Patria Private Equity TrustCHIX:PPETL 54 Pretax Margin % is 97.35% as of Mar. 2026, which is 0% below its 10-year median of 97.74. GuruFocus rates CHIX:PPETL with a GF Score™ of 54/100 and a GF Value™ of £10.05. The stock has 7 warning signs investors should review. Among 1,571 Asset Management companies, Patria Private Equity Trust ranks better than 56.65% on this metric.
The historical rank and industry rank for Patria Private Equity Trust's Pretax Margin % or its related term are showing as below:
CHIX:PPETl'
s Pretax Margin % Range Over the Past 10 Years
Min: 88.76 Med: 97.74 Max: 98.93
Current: 94.75
CHIX:PPETl's Pretax Margin % is ranked better than 56.65% of 1571
companies
in the Asset Management industry
Industry Median: 89.85
vs CHIX:PPETl: 94.75
Patria Private Equity Trust (CHIX:PPETl) Pretax Margin % Explanation
The pretax margin, as know as pretax profit margin, is widely used to measure the operating efficiency of a company before deducting taxes.
The pretax margin is sometimes preferred over the net margin as tax expenditures can make profitability comparisons between companies misleading.
It is a useful tool to compare companies operating in the same sector and less effective when comparing companies from other sectors as each industry generally has different operating expenses and sales patterns.
The long term trend of the pretax margin is a good indicator of the competitiveness and health of the business.
Patria Private Equity Trust Pretax Margin % Related Terms
Patria Private Equity Trust Pretax Margin % Historical Data
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
CHIX:PPETL vs BLK, BX, KKR: Pretax Margin % Comparison
For the Asset Management subindustry, Patria Private Equity Trust's Pretax Margin %, along with its competitors' market caps and Pretax Margin % 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 Private Equity Trust Pretax Margin % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Patria Private Equity Trust's Pretax Margin % distribution charts can be found below:
* The bar in red indicates where Patria Private Equity Trust's Pretax Margin % falls into.
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
Patria Private Equity Trust (CHIX:PPETL) has a Pretax Margin % of 97.35% as of Mar. 2026. Pre-Tax margin is the ratio of total pre-tax income to net sales. View historical data on Patria Private Equity Trust and its competitors. This is near median its historical median of 97.74. Over the past decade, Patria Private Equity Trust's Pretax Margin % has ranged from 88.76 to 98.93. According to the industry distribution chart, Patria Private Equity Trust ranks #681 out of 1571 companies in the Asset Management industry, placing it in the top 43.3%.
Is Patria Private Equity Trust's Pretax Margin % too high?
Patria Private Equity Trust's current Pretax Margin % of 97.35% is near median its 10-year median of 97.74. Over the past 10 years, this metric has ranged from a low of 88.76 to a high of 98.93. The Asset Management industry median Pretax Margin % is 89.85. Patria Private Equity Trust's value of 97.35% is 8.3% above this industry median. Based on the distribution chart, Patria Private Equity Trust ranks #681 out of 1571 companies in the Asset Management industry, which is above the industry midpoint. Overall, Patria Private Equity Trust has a GF Score™ of 54/100, reflecting its overall financial health beyond just this single metric.
How does Patria Private Equity Trust's Pretax Margin % compare to BLK and BX?
According to the Asset Management industry distribution chart, Patria Private Equity Trust ranks #681 out of 1571 companies for Pretax Margin %. This puts Patria Private Equity Trust in the upper half of its industry. The industry median Pretax Margin % is 89.85. Patria Private Equity Trust's value of 97.35% is 8.3% above this benchmark. Historically, Patria Private Equity Trust's own Pretax Margin % has ranged from 88.76 to 98.93 over the past decade. While the company's 10-year median is 97.74 vs. the industry median of 89.85, Patria Private Equity Trust has consistently been above the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Pretax Margin % for an Asset Management company?
The median Pretax Margin % among Asset Management companies is 89.85, based on 1,571 companies in the industry. Companies in the top quartile (top 25%) have a Pretax Margin % significantly above this median, while those in the bottom quartile fall well below. However, Pretax Margin % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Patria Private Equity Trust's current Pretax Margin % of 97.35% is 8.3% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Pretax Margin % mean?
A high Pretax Margin % can signal that a stock is expensive relative to its fundamentals. Pre-Tax margin is the ratio of total pre-tax income to net sales. View historical data on Patria Private Equity Trust and its competitors. For the Asset Management industry, the median Pretax Margin % is 89.85 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Patria Private Equity Trust's current Pretax Margin % is 97.35%, which is near median its own 10-year median of 97.74. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Patria Private Equity Trust stock overvalued right now?
Patria Private Equity Trust (CHIX:PPETL) has a current Pretax Margin % of 97.35%. The stock's GF Value™ is £10.05, compared to a current price of £5.43 — trading 46% below its estimated fair value. The current Pretax Margin % is 97.35%, which is near median its 10-year median of 97.74 and 8.3% above the Asset Management industry median of 89.85. Patria Private Equity Trust's overall GF Score™ is 54/100 with 7 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Pretax Margin % calculated?
Pretax Margin % is calculated from a company's financial statements. For Patria Private Equity Trust (CHIX:PPETL), the current Pretax Margin % is 97.35% as of Mar. 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 Private Equity Trust (CHIX:PPETL) Overvalued in 2026?
Based on GuruFocus' analysis, Patria Private Equity Trust stock appears to be undervalued.
The current stock price of £5.43 is trading 46% below its estimated GF Value™ of £10.05.
Key valuation signals for CHIX:PPETL:
Pretax Margin %: 97.35% (near median its 10-year median of 97.74)
GF Value™: £10.05 vs. price of £5.43 (46% below fair value)
Industry Position: 8.3% above the Asset Management median (#681 of 1571)
No single metric tells the full story. See the CHIX:PPETL stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Patria Private Equity Trust PLC is a UK-based investment trust company. The company's provides investors with exposure to private equity funds and private companies, mainly in Europe. Its investment objective is long-term total returns through holding a diversified portfolio of private equity funds and direct investments into private companies alongside private equity managers, a majority of which will have a European mid-market focus.
54GF Score
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Pretax Margin % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
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