UiPath vs Rubrik
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KIRAβs take AI analyst
I put UiPath and Rubrik side by side, using each oneβs latest annual report. Here is what stands out:
- 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 β26.2%).
- UiPath turned more of its sales into free cash flow (21.9% FCF margin, against 19.2%).
Who comes out ahead
Of the 7 measures where higher (or lower) is clearly better, how many each company leads.
UiPath
PATH
6/7
Gross marginOperating marginNet marginFCF marginPiotroski F-scoreShare count change
Rubrik
RBRK
1/7
Revenue growth
Side by side
Best in the row
| Latest fiscal year | PATH FY26 | RBRK FY26 |
|---|---|---|
| Size | ||
| Market cap | $7.4B | $28.0B |
| Revenue | $1.6B | $1.3B |
| Free cash flow | $352M | $253M |
| Net income | $282M | β$349M |
| Growth | ||
| Revenue growth | 12.7% | 48.5% |
| 5-year growth | 21.5% | β |
| Share count change | β2.7% | 27.3% |
| Profitability | ||
| Gross margin | 83.2% | 80.1% |
| Operating margin | 3.5% | β26.2% |
| Net margin | 17.5% | β26.5% |
| FCF margin | 21.9% | 19.2% |
| Return on capital | 13.7% | β |
| Return on equity | 14.4% | β |
| Balance sheet | ||
| Net debt | β$1.5B | β$545M |
| Net debt / EBITDA | β20.0x | β |
| Dividends and buybacks | $329M | $0.0M |
| Valuation & quality | ||
| P/E | 21.0x | β |
| Piotroski F-score | 7 | 5 |
Ten years
Revenue
Operating margin
Free cash flow
Return on capital
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.