19 October 2026

strategyland.uk

Patria Private Equity Trust PLC (PPET)

Rank #69 of 280 - Financials - UK Equities

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Patria Private Equity Trust PLC

PPET.L·Financials·Market Cap £870m

Rank #69 of 280

Quantitative Model · 280 Stocks Analysed

£5.98

-1.97% YTD

52W: £5.45 - £6.42

Factor Analysis Summary

Editorial assessment generated from Patria Private Equity Trust PLC's live factor scores and sector positioning.

Based on Strategyland's proprietary 7-factor analysis, Patria Private Equity Trust PLC (PPET.L) currently holds an overall rank of #69 out of 280 FTSE 100 constituents, reflecting its weighted composite score across liquidity, valuation, profitability, solvency, asset efficiency, market trading, and technical dimensions.

Key strengths include valuation (P/E 7.4, dividend yield 3.1%), where it demonstrates compelling valuation metrics, trading at a discount to peer averages on key multiples; market trading, where it demonstrates strong market trading characteristics with favourable volume trends and institutional participation; and profitability (ROE 9.3%, net margin 83.3%), where it demonstrates healthy profit margins and returns that exceed the median FTSE 100 company.

Areas requiring attention include liquidity, where thin trading volumes could increase transaction costs and slippage, as well as technical (RSI 50.0), where bearish technical positioning with price trading below key trend indicators.

Within the Financials sector, Patria Private Equity Trust PLC sits at composite rank #69, trailing the Financials peer average (rank 8). It ranks behind all 6 tracked Financials peers in our model.

Ranking in the top quartile overall, Patria Private Equity Trust PLC offers a favourable balance of fundamentals, though investors should weigh its valuation advantage against liquidity — its relatively weakest factor.

Strongest Factors

Valuation — Rank 29/280 (top quartile)
Market Trading — Rank 52/280 (top quartile)
Profitability — Rank 79/280 (above average)

Weakest Factors

Liquidity — Rank 268/280 (below average)
Technical — Rank 199/280 (below average)

Score Analysis

Patria Private Equity Trust PLC is ranked #69 out of 280 UK stocks. Lower factor scores indicate better performance in that category.

Factor Breakdown

128/280

Average Score

Liquidity

Weak268/280

Valuation

Excellent29/280

Profitability

Good79/280

Solvency

Good97/280

Asset Efficiency

Weak174/280

Mkt Trading

Excellent52/280

Technical

Weak199/280

1. Liquidity

Score: 268/280

How liquid is PPET and can it meet its short-term obligations?

0/6

liquidity criteria met

Metric

Sector Range

Value

Rank

–

Quick Ratio

N/A

Range: N/A

–

Current Ratio

N/A

0.50xRank 218/280

Range: N/ARank 218/280

–

TTM Operating Cash Flow

N/A

-0.31xRank 232/280

Range: N/ARank 232/280

–

Liquidity Coverage Ratio

100-150

N/A

Range: 100-150

–

Intangible Asset Ratio

10 - 30

N/ARank 193/280

Range: 10 - 30Rank 193/280

–

Cash-to-Debt Ratio

N/A

0.49xRank 89/280

Range: N/ARank 89/280

Key Liquidity Metrics

Quick Ratio

N/A

Sector: N/A

Current Ratio

0.50x

Sector: N/A

Overall Liquidity Rank

Rank within universe#268/280

Best (1)Worst (280)

2. Valuation

Score: 29/280

Is PPET undervalued compared to its peers and fair value metrics?

0/7

valuation criteria met

Metric

Sector Range

Value

Rank

–

FY27e P/E

8x - 18x

N/A

Range: 8x - 18x

–

FY26e P/E

8x - 18x

N/A

Range: 8x - 18x

–

FY27e Net Div Yld (%)

3.0 - 8.0

N/A

Range: 3.0 - 8.0

✗

Div Payout Ratio

30 - 55

21.96%Rank 50/280

Range: 30 - 55Rank 50/280

–

Current EV/EBITDA

N/A

7.6xRank 123/280

Range: N/ARank 123/280

✗

Current P/TBV

0.8x - 2.0x

0.66xRank 10/280

Range: 0.8x - 2.0xRank 10/280

✗

Current P/B

0.8x - 2.0x

0.66xRank 15/280

Range: 0.8x - 2.0xRank 15/280

Key Valuation Metrics

TTM P/E

Price-to-Earnings

7.4x

FY26e P/E

Forward estimate

N/A

FY27e P/E

Forward estimate

N/A

Current P/B

Price-to-Book

0.66x

Current P/TBV

Tangible Book Value

0.66x

Current EV/EBITDA

Enterprise Value

7.6x

FY26e EV/EBITDA

Forward estimate

N/A

FY27e EV/EBITDA

Forward estimate

N/A

Dividend

PPET pays a dividend yield of 3.08%.

Current Yield

3.08%

FY27e Net Div Yield

N/A

FY26e Gross DPS

N/A

FY27e Gross DPS

N/A

3. Profitability

Score: 79/280

How profitable is PPET relative to its peers?

0/7

profitability criteria met

Metric

Sector Range

Value

Rank

✗

TTM Profit Margin

15 - 30

83.3%Rank 53/280

Range: 15 - 30Rank 53/280

–

T12 FCF Margin

N/A

-0.3%Rank 231/280

Range: N/ARank 231/280

–

FY27e RoE

10 - 16

N/A

Range: 10 - 16

–

FY26 EPS Growth

8 - 15

N/A

Range: 8 - 15

–

FY27e EPS Growth

6 - 12

N/A

Range: 6 - 12

–

NIM

1.5 - 3.2

N/A

Range: 1.5 - 3.2

–

Expense Ratio

50 - 65

N/A

Range: 50 - 65

TTM Profit Margin

83.3%

Current RoCE

9.3%

FY27e RoE

N/A

T12 FCF Margin

-0.3%

4. Solvency

Score: 97/280

How strong is PPET's balance sheet and financial position?

