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CRWD vs. PATH: Which Software Stock Wins?
14 Sep
Summary
- CrowdStrike's revenue grew 21.7% to $4.8B in FY26, but it reported a net loss.
- UiPath achieved $1.6B revenue with 12.7% growth and a net income of $282.3M.
- CrowdStrike has a debt-to-equity ratio of 0.2x; UiPath is now profitable.
CrowdStrike, a provider of cloud-delivered cybersecurity solutions, reported nearly $4.8 billion in revenue for its fiscal year 2026, marking a 21.7% increase year-over-year. Despite this growth, the company posted a net loss of approximately $162.5 million, resulting in a negative net margin of 3.4%. CrowdStrike's financial health includes a debt-to-equity ratio of about 0.2x and a current ratio of nearly 1.8x. However, stock-based compensation significantly influenced its operating cash flow.
UiPath, focused on enterprise automation, achieved revenue close to $1.6 billion for its fiscal year ended January 31, 2026, a 12.7% rise. Significantly, the company reported a net income of nearly $282.3 million, achieving a net margin of 17.5%, a notable shift from previous net losses. UiPath serves approximately 10,747 customers and has recently expanded its AI capabilities through strategic acquisitions.
