What's your outook on
PATH
?
PATH
PATH
Enterprise automation platform combining AI and RPA to orchestrate business workflows.
KEY FACTS
Founded
2005
IPO
2021
Headcount
3,868
Rev. per head
$400,000
Market Cap
$8.5B
HQ
NY, USA
IPO Snapshot
IPO Price
$56
Split-Adj. Price
$56
IPO Headcount
2,863
IPO Snapshot
IPO Price
$56
Split-Adj. Price
$56
IPO Headcount
2,863
Our Take
UiPath sells automation software subscriptions that scale across large customers without growing staff.
The business converts revenue into cash efficiently, holds significant cash, and operates with no debt.
Founder-led execution and growing enterprise adoption support durable growth at a modest overall valuation.
What To Watch
Watch net dollar retention; further declines would signal slowing customer expansion demand.
Watch Maestro releases and agent adoption counts; coordination between AI, robots, and agents will be crucial.
Monitor capital allocation decisions; buybacks or acquisitions will show how excess cash is deployed.
Key Products - % of total Revenue
Subscription services
62%
Recurring access to the UiPath platform, including cloud services, updates, and support.
Licenses
35%
One-time or fixed-term rights to run UiPath automation software, typically self-hosted.
Professional services and other
3%
Implementation, training, and consulting services supporting customer deployments.
0%
0%
Subscription services
62%
Recurring access to the UiPath platform, including cloud services, updates, and support.
Licenses
35%
One-time or fixed-term rights to run UiPath automation software, typically self-hosted.
Professional services and other
3%
Implementation, training, and consulting services supporting customer deployments.
0%
0%
Professional services and other
3%
Implementation, training, and consulting services supporting customer deployments.
0%
Subscription services
62%
Recurring access to the UiPath platform, including cloud services, updates, and support.
Licenses
62%
One-time or fixed-term rights to run UiPath automation software, typically self-hosted.
Professional services and other
3%
Implementation, training, and consulting services supporting customer deployments.