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PATH vs PD
Which Stock Would AI Choose? UiPath (PATH) vs. PagerDuty (PD) Stock Comparison
Key Takeaways
- UiPath (PATH) has delivered stronger recent momentum, with shares rising over 40% in the past month amid AI orchestration developments, compared to PagerDuty (PD)’s approximately 29% gain over the same period.
- Both companies operate in the software sector with AI-driven offerings, but PATH focuses on enterprise automation and agentic workflows while PD emphasizes AI-first incident response and operations management.
- PATH reports robust revenue growth of 17% year-over-year and trades at a higher market capitalization of approximately $9.4 billion, versus PD’s flatter revenue and $1.07 billion market cap.
- PD has achieved five consecutive quarters of GAAP profitability with strong non-GAAP margins near 24%, highlighting operational discipline amid modest top-line expansion.
- Analyst sentiment remains cautious for both, with consensus Hold ratings; PATH faces upcoming earnings on September 3, 2026, while PD recently beat estimates and slightly raised full-year guidance.
- Relative positioning favors PATH for growth-oriented exposure and PD for stability-focused investors seeking consistent profitability metrics.
Introduction
UiPath (PATH) and PagerDuty (PD) represent distinct yet complementary plays within the broader software and artificial intelligence ecosystem. PATH specializes in robotic process automation and AI orchestration platforms, while PD delivers incident response and digital operations solutions. Investors and traders comparing these stocks often seek exposure to enterprise AI adoption trends, operational efficiency tools, and software sector dynamics. This analysis examines their business models, recent performance, and market positioning to provide a factual basis for relative evaluation in the current environment.
PATH Overview and Recent Performance
UiPath, Inc. (PATH) develops an AI-powered automation platform that integrates robotic process automation, agent orchestration, and process intelligence for enterprise workflows. In recent market activity, shares have advanced sharply, climbing more than 40% over the past month and approximately 55% over three months, supported by product launches such as Maestro Flow and customer deployments including Banco Azteca’s orchestration of over 8,800 processes. Revenue grew 17% year-over-year to $418 million in the latest reported quarter, with annualized recurring revenue reaching $1.9 billion. The stock trades near $18.15 with a market capitalization of roughly $9.4 billion, though analyst price targets average below current levels ahead of the September 3 earnings release.
PD Overview and Recent Performance
PagerDuty, Inc. (PD) provides an AI-first operations management platform focused on real-time incident detection, response, and digital workflow coordination. Recent results for the second quarter of fiscal 2027 showed revenue of $124.4 million, essentially flat year-over-year yet above consensus estimates, with annualized recurring revenue surpassing $501 million. The company reported its fifth consecutive quarter of GAAP profitability alongside non-GAAP operating margins of 23.7%. Shares rose approximately 29% over the past month and 39% over three months following the earnings release, reaching around $13.83 with a market capitalization near $1.07 billion. Management slightly raised full-year guidance after the report.
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Head-to-Head Comparison
UiPath (PATH) and PagerDuty (PD) differ in scale and emphasis. PATH targets large-scale enterprise automation with higher revenue growth and a substantially larger market capitalization, exposing it to greater volatility tied to AI adoption cycles. PD operates at a smaller scale with emphasis on operational resilience, evidenced by sustained GAAP profitability and margin expansion despite limited revenue growth. Both face software sector pressures, yet PATH benefits from broader AI orchestration catalysts while PD highlights customer expansion and free cash flow generation. Risk factors include PATH’s elevated valuation multiples relative to targets and PD’s flatter top-line trajectory; sentiment has improved for both amid AI tailwinds, though PATH’s recent price surge outpaces PD’s.
