In the rapidly evolving technology landscape, UiPath Inc. (PATH) and ServiceTitan, Inc. (TTAN) stand out as two innovative companies making significant strides in the software industry. Both firms are engaged in different segments—UiPath focuses on robotic process automation (RPA), while ServiceTitan specializes in field service management software. Despite their distinct applications, they share a common goal of improving operational efficiency through innovation. In this article, I will analyze which of these companies presents a more compelling investment opportunity for discerning investors like yourself.
Table of contents
Company Overview
UiPath Inc. Overview
UiPath Inc. is a leader in the robotic process automation (RPA) sector, providing an end-to-end automation platform designed to enhance operational efficiency across various industries, including banking, healthcare, and government. Founded in 2005 and headquartered in New York, the company combines artificial intelligence with user-friendly tools to enable organizations to automate mundane tasks without requiring extensive programming knowledge. With a robust market capitalization of approximately $7.26B, UiPath offers an array of solutions that facilitate the management, deployment, and measurement of automation systems, thus allowing businesses to streamline processes and ensure compliance.
ServiceTitan, Inc. Overview
Founded in 2008, ServiceTitan, Inc. is an innovative software provider focused on the field service management sector. Headquartered in Glendale, California, the company specializes in solutions that enhance the efficiency of service activities for residential and commercial infrastructure maintenance. With a market cap around $8.35B, ServiceTitan empowers businesses to collect, analyze, and optimize their service operations through its comprehensive platform, which integrates various tools to manage installations and maintenance effectively.
Both companies operate within the technology sector but cater to different niches; UiPath emphasizes RPA for diverse industries, while ServiceTitan focuses specifically on field service management. Their business models highlight a commitment to enhancing operational efficiencies, though they target distinct market segments.
Income Statement Comparison
Below is a comparative analysis of the most recent income statements for UiPath Inc. and ServiceTitan, Inc., highlighting key metrics that can inform investment decisions.
| Metric | UiPath Inc. (PATH) | ServiceTitan, Inc. (TTAN) |
|---|---|---|
| Revenue | 1.43B | 772M |
| EBITDA | -145M | -141M |
| EBIT | -163M | -221M |
| Net Income | -74M | -240M |
| EPS | -0.13 | -8.53 |
Interpretation of Income Statement
In 2025, UiPath saw an increase in revenue to 1.43B, compared to 1.31B in 2024, indicating a positive upward trend. However, both companies reported negative net income, with UiPath’s loss narrowing from 89M in 2024 to 74M. ServiceTitan’s net income loss increased significantly, underscoring operational challenges. Despite revenue growth, margins remain under pressure, with both companies experiencing significant operating losses. The patterns suggest that while UiPath is managing to stabilize revenue, ServiceTitan may need to address deeper financial issues to return to profitability.
Financial Ratios Comparison
The following table provides a comparison of the most recent financial ratios for UiPath Inc. (PATH) and ServiceTitan, Inc. (TTAN), allowing us to analyze their financial health and performance.
| 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 are currently facing negative returns on equity (ROE) and invested capital (ROIC), which is concerning. UiPath shows a slightly better liquidity position with a current ratio of 2.93 compared to ServiceTitan’s 3.74, suggesting better short-term financial stability. However, both companies are not paying dividends, indicating reinvestment strategies or financial constraints. The high P/E ratios highlight investor caution, reflecting the challenges each company faces in achieving profitability.
Dividend and Shareholder Returns
Neither UiPath Inc. (PATH) nor ServiceTitan, Inc. (TTAN) pay dividends, reflecting their focus on reinvestment strategies and growth phases. PATH has been operating at a loss, prioritizing cash flow for operational sustainability. TTAN similarly reports significant negative net income, which limits dividend potential. Both companies engage in share buybacks, signaling commitment to enhancing shareholder value. However, the absence of dividends raises questions about long-term value creation sustainability for shareholders.
Strategic Positioning
UiPath Inc. (PATH) and ServiceTitan, Inc. (TTAN) are significant players in their respective markets. UiPath leads in robotic process automation (RPA) with a strong market share, maintaining competitive pressure through continuous innovation in AI-driven automation solutions. Conversely, ServiceTitan focuses on field service management, carving out a niche with robust software for residential and commercial services. Both companies face technological disruptions, necessitating agility in product development to stay ahead of competitors in the evolving tech landscape.
Stock Comparison
In this section, I will analyze the stock price movements of UiPath Inc. (PATH) and ServiceTitan, Inc. (TTAN) over the past year, highlighting key price dynamics and trading patterns.
Trend Analysis
UiPath Inc. (PATH): Over the past year, PATH has experienced a significant price change of -39.67%, indicating a bearish trend. The stock has shown notable volatility, with a standard deviation of 4.08. The highest price recorded was 26.35, while the lowest was 10.04. Recently, from September 14, 2025, to November 30, 2025, the stock has seen a price increase of 19.65% with a standard deviation of 1.78, suggesting a temporary bullish sentiment. However, the overall trend remains bearish, with an acceleration status indicating that the downward movement is intensifying.
ServiceTitan, Inc. (TTAN): TTAN has also faced a bearish trend with a price change of -10.21% over the year. The stock has shown a higher volatility level, with a standard deviation of 10.27. The highest price reached was 129.26, and the lowest was 85.07. In the recent period, from September 14, 2025, to November 30, 2025, TTAN reported a further decline of -20.8%, accompanied by a standard deviation of 8.81, indicating a deceleration in the downward trend. The overall bearish sentiment is confirmed by the negative trend slope of -2.35.
