Stocks / HFWA vs PAX

HFWA vs PAX: Which Stock Is the Better Buy?

Heritage Financial Corporation and Patria Investments Limited side by side — fundamentals from SEC filings, refreshed nightly. Sector: Financial Services.

PAX is the larger company ($1.8B vs $1.2B). On the fundamentals, HFWA earns a higher net margin (27.4% vs 22.4%); PAX has the stronger return on equity (14.0% vs 7.3%); HFWA trades cheaper on earnings (14.1× vs 21.2×). On the filings, HFWA carries fewer potential red flags (1 vs 2). Full numbers below — the stronger figure on each row is in green.

AI verdict — HFWA vs PAX, read from the filings

The stronger business, the cheaper stock, and the risks — synthesised from both companies’ SEC filings, every figure computed not guessed. Not investment advice.

 Heritage Financial Corporation (HFWA)Patria Investments Limited (PAX)
Market cap$1.2B$1.8B
Revenue (latest FY)$246.14M$381.73M
Net income (latest FY)$67.53M$85.65M
Revenue growth (5y CAGR)13.8%
Net margin27.4%22.4%
Return on equity7.3%14.0%
P/E ratio14.121.2
Dividend yield3.4%5.5%
Profitable years (of last 10)104
Positive free cash flowYesYes

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Use the filing period and source shown by each tool before treating two figures as comparable.

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See the full HFWA vs PAX breakdown

Both companies across 19 years of income statement, balance sheet and cash flow — with ratios, health checks and Ask, the SEC-grounded research assistant. Free, no account needed.

Open HFWA's full financials →   Open PAX's full financials →

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Frequently asked questions

Which is bigger, HFWA or PAX?

Patria Investments Limited is larger by market capitalization — $1.8B versus $1.2B.

Which grows faster, HFWA or PAX?

Five-year growth data is not available for both companies.

Where does this data come from?

All figures are computed from official SEC filings (10-K), refreshed nightly. This is a data comparison, not investment advice.

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