Patria Investments (PAX) Return on Assets [ROA] (2021 - 2026)
Patria Investments (PAX) posted Return on Assets [ROA] of 2.89% for Q1 2026, up 1.19 percentage points from 1.70% a year earlier but down 1.31 percentage points from the prior quarter.
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Analysis
Patria Investments (PAX) Return on Assets [ROA] (2021 - 2026) Analysis & Trends
For FY2025, Patria Investments' Return on Assets [ROA] came in at 6.70%, down 0.12 percentage points from FY2024.
- Annual Return on Assets [ROA] shows a five-year change of -48.99 percentage points (FY2020 to FY2025).
- In prior years, Patria Investments' Return on Assets [ROA] was 6.83% in FY2024 (-5.33 pp), 12.16% in FY2023 (+1.32 pp), 10.83% in FY2022 (-17.08 pp) and 27.91% in FY2021 (-27.79 pp).
- Quarterly Return on Assets [ROA] has run from a low of 1.63% in Q4 2024 to a high of 27.28% in Q2 2021 over five years.
- On a year-over-year basis, Return on Assets [ROA] has increased in each of the last three quarters, with an average year-over-year change of -3.19 percentage points over the last eight quarters.
- The strongest year-over-year quarter for Return on Assets [ROA] in the past five years was Q3 2023, with a gain of 6.14 percentage points; the weakest was Q2 2022, with a drop of 20.05 percentage points.
- According to Business Quant data, Return on Assets [ROA] for the three prior quarters was 4.20% (Q4 2025), 4.20% (Q3 2025) and 2.50% (Q2 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROA (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 164.13 Bn | 110.49 Bn | - | 4.12% |
| 2 | Spdr Gold Trust | 133.82 Bn | -424.18 Bn | - | 16.25% |
| 3 | Blackstone | 84.08 Bn | 79.01 Bn | - | 13.90% |
| 4 | Brookfield | 82.97 Bn | -82.41 Bn | 4.47 Bn | 1.02% |
| 5 | Kkr | 81.05 Bn | 47.53 Bn | - | 1.33% |
| 6 | Brookfield Asset Management | 71.64 Bn | 67.88 Bn | - | 16.12% |
| 7 | Apollo Global Management | 65.67 Bn | 3.35 Bn | 10.56 Bn | 0.89% |
| 8 | Wheaton Precious Metals | 61.89 Bn | 57.32 Bn | 687.86 Mn | 18.58% |
| 9 | Franco Nevada | 46.13 Bn | 43.49 Bn | 451.00 Mn | 21.76% |
| 10 | Patria Investments | 1.63 Bn | 1.01 Bn | - | 2.89% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Mar 31, 2026 | 2.89% |
| Dec 31, 2025 | 4.20% |
| Sep 30, 2025 | 4.20% |
| Jun 30, 2025 | 2.50% |
| Mar 31, 2025 | 1.70% |
| Dec 31, 2024 | 1.63% |
| Sep 30, 2024 | 1.88% |
| Jun 30, 2024 | 3.65% |
| Mar 31, 2024 | 7.19% |
| Dec 31, 2023 | 7.83% |
| Sep 30, 2023 | 12.68% |
| Jun 30, 2023 | 11.64% |
| Mar 31, 2023 | 9.45% |
| Dec 31, 2022 | 9.74% |
| Sep 30, 2022 | 6.53% |
| Jun 30, 2022 | 7.22% |
| Mar 31, 2022 | 14.29% |
| Dec 31, 2021 | 19.55% |
| Sep 30, 2021 | 25.77% |
| Jun 30, 2021 | 27.28% |
API Access
Patria Investments Return on Assets [ROA] API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=return-on-assets-%5Broa%5D&ticker=PAX&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-assets-[roa]", "ticker": "PAX", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=return-on-assets-%5Broa%5D&ticker=PAX&period=max&api_key=YOUR_API_KEY");
const data = await res.json();