In summary, both PATH and TTAN are currently experiencing bearish trends, with PATH showing some recent bullish movement that could be temporary, while TTAN is facing continued downward pressure. Investors should approach these stocks with caution, considering their respective volatility and overall market conditions.
Analyst Opinions
Recent analyst recommendations indicate a mixed outlook for UiPath Inc. (PATH) and ServiceTitan, Inc. (TTAN). For PATH, analysts give a rating of B-, reflecting positive scores in discounted cash flow and asset returns, suggesting a buy consensus. Conversely, TTAN holds a lower C- rating, with concerns around its financial metrics, leading to a more cautious hold recommendation. Overall, the consensus for PATH is buy, while TTAN leans toward a sell sentiment.
Stock Grades
In recent evaluations, various companies have seen updates in their stock ratings, reflecting analysts’ insights into their performance. Here’s a look at the grades for UiPath Inc. and ServiceTitan, Inc.
UiPath Inc. Grades
| Grading Company | Action | New Grade | Date |
|---|---|---|---|
| UBS | upgrade | Neutral | 2025-10-23 |
| BMO Capital | maintain | Market Perform | 2025-10-02 |
| Canaccord Genuity | maintain | Buy | 2025-09-08 |
| Truist Securities | maintain | Hold | 2025-09-05 |
| BMO Capital | maintain | Market Perform | 2025-09-05 |
| Needham | maintain | Hold | 2025-09-05 |
| Morgan Stanley | maintain | Equal Weight | 2025-06-02 |
| Canaccord Genuity | maintain | Buy | 2025-06-02 |
| Evercore ISI Group | maintain | In Line | 2025-05-30 |
| Scotiabank | maintain | Sector Perform | 2025-05-30 |
ServiceTitan, Inc. Grades
| Grading Company | Action | New Grade | Date |
|---|---|---|---|
| BMO Capital | maintain | Outperform | 2025-11-20 |
| Wells Fargo | maintain | Overweight | 2025-09-19 |
| Stifel | maintain | Buy | 2025-09-19 |
| Canaccord Genuity | maintain | Buy | 2025-09-19 |
| Piper Sandler | maintain | Overweight | 2025-09-19 |
| Citigroup | maintain | Neutral | 2025-09-09 |
| Piper Sandler | maintain | Overweight | 2025-09-05 |
| Needham | maintain | Buy | 2025-09-05 |
| Morgan Stanley | maintain | Equal Weight | 2025-09-05 |
| Truist Securities | maintain | Buy | 2025-09-05 |
Overall, the trend in grades shows a mix of upgrades and consistent maintenance of existing ratings, with UiPath Inc. receiving a notable upgrade from UBS, while ServiceTitan, Inc. retains strong ratings across multiple firms. This indicates a generally positive sentiment towards both companies in the current market landscape.
Target Prices
The consensus target prices for UiPath Inc. and ServiceTitan, Inc. indicate positive expectations from analysts.
| Company | Target High | Target Low | Consensus |
|---|---|---|---|
| UiPath Inc. (PATH) | 17 | 13 | 15.33 |
| ServiceTitan, Inc. (TTAN) | 145 | 115 | 132.57 |
Analysts expect UiPath’s stock to reach a consensus of 15.33, which is slightly above its current price of 13.68. In contrast, ServiceTitan has a significantly higher target consensus of 132.57 compared to its current price of 89.89, suggesting strong potential upside.
Strengths and Weaknesses
The following table outlines the strengths and weaknesses of UiPath Inc. (PATH) and ServiceTitan, Inc. (TTAN) based on the most recent data.
| Criterion | UiPath Inc. (PATH) | ServiceTitan, Inc. (TTAN) |
|---|---|---|
| Diversification | Moderate | Low |
| Profitability | Negative margins | Negative margins |
| Innovation | High | Moderate |
| Global presence | Strong in select markets | Primarily US-centric |
| Market Share | Growing | Emerging |
| Debt level | Low | Moderate |
Key takeaways highlight that both companies face profitability challenges, with negative margins. However, UiPath demonstrates stronger global presence and innovation compared to ServiceTitan, which has a more localized market approach.
Risk Analysis
The following table outlines key risks associated with UiPath Inc. and ServiceTitan, Inc. for the latest fiscal year.
| Metric | UiPath Inc. (PATH) | ServiceTitan, Inc. (TTAN) |
|---|---|---|
| Market Risk | Moderate | High |
| Regulatory Risk | Moderate | High |
| Operational Risk | High | Moderate |
| Environmental Risk | Low | Low |
| Geopolitical Risk | Moderate | Moderate |
Both companies face significant operational and regulatory risks, particularly in the highly competitive software sector. Recent developments indicate increasing scrutiny on tech regulations, which could impact their market performance and compliance costs.
Which one to choose?
In comparing UiPath Inc. (PATH) and ServiceTitan, Inc. (TTAN), I observe that PATH has a stronger gross profit margin (82.7%) compared to TTAN’s (65.0%), suggesting better efficiency in generating profit from sales. However, both companies face negative net profit margins, with PATH at -5.2% and TTAN at -30.9%. Analyst ratings favor PATH with a grade of B- over TTAN’s C-, signaling a more favorable outlook for investors. Additionally, PATH’s recent stock trend indicates a recovery with a 19.65% increase, while TTAN’s trend shows a decline of 20.8%. For investors seeking growth potential, PATH appears more promising, while those prioritizing risk management might find TTAN’s lower valuation more appealing, albeit with higher associated risks.
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:
