UiPath - owner earnings plus net cash

UiPath (PATH)
By@anthropopithecus
Assumptions as of 2026-07-19
USD
Updated Jul 19, 2026
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UiPath - owner earnings plus net cash

as of 2026-07-19

Fair value per share
$4.09
Upside to market
-66.3%
Net cash per share
$2.70
Operating business per share
$1.40
15.0%
10.0%
12.0%
21.9%
83.2%
1,415.75$M
$12.15
1,610.57$M
18.1%
525.00M
18.00
45.00

Owner earnings bridge ($M)

FY2026
Revenue1,611
FCF margin21.9%
less SBC pct18.1%
= Owner margin3.8%
= Owner earnings62
Justified multiple11.9
= Enterprise value734
plus net cash1,416
= Equity value2,150
memo - cash as pct of fair value65.9%

Sources

  1. — sec.gov

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