PAX (Patria Investments) Moat Score: 4/10 (As of Jun. 30, 2026)


PAX Patria Investments Ltd PAX
87 GF Score
Price $10.89
GF Value $14.74
Valuation Modestly Undervalued
! 7 Warning Signs
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What is Patria Investments Moat Score?

Patria Investments PAX +1.21% 87 Moat Score is 4 as of Jun. 30, 2026. GuruFocus rates PAX with a GF Score™ of 87/100 and a GF Value™ of $14.74 (Modestly Undervalued). The stock has 7 warning signs investors should review. Among 1,695 Asset Management companies, Patria Investments ranks better than 95.52% on this metric.

Patria Investments has the Moat Score of 4, which implies that the company might have Narrow Moat - Discernible but modest moat.

Patria Investments has Narrow Moat: Patria Investments has a modest moat due to its established presence in Latin American private equity markets and some customer loyalty. However, it lacks significant pricing power and brand strength, limiting its moat to a discernible but modest level.

Moat Score is a ranking system developed by GuruFocus to assess a company's ability to sustain a competitive advantage, rated on a scale from 0 to 10. It takes into account key factors such as market leadership, cost advantages, network effects, customer switching costs, and more.

The company's Moat Score is based on these criteria:

1. Market leadership and sustainable market share
2. Network effects and significant customer switching costs
3. Valuable intellectual property and patents
4. Strong brand strength and deep customer loyalty
5. Durable cost advantages (e.g., economies of scale, proprietary technology)
6. Significant regulatory barriers and exclusive licenses
7. Superior distribution network
8. Strong and sustainable pricing power
9. Consistent and impactful innovation and R&D capabilities

Based on the research, GuruFocus believes Patria Investments might have Narrow Moat - Discernible but modest moat.

Patria Investments  (NAS:PAX) Moat Score Explanation

The Moat Score ranges from 0 to 10, with 10 as the highest. GuruFocus divided Moat Score into following 8 categories:

Moat Score Moat Level
10Wide Moat - Exceptionally dominant and durable wide moat
8 - 9Wide Moat - Clear and robust wide moat
7Wide Moat - Entry-level wide moat, clearly possessing durable advantages
6Narrow Moat - Strong narrow moat, clearly distinguishable but not wide
5Narrow Moat - Solid narrow moat
4Narrow Moat - Discernible but modest moat
1 - 3No Moat - Very weak/transient advantages
0No Moat - No discernible moat

Patria Investments Moat Score Related Terms

PAX vs GAB, ETG, USA: Moat Score Comparison

For the Asset Management subindustry, Patria Investments's Moat Score, along with its competitors' market caps and Moat Score data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.

Patria Investments Moat Score vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Patria Investments's Moat Score distribution charts can be found below:

* The bar in red indicates where Patria Investments's Moat Score falls into.


PAX
87GF Score
Patria Investments Ltd PAX
Moat Score is just one metric. See GF Score™, valuation, warning signs, and more.
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Frequently Asked Questions Learn more about Moat Score →
What does a Moat Score of 4 mean?
Patria Investments (PAX) has a Moat Score of 4 as of Jun. 30, 2026. Moat Score is a ranking system developed by GuruFocus to assess a company's ability to sustain a competitive advantage, rated on a scale from 0 to 10. It takes into account key factors such as market leadership, cost advantages, network effects, customer switching costs, and more. According to the industry distribution chart, Patria Investments ranks #76 out of 1695 companies in the Asset Management industry, placing it in the top 4.5%.
Is Patria Investments' Moat Score too high?
Patria Investments' current Moat Score is 4. Based on the distribution chart, Patria Investments ranks #76 out of 1695 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. Overall, Patria Investments has a GF Score™ of 87/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Patria Investments' Moat Score compare to GAB and ETG?
According to the Asset Management industry distribution chart, Patria Investments ranks #76 out of 1695 companies for Moat Score. This places Patria Investments in the top 5% of its industry — outperforming the majority of peers. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Moat Score for an Asset Management company?
A good Moat Score depends on the Asset Management industry context. However, Moat Score should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Moat Score mean?
A high Moat Score can signal that a stock is expensive relative to its fundamentals. Moat Score is a ranking system developed by GuruFocus to assess a company's ability to sustain a competitive advantage, rated on a scale from 0 to 10. It takes into account key factors such as market leadership, cost advantages, network effects, customer switching costs, and more. Patria Investments's current Moat Score is 4. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Patria Investments stock overvalued right now?
Based on GuruFocus' analysis, Patria Investments (PAX) is currently considered Modestly Undervalued. The stock's GF Value™ is $14.74, compared to a current price of $10.89 — trading 26.1% below its estimated fair value. The current Moat Score is 4. Patria Investments' overall GF Score™ is 87/100 with 7 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Moat Score calculated?
Moat Score is calculated from a company's financial statements. For Patria Investments (PAX), the current Moat Score is 4 as of Jun. 30, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Patria Investments (PAX) Overvalued in 2026?

Based on GuruFocus' analysis, Patria Investments stock appears to be undervalued. The current stock price of $10.89 is trading 26.1% below its estimated GF Value™ of $14.74. GuruFocus considers Patria Investments to be Modestly Undervalued.

Key valuation signals for PAX:

  • Moat Score: 4
  • GF Value™: $14.74 vs. price of $10.89 (26.1% below fair value)
  • GF Score™: 87/100 with 7 warning signs

No single metric tells the full story. See the PAX stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

Patria Investments Business Description

Address 60 Nexus Way, 4th floor, Camana Bay, PO Box 757, 3rd Floor, Camana Bay, Grand Cayman, CYM, KY1-9006
Patria Investments Ltd is an alternative asset management firm specializing in resilient sectors across select regions. It seeks to provide world-wide and Latin American investors with attractive investment products that allows portfolio diversification and consistent returns. The group promotes inclusive and sustainable development in the Asset Classes: Private Equity, Private Equity Solutions, Credit, Real Estate, Infrastructure, and Public Equities Main sectors: Agribusiness, Power & Energy, Healthcare, Logistics & Transportations, Food & Beverage and Digital & Tech Services Investment Regions.
87GF Score

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$10.89
Price
$14.74
GF Value