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Equity
PPET
+0.0 · +0.00%
GBX · LSE

Patria Private Equity Trust(PPET) Stock Analysis | Financial Services

GBX --+0.00%
Reward34Low
Risk53Moderate
75%Data
Strong 82% profit margin · 3.0% dividend yield · Revenue growing 23% YoY
Dividend King
Market Cap:874.61M
ⓘ
Reward Rating
34
Low
Reward Assessment
75% data coverage
Bottom 5% of stocksView factors
ⓘ
Risk Rating
53
Moderate
Risk Assessment
5 metrics flaggedView details

Educational tool only – Scores are based on historical data and financial metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Educational tool only · More
Limited data coverage
We don't have enough public data on PPET to score it reliably yet — Reward, Risk, Forecasts and Dividends tabs aren't available for this stock. The price chart and basic profile are still shown.
OTC / ADR stock — scores and fundamentals use data tagged in USD by our provider. The issuer may report in a different home currency (e.g. JPY), so treat figures as directional rather than precise.
New listing — limited trading history
Fundamental and analyst data are available for PPET, but momentum and volatility metrics will develop as more trading history accumulates (0 trading sessions so far).
Not available yet for this stock
The overview tab requires data we don't have for this stock yet. The price chart is the most reliable view we have — try the Chart tab.
Earnings Ex-dividend

Market Performance

Stock returned +10.0% over the past year, broadly in line with market conditions.

Analyst Target

Analyst consensus price target: 580p.

What is Patria Private Equity Trust?

Patria Private Equity Trust plc is a private equity/ buyouts fund specializing in fund of funds and direct investments.

PPET · Verdict

Limited reward · elevated risk

PPET's standout is volatility; balance sheet and growth weigh on the picture.

Based on 88% data coverage

PPET · Verdict

What’s working & what to watch

Strengths 1

  • Volatility80/100

    Top decile vs peers

Watchouts 4

  • Balance sheet7/100

    Weak vs peers

  • Growth13/100

    Rev -6.4% CAGR · earnings -7.6%

  • Cash flow29/100

    -11% free-cash-flow margin

  • Valuation41/100

    Below average

Model-based scoring. For information only — not financial advice.

What is Patria Private Equity Trust?

Patria Private Equity Trust plc is a private equity/ buyouts fund specializing in fund of funds and direct investments. It seeks to invest in mid-market management buyouts, expansion capital and mature investments. The company is listed on the LSE in UK, operating in the Financial Services sector, with a market capitalisation of 874.61M, and a P/E ratio of 7.4x.

Financial Highlights

Investment Breakdown

Growth
Revenue and earnings growing steadily, indicating improving operating performance.
Profitability
Adequate profitability with some margin variability in recent periods.
Risk
Performance tied to macro conditions — sensitive to interest rate cycles.
Valuation
Discount reflects uncertainty around future performance.

OpenBook Logo Analysis

Reward: Low (34)

The scoring profile indicates weak reward characteristics across most factors, including momentum and profitability. Risk indicators are elevated — volatility and macro sensitivity warrant consideration.

For informational purposes only. Not financial advice.

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Company Information
SectorFinancial Services
IndustryAsset Management
Market Cap874.61M
P/E Ratio7.3827
Dividend Yield3.01%
Beta0.421
Insider Activity
12M windowAwaiting coverage
LSE director-dealings coverage launching later this year. The data feed is in development.
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