MetaCap

Patria Investments (PAX) vs SRH Total Return Fund (STEW)

Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 8, 2026.

Summary

Patria Investments is the larger company by market cap ($1.85 billion vs $1.68 billion), about 1.1 times the size. On valuation, SRH Total Return Fund trades at a lower trailing P/E (11.6x vs 25.6x for Patria Investments). Patria Investments offers the higher dividend yield (5.45% vs 4.20%).

Summary generated from market data by MetaCap's automated system. Methodology

Head-to-head

PAX versus STEW key metrics
MetricPAXSTEW
Share price$11.29$17.39
Market cap$1.85B$1.68B
1-day change+1.58%-0.17%
YTD return-30.08%—
1-year return-20.76%—
5-year return-34.88%—
P/E ratio (TTM)25.6511.59
Forward P/E7.81—
EPS (TTM)$0.44$1.50
Dividend yield5.45%4.20%
Annual dividend$0.615$0.73
52-week high$17.80$19.05
52-week low$9.89$16.55
Distance from 52-week high-36.60%-8.71%
Analyst consensusbuy—
Avg. price target upside+32.92%—
Average volume1.12M67.15K
Shares outstanding71.00M96.44M
Employees548—
SectorFinanceFinance
IndustryInvestment ManagersInvestment Managers

Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.

Key differences

  • Patria Investments trades at a higher earnings multiple (25.6x vs 11.6x trailing P/E).
  • Patria Investments offers a meaningfully higher dividend yield (5.45% vs 4.20%).

About Patria Investments

PAX stock →

Patria Investments Limited operates as a private market investment firm. It specializes in investments in private equity, secondary direct and indirect and venture capital with focus in middle market, buyout and growth capital investments.

Finance · Investment Managers · 548 employees

About SRH Total Return Fund

STEW stock →

SRH Total Return Fund, Inc. is a closed-ended balanced mutual fund launched and managed by Paralel Advisors LLC.

Finance · Investment Managers

PAX vs STEW FAQ

Which is bigger, Patria Investments or SRH Total Return Fund?

Patria Investments (PAX) is larger, with a market capitalization of $1.85B compared with $1.68B for SRH Total Return Fund (STEW).

Which has the lower P/E ratio, PAX or STEW?

STEW has the lower trailing P/E at 11.6, versus 25.6 for PAX. A lower P/E is not by itself a sign of a better investment; it can reflect slower expected growth or higher risk.

Which pays a higher dividend, Patria Investments or SRH Total Return Fund?

Patria Investments has the higher yield at 5.45%, compared with 4.20% for SRH Total Return Fund.

Are Patria Investments and SRH Total Return Fund in the same industry?

Yes. Both are classified in the Investment Managers industry within the Finance sector.

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