UiPath Inc. (PATH) – Creating leadership in RPA by leveraging AI

UiPath Inc. (PATH) (Q1FY24)

Introduction

UiPath Inc. provides an end-to-end automation platform that offers a range of robotic process automation (RPA) solutions primarily in the United States, Romania, and Japan.

The company offers a suite of interrelated software to build, manage, run, engage, measure, and govern automation within the organization.

Its platform combines artificial intelligence with desktop recording, back-end mining of both human activity and system logs, and intuitive visualization tools, which enables users to discover, analyze, and identify processes to automate in a centralized portal; offers low-code development environments that allows users in an organization to create attended and unattended automations without any prior knowledge of coding; deploys robots in highly immersive attended experiences or in standalone, unattended modes behind the scenes, and can leverage native connectors built for commonly used line-of-business applications;

offers centralized tools designed to manage, test, and deploy automations and ML models across the enterprise; allows customers to manage long running processes that orchestrate work between robots and humans; and enable users to track, measure, and forecast the performance of automation in their enterprise and help businesses ensure compliance with business standards.

In addition, the company provides maintenance and support for its software, as well as professional services, such as training and implementation services to facilitate the adoption of its platform. It serves banking, healthcare, financial services, and government entities.

Highlights

The company had around 10,850 customers at the end of the quarter, including notable new logos like Asda, Jubilant Life Sciences, Robert Weed Corporation, Task Rabbit, and Tionale.

Stock performance

UiPath Revenue was $290mn, increased by 18% Y/Y. ARR of $1.25bn increased by 28% Y/Y. Net new ARR was $45mn. Dollar based net retention rate was 122%. GAAP gross margin was 85%. Non-GAAP gross margin was 87%. GAAP operating loss was $(46.4) million.

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Highlights

Valuation

– Enterprise Value
– CrispIdea Forecast
– CrispIdea Segment Forecast
– Peer Valuation
– CrispIdea Forecast Relative to Consensus
– Consensus History and Surprise
– Consensus Momentum

Actual & Historical Performance

– Income Statement
– Balance Sheet
– Cash Flow
– 10 Year Historical Performance
– Ratio Analysis
– Segment Performance
– Key Metrics
– Key Metrics
– Business Highlights

Peer Performance

– Summary
– Profitability
– Growth
– Price Performance

Ownership

Stock Price Performance

Crispidea Coverage

No of Pages: 30

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