Patria Investments (BSP:P2AX34) ROE % Adjusted to Book Value: 10.77% (As of Dec. 2025)


BSP:P2AX34 Patria Investments Ltd BSP:P2AX34
68 GF Score
Price R$29.88
GF Value R$40.11
Valuation Modestly Undervalued
! 7 Warning Signs
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What is Patria Investments ROE % Adjusted to Book Value?

Patria Investments BSP:P2AX34 68 ROE % Adjusted to Book Value is 10.77% as of Dec. 2025. GuruFocus rates BSP:P2AX34 with a GF Score™ of 68/100 and a GF Value™ of R$40.11 (Modestly Undervalued). The stock has 7 warning signs investors should review.

Patria Investments's ROE % for the quarter that ended in Dec. 2025 was 23.27%. Patria Investments's PB Ratio for the quarter that ended in Dec. 2025 was 2.16. Patria Investments's ROE % Adjusted to Book Value for the quarter that ended in Dec. 2025 was 10.77%.


Patria Investments ROE % Adjusted to Book Value Related Terms


Patria Investments ROE % Adjusted to Book Value Historical Data

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The historical data trend for Patria Investments's ROE % Adjusted to Book Value 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 ROE % Adjusted to Book Value Chart

Patria Investments Annual Data
Trend Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
ROE % Adjusted to Book Value
Get a 7-Day Free Trial 0.00 0.00 10.60 8.34 6.90

Patria Investments Quarterly Data
Mar21 Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25
ROE % Adjusted to Book Value 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 25.77 7.33 4.72 8.31 10.77

BSP:P2AX34 vs PDO, NAC, NUV: ROE % Adjusted to Book Value Comparison

For the Asset Management subindustry, Patria Investments's ROE % Adjusted to Book Value, along with its competitors' market caps and ROE % Adjusted to Book Value 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 ROE % Adjusted to Book Value vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Patria Investments's ROE % Adjusted to Book Value distribution charts can be found below:

* The bar in red indicates where Patria Investments's ROE % Adjusted to Book Value falls into.


BSP:P2AX34
68GF Score
Patria Investments Ltd BSP:P2AX34
ROE % Adjusted to Book Value is just one metric. See GF Score™, valuation, warning signs, and more.
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Patria Investments ROE % Adjusted to Book Value Calculation

Patria Investments's ROE % Adjusted to Book Value for the fiscal year that ended in Dec. 2025 is calculated as

ROE % Adjusted to Book Value=ROE % / PB Ratio
=14.90% / 2.16
=6.90%

Patria Investments's ROE % Adjusted to Book Value for the quarter that ended in Dec. 2025 is calculated as

ROE % Adjusted to Book Value=ROE % / PB Ratio
=23.27% / 2.16
=10.77%

* 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.

What does a ROE % Adjusted to Book Value of 10.77% mean?
Patria Investments (BSP:P2AX34) has a ROE % Adjusted to Book Value of 10.77% as of Dec. 2025. Return on equity adjusted to book is the ratio of return on equity to price-book ratio. View historical data on Patria Investments and its competitors.
Is Patria Investments' ROE % Adjusted to Book Value too high?
Patria Investments' current ROE % Adjusted to Book Value is 10.77%. 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' ROE % Adjusted to Book Value compare to PDO and NAC?
Patria Investments' ROE % Adjusted to Book Value of 10.77% can be compared against companies in the Asset Management industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good ROE % Adjusted to Book Value for an Asset Management company?
A good ROE % Adjusted to Book Value depends on the Asset Management industry context. However, ROE % Adjusted to Book Value 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 ROE % Adjusted to Book Value mean?
A high ROE % Adjusted to Book Value can signal that a stock is expensive relative to its fundamentals. Return on equity adjusted to book is the ratio of return on equity to price-book ratio. View historical data on Patria Investments and its competitors. Patria Investments's current ROE % Adjusted to Book Value is 10.77%. 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 (BSP:P2AX34) is currently considered Modestly Undervalued. The stock's GF Value™ is R$40.11, compared to a current price of R$29.88 — trading 25.5% below its estimated fair value. The current ROE % Adjusted to Book Value is 10.77%. 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 ROE % Adjusted to Book Value calculated?
ROE % Adjusted to Book Value is calculated from a company's financial statements. For Patria Investments (BSP:P2AX34), the current ROE % Adjusted to Book Value is 10.77% 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 25.5% below its estimated GF Value™ of R$40.11. GuruFocus considers Patria Investments to be Modestly Undervalued.

Key valuation signals for BSP:P2AX34:

  • ROE % Adjusted to Book Value: 10.77%
  • GF Value™: R$40.11 vs. price of R$29.88 (25.5% below fair value)
  • GF Score™: 68/100 with 7 warning signs

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

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

R$29.88
Price
R$40.11
GF Value