Where Does UiPath Stock Rank Among Competitors?
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
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| 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 |
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