WallStSmart

Bank of America Corp (BAC)vsPatria Investments Ltd (PAX)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Bank of America Corp generates 27350% more annual revenue ($109.59B vs $399.23M). BAC leads profitability with a 29.0% profit margin vs 18.1%. BAC trades at a lower P/E of 13.0x. BAC earns a higher WallStSmart Score of 80/100 (B+).

BAC

Strong Buy

80

out of 100

Grade: B+

Growth: 8.0Profit: 7.5Value: 7.0Quality: 3.5
Piotroski: 5/9Altman Z: -0.27

PAX

Buy

50

out of 100

Grade: C-

Growth: 6.0Profit: 7.5Value: 5.3Quality: 5.8
Piotroski: 3/9

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BAC6 strengths · Avg: 9.5/10
Market CapQuality
$372.43B10/10

Mega-cap, among the largest globally

Price/BookValuation
1.4x10/10

Reasonable price relative to book value

Operating MarginProfitability
36.0%10/10

Strong operational efficiency at 36.0%

Free Cash FlowQuality
$41.77B10/10

Generating 41.8B in free cash flow

Profit MarginProfitability
29.0%9/10

Keeps 29 of every $100 in revenue as profit

PEG RatioValuation
0.928/10

Growing faster than its price suggests

PAX3 strengths · Avg: 8.0/10
Price/BookValuation
2.9x8/10

Reasonable price relative to book value

Operating MarginProfitability
26.4%8/10

Strong operational efficiency at 26.4%

Revenue GrowthGrowth
22.0%8/10

Revenue surging 22.0% year-over-year

Areas to Watch

BAC2 concerns · Avg: 2.5/10
Debt/EquityHealth
1.283/10

Elevated debt levels

Altman Z-ScoreHealth
-0.272/10

Distress zone — elevated risk

PAX3 concerns · Avg: 2.7/10
Market CapQuality
$1.85B3/10

Smaller company, higher risk/reward

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

EPS GrowthGrowth
-85.2%2/10

Earnings declined 85.2%

Comparative Analysis Report

WallStSmart Research

Bull Case : BAC

The strongest argument for BAC centers on Market Cap, Price/Book, Operating Margin. Profitability is solid with margins at 29.0% and operating margin at 36.0%. PEG of 0.92 suggests the stock is reasonably priced for its growth.

Bull Case : PAX

The strongest argument for PAX centers on Price/Book, Operating Margin, Revenue Growth. Profitability is solid with margins at 18.1% and operating margin at 26.4%. Revenue growth of 22.0% demonstrates continued momentum.

Bear Case : BAC

The primary concerns for BAC are Debt/Equity, Altman Z-Score.

Bear Case : PAX

The primary concerns for PAX are Market Cap, Piotroski F-Score, EPS Growth.

Key Dynamics to Monitor

BAC profiles as a mature stock while PAX is a growth play — different risk/reward profiles.

BAC carries more volatility with a beta of 1.22 — expect wider price swings.

PAX is growing revenue faster at 22.0% — sustainability is the question.

BAC generates stronger free cash flow (41.8B), providing more financial flexibility.

Bottom Line

BAC scores higher overall (80/100 vs 50/100), backed by strong 29.0% margins. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Bank of America Corp

FINANCIAL SERVICES · BANKS - DIVERSIFIED · USA

The Bank of America Corporation is an American multinational investment bank and financial services holding company headquartered in Charlotte, North Carolina. Founded in San Francisco, Bank of America was formed through NationsBank's acquisition of BankAmerica in 1998. It is the second largest banking institution in the United States, after JPMorgan Chase, and the eighth largest bank in the world. Bank of America is one of the Big Four banking institutions of the United States. It services approximately 10 percent of all American bank deposits, in direct competition with JPMorgan Chase, Citigroup and Wells Fargo. Its primary financial services revolve around commercial banking, wealth management, and investment banking.

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Patria Investments Ltd

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

Patria Investments Limited is a private market investment firm focused on investing in Latin America. The company is headquartered in Grand Cayman, the Cayman Islands.

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