PAX
Price
$14.49
Change
+$0.19 (+1.33%)
Updated
Jul 3 closing price
Capitalization
2.2B
24 days until earnings call
SII
Price
$69.92
Change
+$1.53 (+2.24%)
Updated
Jul 3 closing price
Capitalization
964.89M
30 days until earnings call
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PAX vs SII

Header iconPAX vs SII Comparison
Open Charts PAX vs SIIBanner chart's image
Patria Investments
Price$14.49
Change+$0.19 (+1.33%)
Volume$179.1K
Capitalization2.2B
Sprott
Price$69.92
Change+$1.53 (+2.24%)
Volume$74.66K
Capitalization964.89M
PAX vs SII Comparison Chart in %
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PAX
Daily Signalchanged days ago
Gain/Loss if bought
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SII
Daily Signalchanged days ago
Gain/Loss if bought
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PAX vs. SII commentary
Jul 07, 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 Hold and SII is a Buy.

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COMPARISON
Comparison
Jul 07, 2025
Stock price -- (PAX: $14.49 vs. SII: $69.92)
Brand notoriety: PAX and SII are both not notable
Both companies represent the Investment Managers industry
Current volume relative to the 65-day Moving Average: PAX: 28% vs. SII: 40%
Market capitalization -- PAX: $2.2B vs. SII: $964.89M
PAX [@Investment Managers] is valued at $2.2B. SII’s [@Investment Managers] market capitalization is $964.89M. The market cap for tickers in the [@Investment Managers] industry ranges from $124.17B to $0. The average market capitalization across the [@Investment Managers] industry is $6.16B.

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 whileSII’s FA Score has 2 green FA rating(s).

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

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 4 TA indicator(s) are bullish while SII’s TA Score has 3 bullish TA indicator(s).

  • PAX’s TA Score: 4 bullish, 5 bearish.
  • SII’s TA Score: 3 bullish, 2 bearish.
According to our system of comparison, SII is a better buy in the short-term than PAX.

Price Growth

PAX (@Investment Managers) experienced а +5.23% price change this week, while SII (@Investment Managers) price change was +3.28% for the same time period.

The average weekly price growth across all stocks in the @Investment Managers industry was +2.13%. For the same industry, the average monthly price growth was +6.49%, and the average quarterly price growth was +10.30%.

Reported Earning Dates

PAX is expected to report earnings on Jul 31, 2025.

SII is expected to report earnings on Aug 06, 2025.

Industries' Descriptions

@Investment Managers (+2.13% 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($2.2B) has a higher market cap than SII($965M). SII has higher P/E ratio than PAX: SII (23.24) vs PAX (18.37). SII YTD gains are higher at: 67.820 vs. PAX (27.732). PAX has higher annual earnings (EBITDA): 143M vs. SII (57.2M). SII has more cash in the bank: 22.9M vs. PAX (12.8M). PAX has less debt than SII: PAX (15.6M) vs SII (24.2M). PAX has higher revenues than SII: PAX (307M) vs SII (141M).
PAXSIIPAX / SII
Capitalization2.2B965M228%
EBITDA143M57.2M250%
Gain YTD27.73267.82041%
P/E Ratio18.3723.2479%
Revenue307M141M218%
Total Cash12.8M22.9M56%
Total Debt15.6M24.2M64%
FUNDAMENTALS RATINGS
SII: Fundamental Ratings
SII
OUTLOOK RATING
1..100
50
VALUATION
overvalued / fair valued / undervalued
1..100
42
Fair valued
PROFIT vs RISK RATING
1..100
22
SMR RATING
1..100
54
PRICE GROWTH RATING
1..100
37
P/E GROWTH RATING
1..100
16
SEASONALITY SCORE
1..100
n/a

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
PAXSII
RSI
ODDS (%)
Bearish Trend 4 days ago
82%
N/A
Stochastic
ODDS (%)
Bearish Trend 4 days ago
63%
N/A
Momentum
ODDS (%)
Bullish Trend 4 days ago
73%
N/A
MACD
ODDS (%)
Bearish Trend 4 days ago
52%
Bullish Trend 4 days ago
70%
TrendWeek
ODDS (%)
Bullish Trend 4 days ago
66%
Bullish Trend 4 days ago
72%
TrendMonth
ODDS (%)
Bullish Trend 4 days ago
59%
Bullish Trend 4 days ago
67%
Advances
ODDS (%)
Bullish Trend 4 days ago
67%
Bullish Trend 4 days ago
70%
Declines
ODDS (%)
Bearish Trend 24 days ago
69%
Bearish Trend 10 days ago
63%
BollingerBands
ODDS (%)
Bearish Trend 4 days ago
79%
Bearish Trend 4 days ago
67%
Aroon
ODDS (%)
Bullish Trend 4 days ago
63%
Bullish Trend 4 days ago
66%
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PAX
Daily Signalchanged days ago
Gain/Loss if bought
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SII
Daily Signalchanged days ago
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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%
+1.33%
BN - PAX
67%
Closely correlated
+2.67%
IVZ - PAX
66%
Loosely correlated
+0.84%
CG - PAX
66%
Loosely correlated
+2.30%
VINP - PAX
64%
Loosely correlated
N/A
APO - PAX
63%
Loosely correlated
+1.18%
More

SII and

Correlation & Price change

A.I.dvisor indicates that over the last year, SII has been loosely correlated with BN. These tickers have moved in lockstep 46% of the time. This A.I.-generated data suggests there is some statistical probability that if SII jumps, then BN could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SII
1D Price
Change %
SII100%
+2.24%
BN - SII
46%
Loosely correlated
+2.67%
PX - SII
40%
Loosely correlated
+0.66%
PAX - SII
40%
Loosely correlated
+1.33%
SEIC - SII
39%
Loosely correlated
+1.24%
ARES - SII
39%
Loosely correlated
-0.01%
More