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PAX vs PWP

PAX
Patria Investments Limited
NEUTRAL
Price
$13.10
Market Cap
$2.09B
Sector
Financial Services
AI Confidence
75%
PWP
Perella Weinberg Partners
NEUTRAL
Price
$21.56
Market Cap
$2.0B
Sector
Financial Services
AI Confidence
80%

Valuation

P/E Ratio
PAX
19.26
PWP
45.87
Forward P/E
PAX
7.64
PWP
13.62
P/B Ratio
PAX
3.35
PWP
-11.3
P/S Ratio
PAX
5.47
PWP
2.66
EV/EBITDA
PAX
12.87
PWP
--

Profitability

Gross Margin
PAX
55.72%
PWP
96.97%
Operating Margin
PAX
36.06%
PWP
8.86%
Profit Margin
PAX
22.43%
PWP
4.72%
ROE
PAX
16.02%
PWP
19.57%
ROA
PAX
5.99%
PWP
5.73%

Growth

Revenue Growth
PAX
-15.4%
PWP
-2.9%
Earnings Growth
PAX
-37.6%
PWP
-50.7%

Financial Health

Debt/Equity
PAX
0.27
PWP
0.71
Current Ratio
PAX
1.03
PWP
1.34
Quick Ratio
PAX
0.54
PWP
1.17

Dividends

Dividend Yield
PAX
4.58%
PWP
1.3%
Payout Ratio
PAX
88.8%
PWP
59.57%

AI Verdict

PAX NEUTRAL

PAX presents a dichotomy between poor deterministic value metrics and strong forward-looking analyst sentiment. With a Piotroski F-Score of 5/9, the company's financial health is stable, but it trades at a significant premium to its Graham Number ($7.74) and Intrinsic Value ($4.76). While YoY revenue and earnings growth are sharply negative, the attractive forward P/E of 7.64 and positive Q/Q revenue growth suggest a potential turnaround. The high dividend payout ratio remains a primary concern for long-term sustainability.

Strengths
Strong operating margins (36.06%) and gross margins (55.72%)
Low leverage with a Debt/Equity ratio of 0.27
Attractive Forward P/E (7.64) suggesting expected earnings recovery
Risks
Significant negative YoY earnings growth (-37.60%)
Unsustainable dividend payout ratio (88.80%)
Trading at a steep premium to both Graham and Intrinsic value estimates
PWP NEUTRAL

PWP presents a dichotomy between strong market sentiment and deteriorating fundamental growth. While the Piotroski F-Score of 5/9 indicates stable financial health, the company is facing significant headwinds with YoY earnings growth plummeting by 50.70% and revenue declining by 2.90%. The stock trades at a massive premium to its growth-based intrinsic value of $3.29, though a low forward P/E of 13.62 suggests analysts expect a sharp earnings recovery. Overall, the bullish analyst consensus is countered by negative growth metrics and a concerning negative Price/Book ratio.

Strengths
Strong historical track record of beating earnings estimates
Stable financial health as indicated by a Piotroski F-Score of 5/9
Attractive forward P/E ratio (13.62) compared to trailing P/E (45.87)
Risks
Severe YoY earnings contraction of -50.70%
Negative Price/Book ratio (-11.30) suggesting potential balance sheet irregularities or deficit in equity
Significant overvaluation relative to growth-based intrinsic value ($21.56 vs $3.29)

Compare Another Pair

PAX vs PWP: Head-to-Head Comparison

This page compares Patria Investments Limited (PAX) and Perella Weinberg Partners (PWP) across key fundamental metrics including valuation ratios, profitability margins, growth rates, financial health indicators, and dividend metrics. Each metric highlights the better-performing stock so you can quickly identify relative strengths and weaknesses.

Our AI engine independently analyzes each company's financials, competitive position, and market conditions to produce a verdict (Bullish, Neutral, or Bearish) along with key strengths and risks. Use this comparison alongside your own research to make informed investment decisions.

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