PAX vs HOPE

Comparison between Patria Investments Ltd - Class A (PAX, Company) and Hope Bancorp Inc (HOPE, Company).

Both PAX and HOPE are from the Financial Services sector.

5-Year PerformanceHOPE has outperformed PAX, delivering a return of +5.4% compared to -1.7%

PAX vs HOPE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PAX(COMPANY)	HOPE(COMPANY)
Market Cap	$1.74B	$1.74B
Max Drawdown	57.32%	90.58%
Sharpe Ratio	-0.58	0.85
5Y Beta	1.06	0.93
Industry	Asset Management	Banks - Regional
P/E Ratio	23.87	40.56
Forward P/E	8.14	9.71
PEG Ratio	N/A	0.38
Dividend Yield	5.45%	4.08%
5Y Dividends CAGR	N/A	0.00%
5Y EPS CAGR	-2.17%	-20.38%
Debt to Equity	42.29%	12.48%
Free Cash Flow Yield	10.77%	8.01%
P/S Ratio	4.42	3.59
P/B Ratio	2.89	0.75

Market Cap

Winner

PAX

$1.74B

HOPE

$1.74B

Max Drawdown

Winner

PAX

57.32%

HOPE

90.58%

Sharpe Ratio

PAX

-0.58

Winner

HOPE

0.85

5Y Beta

PAX

1.06

Winner

HOPE

0.93

Industry

PAX

Asset Management

HOPE

Banks - Regional

P/E Ratio

Winner

PAX

23.87

HOPE

40.56

Forward P/E

Winner

PAX

8.14

HOPE

9.71

PEG Ratio

PAX

N/A

HOPE

0.38

Dividend Yield

Winner

PAX

5.45%

HOPE

4.08%

5Y Dividends CAGR

PAX

N/A

HOPE

0.00%

5Y EPS CAGR

Winner

PAX

-2.17%

HOPE

-20.38%

Debt to Equity

PAX

42.29%

Winner

HOPE

12.48%

Free Cash Flow Yield

Winner

PAX

10.77%

HOPE

8.01%

P/S Ratio

PAX

4.42

Winner

HOPE

3.59

P/B Ratio

PAX

2.89

Winner

HOPE

0.75

PAX vs HOPE - Historical Returns

Returns include dividend reinvestment.

Period	PAX	HOPE
1 month	-0.62%	+5.79%
3 months	-14.44%	+12.08%
6 months	-33.55%	+15.20%
1 year	-13.07%	+26.87%
5 years(CAGR)	-1.72%	+5.40%
10 years(CAGR)	N/A	+3.03%
Max(CAGR)	-5.14%	+9.19%

PAX

-0.62%

Winner

HOPE

+5.79%

PAX

-14.44%

Winner

HOPE

+12.08%

PAX

-33.55%

Winner

HOPE

+15.20%

PAX

-13.07%

Winner

HOPE

+26.87%

5Y(CAGR)

PAX

-1.72%

Winner

HOPE

+5.40%

10Y(CAGR)

PAX

N/A

HOPE

+3.03%

Max(CAGR)

PAX

-5.14%

Winner

HOPE

+9.19%

PAX vs HOPE - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	PAX	HOPE
2026	-28.24%	+27.69%
2025	+45.52%	-3.51%
2024	-19.14%	+7.57%
2023	+19.76%	-1.30%
2022	-10.94%	-11.11%
2021	-15.04%	+39.99%
2020	N/A	-22.12%
2019	N/A	+26.83%
2018	N/A	-32.23%
2017	N/A	-14.83%
2016	N/A	+34.30%
2015	N/A	+25.75%
2014	N/A	-9.60%
2013	N/A	+38.71%
2012	N/A	+18.92%
2011	N/A	-5.97%
2010	N/A	-16.34%
2009	N/A	+17.15%
2008	N/A	-13.63%
2007	N/A	-43.48%
2006	N/A	+15.81%
2005	N/A	-17.20%
2004	N/A	+56.64%
2003	N/A	+167.77%
2002	N/A	+33.58%
2001	N/A	-19.27%
2000	N/A	+116.22%
1999	N/A	+0.00%

PAX vs HOPE Drawdown Comparison

The maximum drawdown for PAX was -46.15%, occurring on Apr 8, 2025. Recovery took 1234 trading sessions.

The maximum drawdown for HOPE was -90.30%, occurring on Mar 9, 2009. Recovery took 2970 trading sessions.

The current PAX drawdown is -35.06%. The current HOPE drawdown is -8.31%.

Rank	PAX	HOPE
#1	-46.15% Feb 8, 2021 - Jan 7, 2026	-90.30% Feb 3, 2005 - Nov 18, 2016
#2	-37.33% Jan 8, 2026 - Jun 29, 2026	-64.29% Jan 25, 2017 - Apr 3, 2020
#3	-10.30% Jan 22, 2021 - Feb 2, 2021	-34.76% Apr 18, 2002 - Feb 19, 2003
#4	N/A	-25.74% Aug 21, 2001 - Mar 22, 2002
#5	N/A	-24.88% Dec 28, 2000 - Aug 3, 2001
#6	N/A	-23.80% Dec 3, 1999 - Jul 11, 2000
#7	N/A	-21.82% Sep 9, 2004 - Dec 1, 2004
#8	N/A	-20.49% Jul 17, 2003 - Oct 16, 2003
#9	N/A	-19.18% Mar 1, 2004 - Jun 24, 2004
#10	N/A	-13.69% Dec 1, 2004 - Feb 3, 2005
#11	N/A	-9.64% Nov 17, 2003 - Dec 1, 2003
#12	N/A	-9.52% Jul 11, 2000 - Aug 17, 2000
#13	N/A	-9.20% Oct 24, 2000 - Dec 15, 2000
#14	N/A	-8.67% Apr 7, 2003 - Apr 24, 2003
#15	N/A	-7.46% Jul 13, 2004 - Aug 16, 2004

Correlation

Correlation between PAX and HOPE is -0.04 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.04

-101

Dividend Comparison (2001 - 2026)

PAX vs HOPE dividend yield comparison.

Year	PAX	HOPE
2026	2.81%	2.04%
2025	3.78%	5.11%
2024	7.52%	4.56%
2023	6.34%	4.64%
2022	5.04%	4.37%
2021	4.38%	3.81%
2020	0.00%	5.13%
2019	0.00%	3.77%
2018	0.00%	4.55%
2017	0.00%	2.74%
2016	0.00%	2.06%
2015	0.00%	2.44%
2014	0.00%	2.43%
2013	0.00%	1.51%
2012	0.00%	0.43%
2008	0.00%	1.12%
2007	0.00%	0.94%
2006	0.00%	0.53%
2005	0.00%	0.62%
2004	0.00%	0.51%
2003	0.00%	0.72%
2002	0.00%	1.94%
2001	0.00%	0.98%