PA
UiPath Inc.
PATH · Enterprise Software
Company brief
PA
PATHEnterprise Software$7.2B

UiPath Inc.

Leading enterprise automation platform providing robotic process automation (RPA) software

Moat score
8.2/100
13F status
Tracking pending
Main Metrics

Beginner valuation check

Price
$10.52
Next earnings
Data pending

Data pending from FMP or Finnhub.

1Y Performance
-21%

Negative price performance shows recent market sentiment, not a full investment thesis.

Forward P/E
12.9x

Forward P/E around 12.9x means investors pay about $12.9 for each expected $1 of future profit per share, usually the next 12 months or next fiscal year. It is a forecast, not a fact.

P/E
19.1x

A P/E around 19.1x means investors pay about $19.1 for each $1 the company earned per share over the last 12 months, usually the last four quarterly reports.

EPS
$0.52
Market Cap
$5.4B
Forward P/E is the cleanest beginner valuation anchor here; compare it with growth and recent performance.

Source: market data index. As of May 21, 2026. P/E can be unavailable or misleading when earnings are negative.

Scenario Framework

Bull / Neutral / Bear

Neutral Case

Investors keep focusing on whether UiPath can turn automation platform strength into durable value while the stock trades against forward earnings expectations.

Watch signal

Forward P/E around 12.9x remains reasonable versus growth.

What you own

UiPath Inc. is exposure to enterprise software operating model with high switching costs and 118% net revenue retention.

Base thesis

Workflow orchestration creates deep technical lock-in across enterprise infrastructure

Main risk

The main question is whether the company can keep customer value compounding without margin pressure eroding the moat.

How to inspect it

Pro access unlocks the workflow simulator for this company brief.

Simulator coverage pending

This ticker has a company brief, but richer workflow modules have not been built yet.

Investor Snapshot
8.2Moat Score
Net Revenue Retention118%
Retention RiskLow
AI Disruption RiskMedium
Switching CostsHigh
13F Ownership
Tracking pending

No SEC-backed 13F rows are matched for this ticker yet. We do not fabricate ownership rows.

Investment Thesis
  • Workflow orchestration creates deep technical lock-in across enterprise infrastructure
  • Citizen developer adoption drives bottom-up expansion beyond IT departments
  • Robot fleet management and governance becomes mission-critical operational dependency
  • Process libraries and custom automation IP accumulated over years of deployment
  • Attended automation integrates into daily workflows of hundreds of business users
  • AI copilot features may accelerate development but risk commoditizing simple automations