PATH vs AI Stock Comparison: AI Score, Valuation, Performance and Upside
UiPath is pivoting its large, established robotic process automation customer base toward agentic AI automation, while C3.ai is an enterprise AI application and platform provider leaning on strategic distribution partnerships to diversify its historically concentrated customer base. Both are attempting to reposition earlier-generation enterprise software businesses for the generative and agentic AI era.
Use this PATH vs AI comparison to evaluate two different attempts to ride the enterprise AI wave from an established software base. UiPath's automation installed base and C3.ai's industrial AI use cases both offer AI-adjacent exposure, but each carries its own execution and customer-concentration risks.
PATH holds the edge across 4 of 5 key metrics in this comparison. PATH leads on both 1-year return (-17.86%) and forward P/E quality (19.82x vs -22.06x for AI), a relatively favorable combination of momentum and valuation. PATH leads on both revenue growth (17.30%) and operating margin (7.27%), suggesting a stronger fundamental setup on both dimensions. Analyst consensus implies meaningfully more upside for AI (-15.47%) than for PATH (-22.88%).
Human Wall Street analysts' price targets, typically implying a ~12-month view — a separate signal from this site's own AI Prediction Signal further down the page, which is a 5-/30-day machine-learning forecast based on price history alone.
- Believe UiPath's large existing RPA customer base can be successfully upsold into agentic AI automation
- Want exposure to enterprise workflow automation as a distinct AI application category
- Value a company further along toward sustainable enterprise software margins
- Are comfortable with moderate growth deceleration risk in the legacy RPA business
- Believe C3.ai's Microsoft Azure partnership and other distribution deals can diversify revenue away from customer concentration
- Want exposure to industrial and government enterprise AI use cases like predictive maintenance
- Are comfortable with higher revenue volatility tied to a smaller number of large contracts
- See brand recognition as an early enterprise AI mover as a potential distribution advantage
| Metric | PATH | AI |
|---|---|---|
| AI scorei | 23.7 | 22.3 |
| AI ranki | #3232 | #4078 |
| Latest closei | $13.71 | $12.16 |
| 1M returni | -3.65% | +12.70% |
| 3M returni | +13.97% | +36.48% |
| 6M returni | +29.22% | +30.47% |
| 1Y returni | -17.86% | -36.90% |
How much would $10,000 be worth today if invested at the start of each period, with all dividends reinvested?
| Period | PATH | AI |
|---|---|---|
| 1Y ago | $8.61K (-13.9%) started 2025-10-16 | $6.31K (-36.9%) started 2025-10-15 |
| 5Y ago | $2.74K (-72.6%) started 2021-10-18 | $2.68K (-73.2%) started 2021-10-15 |
| 10Y ago | $1.99K (-80.1%) started 2021-04-21 | $1.31K (-86.9%) started 2020-12-09 |
Hypothetical — past performance does not guarantee future results.
| Metric | PATH | AI |
|---|---|---|
| Market capi | $9.32B | $1.69B |
| Trailing P/Ei | 29.98 | N/A |
| Forward P/Ei | 19.82 | -22.06 |
| Price/Salesi | N/A | N/A |
| EV/Revenuei | 4.89 | 4.75 |
| Analyst targeti | $13.87 | $8.91 |
| Target upsidei | -22.88% | -15.47% |
| Metric | PATH | AI |
|---|---|---|
| Revenue growthi | 17.30% | -25.50% |
| Earnings growthi | N/A | N/A |
| EPS growthi | N/A | N/A |
| FCF margini | +30.59% | +6.84% |
| Operating margini | 7.27% | -186.29% |
| Profit margini | 19.58% | -192.10% |
| ROIC proxyi | 18.18% | -59.77% |
| Return on equityi | 18.18% | -59.77% |
| Dividend yieldi | N/A | N/A |
| Payout ratioi | 0.00% | N/A |
| Dividend growth streaki | N/A | N/A |
| Betai | 0.96 | 2.09 |
| Debt/equityi | 4.36 | 8.56 |
| Current ratioi | 2.31 | 6.16 |
| Quick ratioi | 2.06 | 5.96 |
Over the past year, PATH and AI have moved moderately in the same direction (correlation of 0.50), based on daily returns.