Tickeron AI Verdict
Based on observable factors including stronger recent trend consistency, AI-related catalysts, and relative momentum in the software automation space, Tickeron’s AI models currently assign a higher probabilistic preference to PATH over PD for positioning aligned with growth-oriented signals.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is PATH is a Hold and PD is a StrongBuy.
| PATH | PD | PATH / PD | |
| Capitalization | 7.17B | 1.11B | 647% |
| EBITDA | 122M | 60.2M | 203% |
| Gain YTD | -16.107 | 7.475 | -215% |
| P/E Ratio | 20.52 | 6.94 | 296% |
| Revenue | 1.67B | 495M | 338% |
| Total Cash | 1.31B | 470M | 278% |
| Total Debt | 83M | 413M | 20% |
PD | ||
|---|---|---|
OUTLOOK RATING 1..100 | 28 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 44 Fair valued | |
PROFIT vs RISK RATING 1..100 | 100 | |
SMR RATING 1..100 | 15 | |
PRICE GROWTH RATING 1..100 | 36 | |
P/E GROWTH RATING 1..100 | 45 | |
SEASONALITY SCORE 1..100 | 50 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
| PATH | PD | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 89% | 2 days ago 90% |
| Stochastic ODDS (%) | 2 days ago 86% | 2 days ago 84% |
| Momentum ODDS (%) | 2 days ago 89% | N/A |
| MACD ODDS (%) | 2 days ago 84% | 2 days ago 76% |
| TrendWeek ODDS (%) | 2 days ago 80% | 2 days ago 80% |
| TrendMonth ODDS (%) | 2 days ago 78% | 2 days ago 72% |
| Advances ODDS (%) | 17 days ago 78% | 2 days ago 70% |
| Declines ODDS (%) | 4 days ago 78% | 5 days ago 81% |
| BollingerBands ODDS (%) | 2 days ago 78% | 2 days ago 73% |
| Aroon ODDS (%) | 2 days ago 73% | 2 days ago 68% |
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is overvalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
PATH’s FA Score shows that 0 FA rating(s) are green while PD’s FA Score has 1 green FA rating(s).
- PATH’s FA Score: 0 green, 5 red.
- PD’s FA Score: 1 green, 4 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
PATH’s TA Score shows that 5 TA indicator(s) are bullish while PD’s TA Score has 3 bullish TA indicator(s).
- PATH’s TA Score: 5 bullish, 5 bearish.
- PD’s TA Score: 3 bullish, 5 bearish.
Price Growth
PATH (@Computer Communications) experienced а -9.48% price change this week, while PD (@Packaged Software) price change was +3.45% for the same time period.
The average weekly price growth across all stocks in the @Computer Communications industry was -3.13%. For the same industry, the average monthly price growth was -6.47%, and the average quarterly price growth was +14.57%.
The average weekly price growth across all stocks in the @Packaged Software industry was -4.16%. For the same industry, the average monthly price growth was -6.20%, and the average quarterly price growth was +3.48%.
Reported Earning Dates
PATH is expected to report earnings on Dec 09, 2026.
PD is expected to report earnings on Nov 26, 2026.
Industries' Descriptions
@Computer Communications (-3.13% weekly)Computer communications industry develops technology that allows computing devices to exchange data with each other using connections/data links between nodes. Common types of computer network include Cloud (IAN), Internet, Wide (WAN, Local (LAN)/Wireless(WLAN) etc. The industry is an ever-more important part of technology, and is set to become even bigger as the Internet of Things (IoT) rapidly forays into the various aspects of our lives. Cisco Systems, Inc., Palo Alto Networks, Inc. and Arista Networks, Inc., Fortinet, Inc. are some of the major computer communications companies.
@Packaged Software (-4.16% weekly)Packaged software comprises multiple software programs bundled together and sold as a group. For example, Microsoft Office includes multiple applications such as Excel, Word, and PowerPoint. In some cases, buying a bundled product is cheaper than purchasing each item individually[s20] . Microsoft Corporation, Oracle Corp. and Adobe are some major American packaged software makers.
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PATH and
Correlation & Price change
A.I.dvisor indicates that over the last year, PATH has been closely correlated with COIN. These tickers have moved in lockstep 67% of the time. This A.I.-generated data suggests there is a high statistical probability that if PATH jumps, then COIN could also see price increases.
| Ticker / NAME | Correlation To PATH | 1D Price Change % | ||
|---|---|---|---|---|
| PATH | 100% | -0.87% | ||
| COIN - PATH | 67% Closely correlated | +1.73% | ||
| CRM - PATH | 62% Loosely correlated | +1.94% | ||
| PD - PATH | 60% Loosely correlated | +2.47% | ||
| RIOT - PATH | 60% Loosely correlated | +2.48% | ||
| CLSK - PATH | 60% Loosely correlated | +6.80% | ||
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