PATH
UiPath Inc.
PATH's outlook is improving, though it still trails on the overall score.
PLTR
Palantir Technologies Inc.
PLTR has the edge over PATH overall, supported by stronger valuation and stronger modeled upside.
PATH Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Strong | |
| Strong | |
| Strong |
PATH's revenue, profitability, cash flow and balance sheet are all currently healthy.
PLTR Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Strong | |
| Strong | |
| Strong |
PLTR's revenue, profitability, cash flow and balance sheet are all currently strong.
PATH PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 15x | $13.10 | — |
| Cheap | 20x | $13.08 | -0.2% |
| Current | 20x | $13.10 | — |
| Fair | 23x | $15.26 | +16% |
| Expensive | 403x | $270 | +1960% |
Historical ranges are pointers, not guarantees.
PATH's PE is in its cheap range at 20x. If earnings grow as analysts expect, today's price would be 15x next year's earnings.
PLTR PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 75x | $172 | — |
| Current | 120x | $172 | — |
| Cheap | 165x | $236 | +37% |
| Fair | 251x | $359 | +109% |
| Expensive | 452x | $646 | +277% |
Historical ranges are pointers, not guarantees.
PLTR has the edge over PATH in the historical PE scenario, which offers more potential upside but is not a forecast.
PATH Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Growth | |
| Growth | |
| Improving | |
| Moderate | |
| Moderate |
Analysts expect earnings and revenue growth for PATH, with profitability improving.
PLTR Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Strong growth | |
| Strongly improving | |
| Moderate | |
| Moderate |
Analysts expect strong earnings and revenue growth for PLTR, with profitability improving.
PATH Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $0.88 | +31% |
| Q3 2026 | $0.67 | +2133% |
| Q2 2026 | $0.60 | +$0.72 |
| Q1 2026 | $0.52 | +$0.65 |
| Q4 2025 | $0.42 | +$0.57 |
| Q3 2025 | $0.03 | +$0.22 |
| Q2 2025 | -$0.12 | +$0.03 |
| Q1 2025 | -$0.13 | +$0.03 |
| Q4 2024 | -$0.15 | +$0.13 |
PATH's earnings per share have climbed steadily: $0.67 over the past year, more than ten times what it earned the year before, and higher year over year for 18 quarters in a row.
PLTR Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $2.30 | +61% |
| Q3 2026 | $1.43 | +240% |
| Q2 2026 | $1.17 | +290% |
| Q1 2026 | $0.89 | +287% |
| Q4 2025 | $0.63 | +232% |
| Q3 2025 | $0.42 | +110% |
| Q2 2025 | $0.30 | +76% |
| Q1 2025 | $0.23 | +92% |
| Q4 2024 | $0.19 | +111% |
PLTR's earnings per share have climbed steadily: $1.43 over the past year, about three times what it earned the year before, and higher year over year every quarter since late 2021.
PATH Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $410.3M | +13% |
| Q2 2026 | $418.4M | +17% |
| Q1 2026 | $481.1M | +14% |
| Q4 2025 | $411.1M | +16% |
| Q3 2025 | $361.7M | +14% |
| Q2 2025 | $356.6M | +6.4% |
| Q1 2025 | $423.6M | +4.5% |
| Q4 2024 | $354.7M | +8.8% |
PATH's revenue has grown year over year every quarter since early 2021: $410M last quarter, up 13% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 7.7% | +13 points |
| Q2 2026 | 6.7% | +11 points |
| Q1 2026 | 17% | +8.8 points |
| Q4 2025 | 3.2% | +15 points |
| Q3 2025 | -5.6% | +27 points |
| Q2 2025 | -4.6% | +10 points |
| Q1 2025 | 7.9% | +4.2 points |
| Q4 2024 | -12% | +4.9 points |
PATH's operating margin was 7.7% last quarter, up 13 points from the same quarter a year ago.
PLTR Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $2.3B | +96% |
| Q2 2026 | $1.9B | +93% |
| Q1 2026 | $1.6B | +85% |
| Q4 2025 | $1.4B | +70% |
| Q3 2025 | $1.2B | +63% |
| Q2 2025 | $1B | +48% |
| Q1 2025 | $883.9M | +39% |
| Q4 2024 | $827.5M | +36% |
PLTR has the edge over PATH on sales, with stronger typical year-over-year growth.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 47% | +14 points |
| Q2 2026 | 47% | +20 points |
| Q1 2026 | 46% | +26 points |
| Q4 2025 | 41% | +40 points |
| Q3 2025 | 33% | +18 points |
| Q2 2025 | 27% | +11 points |
| Q1 2025 | 20% | +7.2 points |
| Q4 2024 | 1.3% | -9.5 points |
PLTR has the edge over PATH on profitability, with a higher operating margin.
PATH Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $29.3M | -30% |
| Q2 2026 | $129.2M | +22% |
| Q1 2026 | $179.3M | +29% |
| Q4 2025 | $25.1M | +8.2% |
| Q3 2025 | $41.6M | -7.5% |
| Q2 2025 | $106.2M | +7.5% |
| Q1 2025 | $138.7M | -2.2% |
| Q4 2024 | $23.2M | -44% |
PATH generated $363M in free cash flow over the past year, up 17% from the year before.
