PAX vs IMKTA

Comparison between Patria Investments Ltd - Class A (PAX, Company) and Ingles Markets Inc - Class A (IMKTA, Company).

PAX is from the Financial Services sector, while IMKTA is from the Consumer Defensive sector.

5-Year PerformanceIMKTA has outperformed PAX, delivering a return of +8.9% compared to -3.0%

PAX vs IMKTA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PAX(COMPANY)	IMKTA(COMPANY)
Market Cap	$1.78B	$1.78B
Max Drawdown	57.32%	73.96%
Sharpe Ratio	-0.41	1.61
5Y Beta	1.08	0.31
Industry	Asset Management	Grocery Stores
P/E Ratio	24.34	17.06
Forward P/E	8.14	8.64
PEG Ratio	N/A	0.25
Dividend Yield	5.23%	0.71%
5Y Dividends CAGR	N/A	4.56%
5Y EPS CAGR	-2.17%	-13.29%
Debt to Equity	42.29%	31.92%
Free Cash Flow Yield	11.29%	8.51%
P/S Ratio	4.48	0.33
P/B Ratio	2.93	1.06

Market Cap

Winner

PAX

$1.78B

IMKTA

$1.78B

Max Drawdown

Winner

PAX

57.32%

IMKTA

73.96%

Sharpe Ratio

PAX

-0.41

Winner

IMKTA

1.61

5Y Beta

PAX

1.08

Winner

IMKTA

0.31

Industry

PAX

Asset Management

IMKTA

Grocery Stores

P/E Ratio

PAX

24.34

Winner

IMKTA

17.06

Forward P/E

Winner

PAX

8.14

IMKTA

8.64

PEG Ratio

PAX

N/A

IMKTA

0.25

Dividend Yield

Winner

PAX

5.23%

IMKTA

0.71%

5Y Dividends CAGR

PAX

N/A

IMKTA

4.56%

5Y EPS CAGR

Winner

PAX

-2.17%

IMKTA

-13.29%

Debt to Equity

PAX

42.29%

Winner

IMKTA

31.92%

Free Cash Flow Yield

Winner

PAX

11.29%

IMKTA

8.51%

P/S Ratio

PAX

4.48

Winner

IMKTA

0.33

P/B Ratio

PAX

2.93

Winner

IMKTA

1.06

PAX vs IMKTA - Historical Returns

Returns include dividend reinvestment.

Period	PAX	IMKTA
1 month	+1.46%	+8.90%
3 months	+1.37%	+6.69%
6 months	-26.80%	+31.16%
1 year	-12.55%	+53.39%
5 years(CAGR)	-3.03%	+8.86%
10 years(CAGR)	N/A	+10.88%
Max(CAGR)	-4.60%	+11.35%

PAX

+1.46%

Winner

IMKTA

+8.90%

PAX

+1.37%

Winner

IMKTA

+6.69%

PAX

-26.80%

Winner

IMKTA

+31.16%

PAX

-12.55%

Winner

IMKTA

+53.39%

5Y(CAGR)

PAX

-3.03%

Winner

IMKTA

+8.86%

10Y(CAGR)

PAX

N/A

IMKTA

+10.88%

Max(CAGR)

PAX

-4.60%

Winner

IMKTA

+11.35%

PAX vs IMKTA - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	PAX	IMKTA
2026	-25.60%	+32.61%
2025	+45.52%	+7.71%
2024	-19.14%	-27.04%
2023	+19.76%	-8.77%
2022	-10.94%	+11.28%
2021	-15.04%	+104.32%
2020	N/A	-6.71%
2019	N/A	+74.66%
2018	N/A	-23.89%
2017	N/A	-28.79%
2016	N/A	+27.61%
2015	N/A	+16.17%
2014	N/A	+41.86%
2013	N/A	+58.17%
2012	N/A	+20.14%
2011	N/A	-21.30%
2010	N/A	+32.04%
2009	N/A	-12.70%
2008	N/A	-29.31%
2007	N/A	-16.03%
2006	N/A	+96.29%
2005	N/A	+32.42%
2004	N/A	+27.95%
2003	N/A	-6.03%
2002	N/A	+0.35%
2001	N/A	+26.22%
2000	N/A	-2.53%
1999	N/A	-9.14%

PAX vs IMKTA Drawdown Comparison

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

The maximum drawdown for IMKTA was -72.55%, occurring on Mar 9, 2009. Recovery took 1971 trading sessions.

The current PAX drawdown is -32.67%. The current IMKTA drawdown is -6.16%.

Rank	PAX	IMKTA
#1	-46.15% Feb 8, 2021 - Jan 7, 2026	-72.55% Feb 16, 2007 - Dec 15, 2014
#2	-36.28% Jan 8, 2026 - May 19, 2026	-61.86% Nov 25, 2015 - Feb 8, 2021
#3	-10.30% Jan 22, 2021 - Feb 2, 2021	-39.58% Dec 12, 2022 - Aug 5, 2025
#4	N/A	-28.99% Nov 1, 1999 - Jan 30, 2001
#5	N/A	-24.17% Apr 8, 2015 - Aug 14, 2015
#6	N/A	-21.43% Aug 30, 2001 - Jan 15, 2004
#7	N/A	-21.23% Aug 23, 2022 - Nov 29, 2022
#8	N/A	-20.68% Aug 17, 2015 - Nov 23, 2015
#9	N/A	-20.47% Apr 10, 2001 - Jul 30, 2001
#10	N/A	-16.52% Dec 15, 2021 - Mar 4, 2022
#11	N/A	-16.04% Apr 19, 2022 - Aug 23, 2022
#12	N/A	-15.67% Jan 20, 2015 - Mar 5, 2015
#13	N/A	-14.13% Jan 16, 2004 - Sep 7, 2004
#14	N/A	-13.42% May 6, 2021 - Aug 11, 2021
#15	N/A	-12.13% May 5, 2006 - Jul 27, 2006

Correlation

Correlation between PAX and IMKTA is -0.06 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.06

-101

Dividend Comparison (2000 - 2026)

PAX vs IMKTA dividend yield comparison.

Year	PAX	IMKTA
2026	2.71%	0.36%
2025	3.78%	0.96%
2024	7.52%	1.02%
2023	6.34%	0.76%
2022	5.04%	0.68%
2021	4.38%	0.76%
2020	0.00%	1.55%
2019	0.00%	1.39%
2018	0.00%	2.42%
2017	0.00%	1.91%
2016	0.00%	1.37%
2015	0.00%	1.50%
2014	0.00%	1.78%
2013	0.00%	1.83%
2012	0.00%	8.60%
2011	0.00%	4.38%
2010	0.00%	3.44%
2009	0.00%	4.36%
2008	0.00%	3.75%
2007	0.00%	2.60%
2006	0.00%	2.22%
2005	0.00%	3.16%
2004	0.00%	5.33%
2003	0.00%	8.03%
2002	0.00%	5.70%
2001	0.00%	5.52%
2000	0.00%	6.56%