Added to YB: 2025-10-01
Pitch date: 2025-09-29
PATH [bullish]
UiPath Inc.
+6.46%
current return
Author Info
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
$15.18
Price Target
N/A
Dividend
N/A
EV/EBITDA
146.81
P/E
45.14
EV/Sales
5.61
Sector
Software
Category
growth
UiPath: A Case Study of Key-Man Risk.
PATH: Key-man risk materialized as CEO Daniel Dines lost focus after bringing co-CEO Rob Enslin in early 2024, stalling progress despite strong thesis. However, positive FCF/share now, 4x sales multiple at $6B mcap. New agentic solutions (UiPath Maestro) show promise - reducing manual effort 60%, processing time 75%. DBNR stabilized at 108%, $100k+ ARR customers reaccelerating.
Read full article (5 min)