Where Does UiPath Stock Rank Among Competitors?

PATH: UiPath logo
PATH
UiPath

UiPath‘s (PATH) stock has shown strong market outperformance over the past year, with a 31% return, significantly outpacing some peers as of December 24, 2025. However, how does it truly stack up against rivals rapidly scaling in the evolving automation and AI market? A closer look reveals a moderate valuation with a PE Ratio of 39.77, which is lower than Nutanix (63.63) and Manhattan Associates (48.99). Despite this, its profitability, with an LTM Operating Margin of 0.65% and LTM FCF Margin of 20.06%, and LTM revenue growth of 10.05% trail some rivals, hinting at a need for accelerated operational efficiency to fully capitalize on the growing demand for automation and agentic AI in a competitive landscape.

  • PATH’s nearly zero operating margin, trailing MANH (25.9%), reflects significant investment in AI-driven automation capabilities.
  • PATH’s 10.1% revenue growth, outpacing MANH but behind NTNX/CFLT, mirrors varied demand for RPA versus cloud/data streaming platforms.
  • PATH’s 30.7% gain, outperforming peers, and PE of 39.8, reflects strong investor confidence in its AI-driven RPA market leadership.

Here’s how UiPath stacks up across size, valuation, and profitability versus key peers.

  PATH NTNX MANH CFLT
Market Cap ($ Bil) 9.1 14.0 10.6 10.4
Revenue ($ Bil) 1.6 2.6 1.1 1.1
PE Ratio 39.8 63.6 49.0 -34.3
LTM Revenue Growth 10.1% 17.4% 4.1% 21.6%
LTM Operating Margin 0.6% 7.4% 25.9% -34.7%
LTM FCF Margin 20.1% 29.5% 31.2% 2.8%
12M Market Return 30.7% -19.3% -37.9% 0.4%

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

Relevant Articles
  1. What Could Rocket Alphabet Stock to New Heights
  2. The Hidden Dangers Facing Micron Technology Stock
  3. Cash Machine Trading Cheap – Docusign Stock Set to Run?
  4. Micron Technology Stock On A Winning Streak: Time To Get In Or Book Profits?
  5. Is Microsoft Stock Poised for a Rally?
  6. With Strong Cash Flow, Constellation Brands Stock Poised to Rise?

  LTM 2025 2024 2023 2022
PATH 10.1% 9.3% 23.6% 18.6%  
NTNX 17.4% 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 0.6% -11.4% -12.6% -32.9%  
NTNX 7.4% 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 39.8 -96.6 -155.8 -21.2  
NTNX 63.6 86.9 -93.5 -23.9  
MANH 49.0 75.9 75.4 59.1
CFLT -34.3 -26.1 -15.9 -13.8

Still not sure about PATH stock? Consider portfolio approach.

Move Beyond Single Stocks With A Multi Asset Portfolio

Individual stocks can soar or tank but multi asset exposure steadies the ride. A spread out portfolio captures upside while limiting the damage from any one market.

The asset allocation framework of Trefis’ Boston-based, wealth management partner yielded positive returns during the 2008-09 period when the S&P lost more than 40%. Our partner’ strategy now includes Trefis High Quality Portfolio, which 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