UiPath
PATH · Systems Software
$14.13
1.4%Rubrik
RBRK · Systems Software
$128.74
6.6%The short version
- UiPath is the larger business, with $1.6B of revenue in fiscal 2026 against $1.3B for Rubrik.
- Rubrik grew revenue faster (48.5%, against 12.7%).
- UiPath kept more of each dollar of sales as operating profit (3.5% operating margin, against −26.2% operating margin).
- UiPath turned more of its sales into free cash flow (21.9% FCF margin, against 19.2% FCF margin).
| Latest fiscal year | PATH · FY26 | RBRK · FY26 |
|---|---|---|
| Size | ||
| Market cap | $7.4B | $26.5B |
| Revenue | $1.6B | $1.3B |
| Free cash flow | $352M | $253M |
| Net income | $282M | −$349M |
| Growth | ||
| Revenue growth | 12.7% | 48.5% |
| 5-year growth | 21.5% | — |
| Share count change | −2.7% | 27.3% |
| Profitability | ||
| Gross margin | 83.2% | 80.1% |
| Operating margin | 3.5% | −26.2% |
| Net margin | 17.5% | −26.5% |
| FCF margin | 21.9% | 19.2% |
| Return on capital | 13.7% | — |
| Return on equity | 14.4% | — |
| Balance sheet | ||
| Net debt | −$1.5B | −$545M |
| Net debt / EBITDA | −20.0x | — |
| Dividends and buybacks | $329M | $0.0M |
| Valuation & quality | ||
| P/E | 21.1x | — |
| Piotroski F-score | 7 | 5 |
FY20
PATH $336M
RBRK —
FY21
PATH $608M
RBRK —
FY22
PATH $892M
RBRK —
FY23
PATH $1.1B
RBRK $600M
FY24
PATH $1.3B
RBRK $628M
FY25
PATH $1.4B
RBRK $887M
FY26
PATH $1.6B
RBRK $1.3B
PATH
RBRK
FY20
PATH −153.9%
RBRK —
FY21
PATH −18.2%
RBRK —
FY22
PATH −56.1%
RBRK —
FY23
PATH −32.9%
RBRK −43.6%
FY24
PATH −12.6%
RBRK −48.8%
FY25
PATH −11.4%
RBRK −127.9%
FY26
PATH 3.5%
RBRK −26.2%
PATH
RBRK
FY20
PATH −$375M
RBRK —
FY21
PATH $27.2M
RBRK —
FY22
PATH −$63.8M
RBRK —
FY23
PATH −$33.8M
RBRK −$5.7M
FY24
PATH $292M
RBRK −$16.9M
FY25
PATH $306M
RBRK $31.3M
FY26
PATH $352M
RBRK $253M
PATH
RBRK
FY20
PATH —
RBRK —
FY21
PATH —
RBRK —
FY22
PATH —
RBRK —
FY23
PATH —
RBRK —
FY24
PATH —
RBRK —
FY25
PATH —
RBRK —
FY26
PATH 13.7%
RBRK —
PATH
RBRK
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Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.