0/6

solvency criteria met

Metric

Sector Range

Value

Rank

✗

Debt/Eqt

0.5x - 1.5x

0.18xRank 88/280

Range: 0.5x - 1.5xRank 88/280

–

Interest Coverage Ratio

N/A

Rank 90Rank 90/280

Range: N/ARank 90/280

–

Net Leverage Ratio

N/A

Range: N/A

–

Altman Z-Score (Manufacturing)

N/A

6.39Rank 103/280

Range: N/ARank 103/280

–

Z-Score (Non Manufacturing)

N/A

Rank 114Rank 114/280

Range: N/ARank 114/280

–

CapAdeq Ratio Tier1

13 - 18

N/A

Range: 13 - 18

Key Solvency Metrics

Debt/Eqt

0.18x

Net Leverage Ratio

N/A

Interest Coverage

Rank 90

T12 FCF Margin

-0.3%

Altman Z-Score

6.39

Safe Zone

01.812.995+

5. Asset Efficiency

Score: 174/280

How efficiently does PPET deploy its assets and intellectual capital?

0/5

asset efficiency criteria met

Metric

Sector Range

Value

Rank

–

Efficiency Ratio

50 - 70

N/A

Range: 50 - 70

–

TTM Asset Turnover Ratio

N/A

0.11xRank 213/280

Range: N/ARank 213/280

–

TTM CAPEX/Sales

1 - 3

N/A

Range: 1 - 3

–

Working Capital Turnover

N/A

Range: N/A

–

R&D/Sales FY27e

N/A

Range: N/A

Overall Asset Efficiency Rank

Rank within sector peers#174/280

Best (1)Worst (280)

6. Market Trading

Score: 52/280

How liquid and actively traded is PPET?

1/2

market trading criteria met

Metric

Sector Range

Value

Rank

–

Intraday Sentiment (%)

40 - 75

N/A

Range: 40 - 75

–

10D-Avg v/s 3M-Avg Vol

N/A

95%Rank 50/280

Range: N/ARank 50/280

✓

Avg Directional Index 30D

012 - 45

18.1Rank 163/280

Range: 012 - 45Rank 163/280

–

Parabolic SAR

N/A

605.36Rank 137/280

Range: N/ARank 137/280

–

Stock Rating Rank

N/A

Range: N/A

Market Cap

£870,371,724

Enterprise Value

£992,212,724

Trading Volume

7. Technical

Score: 199/280

What do the technical indicators say about PPET?

0/5

technical criteria met

Metric

Chart

Sector Range

Value

Rank

–

CMP v/s 52-WH

£6.42£5.45

-6.9%CMP: £5.98

N/A

-6.9%Rank 93/280

£6.42£5.45

-6.9%CMP: £5.98

Range: N/ARank 93/280

–

CMP v/s 52-WL

£6.42£5.45

+9.8%CMP: £5.98

N/A

9.8%Rank 51/280

£6.42£5.45

+9.8%CMP: £5.98

Range: N/ARank 51/280

–

RSI 14D

050.0 - Bearish100

N/A

50.0Rank 50/280

050.0 - Bearish100

Range: N/ARank 50/280

–

MA50 - MA200

£6.01-0.04£6.05

N/A

BearishRank 215/280

£6.01-0.04£6.05

Range: N/ARank 215/280

–

MACD Rank

Death Cross

MACD: 0.15

N/A

0.15Rank 100/280

Death Cross

MACD: 0.15

Range: N/ARank 100/280

RSI (14 Day)

50.0

Neutral

0 (Oversold)50100 (Overbought)

Moving Averages

50 SMA£6.01

200 SMA£6.05

SignalDeath Cross (Bearish)

MACD0.15

Risk Metrics

Beta

N/A

3-Yr Std Dev

N/A

5-Yr Std Dev

N/A

Peer Comparison

How does PPET compare to other Financials stocks?

Overall Rank Comparison

Factor Score Comparison

Stock	Rank	Liquidity	Valuation	Profitability	Solvency	Mkt Trading	Technical
PPET	#69	268	29	79	97	52	199
MUT.L	#3	128	38	24	56	27	8
RTW.L	#5	116	7	9	145	69	229
BPCR.L	#7	163	34	56	9	112	76
RCP.L	#9	179	26	22	59	13	2
AGT.L	#11	108	57	55	72	90	79
TBCG.L	#14	29	55	38	257	129	18

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RTW.L

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Methodology Note

The analysis presented for Patria Private Equity Trust PLC is produced using Strategyland's proprietary 7-factor quantitative model, which evaluates each stock across Liquidity, Valuation, Profitability, Solvency, Asset Efficiency, Market Trading, and Technical dimensions. Individual factor scores and the composite rank reflect relative rankings within the FTSE 100 universe — a lower rank number indicates stronger performance in that category.

Underlying financial and market data is sourced from LSEG (London Stock Exchange Group) and processed through our scoring engine. Scores are recalculated as new data becomes available and should be interpreted as a systematic screening output, not a forecast of future share price performance.

This content is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Past performance and factor rankings are not indicative of future results. Please read our Risk Disclaimer before making any investment decisions.

Strategyland Research Center - strategyland.ukThis report is for informational purposes only. Not financial advice.