In the rapidly evolving technology landscape, two companies stand out for their innovative approaches: UiPath Inc. (PATH) and ServiceTitan, Inc. (TTAN). Both operate within the software sector, yet they focus on distinct applications—automation versus field service management. This comparison is vital for investors seeking opportunities in high-growth industries. As we delve into their strategies, performance, and market positions, I’ll help you determine which company holds the most promise for your investment portfolio.
Table of contents
Company Overview
UiPath Inc. Overview
UiPath Inc. is a leading provider of robotic process automation (RPA) solutions, designed to streamline and automate repetitive tasks across various industries, including banking, healthcare, and government. Founded in 2005 and headquartered in New York, UiPath’s mission is to empower organizations to achieve greater efficiency through automation. The company offers an end-to-end automation platform that integrates artificial intelligence with user-friendly tools, enabling businesses to develop, manage, and deploy automated solutions without extensive coding knowledge. With a market cap of approximately $10B and a strong presence in the U.S., Romania, and Japan, UiPath is positioned as a key player in the expanding software infrastructure market.
ServiceTitan, Inc. Overview
Founded in 2008 and based in Glendale, California, ServiceTitan, Inc. specializes in field service management solutions tailored for the construction and home services sectors. Its mission is to enhance operational efficiency and customer service for businesses that install and maintain various residential and commercial systems. With a market cap of around $10B, ServiceTitan provides a comprehensive suite of software tools that facilitate scheduling, dispatching, and customer relationship management. The company’s approach helps service providers streamline their operations, ultimately driving improved profitability and customer satisfaction.
Key similarities and differences
Both UiPath and ServiceTitan operate in the technology sector, focusing on software solutions that enhance business efficiency. However, they cater to different markets; UiPath specializes in RPA across various industries, while ServiceTitan targets the niche of field service management. Additionally, UiPath’s offerings emphasize automation and AI integration, whereas ServiceTitan focuses on operational tools for service providers.
Income Statement Comparison
The following table provides a comparative analysis of the most recent income statements for UiPath Inc. (PATH) and ServiceTitan, Inc. (TTAN) to help investors assess their financial health.
| Metric | UiPath Inc. (PATH) | ServiceTitan, Inc. (TTAN) |
|---|---|---|
| Market Cap | 10B | 10B |
| Revenue | 1.43B | 772M |
| EBITDA | -145M | -141M |
| EBIT | -163M | -221M |
| Net Income | -74M | -239M |
| EPS | -0.13 | -8.53 |
| Fiscal Year | 2025 | 2025 |
Interpretation of Income Statement
In the latest fiscal year, UiPath’s revenue increased to 1.43B, reflecting a positive growth trend from 1.31B in the previous year. However, net income remains negative at -74M, indicating ongoing challenges in achieving profitability. ServiceTitan also experienced revenue growth, rising to 772M, yet its net income is considerably worse at -239M. Both companies exhibit negative EBITDA and EBIT, suggesting operational inefficiencies. The widening losses for ServiceTitan and the slight reduction in losses for UiPath highlight a divergence in operational performance. Investors should consider the potential for turnaround strategies, but caution is advised given the current financial metrics.
Financial Ratios Comparison
The table below provides a comparative overview of the most recent financial metrics for UiPath Inc. (PATH) and ServiceTitan, Inc. (TTAN).
| Metric | UiPath Inc. (PATH) | ServiceTitan, Inc. (TTAN) |
|---|---|---|
| ROE | -3.99% | -16.44% |
| ROIC | -7.41% | -14.25% |
| P/E | -108.04 | -18.12 |
| P/B | 4.31 | 2.98 |
| Current Ratio | 2.93 | 3.74 |
| Quick Ratio | 2.93 | 3.74 |
| D/E | 0.04 | 0.11 |
| Debt-to-Assets | 2.72% | 9.35% |
| Interest Coverage | N/A | N/A |
| Asset Turnover | 0.50 | 0.44 |
| Fixed Asset Turnover | 14.41 | 9.57 |
| Payout Ratio | 0% | 0% |
| Dividend Yield | 0% | 0% |
Interpretation of Financial Ratios
Both companies display negative returns on equity (ROE) and invested capital (ROIC), indicating challenges in profitability. While PATH has a lower P/E ratio, suggesting a potentially undervalued stock compared to TTAN, it also faces a higher P/B ratio, indicating investors expect significant growth. PATH’s current and quick ratios are robust, indicating good liquidity compared to TTAN. However, the high debt-to-assets ratio in TTAN may be a concern for potential investors, as it suggests higher financial risk.
