Salesforce vs UiPath Which AI Automation Stock Offers Better Value
Investors exploring enterprise AI automation stocks may consider Salesforce and UiPath, but their approaches and financials differ significantly. Salesforce (NYSE: CRM) trades at over $230 per share, while UiPath (NYSE: PATH) is around $13. Despite the price gap, UiPath has a higher cash-flow multiple at 18.8 times, compared to Salesforce’s 12.8 times. Salesforce generated $15.15 billion in free cash flow over the trailing year, while UiPath produced $363 million, highlighting Salesforce’s stronger cash-generating power.
UiPath’s financial flexibility is noteworthy, with $1.405 billion in cash and marketable securities as of July 31. Salesforce, however, carries substantial debt. The analysis also notes that both companies face challenges in scaling their AI-driven revenue growth. Salesforce reported an 11% revenue increase in its latest quarter, while UiPath saw a 13% rise, though its dollar-based net retention rate was 109%, indicating steady but not explosive growth.
Hedge fund activity shows varying interest in both stocks. Salesforce had 99 holders in Q2 2026, down from 101 in Q1, while UiPath’s holders increased from 40 to 48. Notable changes include Harris Associates increasing its Salesforce position by 8.3% and Rima Senvest boosting its UiPath holding by 55.2%. Short interest is significantly higher for UiPath, at 25.8% of its float, compared to 4.1% for Salesforce.
Salesforce is preferred for its established cash generation at a lower multiple, while UiPath represents a riskier bet on independent orchestration. Investors must weigh these factors carefully, as both companies navigate the evolving landscape of AI integration in enterprise software.