Patria Investments (BSP:P2AX34) ROCE %: 16.21% (As of Dec. 2025)


BSP:P2AX34 Patria Investments Ltd BSP:P2AX34
68 GF Score
Price R$29.88
GF Value R$40.48
Valuation Modestly Undervalued
! 7 Warning Signs
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What is Patria Investments ROCE %?

Patria Investments BSP:P2AX34 68 ROCE % is 16.21% as of Dec. 2025. GuruFocus rates BSP:P2AX34 with a GF Score™ of 68/100 and a GF Value™ of R$40.48 (Modestly Undervalued). The stock has 7 warning signs investors should review.

ROCE % measures how well a company generates profits from its capital. It is calculated as EBIT divided by Capital Employed, where Capital Employed is calculated as Total Assets minus Total Current Liabilities. Patria Investments's annualized ROCE % for the quarter that ended in Dec. 2025 was 16.21%.

Patria Investments  (BSP:P2AX34) ROCE % Explanation

ROCE % can be especially useful when comparing the performance of capital-intensive companies. Unlike ROE %, which indicates the profitability of Shareholders Equity, ROCE % also considers long-term debt in Capital Employed. This can be helpful when analyzing companies with significant debt, as the result is neutralized by taking debt into consideration.

Generally speaking, a higher ROCE % indicates a stonger profitability for a company. Moreover, it is important to look at the ratio from a long term perspective. Investors tend to favor companies with stable and rising ROCE % trend over those with volatile ones.

Patria Investments ROCE % Related Terms

Patria Investments ROCE % Historical Data

* Premium members only.

The historical data trend for Patria Investments's ROCE % 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.

Patria Investments ROCE % Chart

Patria Investments Annual Data
Trend Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
ROCE %
Get a 7-Day Free Trial 37.01 16.16 18.38 14.96 10.91

Patria Investments Quarterly Data
Mar21 Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25
ROCE % Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 28.22 9.70 8.08 12.37 16.21
BSP:P2AX34
68GF Score
Patria Investments Ltd BSP:P2AX34
ROCE % is just one metric. See GF Score™, valuation, warning signs, and more.
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Patria Investments ROCE % Calculation

Patria Investments's annualized ROCE % for the fiscal year that ended in Dec. 2025 is calculated as:

ROCE %=EBIT/( (Capital Employed+Capital Employed)/ count )
(A: Dec. 2025 )  (A: Dec. 2024 )(A: Dec. 2025 )
=EBIT/( ( (Total Assets - Total Current Liabilities)+(Total Assets - Total Current Liabilities) )/ count )
(A: Dec. 2025 )  (A: Dec. 2024 )(A: Dec. 2025 )
=590.596/( ( (7358.459 - 2424.476) + (8156.866 - 2264.176) )/ 2 )
=590.596/( (4933.983+5892.69)/ 2 )
=590.596/5413.3365
=10.91 %

Patria Investments's ROCE % of for the quarter that ended in Dec. 2025 is calculated as:

ROCE %=EBIT (1)/( (Capital Employed+Capital Employed)/ count )
(Q: Dec. 2025 )  (Q: Sep. 2025 )(Q: Dec. 2025 )
=EBIT/( ( (Total Assets - Total Current Liabilities)+(Total Assets - Total Current Liabilities) )/ count )
(Q: Dec. 2025 )  (Q: Sep. 2025 )(Q: Dec. 2025 )
=899.012/( ( (7108.699 - 1912.398) + (8156.866 - 2264.176) )/ 2 )
=899.012/( ( 5196.301 + 5892.69 )/ 2 )
=899.012/5544.4955
=16.21 %

(1) Note: The EBIT data used here is four times the quarterly (Dec. 2025) EBIT 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.

Frequently Asked Questions Learn more about ROCE % →
What does a ROCE % of 16.21% mean?
Patria Investments (BSP:P2AX34) has a ROCE % of 16.21% as of Dec. 2025.
Is Patria Investments' ROCE % too high?
Patria Investments' current ROCE % is 16.21%. The Asset Management industry median ROCE % is 4.39. Patria Investments' value of 16.21% is 269.2% above this industry median. Overall, Patria Investments has a GF Score™ of 68/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Patria Investments' ROCE % compare to PDO and NAC?
Patria Investments' ROCE % of 16.21% can be compared against companies in the Asset Management industry. The industry median ROCE % is 4.39. Patria Investments' value of 16.21% is 269.2% above this benchmark. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good ROCE % for an Asset Management company?
The median ROCE % among Asset Management companies is 4.39, based on 707 companies in the industry. Companies in the top quartile (top 25%) have a ROCE % significantly above this median, while those in the bottom quartile fall well below. However, ROCE % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Patria Investments's current ROCE % of 16.21% is 269.2% 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 ROCE % mean?
A high ROCE % can signal that a stock is expensive relative to its fundamentals. For the Asset Management industry, the median ROCE % is 4.39 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Patria Investments's current ROCE % is 16.21%. 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 (BSP:P2AX34) is currently considered Modestly Undervalued. The stock's GF Value™ is R$40.48, compared to a current price of R$29.88 — trading 26.2% below its estimated fair value. The current ROCE % is 16.21% and 269.2% above the Asset Management industry median of 4.39. Patria Investments' overall GF Score™ is 68/100 with 7 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is ROCE % calculated?
ROCE % is calculated from a company's financial statements. For Patria Investments (BSP:P2AX34), the current ROCE % is 16.21% 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 (BSP:P2AX34) Overvalued in 2026?

Based on GuruFocus' analysis, Patria Investments stock appears to be undervalued. The current stock price of R$29.88 is trading 26.2% below its estimated GF Value™ of R$40.48. GuruFocus considers Patria Investments to be Modestly Undervalued.

Key valuation signals for BSP:P2AX34:

  • ROCE %: 16.21%
  • GF Value™: R$40.48 vs. price of R$29.88 (26.2% below fair value)
  • GF Score™: 68/100 with 7 warning signs
  • Industry Position: 269.2% above the Asset Management median

No single metric tells the full story. See the BSP:P2AX34 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.
68GF Score

Get the complete analysis for BSP:P2AX34

ROCE % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

R$29.88
Price
R$40.48
GF Value