Professional
Added to YB: 2024-08-05
Pitch date: 2024-08-01
PATH [neutral]
UiPath Inc.
+53.75%
current return
Author Info
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Company Info
UiPath Inc. provides an end-to-end automation platform that offers a range of robotic process automation (RPA) solutions primarily in the United States, Romania, the United Kingdom, the Netherlands, and internationally.
Market Cap
$10.1B
Pitch Price
$11.33
Price Target
N/A
Dividend
N/A
EV/EBITDA
146.81
P/E
45.14
EV/Sales
5.61
Sector
Software
Category
turnaround
(NYSE:PATH) UI PATH: Automating or Getting Automated Away?
PATH: RPA leader, 80% stock drop since IPO. Gen AI threat, but opportunity to expand scope. New CEO stumbled, founder back. Strong potential but lacks clear Gen AI strategy. $2B cash, no debt. Wait for clearer direction before investing. Risks: MSFT competition, slow growth (50% to 15% YoY). 57x ARR growth in 2016 cohort. 30% US rev.
Read full article (6 min)