Patria Investments (PAX) Return on Capital Employed (2021 - 2025)

Patria Investments (PAX) recorded quarterly Return on Capital Employed of 14.4% in Q4 2025, up 58.71% quarter-over-quarter from 9.07% in Q4 2024, and up 533.0% on a YoY basis from 2.27% in Q4 2024.

Patria Investments (PAX) Return on Capital Employed (2021 - 2025) Analysis & Trends

Patria Investments' Return on Capital Employed history runs 5 years deep, the most recent figure standing at 14.4% for Q4 2025.

  • In Q4 2025, Return on Capital Employed rose 533.0% year-over-year to 14.4%; the TTM figure through Dec 2025 stood at 14.4% (up 533.0% YoY), while the FY2025 annual figure was 14.11%, down 339.0% from the prior year.
  • Return on Capital Employed was 14.4% for Q4 2025 at Patria Investments, up from 9.07% in the prior quarter.
  • In the past five years, Return on Capital Employed ranged from a high of 35.92% in Q2 2021 to a low of 9.07% in Q4 2024.
  • Historically, Return on Capital Employed has averaged 21.01% across 5 years, with a median of 17.34% in 2022.
  • The sharpest annual moves came in 2022 and 2025: Return on Capital Employed plunged 1431 bps in 2022, then jumped 533 bps in 2025.
  • A 5-year view of Return on Capital Employed shows it stood at 34.59% in 2021, then tumbled by 41 bps to 20.28% in 2022, then plunged by 42 bps to 11.82% in 2023, then dropped by 23 bps to 9.07% in 2024, then jumped by 59 bps to 14.4% in 2025.
  • The last three Return on Capital Employed figures came in at 14.4% (Q4 2025), 9.07% (Q4 2024), and 11.82% (Q4 2023), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) ROCE (Qtr)
1 BlackRock 163.18 Bn 153.56 Bn - -
2 Blackstone 96.85 Bn 95.80 Bn - -
3 Kkr 86.45 Bn 133.96 Bn - -
4 Apollo Global Management 82.30 Bn 101.04 Bn 5.04 Bn -
5 State Street 46.95 Bn 21.27 Bn - -
6 Ameriprise Financial 43.65 Bn 43.52 Bn 4.57 Bn -
7 Northern Trust 31.92 Bn 31.92 Bn - -
8 Raymond James Financial 30.62 Bn 19.37 Bn - -
9 Ares Management 29.04 Bn 32.41 Bn - -
10 Patria Investments 181,920.00 -88.53 Mn - 14.40%

Historic Data

Download Data
DateValue
Dec 31, 2025 14.40%
Dec 31, 2024 9.07%
Dec 31, 2023 11.82%
Dec 31, 2022 20.28%
Dec 31, 2021 34.59%
Jun 30, 2021 35.92%