Patria Latin Profitability Analysis
| PLAO Stock | USD 11.63 0.00 0.00% |
Net Income | First Reported 2010-12-31 | Previous Quarter 10.6 M | Current Value 11 M | Quarterly Volatility 6 M |
| Current Value | Last Year | Change From Last Year | 10 Year Trend | ||||||
|---|---|---|---|---|---|---|---|---|---|
| Return On Equity | 0.0558 | 0.0587 |
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For Patria Latin profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Patria Latin to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Patria Latin American utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Patria Latin's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Patria Latin American over time as well as its relative position and ranking within its peers.
Patria |
Is Asset Management & Custody Banks space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Patria Latin. If investors know Patria will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Patria Latin listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth (0.19) | Earnings Share 0.57 | Return On Assets (0.01) |
The market value of Patria Latin American is measured differently than its book value, which is the value of Patria that is recorded on the company's balance sheet. Investors also form their own opinion of Patria Latin's value that differs from its market value or its book value, called intrinsic value, which is Patria Latin's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Patria Latin's market value can be influenced by many factors that don't directly affect Patria Latin's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Patria Latin's value and its price as these two are different measures arrived at by different means. Investors typically determine if Patria Latin is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Patria Latin's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.
Patria Latin American Current Valuation vs. Return On Asset Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Patria Latin's current stock value. Our valuation model uses many indicators to compare Patria Latin value to that of its competitors to determine the firm's financial worth. Patria Latin American is considered to be number one stock in return on asset category among its peers. It also is rated top company in current valuation category among its peers . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Patria Latin's earnings, one of the primary drivers of an investment's value.Patria Current Valuation vs. Return On Asset
Return on Asset or ROA shows how effective is the management of the company in generating income from utilizing all of the assets at their disposal. It is a useful ratio to evaluate the performance of different departments of a company as well as to understand management performance over time.
Patria Latin |
| = | -0.0056 |
Return on Asset measures overall efficiency of a company in generating profits from its total assets. It is expressed as the percentage of profits earned per dollar of Asset. A low ROA typically means that a company is asset-intensive and therefore will needs more money to continue generating revenue in the future.
Enterprise Value is a firm valuation proxy that approximates the current market value of a company. It is typically used to determine the takeover or merger price of a firm. Unlike Market Cap, this measure takes into account the entire liquid asset, outstanding debt, and exotic equity instruments that the company has on its balance sheet. When a takeover occurs, the parent company will have to assume the target company's liabilities but will take possession of all cash and cash equivalents.
Patria Latin |
| = | 120.67 M |
Enterprise Value can be a useful tool to compare companies with different capital structures. Long term liability and current cash or cash equivalents can have a huge impact on market valuation of a given company.
Patria Current Valuation vs Competition
Patria Latin American is rated top company in current valuation category among its peers. After adjusting for long-term liabilities, total market size of Financials industry is at this time estimated at about 526.76 Million. Patria Latin totals roughly 120.67 Million in current valuation claiming about 23% of equities under Financials industry.
Patria Latin Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Patria Latin, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Patria Latin will eventually generate negative long term returns. The profitability progress is the general direction of Patria Latin's change in net profit over the period of time. It can combine multiple indicators of Patria Latin, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
| Last Reported | Projected for Next Year | ||
| Operating Income | -1.2 M | -1.1 M | |
| Income Before Tax | 10.6 M | 7.3 M | |
| Total Other Income Expense Net | 11.7 M | 8 M | |
| Net Loss | -53.9 K | -56.6 K | |
| Net Income | 10.6 M | 7.3 M | |
| Income Tax Expense | -1.2 K | -1.2 K | |
| Net Income From Continuing Ops | 11.6 M | 11.5 M | |
| Net Income Per Share | 0.42 | 0.29 | |
| Income Quality | (0.06) | (0.07) | |
| Net Income Per E B T | 1.89 | 1.68 |
Patria Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Patria Latin. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Patria Latin position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Patria Latin's important profitability drivers and their relationship over time.
Patria Latin Profitability Trends
Patria Latin profitability trend refers to the progression of profit or loss within a business. An upward trend means that Patria Latin's profit has generally increased over time, and a downward profitability trend means profits are declining. Recognizing problems early in profitability trends allows investors to address revenue and cost issues in advance. Investors and analysts usually monitor three types of profitability trends: gross, operating, and net. Gross profit is the difference between revenue and costs of goods sold. Operating profit is Patria Latin's gross profit minus its overhead. After you account for other unusual revenue, expenses, and costs, you get net profit. Gross profit trends are often a good indicator of future profitability. If you have high gross profit margins, you have a better chance to cover overhead and make money.
Patria Latin Profitability Drivers Correlations
One of the toughest challenges investors face today is learning how to quickly synthesize and read into endless financial statements and information provided by the company, SEC reporting, and various external parties. Understanding the correlation between Patria Latin different financial indicators related to revenue and profit generation helps investors identify and prioritize their investing strategies towards Patria Latin in a much-optimized way. Analyzing correlations between profit drivers that are directly associated with dollar figures is the most effective way to break down Patria Latin's future profitability.
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Use Patria Latin in pair-trading
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Patria Latin position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Patria Latin will appreciate offsetting losses from the drop in the long position's value.Patria Latin Pair Trading
Patria Latin American Pair Trading Analysis
The ability to find closely correlated positions to Patria Latin could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Patria Latin when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Patria Latin - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Patria Latin American to buy it.
The correlation of Patria Latin is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Patria Latin moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Patria Latin American moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Patria Latin can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Use Investing Themes to Complement your Patria Latin position
In addition to having Patria Latin in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
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Other Information on Investing in Patria Stock
To fully project Patria Latin's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Patria Latin American at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Patria Latin's income statement, its balance sheet, and the statement of cash flows.