Dividend and Shareholder Returns
Both UiPath Inc. (PATH) and ServiceTitan, Inc. (TTAN) do not currently pay dividends. This decision typically reflects a focus on reinvestment strategies aimed at fueling growth during their respective high-growth phases. Both companies prioritize research and development over shareholder distributions, which may align with long-term value creation. Additionally, they engage in share buyback programs to manage equity and enhance shareholder value. However, investors should remain cautious about the sustainability of these growth strategies, considering the inherent risks in their financial performance.
Strategic Positioning
In the competitive landscape of software technology, UiPath Inc. (PATH) holds a significant market share in robotic process automation (RPA), leveraging its advanced AI-driven platform. ServiceTitan, Inc. (TTAN), focused on field service management, is gaining traction with its innovative solutions tailored for residential and commercial infrastructure. Both companies face intense competitive pressure, especially as technological disruptions accelerate. Maintaining a strong focus on innovation is crucial to navigate this rapidly evolving market.
Stock Comparison
In this section, I will analyze the weekly stock price movements and trading dynamics of UiPath Inc. (PATH) and ServiceTitan, Inc. (TTAN) over the past year, highlighting notable price changes and trends.
Trend Analysis
UiPath Inc. (PATH) Over the past year, PATH has experienced a price change of -15.26%, indicating a bearish trend. The stock has shown acceleration in this decline, with volatility measured by a standard deviation of 4.02. The highest price reached was 26.35, while the lowest was 10.04. This suggests a significant price fluctuation within the year.
However, in the recent period from September 21, 2025, to December 7, 2025, PATH saw a remarkable recovery with a price change of +58.27%. The recent volatility was lower, with a standard deviation of 2.02, and a trend slope of 0.25. This indicates a return to positive momentum, though the overall trend remains bearish.
ServiceTitan, Inc. (TTAN) TTAN has performed positively over the past year, with a price change of +9.68%, signifying a bullish trend. However, the stock is currently experiencing deceleration in this upward movement, evidenced by a standard deviation of 10.21. The highest price recorded was 129.26, and the lowest was 85.07, reflecting a healthy range of trading activity.
In the recent analysis period from September 21, 2025, to December 7, 2025, TTAN faced a slight decline of -5.02%. The standard deviation was higher at 8.37, and the trend slope was negative at -1.24, suggesting that the stock’s bullish momentum is weakening. Despite this recent setback, the longer-term outlook remains positive.
Analyst Opinions
Recent analyst recommendations indicate a mixed outlook for two notable companies. For UiPath Inc. (PATH), analysts have assigned an “A-” rating, suggesting a consensus to buy, with strengths in return on assets and equity. Analysts appreciate its solid cash flow and manageable debt levels. Conversely, ServiceTitan, Inc. (TTAN) has received a “C+” rating, leading to a hold recommendation. Analysts highlight concerns over its return metrics, despite favorable debt-to-equity and price-to-book ratios. Overall, consensus leans towards a buy for PATH and a hold for TTAN.
Stock Grades
In this section, I present the latest stock ratings for two companies, UiPath Inc. (PATH) and ServiceTitan, Inc. (TTAN), based on reliable grading data.
