Patria InvestmentsPAX +1.01%87 Pretax Margin % is 28.64% as of Dec. 2025, which is 31% below its 10-year median of 41.77. 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 1,576 Asset Management companies, Patria Investments ranks worse than 73.86% on this metric.
The historical rank and industry rank for Patria Investments's Pretax Margin % or its related term are showing as below:
PAX'
s Pretax Margin % Range Over the Past 10 Years
Min: 22.98 Med: 41.77 Max: 56.49
Current: 24.17
PAX's Pretax Margin % is ranked worse than 73.86% of 1576
companies
in the Asset Management industry
Industry Median: 89.475
vs PAX: 24.17
Patria Investments (NAS:PAX) 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 Investments Pretax Margin % Related Terms
Patria Investments Pretax Margin % Historical Data
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The historical data trend for Patria Investments's Pretax Margin % can be seen below:
* 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.
For the Asset Management subindustry, Patria Investments'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 Investments Pretax Margin % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Patria Investments's Pretax Margin % distribution charts can be found below:
* The bar in red indicates where Patria Investments'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 Investments (PAX) has a Pretax Margin % of 28.64% as of Dec. 2025. Pre-Tax margin is the ratio of total pre-tax income to net sales. View historical data on Patria Investments and its competitors. This is 31% below median its historical median of 41.77. Over the past decade, Patria Investments' Pretax Margin % has ranged from 22.98 to 56.49. According to the industry distribution chart, Patria Investments ranks #1164 out of 1576 companies in the Asset Management industry, placing it in the top 73.9%.
Is Patria Investments' Pretax Margin % too high?
Patria Investments' current Pretax Margin % of 28.64% is 31% below median its 10-year median of 41.77. Over the past 10 years, this metric has ranged from a low of 22.98 to a high of 56.49. The Asset Management industry median Pretax Margin % is 89.48. Patria Investments' value of 28.64% is 68% below this industry median. Based on the distribution chart, Patria Investments ranks #1164 out of 1576 companies in the Asset Management industry, which is below the industry midpoint. 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' Pretax Margin % compare to PDO and NAC?
According to the Asset Management industry distribution chart, Patria Investments ranks #1164 out of 1576 companies for Pretax Margin %. This places Patria Investments in the lower half of its industry. The industry median Pretax Margin % is 89.48. Patria Investments' value of 28.64% is 68% below this benchmark. Historically, Patria Investments' own Pretax Margin % has ranged from 22.98 to 56.49 over the past decade. While the company's 10-year median is 41.77 vs. the industry median of 89.48, Patria Investments has consistently been below 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 89.48, based on 1,576 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 Investments's current Pretax Margin % of 28.64% is 68% below 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 Investments and its competitors. For the Asset Management industry, the median Pretax Margin % is 89.48 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Patria Investments's current Pretax Margin % is 28.64%, which is 31% below median its own 10-year median of 41.77. 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 $10.98 — trading 25.5% below its estimated fair value. The current Pretax Margin % is 28.64%, which is 31% below median its 10-year median of 41.77 and 68% below the Asset Management industry median of 89.48. 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 Pretax Margin % calculated?
Pretax Margin % is calculated from a company's financial statements. For Patria Investments (PAX), the current Pretax Margin % is 28.64% as of Dec. 2025. 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 $10.98 is trading 25.5% below its estimated GF Value™ of $14.74.
GuruFocus considers Patria Investments to be Modestly Undervalued.
Key valuation signals for PAX:
Pretax Margin %: 28.64% (31% below median its 10-year median of 41.77)
GF Value™: $14.74 vs. price of $10.98 (25.5% below fair value)
Industry Position: 68% below the Asset Management median (#1164 of 1576)
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 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.
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