All three tenses have at least two readings, so the archetype blend applies as printed.
Of the nine metrics, 8 read as filed from the record and 1 is an SI estimate, each with its reasoning, its confidence and what would change it on its card.
What did they actually do?
Has it survived what it has been through?
1 warning event since 2020; the latest 2025-04-30.
From the record
Patria Investments Limited's filings since 2020 show 1 warning event: a late-report notice (Form NT 10-K or NT 10-Q, the latest 2025-04-30) (its current reports).
A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.
What has it actually done, year after year?
+23.5% a year over 7 filed years; profitable in 7 of 7.
From the record
Patria Investments Limited's 7 filed years say what it did: revenue went from $106 million in fiscal 2018 to $374 million in fiscal 2024, up 23.5% a year; it rose in 5 of 6 years; the deepest fall was 7% from fiscal 2019 to fiscal 2020; net income was positive in 7 of 7 of those years (its annual reports).
What it rests on
A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.
How has it treated the people who own it?
Share count grew 4.2% a year. 27% of cash flow returned. Insiders: 2 sales, 12 purchases.
From the record
Over the 3 fiscal years to 2024-12-31, Patria Investments Limited's diluted share count grew about 4.2% a year, and dividends and buybacks returned about 27% of its operating cash flow over 3 years (its filed statements). Its officers and directors filed 2 sales and 12 purchases of their own stock on the open market in the year to 2026-09-30, buying about $3 million (their Form 4 filings).
What it rests on
A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.
What are they doing right now?
Is it financially healthy right now?
ROE 15%: 15¢ of profit per shareholder dollar. Leverage 59%: owes 59¢ per asset dollar.
From the record
Return on equity: in the fiscal year ended 2024-12-31, Patria Investments Limited earned about 15 cents of profit for every dollar of shareholders' money. Leverage: it owed about 59 cents per dollar of assets, and net share issuance: its share count grew 3.5% over the year (the filed statements).
What it rests on
A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.
How strong is its position in its industry?
top 44% of 43 in its family; net margin 20.2%.
From the record
Patria Investments Limited's standing among 43 graded names in its industry family: revenue of $374 million in fiscal 2024 ranks in the bottom 30% by size; a net margin of 20.2% ranks in the top 38%; revenue growth of 16.7% a year over the last 3 filed years ranks in the top 25% (its annual reports).
What it rests on
A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.
What are the people in charge doing?
SI estimate 4.8/10, confidence 20 of 100 (family median).
SI estimate Inferred, not read as filed
From the record
SI estimate, not a filed reading: Patria Investments Limited's leadership is put at 4.8 of 10 with a confidence of 20 of 100, because it files no Form 8-K (a foreign issuer reports on Form 6-K), so officer and director changes cannot be read there; the record of its people begins on 2026-03-18 (a listing, a merger or a first filing under the rules) and its chief executive and most of the people in charge have filed since then, so the record shows a floor of 8 months and cannot see past it; a floor under five years is not read as years in charge, so the desk assumes the typical reading of its industry family, the median of 37 members with one. Its next annual report on file with the inputs replaces this estimate with the filed reading.
What are they set up to do next?
How much room does it have to grow?
top 39% of 42 in its family for room to expand.
From the record
Patria Investments Limited's room to grow, from the newest filed statements (fiscal 2024): cash of $33 million against no long-term debt tagged leaves 2.8% of its assets as net cash, bottom 43% of its family; cash from operations less capital spending is 38% of revenue (top 22%) (its annual report).
What it rests on
A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.
What could actually drive growth from here?
bottom 50% of 41 in its family for growth drivers.
From the record
Patria Investments Limited's growth drivers, from the filed years to fiscal 2024: revenue grew 16.7% a year over the last three filed years against 23.5% over all 7, slowing (bottom 21% of its family); the newest year grew 14.2% (top 35%); capital spending grew 32.5% a year (top 37%) (its annual reports). Patria Investments Limited tags no split of its revenue by line in the annual report on file, so growth by line cannot be read here; research and capital spending are on the trend.
What it rests on
A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.
Did its newest year beat what its own record pointed to?
bottom 20% of 41 in its family for expectations against reality.
From the record
Patria Investments Limited's newest year against its own record: revenue of $374 million in fiscal 2024 came in 3.2% below the $386 million its prior three years' pace pointed to (bottom 45% of its family); net income of $76 million against a prior three-year average of $112 million (bottom 9%); a net margin of 20.2% against 41.6% before (bottom 6%) (its annual reports).
What it rests on
A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.
The grade is the company against its own industry, from its filings. It is not a view on the share price. How the grade is made