ACI Worldwide, Inc. (ACIW) vs UiPath, Inc. (PATH)

ACI Worldwide, Inc. and UiPath, Inc. are both Software Infrastructure companies. UiPath, Inc. is the larger, with a market value of $6.8B against $5.9B — 1.2× the size. UiPath, Inc. trades at the lower P/E: 19.7× against 26.6×. UiPath, Inc. grew revenue faster over the last twelve months: 15.0% against 7.03%. UiPath, Inc. has the higher net margin (21.0% vs 12.4%) and the higher return on invested capital (14.4% vs 9.84%). Across the 22 metrics below, UiPath, Inc. leads on 18 and ACI Worldwide, Inc. on 4.

Valuation

Metric ACIW PATH Software Infrastructure median
P/E 26.62 19.67 26.15
P/S 3.27 3.98 2.87
P/B 3.97 3.51 2.94
Price to free cash flow 20.88 18.87 17.26
EV/EBITDA 14.73 19.04 15.00
EV/Sales 3.63 3.23 2.95
Earnings yield 3.76% 5.08% 0.00%
Free cash flow yield 4.79% 5.30% 0.39%

Profitability

Metric ACIW PATH Software Infrastructure median
Gross margin 49.08% 82.55% 59.21%
Operating margin 18.61% 8.89% 0.00%
Net margin 12.40% 21.03% 0.00%
Free cash flow margin 15.64% 21.09% 0.00%
Return on equity 15.62% 20.03% 0.00%
Return on assets 7.24% 13.16% 0.00%
Return on invested capital 9.84% 14.42% 0.00%

Growth

Metric ACIW PATH Software Infrastructure median
Revenue growth (TTM) 7.03% 14.98% 13.57%
EPS growth (last fiscal year) 13.09% 500.00% 20.22%
Revenue growth, 5-year CAGR 6.34% 21.53% 16.02%
Net income growth, 5-year CAGR 25.55% 0.00% 0.00%

Health

Metric ACIW PATH Software Infrastructure median
Debt to equity 0.55 0.00 0.02
Current ratio 1.58 2.39 1.54
Net debt to EBITDA 1.42 (8.52) 0.05

Dividend

Metric ACIW PATH Software Infrastructure median
Dividend yield — — 1.09%
Payout ratio — — 0.30

Size

Metric ACIW PATH Software Infrastructure median
Market cap 5.90b 6.84b 655.75m

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