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FROG vs PATH

FROG
JFrog Ltd.
NEUTRAL
Price
$44.46
Market Cap
$5.39B
Sector
Technology
AI Confidence
85%
PATH
UiPath, Inc.
NEUTRAL
Price
$10.30
Market Cap
$5.4B
Sector
Technology
AI Confidence
85%

Valuation

P/E Ratio
FROG
--
PATH
19.81
Forward P/E
FROG
40.59
PATH
11.49
P/B Ratio
FROG
5.99
PATH
2.66
P/S Ratio
FROG
10.13
PATH
3.35
EV/EBITDA
FROG
-75.83
PATH
53.02

Profitability

Gross Margin
FROG
76.79%
PATH
83.24%
Operating Margin
FROG
-13.68%
PATH
16.69%
Profit Margin
FROG
-13.5%
PATH
17.53%
ROE
FROG
-8.65%
PATH
14.37%
ROA
FROG
-4.32%
PATH
1.26%

Growth

Revenue Growth
FROG
25.2%
PATH
13.6%
Earnings Growth
FROG
--
PATH
105.7%

Financial Health

Debt/Equity
FROG
0.01
PATH
0.04
Current Ratio
FROG
2.14
PATH
2.48
Quick Ratio
FROG
2.02
PATH
2.27

Dividends

Dividend Yield
FROG
--
PATH
--
Payout Ratio
FROG
0.0%
PATH
0.0%

AI Verdict

FROG NEUTRAL

FROG presents a dichotomy between strong growth fundamentals and concerning internal sentiment. The company maintains a stable financial health profile with a Piotroski F-Score of 5/9 and a pristine balance sheet (Debt/Equity of 0.01), though it remains GAAP unprofitable with a -13.50% profit margin. While revenue growth is robust at 25.20% and earnings consistently beat estimates, the bearish insider signal (CEO/CFO selling) and a 0/100 technical trend offset the 'Strong Buy' analyst consensus. The stock is currently valued as a high-growth asset, trading at a premium P/S ratio of 10.13.

Strengths
Strong top-line growth with 25.20% YoY revenue increase
Excellent gross margins of 76.79% indicating high scalability
Negligible debt levels (Debt/Equity 0.01) and healthy liquidity (Current Ratio 2.14)
Risks
Negative net profit margins (-13.50%) and ROE (-8.65%)
Aggressive insider selling, including transactions by the CEO and CFO
High valuation multiples (P/S of 10.13) making it sensitive to growth decelerations
PATH NEUTRAL

UiPath exhibits strong fundamental health with a Piotroski F-Score of 8/9 and a very low Debt/Equity ratio of 0.04, indicating a robust balance sheet. While the stock is fundamentally undervalued with a PEG ratio of 0.36 and a current price ($10.30) well below its intrinsic value ($15.34), it is plagued by severe bearish sentiment. This is evidenced by a 0/100 technical trend and significant insider selling by the CEO. The conflict between high-quality financial metrics and poor market execution warrants a neutral stance until a technical reversal occurs.

Strengths
Strong financial health (Piotroski F-Score 8/9)
Exceptional gross margins (83.24%)
Significant undervaluation relative to growth (PEG 0.36)
Risks
Strong bearish insider sentiment (CEO selling $12.05M in shares)
Severe negative price momentum (5Y change of -85.5%)
Modest revenue growth (13.6%) compared to high-growth software peers

Compare Another Pair

FROG vs PATH: Head-to-Head Comparison

This page compares JFrog Ltd. (FROG) and UiPath, Inc. (PATH) across key fundamental metrics including valuation ratios, profitability margins, growth rates, financial health indicators, and dividend metrics. Each metric highlights the better-performing stock so you can quickly identify relative strengths and weaknesses.

Our AI engine independently analyzes each company's financials, competitive position, and market conditions to produce a verdict (Bullish, Neutral, or Bearish) along with key strengths and risks. Use this comparison alongside your own research to make informed investment decisions.

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