PATH
the council passes — NOT AT THIS PRICEUiPath, Inc.·Technology
Doesn't clear the council's bar right now.
67/100B
Price at last run$11.32as of Jul 8, 2026
recovery techStrong gross margins83% gross margin.
Generates real cash5.7% free-cash-flow yield — profits you can actually bank.
GrowingRevenue growing ~13%.
Catalystnone yet
✕Why not
The honest case against — what most tools hideMain riskno obvious red flag
Quality concernReturns on capital are below what we want to own.
Falling knifeDown 41% from its 1-year high — momentum is against it.
What keeps us out
- A deterioration in the fundamentals that score the business.
Patience price & distance
as of Jul 8, 2026 runThe patience price is where value discipline would let the council in — deliberately strict: we'd rather miss ten winners than own one loser.
Catalyst
none yet
A catalyst is a plausible reason the gap could close — never a certainty.