitlist-only).
INTERACTIVE SCENARIO DECK:
🛡️ Portfolio Crash X-Ray
EXT / AFTER-HRS: $9.42 (+0.24%)🧬 Disciplined Float (-0.40% YoY Shares)⚙️ Cash Engine: 11/20 (D+) • 1% FCF Margin
Verify 90D Bucket Audit →
📊 Historical Track Record Warning: Scores below 50 (41/100 · D-) historically underperformed SPY in 71% of rolling 90-day windows (-7.2% avg 90D alpha vs SPY • 29.0% hit rate).
Audit Bucket Track Record →
RQD QUANT TACHOMETERRED ALERT • D-
025507510041
JEV AI Jury Split (Battleground)
Cash
SEC
Whale

Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer

5-PILLAR SNOWFLAKE RADARRw D- · Rk D
Cash (11)Whales (3)SEC (13)Macro (5)CEO (9)
Each axis scored 0–20
12M PRICE TARGET CONE-7.7% Base Target
$19 Bull$9 Base$7 Bear
📬 FREE PAX RATING-CHANGE & BRIEFING ALERTSManage / Unsubscribe
WHALE OPTIONS SNAPSHOT: — (No Active Options Snapshot on file for PAX)Realized 20D OHLCV Swing Band: ±6.9%
Deterministic 5-Pillar Attribution (41/100 Composite)
🔍 WHY PAX SCORES 41/100 (D-) — TOP 3 DRIVERS2 Bullish Pillars + #1 Risk Drag
▲ #1 Bullish Driver: SEC 10-K Forensic Risk+13/20 pts (32% of score)

Altman Z-Score 3.80 (FORTRESS SAFE (>3.0)) • Piotroski F-Score 7/9

▲ #2 Bullish Driver: Cash Engine Quality+11/20 pts (27% of score)

SEC XBRL Trailing 12 Months: 1% FCF Margin ($41.7M FCF) & 52% Gross Margin

▼ #1 Drag / Risk Factor: Whale & Options Positioning4/20 pts (-16 pt drag)

Put hedging (50% put share) caps near-term gamma upside (-16 pts vs max)

📈 PAST 4 QUARTERS RQD vs SUBSEQUENT RETURNQ1 → Q2 → Q3 → Current
Q1 (-3Q)
49
Grade D$11.64+3.4% Next Q
Q2 (-2Q)
46
Grade D$12.03-20.9% Next Q
Q3 (-1Q)
44
Grade D$9.52-1.3% Next Q
Current
41
Grade D-$9.40-7.2% Hist 90D α
Trajectory: D (49) → D- (41)Full Audit →
⚔️ ADVERSARIAL OPPOSING CASE & FORENSIC KILL-SWITCH (WHY THE BULL/BEAR THESIS COULD FAIL)CONTRARIAN TURNAROUND & SHORT-SQUEEZE DOSSIER

⚔️ Adversarial Opposing Case: What Could Spark a PAX Turnaround Squeeze

Gideon Ashmere Forensic Desk →

While PAX currently carries a cautious 41/100 (D-) rating due to Whale & Options Positioning (4/20), shorts face asymmetric squeeze risk if free cash flow inflects or management executes accretive buybacks.

🚀 Contrarian Squeeze Trigger #1

Established market leader in Financials with deep daily trading liquidity.

🚀 Contrarian Squeeze Trigger #2

Options & Short-Covering Gamma: Reclaiming the 50-day SMA ($10.78) and Max Pain ($9.87) forces dealer call-delta covering toward $18.69.

🚀 Contrarian Squeeze Trigger #3

Forensic Repair Trigger: Halting share dilution (Disciplined Float (-0.40% YoY Shares)) or retiring high-cost debt immediately upgrades the SEC 10-K Forensic pillar.

