Where Does UiPath Stock Rank Among Competitors?
UiPath’s stock (PATH) has significantly outperformed its peers over the past year. Yet, how does it truly measure up against companies rapidly scaling in the transformative AI and automation platform boom as of 12/4/2025? A closer look reveals strong free cash flow and moderate revenue growth, but its high valuation and current operational unprofitability could limit upside amidst intense competition for integrated AI-driven solutions.
- PATH’s -3.1% operating margin, trailing MANH (25.9%), signals high investment in RPA market share, not yet profitable.
- PATH’s 8.3% revenue growth, outpacing MANH but lagging NTNX/CFLT, implies a maturing RPA market versus cloud/data demand.
- PATH’s 20.5% gain and 340.3 PE indicate investor optimism for future RPA dominance, despite current negative margins.
Here’s how UiPath stacks up across size, valuation, and profitability versus key peers.
| PATH | NTNX | MANH | CFLT | |
|---|---|---|---|---|
| Market Cap ($ Bil) | 9.9 | 12.7 | 10.8 | 8.1 |
| Revenue ($ Bil) | 1.5 | 2.5 | 1.1 | 1.1 |
| PE Ratio | 340.3 | 109.0 | 57.3 | -22.5 |
| LTM Revenue Growth | 8.3% | 18.1% | 4.1% | 21.6% |
| LTM Operating Margin | -3.1% | 6.8% | 25.9% | -34.7% |
| LTM FCF Margin | 20.7% | 29.6% | 31.2% | 2.8% |
| 12M Market Return | 20.5% | -31.1% | -41.1% | -29.4% |
For more details on UiPath, read Buy or Sell PATH Stock. Below we compare PATH’s growth, margin, and valuation with peers across years
Revenue Growth Comparison
| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| PATH | 8.3% | 9.3% | 23.6% | 18.6% | |
| NTNX | 18.1% | 18.1% | 15.3% | 17.8% | |
| MANH | 4.1% | – | 12.2% | 21.1% | 15.6% |
| CFLT | 21.6% | – | 24.0% | 32.6% | 51.1% |
Operating Margin Comparison
| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| PATH | -3.1% | -11.4% | -12.6% | -32.9% | |
| NTNX | 6.8% | 6.8% | 0.4% | -11.1% | |
| MANH | 25.9% | – | 25.1% | 22.6% | 19.9% |
| CFLT | -34.7% | – | -43.5% | -57.1% | -79.0% |
PE Ratio Comparison
| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| PATH | 340.3 | -96.6 | -155.8 | -21.2 | |
| NTNX | 109.0 | 86.9 | -93.5 | -23.9 | |
| MANH | 57.3 | – | 75.9 | 75.4 | 59.1 |
| CFLT | -22.5 | – | -26.1 | -15.9 | -13.8 |
Still not sure about PATH stock? Consider portfolio approach.
The Right Way To Invest Is Through Portfolios
Individual stocks can soar or tank but one thing matters: staying invested. The right portfolio can help you stay invested, capture upside and mitigate the downside associated with any individual stock.
The Trefis High Quality (HQ) Portfolio, with a collection of 30 stocks, has a track record of comfortably outperforming its benchmark that includes all 3 – the S&P 500, S&P mid-cap, and Russell 2000 indices. Why is that? As a group, HQ Portfolio stocks provided better returns with less risk versus the benchmark index; less of a roller-coaster ride, as evident in HQ Portfolio performance metrics.