PLTR Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $1.2B | +139% |
| Q2 2026 | $1.2B | +126% |
| Q1 2026 | $891.8M | +193% |
| Q4 2025 | $764M | +67% |
| Q3 2025 | $500.9M | +20% |
| Q2 2025 | $531.6M | +276% |
| Q1 2025 | $304.1M | +140% |
| Q4 2024 | $457.2M | +54% |
PLTR has the edge over PATH on cash flow, with more consistent year-over-year improvement.
PATH Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.9% | -4.8M shares |
| 1 year | -3.7% | -19.9M shares |
| 3 years | -7.1% | -39.9M shares |
| 5 years | -0.7% | -3.5M shares |
| Available history | +6.3% | +30.9M shares |
PATH has the edge over PLTR on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $24.8M |
| Q2 2026 | $243.8M |
| Q1 2026 | — |
| Q4 2025 | — |
| Q3 2025 | $101.6M |
| Q2 2025 | $227.5M |
| Q1 2025 | $9.3M |
| Q4 2024 | $162.7M |
PATH spent $269M buying back its own shares over the past year, down 46% from the year before.
PLTR Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.2% | +5.2M shares |
| 1 year | +0.1% | +2.9M shares |
| 3 years | +11% | +248M shares |
| 5 years | +31% | +610M shares |
| Available history | +184% | +1.7B shares |
PLTR has 2.6B diluted shares, about the same as a year ago.
| Quarter | Spent |
|---|---|
| Q4 2025 | $19.2M |
| Q3 2025 | $19.2M |
| Q2 2025 | $18.6M |
| Q1 2025 | $18M |
| Q4 2024 | $18.6M |
| Q3 2024 | $18.9M |
| Q2 2024 | $17.7M |
| Q1 2024 | $9M |
PATH Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -3.4x | Net Cash |
| Q2 2026 | -5.2x | Net Cash |
| Q1 2026 | -11.8x | Net Cash |
| Q4 2025 | -29.4x | Net Cash |
PATH has the edge over PLTR on leverage, with a lower net debt burden relative to earnings.
PLTR Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -1.1x | Net Cash |
| Q2 2026 | -0.8x | Net Cash |
| Q1 2026 | -1.1x | Net Cash |
| Q4 2025 | -1.0x | Net Cash |
| Q3 2025 | -1.9x | Net Cash |
| Q2 2025 | -1.6x | Net Cash |
| Q1 2025 | -2.3x | Net Cash |
| Q4 2024 | -6.1x | Net Cash |
PLTR has more cash than debt.
PATH Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 49.6 | Neutral |
| Stochastic | 24.9 | Neutral |
PATH's weekly RSI is 50 (neutral) and its Stochastic is 25 (neutral).
PLTR Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 51.4 | Neutral |
| Stochastic | 47.4 | Neutral |
PLTR's weekly RSI is 51 (neutral) and its Stochastic is 47 (neutral).
PATH PE vs Technology Sector
| Metric | PATH | Sector median | Relative |
|---|---|---|---|
| PE | 20x | 28x | 30% below |
| PE % | 20 | 42 | 22 pts below |
PATH has the edge over PLTR on valuation relative to its sector.
PLTR PE vs Technology Sector
| Metric | PLTR | Sector median | Relative |
|---|---|---|---|
| PE | 120x | 28x | 331% above |
| PE % | 1 | 38 | 37 pts below |
PLTR is trading at 120x earnings, a 331% premium to the Technology sector's median of 28x.
PATH Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $13.2 | 1% below |
| 20 week MA | $13.7 | 4% below |
| 50 week MA | $12.9 | 1.4% above |
| 100 week MA | $12.8 | 2.3% above |
| 200 week MA | $14.8 | 12% below |
PATH's trend is mixed: it's above two of its five weekly moving averages, and 12% below its 200-week average.
PLTR Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $185.8 | 7.6% below |
| 20 week MA | $167.6 | 2.4% above |
| 50 week MA | $157.1 | 9.2% above |
| 100 week MA | $143.8 | 19% above |
| 200 week MA | $83.3 | 106% above |
PLTR has the edge over PATH on trend strength, trading above more of its moving averages.
PATH Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2021 | $74.8 | $44.4 | -41% |
| 2022 | $44.4 | $12.1 | -73% |
| 2023 | $12.1 | $24.8 | +105% |
| 2024 | $24.8 | $12.9 | -48% |
| 2025 | $12.9 | $16.8 | +31% |
| 2026 YTD | $16.8 | $13.1 | -22% |
PATH's yearly returns have swung widely, from +105% in 2023 to −73% in 2022. It's down 22% so far in 2026.
PLTR Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $9.20 | $27.8 | +202% |
| 2021 | $27.8 | $18.9 | -32% |
| 2022 | $18.9 | $6.29 | -67% |
| 2023 | $6.29 | $17.2 | +173% |
| 2024 | $17.2 | $79.1 | +361% |
| 2025 | $79.1 | $188.7 | +139% |
| 2026 YTD | $188.7 | $171.6 | -9.1% |
PLTR has the edge over PATH on returns for 2026, with the stronger performance.