Is Patria Investments Ltd (PAX) Halal?

NASDAQ Financial Services Cayman Islands $1.8B
✗ NOT HALAL
Confidence: 95/100
Patria Investments Ltd (PAX) is Not Halal under AAOIFI Standard 21 due to its classification in the Asset Management industry, which is excluded under Shariah screening. Companies operating in prohibited sectors such as conventional banking, insurance, alcohol, tobacco, and gambling are automatically excluded regardless of their financial ratios.

Shariah Screening — 5 Standards

Based on financial data from December 2024

Standard Debt Ratio Cash Ratio Receivables Income Status
AAOIFI Excluded — Asset Management ✗ NOT HALAL
DJIM Excluded — Asset Management ✗ NOT HALAL
MSCI Excluded — Asset Management ✗ NOT HALAL
S&P Excluded — Asset Management ✗ NOT HALAL
FTSE Excluded — Asset Management ✗ NOT HALAL

Financial Highlights

P/E Ratio
17.0
Forward: 6.6
EPS
$0.68
Dividend Yield
518.0%
Payout: 88.8%
P/B Ratio
3.0
EV/EBITDA
11.4
EV: $1.9B
Revenue
$374M
Growth: -15.4%
Beta
0.7
Low volatility
Current Ratio
1.0

Profitability

Gross Margin 55.7%
Operating Margin 36.1%
Net Margin 22.4%
Return on Equity (ROE) 16.0%
Return on Assets (ROA) 6.0%

Cash Flow & Balance Sheet

Operating Cash Flow$146M
Free Cash Flow$138M
Total Debt$250M
Debt-to-Equity27.4
Current Ratio1.0
Total Assets$1.2B

Price & Trading

Last Close$11.51
50-Day MA$13.59
200-Day MA$14.33
Avg Volume945K
Beta0.7
52-Week Range
$9.43
$17.80

About Patria Investments Ltd (PAX)

CEO
Mr. Alexandre Teixeira de Assumpcao Saigh
Sector
Financial Services
Industry
Asset Management
Country
Cayman Islands
Exchange
NASDAQ
Market Cap
$1.8B
Currency
USD

Patria Investments Limited operates as a private market investment firm. It specializes in investments in private equity, secondary direct and indirect and venture capital with focus in middle market, buyout and growth capital investments. It seeks to be sector agnostic with focus on agribusiness, power & energy, healthcare, logistics & transportations, food & beverage, agricultural products, packaged foods and meats, education services, outsourced business services, and digital & tech services. It prefers to invest globally with focus on Latin America, Europe, United States, North America and Brazil. It seeks to invest between $38.48 million and $72.14 million per transaction. The firm seeks a majority or minority stake in its portfolio companies. The company offers asset management services to investors focusing on private equity funds, infrastructure development funds, co-investments funds, constructivist equity funds, and real estate and credit funds. The firm seeks to co-invest with other investors. Patria Investments Limited was founded in 1994 and is headquartered in Grand Cayman, Cayman Islands with additional offices across South America, North America, Europe and Asia. Patria Investments Limited operates as a subsidiary of Patria Holdings Limited.

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Frequently Asked Questions

Is Patria Investments Ltd (PAX) halal to invest in?

Based on our screening using AAOIFI Standard 21 (the strictest methodology), Patria Investments Ltd is Not Halal. The company fails one or more screening criteria. We screen against all 5 major standards: AAOIFI, DJIM, MSCI, S&P, and FTSE.

What is Patria Investments Ltd's debt ratio?

Patria Investments Ltd's debt ratio is not available under the AAOIFI standard (which uses market capitalization as the denominator). The AAOIFI threshold is 30%.

What are Patria Investments Ltd's key financial metrics?

Patria Investments Ltd has a market capitalization of $1.8B, trailing P/E ratio of 17.0, and revenue of $374M. The company maintains a gross margin of 55.7% and a net margin of 22.4%. Return on equity stands at 16.0%.

How often is the screening data updated?

Our screening data is updated regularly using the latest available financial statements and market data. Stock prices and market caps are refreshed frequently, while financial statements are updated quarterly when companies report earnings.

Disclaimer: HalalStockGuide.com provides Shariah compliance screening for educational and informational purposes only. This is not a fatwa, financial advice, or a recommendation to buy or sell any security. Screening results are based on publicly available financial data and established methodologies. Always consult a qualified Islamic scholar and a licensed financial advisor before making investment decisions.