Speaker favors UiPath (PEG ~1, high license growth) despite acknowledging Broadcom's superior margins.

UiPath partnered with all the big players last September on artificial intelligence, and all those companies have started to achieve huge successes like Snowflake. Yes. Yes, that's a good point.

No, it's really interesting. I think there is a large multiplier on UiPath. Yes, I've been under some pressure, but that's Broadcom.

Oh, for me if I move to "UI Path". Okay then, let's go . The path. Let's see what their price is now. I'll write that under "Snowflake" just for comparison.

Oh, so for comparison, I have 78 cents as expectations at UI Path. It's a $18 stock divided by 78 equals 23, a 23.8x forecast .

Growth with Broadcom enjoys higher profit margins than UiPath according to current forecasts. But, 15, 27, 41, 16, 62, 38, 46 divided by four, that's about 22% growth, so it's also about a PEG ratio of one for UI Path.

But UI Path's margins, uh, are around 24 to 25 % net; While AVGO's margins are around 55%. So something strange is going on. Like some of those hardware companies , they are actually making real profits .

Ah, it's truly amazing only because these ratings are so low. Ah, it's just a simple miss of instructions and you end up being punished.

So, let's get started. Let's take a quick look at UI Bath. What is the press release announcing the UI Path partnership on September 30, 2025? Let's see what it refers to here.

Oh, they announced with Snowflake. Yes , yes, yes, yes. And with Open AI. Good. Good. UI Fusion, Intelligent Automation, UI Path with Snowflake Cortex AI . Ah, UI Maestro, Snowflake, and so on and so forth.

Yes. Yes. This is another one I really like. Let me tell you... but I will say that Broadcom's financial data is better. The difference is that UI Path is part of the next upward wave, where the risk is that hardware is not currently an attractive stock.

So that's the only thing I can really say because if I look at UI Path, I have uh, let's see here. I have 1.3 billion in cash and 260 million in invoices. I have a lot. I have growth of approximately 17% , but license growth is around 99 %.

As you know, the problem is that they spend on sales and marketing, but it's less than their revenue growth. So, yes.

One of them, for example, is UiPath. We had the press release here somewhere. Oh, yes. Here is. Here is the press release about UiPath. For example, UiPath announces a partnership with Snowflake as part of a proxy automation process to improve automated paths, etc. Okay, so you have UiPath.

How does that compare in terms of evaluation with some of these other companies? Okay, I wrote that here under Snowflake just for comparison. UiPath has profit margins ranging from 24 to 25%.

That is, it is still equivalent to half of what Broadcom has, but it is trading at a growth multiple (PEG) of one based on an expected growth of only 22%. In fact, some growth levels may be significantly exceeded.

Here is the press release about UiPath . For example, UiPath announces a partnership with Snowflake as part of a proxy automation process to improve automated paths, etc.

Ah, that's the brief summary of what the software, ServiceNow and UiPath, are about. To be honest, our program is showing 32 at the moment. I think it's likely to be closer to 40 or 50.

So, I think it has a chance of doubling two to two and a half times.