Zacks compares Patria Investments (PAX) and Carlyle Group (CG) for value investors and finds PAX more attractive: PAX carries a Zacks Rank #2 (Buy) versus CG's #3 (Hold), a forward P/E of 12.86 vs. 14.34, PEG of 0.81 vs. 1.44, and P/B of 1.62 vs. 3.05, earning PAX an A Value grade while CG receives a D. Zacks cites stronger earnings estimate revisions and superior valuation metrics for PAX, suggesting it currently offers a more compelling value proposition and potential upside relative to Carlyle within the investment-management sector.
Zacks' comparative write-up uses its Zacks Rank and Style Scores to evaluate Patria Investments (PAX) versus Carlyle Group (CG) for value investors, concluding PAX is the more attractive option. PAX carries a Zacks Rank #2 (Buy) versus CG's #3 (Hold), signaling stronger recent earnings estimate revisions for PAX, and Zacks assigns PAX a Value grade of A while CG receives a D. Valuation metrics presented reinforce that view: PAX's forward P/E is 12.86 versus CG's 14.34, PAX's PEG is 0.81 versus CG's 1.44, and PAX's P/B is 1.62 versus CG's 3.05. Those differentials indicate PAX is trading at lower multiples on earnings, growth-adjusted earnings and book-value comparisons according to Zacks’ methodology. The practical implication is that investors using estimate-revision momentum and classic value screens would favor PAX today; sentiment outputs (overall mildly positive at 0.32 and per-ticker scores PAX 0.7, CG -0.4) are consistent with that tilt. This analysis is limited to Zacks’ ranking and valuation metrics—investors should verify company-specific fundamentals and catalysts not covered here before making large position changes.
AI-powered research, real-time alerts, and portfolio analytics for institutional investors.
Request a DemoOverall Sentiment
mildly positive
Sentiment Score
0.32
Ticker Sentiment
