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

Patria Investments' (PAX) quarterly Return on Capital Employed came in at 13.26% in Q4 2025, up 488.0% year-on-year from 2.26% in Q4 2024, and up 58.12% quarter-over-quarter from 8.39% 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 13.26% for Q4 2025.

  • On a quarterly basis, Return on Capital Employed rose 488.0% year-over-year to 13.26% in Q4 2025; TTM through Dec 2025 was 13.26%, a 488.0% increase from a year earlier, with the FY2025 full-year figure at 14.11%, down 339.0% from the prior year.
  • Return on Capital Employed climbed to 13.26% in Q4 2025 per PAX's latest filing, from 8.39% in the prior quarter.
  • Across five years, Return on Capital Employed topped out at 35.92% in Q2 2021 and bottomed at 8.39% in Q4 2024.
  • The 5-year median for Return on Capital Employed is 17.38% (2022), against an average of 21.15%.
  • Across the five-year window, Return on Capital Employed sank 1352 bps in 2022 and surged 488 bps in 2025, its largest moves.
  • Year by year, Return on Capital Employed stood at 34.59% in 2021, then tumbled by 39 bps to 21.07% in 2022, then plunged by 35 bps to 13.68% in 2023, then sank by 39 bps to 8.39% in 2024, then surged by 58 bps to 13.26% in 2025.
  • Per Business Quant, the three latest PAX Return on Capital Employed figures stand at 13.26% (Q4 2025), 8.39% (Q4 2024), and 13.68% (Q4 2023).

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) ROCE (Qtr)
1 Brookfield 1,236.60 Bn 1,311.20 Bn 18.56 Bn -
2 BlackRock 161.01 Bn 148.08 Bn - -
3 Blackstone 97.77 Bn 96.72 Bn - -
4 Apollo Global Management 70.80 Bn 90.38 Bn -409.00 Mn -
5 State Street 51.30 Bn 51.30 Bn - -
6 Ameriprise Financial 48.54 Bn 39.27 Bn 4.57 Bn -
7 Northern Trust 32.93 Bn 32.93 Bn - -
8 Raymond James Financial 32.59 Bn 17.67 Bn - -
9 Price T Rowe 24.70 Bn 21.13 Bn - -
10 Patria Investments 1.72 Bn 1.48 Bn - 13.26%

Historic Data

Download Data
DateValue
Dec 31, 2025 13.26%
Dec 31, 2024 8.39%
Dec 31, 2023 13.68%
Dec 31, 2022 21.07%
Dec 31, 2021 34.59%
Jun 30, 2021 35.92%