Description
Is this Undervalued AI Automation Powerhouse Ready to Rival Palantir (PLTR)?
In this video, we break down why UiPath (PATH) at ~$11 is a screaming buy—trading at all-time lows with 82% gross margins on its RPA (Robotic Process Automation) core, plus explosive agentic AI upside for FREE. From revenue re-acceleration (14% YoY in Q2) to beating Fortune 15 deals, discover the bull case for 25X returns by 2035. Let us know your thoughts in the comments below, and if you found this video helpful, please drop a like! Thanks for watching!
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00:00 Introduction to UI Path and Agentic AI Automation
00:09 Personal Background and Portfolio
00:24 Company Synopsis: From RPA to Agentic AI
01:41 Mission Statement and Products
04:20 Business Model: Subscriptions and Licenses
06:09 Stock Price Analysis and Valuation
07:02 CEO and Founder: Daniel Dines
08:00 Bear Case: Risks and Threats
08:41 Bull Case: Opportunities and Adoption
10:22 Competitive Wins and Use Cases
12:06 Company Type: Turnaround and Revenue Trends
13:07 Macro Trends and Revenue Growth Acceleration
15:43 Free Cash Flow, Earnings, and Track Record
17:06 Growth Strategies: Net Dollar Retention
17:56 Market Cap, Enterprise Value, and Balance Sheet
18:55 Revenue, ARR, and Projections
19:49 Gross Profit, Margins, and PE Ratio Insights
20:35 Competitive Analysis and Total Addressable Market
25:15 Company Moat: Synergy Between RPA and Agentic AI
25:38 Platform Reviews and Comparisons to Palantir
28:30 Ease of Use and User Feedback
29:22 Data Preparation and Features
31:01 Development Stage and Market Fit
33:14 Industry Comps and Valuations
34:05 Bear Case Financial Modeling
34:52 Base Case Scenario
36:03 Bull Case Projections
36:13 Profit Margins and PE Ratios
37:08 Share Buybacks and Returns Analysis
37:45 Projected ROI and Intrinsic Value
39:48 Bear Case vs. S&P 500
40:29 Valuation Metrics and Comparisons
41:14 Enterprise Value to Free Cash Flow
41:48 Price to Book and Cost to Growth
43:21 Short Interest and Conclusion