UiPath Inc. Class A Common Stock (PATH)

FairStock Score: 63/100 — STEADY

Key Financials

AI Analysis

AI-generated, general educational analysis — not personal investment advice.

UiPath sells automation software that coordinates robots, people, models, and AI agents. The question I keep asking is whether this is a durable toll bridge or a feature that larger software platforms can absorb. The recent turn is real: in fiscal FY2026, the year ended 2026-01-31, revenue was $1.6B and net income was $282.3M, or diluted EPS $0.52, compared with a net loss of $73.7M and diluted EPS -$0.13 in FY2025. In fiscal Q2 2027, the quarter ended 2026-07-31, revenue was $410.3M and net income was $36.1M, versus revenue of $361.7M and net income of $1.6M in fiscal Q2 2026, the quarter ended 2025-07-31. Financial health looks decent: FairStock calculations show a debt-to-equity ratio of 0.04, ROE of 20.03%, trailing free cash flow of $363.0M, and a free-cash-flow yield of 5.2%. The Altman Z-Score of 4.18 and Piotroski F-Score of 5/9 do not scream balance-sheet danger, but ROCE of 3.66% is modest. The Lynch category is TURNAROUND, returned to profit after a loss within the last three years, which fits the numbers. Valuation is less forgiving. At the 2026-10-13 close of $13.25, FairStock shows P/E of 19.78, P/B of 3.54, EV/EBITDA of 35.78, and a Graham Number of $7.51, implying a margin of safety of -76.43%. The PEG ratio of 0.02 looks flattering mainly because profit is rebounding from a low base. FairStock Score is 63/100. I see a better business than three years ago, but not an obvious bargain.

In plain English: UiPath sells software that helps companies use robots and AI to automate repetitive computer work. It has become profitable and produces cash, but sales growth has cooled and the shares are priced well above a conservative asset-and-earnings measure. Overall, the business looks healthier than a few years ago, but the price looks full rather than cheap.

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Data as of 2026-10-13 close · note generated 2026-10-15 · model deepseek-flash

Sources (SEC EDGAR): fiscal Q2 2027 10-Q (period ended 2026-07-31) · fiscal Q1 2027 10-Q (period ended 2026-04-30) · fiscal Q3 2026 10-Q (period ended 2025-10-31) · fiscal Q2 2026 10-Q (period ended 2025-07-31) · FY2026 10-K (period ended 2026-01-31) · FY2025 10-K (period ended 2025-01-31) · FY2024 10-K (period ended 2024-01-31)

Fundamentals from company filings and market-data providers; prices are end-of-day, not real-time. AI-generated analysis is general and educational — not personal investment advice. Scoring methodology · Score test · Disclaimer