UiPath Inc. Grades
| Grading Company | Action | New Grade | Date |
|---|---|---|---|
| Canaccord Genuity | maintain | Buy | 2025-12-04 |
| Mizuho | maintain | Neutral | 2025-12-04 |
| Barclays | maintain | Equal Weight | 2025-12-04 |
| BMO Capital | maintain | Market Perform | 2025-12-04 |
| Needham | maintain | Hold | 2025-12-04 |
| Wells Fargo | maintain | Equal Weight | 2025-12-04 |
| Evercore ISI Group | maintain | In Line | 2025-12-04 |
| RBC Capital | maintain | Sector Perform | 2025-12-04 |
| UBS | upgrade | Neutral | 2025-10-23 |
| BMO Capital | maintain | Market Perform | 2025-10-02 |
ServiceTitan, Inc. Grades
| Grading Company | Action | New Grade | Date |
|---|---|---|---|
| Piper Sandler | maintain | Overweight | 2025-12-05 |
| Morgan Stanley | maintain | Equal Weight | 2025-12-05 |
| TD Cowen | maintain | Buy | 2025-12-05 |
| BMO Capital | maintain | Outperform | 2025-12-05 |
| BMO Capital | maintain | Outperform | 2025-11-20 |
| Piper Sandler | maintain | Overweight | 2025-09-19 |
| Canaccord Genuity | maintain | Buy | 2025-09-19 |
| Wells Fargo | maintain | Overweight | 2025-09-19 |
| Stifel | maintain | Buy | 2025-09-19 |
| Citigroup | maintain | Neutral | 2025-09-09 |
Overall, the grades for both companies show a consistent trend of maintaining current positions, with UiPath receiving mostly neutral to positive grades and ServiceTitan maintaining a solid outlook with multiple “Overweight” and “Outperform” ratings. This indicates a cautiously optimistic sentiment among analysts for both stocks.
Target Prices
For the companies analyzed, reliable target price data is available from recognized analysts. Here are the target consensus values:
| Company | Target High | Target Low | Consensus |
|---|---|---|---|
| UiPath Inc. | 17 | 14 | 16 |
| ServiceTitan, Inc. | 145 | 125 | 135.63 |
The consensus for UiPath Inc. suggests a slight downside, as its current price of 18.785 is above the consensus target of 16. For ServiceTitan, Inc., the consensus target of 135.63 indicates a potential upside from the current price of 109.10, reflecting overall positive analyst expectations.
Strengths and Weaknesses
The following table outlines the strengths and weaknesses of UiPath Inc. (PATH) and ServiceTitan, Inc. (TTAN) based on recent data.
| Criterion | UiPath Inc. (PATH) | ServiceTitan, Inc. (TTAN) |
|---|---|---|
| Diversification | Moderate | Low |
| Profitability | Negative margins | Negative margins |
| Innovation | High | Moderate |
| Global presence | Strong in US, JP, RO | Primarily US |
| Market Share | Growing | Emerging |
| Debt level | Low | Moderate |
Key takeaways indicate that while both companies are in the technology sector with innovation as a strength, they face challenges with profitability. UiPath has a strong global presence and lower debt, whereas ServiceTitan is emerging but has a higher debt level.
Risk Analysis
In the table below, I outline the key risks associated with UiPath Inc. (PATH) and ServiceTitan, Inc. (TTAN) for the year 2025.
| Metric | UiPath Inc. (PATH) | ServiceTitan, Inc. (TTAN) |
|---|---|---|
| Market Risk | High | Medium |
| Regulatory Risk | Medium | High |
| Operational Risk | Medium | High |
| Environmental Risk | Low | Medium |
| Geopolitical Risk | Medium | Medium |
Both companies face significant market and operational risks due to their reliance on technological advancements and regulatory environments. Notably, UiPath’s market risk is heightened by its competitive landscape in automation, while ServiceTitan navigates complex regulations in the field service sector.
Which one to choose?
When comparing UiPath Inc. (PATH) and ServiceTitan, Inc. (TTAN), UiPath appears to be the more favorable option for long-term investors. UiPath boasts strong gross profit margins (82.7%) and a better overall rating of A- compared to ServiceTitan’s C+. However, both companies are currently unprofitable, with PATH showing a net loss margin of -5.15% and TTAN at -30.98%.
On a valuation basis, PATH has a higher price-to-sales ratio (5.57) than TTAN (5.61), indicating it may be overvalued relative to sales. Analyst consensus seems to favor PATH, with recent trends suggesting recovery, while TTAN’s bullish trend is losing momentum.
Investors focused on growth may prefer UiPath due to its better financial health, whereas those prioritizing value may find ServiceTitan appealing, despite its lower ratings.
Risks include competitive pressures and market dependence impacting both companies’ profitability.
Disclaimer: This article is not financial advice. Each investor is responsible for their own investment decisions.
Go further
I encourage you to read the complete analyses of UiPath Inc. and ServiceTitan, Inc. to enhance your investment decisions:
