PAX
Price
$14.55
Change
-$0.24 (-1.62%)
Updated
Sep 26 closing price
Capitalization
2.32B
43 days until earnings call
PFX
Price
$48.21
Change
+$0.11 (+0.23%)
Updated
Sep 26 closing price
Capitalization
96.6M
79 days until earnings call
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PAX vs PFX

Header iconPAX vs PFX Comparison
Open Charts PAX vs PFXBanner chart's image
Patria Investments
Price$14.55
Change-$0.24 (-1.62%)
Volume$657.33K
Capitalization2.32B
PhenixFIN
Price$48.21
Change+$0.11 (+0.23%)
Volume$721
Capitalization96.6M
PAX vs PFX Comparison Chart in %
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PAX
Daily Signalchanged days ago
Gain/Loss if bought
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PFX
Daily Signalchanged days ago
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PAX vs. PFX commentary
Sep 29, 2025

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is PAX is a StrongBuy and PFX is a StrongBuy.

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COMPARISON
Comparison
Sep 29, 2025
Stock price -- (PAX: $14.55 vs. PFX: $48.21)
Brand notoriety: PAX and PFX are both not notable
Both companies represent the Investment Managers industry
Current volume relative to the 65-day Moving Average: PAX: 121% vs. PFX: 78%
Market capitalization -- PAX: $2.32B vs. PFX: $96.6M
PAX [@Investment Managers] is valued at $2.32B. PFX’s [@Investment Managers] market capitalization is $96.6M. The market cap for tickers in the [@Investment Managers] industry ranges from $179.08B to $0. The average market capitalization across the [@Investment Managers] industry is $7.43B.

Long-Term Analysis

It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).

PAX’s FA Score shows that 2 FA rating(s) are green whilePFX’s FA Score has 2 green FA rating(s).

  • PAX’s FA Score: 2 green, 3 red.
  • PFX’s FA Score: 2 green, 3 red.
According to our system of comparison, PAX is a better buy in the long-term than PFX.

Short-Term Analysis

It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.

If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.

PAX’s TA Score shows that 6 TA indicator(s) are bullish while PFX’s TA Score has 6 bullish TA indicator(s).

  • PAX’s TA Score: 6 bullish, 3 bearish.
  • PFX’s TA Score: 6 bullish, 2 bearish.
According to our system of comparison, both PAX and PFX are a good buy in the short-term.

Price Growth

PAX (@Investment Managers) experienced а -2.68% price change this week, while PFX (@Investment Managers) price change was +0.02% for the same time period.

The average weekly price growth across all stocks in the @Investment Managers industry was -1.95%. For the same industry, the average monthly price growth was +2.07%, and the average quarterly price growth was +39.07%.

Reported Earning Dates

PAX is expected to report earnings on Nov 11, 2025.

PFX is expected to report earnings on Dec 17, 2025.

Industries' Descriptions

@Investment Managers (-1.95% weekly)

Investment Managers manage financial assets and other investments of clients. Management includes designing a short- or long-term strategy for buying/holding and selling of portfolio holdings. It can also include tax services and other aspects of financial planning as well. While it is perceived that the industry is faced with growing competition from robo-advisors/digital platforms and passive/ index-tracking funds, many investors still find value in actively managed in-person services that investment management companies often emphasize on. At the same time, many wealth managers are also incorporating digital initiatives/low cost options in addition to their in-person customized services. Their main sources of revenues are fees as a percentage of assets under management, in addition to a certain portion of clients’ gains from asset appreciation. BlackRock, Inc., Blackstone Group Inc and Brookfield Asset Management are some of the major investment management companies.

SUMMARIES
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FUNDAMENTALS
Fundamentals
PAX($2.32B) has a higher market cap than PFX($96.6M). PAX has higher P/E ratio than PFX: PAX (27.00) vs PFX (15.81). PAX YTD gains are higher at: 29.672 vs. PFX (-1.948). PAX has more cash in the bank: 165M vs. PFX (17.1M). PFX has less debt than PAX: PFX (145M) vs PAX (161M). PAX has higher revenues than PFX: PAX (398M) vs PFX (15.7M).
PAXPFXPAX / PFX
Capitalization2.32B96.6M2,402%
EBITDA138MN/A-
Gain YTD29.672-1.948-1,524%
P/E Ratio27.0015.81171%
Revenue398M15.7M2,535%
Total Cash165M17.1M965%
Total Debt161M145M111%
FUNDAMENTALS RATINGS
PFX: Fundamental Ratings
PFX
OUTLOOK RATING
1..100
50
VALUATION
overvalued / fair valued / undervalued
1..100
100
Overvalued
PROFIT vs RISK RATING
1..100
11
SMR RATING
1..100
86
PRICE GROWTH RATING
1..100
60
P/E GROWTH RATING
1..100
5
SEASONALITY SCORE
1..100
50

Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.

TECHNICAL ANALYSIS
Technical Analysis
PAXPFX
RSI
ODDS (%)
Bearish Trend 4 days ago
84%
Bullish Trend 4 days ago
59%
Stochastic
ODDS (%)
Bullish Trend 4 days ago
69%
Bullish Trend 4 days ago
35%
Momentum
ODDS (%)
Bullish Trend 4 days ago
63%
Bullish Trend 4 days ago
50%
MACD
ODDS (%)
Bearish Trend 4 days ago
73%
Bullish Trend 4 days ago
52%
TrendWeek
ODDS (%)
Bearish Trend 4 days ago
64%
Bullish Trend 4 days ago
49%
TrendMonth
ODDS (%)
Bullish Trend 4 days ago
60%
Bearish Trend 4 days ago
46%
Advances
ODDS (%)
Bullish Trend 7 days ago
67%
Bullish Trend 4 days ago
53%
Declines
ODDS (%)
N/A
Bearish Trend 7 days ago
47%
BollingerBands
ODDS (%)
Bearish Trend 4 days ago
78%
Bullish Trend 4 days ago
49%
Aroon
ODDS (%)
Bullish Trend 4 days ago
64%
Bearish Trend 4 days ago
58%
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PAX
Daily Signalchanged days ago
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PFX
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PAX and

Correlation & Price change

A.I.dvisor indicates that over the last year, PAX has been closely correlated with BN. These tickers have moved in lockstep 67% of the time. This A.I.-generated data suggests there is a high statistical probability that if PAX jumps, then BN could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To PAX
1D Price
Change %
PAX100%
-1.62%
BN - PAX
67%
Closely correlated
-0.06%
CG - PAX
64%
Loosely correlated
+0.53%
VINP - PAX
62%
Loosely correlated
+0.19%
JHG - PAX
61%
Loosely correlated
+0.97%
SEIC - PAX
61%
Loosely correlated
+0.71%
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PFX and

Correlation & Price change

A.I.dvisor tells us that PFX and AGFMF have been poorly correlated (+27% of the time) for the last year. This A.I.-generated data suggests there is low statistical probability that PFX and AGFMF's prices will move in lockstep.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To PFX
1D Price
Change %
PFX100%
+0.22%
AGFMF - PFX
27%
Poorly correlated
N/A
SLRC - PFX
23%
Poorly correlated
-0.64%
HLNE - PFX
22%
Poorly correlated
+0.89%
PAX - PFX
21%
Poorly correlated
-1.62%
KKR - PFX
21%
Poorly correlated
-1.22%
More