facebookUiPath (NYSE: PATH) Stocks Discussion - Seedly


23 Apr 2021


UiPath (NYSE: PATH) Stocks Discussion

Have you looked into UiPath? I deep-dived into the stock for an article on SeedlyReads and I'm liking what I see so far. Here's what I found:

  • UiPath's customers include 80% of the Fortune 10 and 63% of the Fortune Global 500
  • UiPath's competitive advantage comes from its high switching cost and network effect
  • In terms of recognition in the industry, UiPath has been named a leader in the 2020 Gartner Magic Quadrant for Robotic Process Automation
  • UiPath has strong recurring revenue growth and its business is trending towards profitability
  • The company has a high net retention rate of above 140%
  • UiPath's global market opportunity of US$60 billion and its latest revenue barely scratches the surface

Would love to know your thoughts on the company as well.

Discussion (6)

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Kenneth Lou

23 Apr 2021

Co-founder at Seedly

I am currently invested in this ETF which looks at High retention SaaS business plays, wondering if this would get added to the list below!

WCLD - WisdomTree Cloud Computing (https://www.wisdomtree.com/etfs/megatrends/wcld)


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Thomas Chua (SteadyCompounding.com)

22 Apr 2021

Writer at SteadyCompounding.com

Really excellent financials.

From the days where I work at the public service, this was already huge. Once users set it up, experience the time savings from RPA, the revenue is super sticky.

Constant discussions on how we can improve work processes and heavy investments into RPA due to cost savings.

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