Patria Investments Ltd

PAXdata completeness 88%7 fiscal years on file

Data notes: no data for concept 'totalDebt'; no data for concept 'interestExpense'

The thesis, from the filings

Patria Investments Ltd earns about 44% on invested capital, far above its ~9% cost of capital, but has diluted owners by 31% over 5 years — a real edge showing up in the numbers. The estimate methods put fair value between $6.28 and $55.6 a share.Whether it’s worth owning at today’s price is the last question — and yours to answer, below.

i. The business — what you’d actually own
FigureFY 2020FY 2021FY 2022FY 2023FY 2024
Revenue$115M1$235.5M2$258.9M3$327.6M3$374.2M3
Net income$62.2M4$122.5M5$93M6$118.4M6$71.9M6
Operating cash flow$52.7M7$107.6M8$81.1M9$156.7M9$145.9M9
Capital expenditure$163,00010$1.55M11$5.44M12$5.87M12$3.61M12
Free cash flow (derived)$52.5M7$106M8$75.6M9$150.9M9$142.3M9
Total debt
Cash & equivalents$14.1M13$15.3M14$26.5M14$16.1M14$33.4M14
Diluted shares117.0M136.0M147.2M148.2M153.3M

Superscripts are receipts. Each links to the SEC filing the number came from (full list at the bottom).

ii. Your slice — ownership made literal
If you owned
shares
Net assets behind them
$31.38
your share of equity
Profit it earned you last year
$4.69
Free cash flow it threw off
$9.29
Debt you’d be carrying

10 shares is a claim on $31.38 of net worth that earned you $4.69 and generated $9.29 of cash last year.

iii. Is this a good business?
Moat signal · return on invested capital
44% avg · 5y
FY20 143%FY21 22%FY22 18%FY23 22%FY24 17%

It earned about 44% on invested capital, year after year, against a ~9% cost of capital — the footprint of real pricing power. Competition usually drags returns like this back down; here it hasn't.

seeing a moat in the numbers →
Management signal · capital allocation
+31% shares · 5y

Share count is up 31% over 5 years — owners have been diluted. Worth asking what they got for it.

reading capital allocation →

Signals, not verdicts — read from the filings above. Numbers don’t prove a moat; they show its footprint. You decide.

iv. What it’s worth — engine v0.1.0

The 3 estimate methods that apply put fair value between $6.28 and $55.6 a share. They rest on different assumptions, so where they diverge is the story; the Graham Number is a stricter floor, not a target.

DCF · Growth Exit 10Y
$55.6
assumptions (10)
  • riskFreeRate4.7%
  • equityRiskPremium5.0%
  • beta100.0%
  • equityWeight85.0%
  • costOfDebtSpread1.5%
  • taxRate21.0%
  • terminalGrowth2.5%
  • projectionYears10
  • fcfGrowth20.0%
  • fcfBase$142.3M
DCF · Growth Exit 5Y
$30.49
assumptions (10)
  • riskFreeRate4.7%
  • equityRiskPremium5.0%
  • beta100.0%
  • equityWeight85.0%
  • costOfDebtSpread1.5%
  • taxRate21.0%
  • terminalGrowth2.5%
  • projectionYears5
  • fcfGrowth20.0%
  • fcfBase$142.3M
Earnings Power Value
$6.28
assumptions (8)
  • riskFreeRate4.7%
  • equityRiskPremium5.0%
  • beta100.0%
  • equityWeight85.0%
  • costOfDebtSpread1.5%
  • taxRate21.0%
  • normalizedEarnings$93M
  • growthAssumed0.0%
Graham Number
$5.74
assumptions (1)
  • grahamMultiplier2250.0%

Different models answer different questions — which to trust when →

v. The price question — last, on purpose
Is today’s price fair?
See live price ↗
Type a price. The ledger answers.
Or set your own belief
FCF growth, next 5 years20.0%
Discount rate (WACC)8.93%
Terminal growth2.5%
At your growth, a share is worth $30.49
The three cases
Bear0.0%$13.48
Base20.0%$30.49
Bull20.0%$30.49

Bear/base/bull growth = 0% / filed history / history + 5pp. Type a price to see the return each case implies.

Default growth 20.0%= this company’s own filed history (median-to-median FCF CAGR, clamped 0–20%). Your adjustments are recorded anonymously. They become the “what do owners actually believe” dataset.

Sources — the receipts
  1. 20-F · period ending 2020-12-31 · accession 0001628280-23-014243 (RevenueFromContractsWithCustomers)
  2. 20-F/A · period ending 2021-12-31 · accession 0001628280-24-042839 (RevenueFromContractsWithCustomers)
  3. 20-F · period ending 2022-12-31 · accession 0001628280-25-025640 (RevenueFromContractsWithCustomers)
  4. 20-F · period ending 2020-12-31 · accession 0001628280-23-014243 (ProfitLossAttributableToOwnersOfParent)
  5. 20-F/A · period ending 2021-12-31 · accession 0001628280-24-042839 (ProfitLossAttributableToOwnersOfParent)
  6. 20-F · period ending 2022-12-31 · accession 0001628280-25-025640 (ProfitLossAttributableToOwnersOfParent)
  7. 20-F · period ending 2020-12-31 · accession 0001628280-23-014243 (CashFlowsFromUsedInOperatingActivities)
  8. 20-F/A · period ending 2021-12-31 · accession 0001628280-24-042839 (CashFlowsFromUsedInOperatingActivities)
  9. 20-F · period ending 2022-12-31 · accession 0001628280-25-025640 (CashFlowsFromUsedInOperatingActivities)
  10. 20-F · period ending 2020-12-31 · accession 0001628280-23-014243 (PurchaseOfPropertyPlantAndEquipmentClassifiedAsInvestingActivities)
  11. 20-F/A · period ending 2021-12-31 · accession 0001628280-24-042839 (PurchaseOfPropertyPlantAndEquipmentClassifiedAsInvestingActivities)
  12. 20-F · period ending 2022-12-31 · accession 0001628280-25-025640 (PurchaseOfPropertyPlantAndEquipmentClassifiedAsInvestingActivities)
  13. 20-F/A · period ending 2020-12-31 · accession 0001628280-24-042839 (CashAndCashEquivalents)
  14. 20-F · period ending 2021-12-31 · accession 0001628280-25-025640 (CashAndCashEquivalents)