Patria Investments Stock Bond Positions Weight
| PAX Stock | USD 12.74 0.15 1.16% |
Patria Investments fundamentals help investors to digest information that contributes to Patria Investments' financial success or failures. It also enables traders to predict the movement of Patria Stock. The fundamental analysis module provides a way to measure Patria Investments' intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Patria Investments stock.
Patria | Bond Positions Weight |
Patria Investments Company Bond Positions Weight Analysis
Patria Investments' Percentage of fund asset invested in fixed income securities. About 30% of U.S. mutual funds invest in bonds.
Current Patria Investments Bond Positions Weight | 0.80 % |
Most of Patria Investments' fundamental indicators, such as Bond Positions Weight, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Patria Investments is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Patria Bond Positions Weight Driver Correlations
Understanding the fundamental principles of building solid financial models for Patria Investments is extremely important. It helps to project a fair market value of Patria Stock properly, considering its historical fundamentals such as Bond Positions Weight. Since Patria Investments' main accounts across its financial reports are all linked and dependent on each other, it is essential to analyze all possible correlations between related accounts. However, instead of reviewing all of Patria Investments' historical financial statements, investors can examine the correlated drivers to determine its overall health. This can be effectively done using a conventional correlation matrix of Patria Investments' interrelated accounts and indicators.
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Funds that have over 60% of asset value invested in bonds or or other fixed income securities would usually attract conservative investors.
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In accordance with the recently published financial statements, Patria Investments has a Bond Positions Weight of 0.8%. This is much higher than that of the Capital Markets sector and significantly higher than that of the Financials industry. The bond positions weight for all United States stocks is notably lower than that of the firm.
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Patria Investments ESG Sustainability
Some studies have found that companies with high sustainability scores are getting higher valuations than competitors with lower social-engagement activities. While most ESG disclosures are voluntary and do not directly affect the long term financial condition, Patria Investments' sustainability indicators can be used to identify proper investment strategies using environmental, social, and governance scores that are crucial to Patria Investments' managers, analysts, and investors.Environmental | Governance | Social |
Fund Asset Allocation for Patria Investments
The fund consists of 98.91% investments in stocks, with the rest of investments allocated between bondsand various exotic instruments.Asset allocation divides Patria Investments' investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Patria Fundamentals
| Return On Equity | 0.14 | ||||
| Return On Asset | 0.064 | ||||
| Profit Margin | 0.20 % | ||||
| Operating Margin | 0.16 % | ||||
| Current Valuation | 1.86 B | ||||
| Shares Outstanding | 59.77 M | ||||
| Shares Owned By Insiders | 1.41 % | ||||
| Shares Owned By Institutions | 81.37 % | ||||
| Number Of Shares Shorted | 3.74 M | ||||
| Price To Earning | 13.85 X | ||||
| Price To Book | 3.94 X | ||||
| Price To Sales | 5.83 X | ||||
| Revenue | 329.41 M | ||||
| Gross Profit | 154.6 M | ||||
| EBITDA | 146.36 M | ||||
| Net Income | 118.4 M | ||||
| Cash And Equivalents | 104.66 M | ||||
| Cash Per Share | 0.71 X | ||||
| Total Debt | 15.84 M | ||||
| Debt To Equity | 0.02 % | ||||
| Current Ratio | 1.57 X | ||||
| Book Value Per Share | 3.20 X | ||||
| Cash Flow From Operations | 156.72 M | ||||
| Short Ratio | 5.61 X | ||||
| Earnings Per Share | 0.43 X | ||||
| Price To Earnings To Growth | 0.50 X | ||||
| Target Price | 15.67 | ||||
| Number Of Employees | 430 | ||||
| Beta | 0.58 | ||||
| Market Capitalization | 1.92 B | ||||
| Total Asset | 1.01 B | ||||
| Retained Earnings | 50.83 M | ||||
| Working Capital | 4.09 M | ||||
| Annual Yield | 0.05 % | ||||
| Year To Date Return | 7.80 % | ||||
| One Year Return | 3.75 % | ||||
| Net Asset | 1.01 B | ||||
| Last Dividend Paid | 0.92 | ||||
| Equity Positions Weight | 98.91 % | ||||
| Bond Positions Weight | 0.80 % |
About Patria Investments Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Patria Investments's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Patria Investments using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Patria Investments based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
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When running Patria Investments' price analysis, check to measure Patria Investments' market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Patria Investments is operating at the current time. Most of Patria Investments' value examination focuses on studying past and present price action to predict the probability of Patria Investments' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Patria Investments' price. Additionally, you may evaluate how the addition of Patria Investments to your portfolios can decrease your overall portfolio volatility.