Lower drawdown and smaller single-period drops generally indicate a smoother ride, though they do not guarantee lower future risk.
| Period | Metric | PATH | AI |
|---|---|---|---|
| 1Y | Growthi | -13.94% | -36.90% |
| CAGRi | -13.96% | -36.92% | |
| Volatilityi | 65.14% | 58.72% | |
| Sharpe ratioi | 0.02 | -0.57 | |
| Sortino ratioi | 0.03 | -0.77 | |
| Max drawdowni | 51.37% | 59.73% | |
| Current drawdowni | 28.93% | 36.90% | |
| Avg drawdowni | 30.47% | 41.65% | |
| Ulcer Indexi | 33.51% | 43.84% | |
| Max daily dropi | 16.63% | 18.53% | |
| Max wkly dropi | 25.19% | 23.41% | |
| 5Y | Growthi | -72.57% | -73.16% |
| CAGRi | -22.82% | -23.13% | |
| Volatilityi | 64.61% | 77.58% | |
| Sharpe ratioi | -0.15 | -0.02 | |
| Sortino ratioi | -0.21 | -0.03 | |
| Max drawdowni | 83.69% | 84.74% | |
| Current drawdowni | 76.16% | 76.08% | |
| Avg drawdowni | 69.63% | 56.06% | |
| Ulcer Indexi | 71.31% | 58.81% | |
| Max daily dropi | 34.04% | 26.34% | |
| Max wkly dropi | 38.39% | 32.83% | |
| 10Y | Growthi | -80.13% | -86.85% |
| CAGRi | -25.51% | -29.32% | |
| Volatilityi | 64.03% | 80.35% | |
| Sharpe ratioi | -0.21 | -0.10 | |
| Sortino ratioi | -0.30 | -0.15 | |
| Max drawdowni | 88.98% | 95.63% | |
| Current drawdowni | 83.89% | 93.15% | |
| Avg drawdowni | 74.40% | 82.65% | |
| Ulcer Indexi | 76.85% | 84.01% | |
| Max daily dropi | 34.04% | 26.34% | |
| Max wkly dropi | 38.39% | 32.83% |
| Category | PATH | AI |
|---|---|---|
| Company | UiPath Inc. | C3.ai, Inc. |
| Sector | Technology | Technology |
| Industry | Software - Infrastructure | Software - Infrastructure |
| Core business | Robotic process automation (RPA) platform pivoting toward agentic AI automation, offering software robots and orchestration tools that automate repetitive enterprise workflows across finance, HR, and IT operations. | Provider of enterprise AI application software and a model-agnostic AI platform used for predictive maintenance, fraud detection, and other industrial and government use cases, with key partnerships including Microsoft Azure distribution. |
| Investor focus | Annual recurring revenue growth, net retention rate, progress converting the RPA installed base to agentic AI automation products, and path to sustained profitability. | Revenue growth and mix shift away from historical customer concentration (notably Baker Hughes), partnership-driven bookings growth via Azure and other distribution deals, and path to profitability. |
- Large, established enterprise customer base built over years as the RPA market leader
- Positioned to extend its automation platform into agentic AI workflows, layering new products onto existing accounts
- High gross margins typical of enterprise software with meaningful cross-sell potential
- Established enterprise AI platform with long-standing use cases in predictive maintenance and industrial applications
- Strategic distribution partnerships, including with Microsoft Azure, expand reach beyond direct sales
- First-mover brand recognition in enterprise AI dating back before the generative AI boom
- Net new ARR growth deceleration as the core RPA market matures and faces competitive and macro pressure
- Execution risk in successfully pivoting the product and go-to-market motion toward agentic AI
- Competition from both larger platform vendors and newer AI-native automation startups
- Historical revenue concentration risk with a small number of large customers/partners
- Continued path to sustained profitability amid heavy sales and marketing spend
- Intensifying competition from both hyperscaler AI platforms and newer specialized AI application vendors
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