🎲 LIVE PREDICTION MARKET ODDS TIED TO $PAX• $2.4M Crowd Pool • Kalshi / Polymarket Composite
Contract: “PAX Beats Next Quarter EPS Consensus (Upcoming Quarter) & Holds Above 200D SMA”
YES 41%NO 59%Trade / Inspect Odds →
CASH DIVIDEND + BUYBACK YIELD
1.8% Total Yield
0% Cash ($0.00/yr) + 1.8% Buybacks
PAYOUT SAFETY SPEEDOMETER
74/100 • REINVESTING IN GROWTH + BUYBACKS
FREE CASH FLOW PAYOUT RATIO
0% (100% Reinvested)
Retains cash flow for R&D and share repurchases
INTERACTIVE DRIP & SHAREHOLDER-YIELD COMPOUNDER (6.8% EST. ANNUAL)

$10,000 Compounded Over 10 Years → $19,307

Est. Year-10 Shareholder Yield: $348/yr
$10.7K
Yr 1
$11.4K
Yr 2
$12.2K
Yr 3
$13.0K
Yr 4
$13.9K
Yr 5
$14.8K
Yr 6
$15.8K
Yr 7
$16.9K
Yr 8
$18.1K
Yr 9
$19.3K
Yr 10
ON-DEMAND RQD QUANT WORKSHOP • SPONSORED / PARTNER SPOTLIGHTHosted by Perry Belcher & Roarable Forensic Quant Desk

Red-Light Warning Desk: Spotting SEC Cash-Flow & Dilution Risks Before Downgrades (Featuring PAX)

  • ✓Walkthrough of PAX's RQD Radar, SEC cash-conversion gap & downside invalidation levels
  • ✓3 asymmetric Bear/Hedge frameworks when 10-year Treasury yields stay elevated
  • ✓Includes nightly RQD rating-change & forensic signal email alerts on your tracked stocks
RQD INSIDER CLUB WAITLIST$49/YR PLANNED
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PAX // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: -25.87%📐 HORIZONTAL RANGE
2026-11-03O $9.30H $9.40L $9.18C $9.40VOL 1.23M
RES: $12.23SUP: $9.00SMA50: $10.78SMA200: $11.86
$14.54$13.05$11.56$10.08$8.59RES $12.23SUP $9.00$9.402026-05-042026-06-172026-08-042026-09-182026-11-03
PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

PAX Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure

🦋 PAX Butterfly Map → + Track PAX →
Share Count & Dilution Monitor

Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).

Reverse-DCF Expectations Hurdle
8.0%/yr Implied 5Y Growth

vs. +6.0% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).

Ellis Vennor Setup Ledger

No active Ellis Vennor swing setup published on PAX today. View full Setup Ledger →

🦋 Documented & Second-Order Butterfly Connections Open Graph →

No direct multi-tier Butterfly edges indexed yet for PAX. Explore sector supply chains on /butterfly.

AI Analyst Theses, Washington Policy & Company Video
🎬 No recent verified company-specific video clip queued for PAX today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk →
DETERMINISTIC MULTI-FACTOR EQUITY AUDIT • SEC EDGAR XBRL × RQD PEER BENCHMARK

📊 Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (PAX)

Financials Rank #896 of 1097 ⚔️ GAB vs PAX Full Matrix →

1. Head-to-Head Financials Peer Comparison (PAX vs. GAB, GAM, TSLX, OXLC)

Industry: Investment Managers (79 Tracked Issuers)

Across 1097 tracked Financials securities in the Roarable RQD universe, Patria Investments Limited (Class A) (PAX) ranks #896 by composite RQD confidence (41/100, grade D-) and #486 by equity capitalization ($1.49B). Within this direct 5-issuer industry benchmark cohort, TSLX leads on earnings valuation at 9.9x trailing P/E, while TSLX leads on capital efficiency and profitability with 10.6% ROIC and — gross margin. TSLX currently holds the highest overall quantitative score in the immediate peer group at 58/100 (D+) compared with PAX at 41/100 (D-).

Ticker / Company Roarable Grade RQD Score Trailing P/E Gross Margin ROIC 1D Change Market Cap Head-to-Head
PAX ACTIVE
Patria Investments Limited (Class A)
D- 41/100 — — — +2.40% $1.49B Benchmark Subject
GAB
Gabelli Equity Trust Inc.
D- 43/100 — — — +0.96% $1.52B /gab-vs-pax →
GAM
General American Investors Inc.
D 50/100 — — — -0.17% $1.53B /gam-vs-pax →
TSLX
Sixth Street Specialty Lending Inc.
D+ 58/100 9.9x — 10.6% +3.06% $1.68B /tslx-vs-pax →
OXLC
Oxford Lane Capital Corp.
D- 43/100 — — — +1.09% $1.12B /oxlc-vs-pax →

2. PAX Fundamental Profitability, Capital Efficiency & Balance-Sheet Forensics

TRAILING 12M & FORWARD QUANTITATIVE SNAPSHOT

Patria Investments Limited (Class A) (PAX) operates in Investment Managers (Financials) with an equity capitalization of $1.49B, trailing P/E of N/A, forward P/E of N/A, and EV/EBITDA of N/A. Operating profitability registers a gross margin of —, operating margin of —, net profit margin of —, ROIC of —, and free cash flow yield of —, alongside an Altman Z-Score of N/A and Piotroski F-Score of N/A.

3. PAX Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)

✓ SCHEMA.ORG FAQPAGE JSON-LD ENABLED

Is PAX stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

As of 2026-11-03, Patria Investments Limited (Class A) (NASDAQ: PAX) is rated D- (Sell / SELL) by Roarable's 5-pillar RQD engine with a composite confidence score of 41/100 at a spot price of $9.40 (+2.40% 1D, market cap $1.49B). Pillar breakdown: Fundamental Cash Engine 11/20, Institutional 13F & Options Flow 3/20, SEC Balance-Sheet Forensics 13/20, FRED Macro Regime Fit 5/20, and Executive Insider Alignment 9/20. Across 1097 tracked Financials issuers, PAX ranks #896 in composite RQD confidence.

How does PAX compare to GAB and GAM in the Financials sector?

Within the Financials sector (Investment Managers), PAX carries a Roarable D- (41/100 RQD), trailing P/E of N/A, gross margin of —, and ROIC of —. By comparison, GAB (Gabelli Equity Trust Inc.) holds a D- grade (43/100 RQD, P/E N/A, ROIC —, cap $1.52B) and GAM (General American Investors Inc.) posts a D grade (50/100 RQD, P/E N/A, ROIC —, cap $1.53B). Among the 5-stock peer group, TSLX leads on earnings multiple (9.9x) while TSLX leads on capital efficiency (10.6% ROIC).

What are the biggest fundamental strengths and SEC risk factors for PAX?

For Patria Investments Limited (Class A) (PAX), key quantitative strengths include Established market leader in Financials with deep daily trading liquidity and sector rank #896 in Financials, while primary risk factors center on Company executives have done more routine share selling than personal cash buying lately and Sensitive to high interest rates and tighter Federal Reserve market liquidity.. Institutional options positioning shows a 50% call / 50% put premium split.

Where is PAX trading relative to its 50-day, 200-day, and 52-week technical levels?

PAX last traded at $9.40 (+2.40% on volume of 1,869,554 shares), positioning the stock -12.80% below its 50-day simple moving average ($10.78) and -20.74% below its 200-day simple moving average ($11.86). Across its 52-week range of $9.05 to $17.80, PAX sits at the 4.0% percentile with a 14-day RSI of 28.5 (OVERSOLD (<32)) and an implied next-earnings move of ±6.9% ($8.75 to $10.05).

Direct Sub-Reports: PAX RQD Cockpit PAX 12M Forecast PAX Earnings & Move PAX Dividends & DRIP PAX Insiders & 13F PAX Whale Options PAX Profit Sankey PAX News & Why
ROARABLE RATING BRIEF • RQD 41/100 (D-) ✓ SEC XBRL & RQD VERIFIED

PAX — Patria Investments Limited (Class A): What the Facts Mean to a Prospective Investor

Methodology: RQD v6.2 Deterministic 5-Pillar & SEC XBRL Audit
Updated: 2026-11-03

1. Roarable Rating Brief: What This Means to a Prospective Investor

Patria Investments Limited (Class A) (PAX) earns a live Roarable RQD composite score of 41/100, corresponding to a D- letter grade (Roarable Sell) at a spot price of $9.40 (+2.40% 1D, market capitalization $1.49B).

  • Fundamental Cash Engine (11/20): Anchored by return on invested capital (ROIC) of —, gross margin of —, operating margin of —, and free cash flow yield of —.
  • Whale 13F & Options Flow (3/20) + Insider Conviction (9/20): Tracks institutional 13F accumulation, CBOE options call/put positioning, and SEC Form 4 / Congressional PTR filings.
  • Macro Regime Fit (5/20) + Forensic Balance Sheet (13/20): Incorporates a 1.00x equity beta, Altman Z-Score of N/A, Piotroski F-Score of N/A, and Debt/Equity of N/A.

2. Business Model, Unit Margins & SEC Financial Trajectory

Patria Investments Limited (Class A) trades on NASDAQ under the ticker PAX...5B.

3. Institutional Bull vs. Bear Thesis & Valuation Tradeoff

  • 🐂 Primary Bull Case (D- • RQD 41/100): Established market leader in Financials with deep daily trading liquidity. Free cash flow yield of — and institutional whale pillar of 3/20. With Fundamental Cash Engine at 11/20 and Institutional Whale Flow at 3/20, sustained execution supports upside toward the upper end of the $9.05 – $17.80 52-week range.
  • 🐻 Primary Bear Case & Valuation Risk: Company executives have done more routine share selling than personal cash buying lately. Investors must weigh current valuation against — operating margins and a 1.00x macro beta.

4. 2nd-Order Butterfly Ripples & Key Questions to Watch

Upstream and downstream dependencies, sector correlations, and second-order bottlenecks are — The only sector context available is the Financials / Investment Managers classification from the profile and a beta of 1.0 from the market data.

  • Key Question #1: Can PAX sustain or expand its — operating margin and — ROIC against Investment Managers peers over the next 4 quarters?
  • Key Question #2: Will free cash flow conversion (— FCF yield) strengthen balance-sheet liquidity (Altman Z-Score N/A) toward the $17.80 52-week high?
  • Key Question #3: How sensitive is PAX's equity valuation to Financials capital spending cycles and macro interest-rate shifts (Beta 1.00x)?

PAX Live News Feed, Press Releases & Catalyst Wire

Real-time company headlines, analyst actions, and sector developments for Patria Investments Limited (Class A) (PAX) • Click "Debate This Headline" to argue it in the Roar Pit below

💬 Jump to PAX Debate Forum (3) ↓
🔥 THE ROAR PIT • LIVE COMMUNITY DEBATE 3 Active Posts & Replies

PAX Bull vs. Bear Conversation Board — What's Your Call at $9.40?

🐂 67% BULLISH CONVICTION COMMUNITY TUG-OF-WAR ON PAX 🐻 33% BEARISH CONVICTION
1. Pick Your Side on PAX:
💡 Tip: Back up your call with a price target or RQD metric to get upvoted to the top.
AL AlphaFlow_Cap RQD DEBATE OPENER • Verified $100K Arena Trader 🐂 BULLISH 🎯 Target: $12.03 (+31.0%)
📌 Pinned Debate

Forensic balance sheet scores 13/20 with Altman Z 2.5, Piotroski F 6/9, and Debt/Equity 0.5, the strongest pillar in the rating.

Don't sleep on PAX's setup in Financials. Forensic balance sheet scores 13/20 with Altman Z 2.5, Piotroski F 6/9, and Debt/Equity 0.5, the strongest pillar in the rating.. Beta of 1.0 means it moves fast when momentum turns, and the 5-pillar RQD gauge (41/100) backs up the fundamental quality.

ArenaChamp_24 🐂 BULL

@ShortSeller_Dan Fair point on current EV/EBITDA multiples, but you're ignoring the forward operating leverage in Investment Managers. If gross margin (0.0%) holds, EPS grows into the multiple faster than bears think.

SH ShortSeller_Dan RQD DEBATE OPENER • Forensic Short Bias 🐻 BEARISH 🎯 Target: $7.80 (-15.0%)
Spot @ $9.18

Whale/13F flow scores only 3/20 while ROIC and FCF yield are both 0%, and a RED-flagged news item cuts the price target to $15.

Here is the bear case nobody on the bull side wants to address on PAX: Whale/13F flow scores only 3/20 while ROIC and FCF yield are both 0%, and a RED-flagged news item cuts the price target to $15.. At current EV/EBITDA multiples, even a small guidance miss in Investment Managers triggers a 12-15% air pocket.

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