Dec. 5 at 2:07 PM
$PATH It is a gift... this company will change AI for ever at an enterprise level.
Showing some color here:
$PLTR is trading at x110 Sales/EV with ~ 800 users,
$3.8B revenue, and +
$1.8B FCF.
Growth 2023: 16.7% -> at x15 Sales/EV
Growth 2024: 28.8% -> at x61 Sales/EV
Growth 2025: 47.2% (projected) -> at x110 Sales/EV
$PATH.X is trading at x5 Sales/EV with ~ 450 users of MAESTRO,
$1.5B revenue, and +
$0.335B FCF.
Growth 2023: 18.6% -> at x6 Sales/EV
Growth 2024: 23.6% -> at x6 Sales/EV
Growth 2025: 10.1% -> at x5.5 Sales/EV
What is the point here?
$PATH.X has 1/2 users than
$PLTR and a base of clients of 10,500. AI is moving towards agentic automation reporting +16% growth last Q3 FY2026 and we did not see Maestro´s earnings effect yet.
My point here is
$PATH is UNDERVALUED. At x25 Sales/EV this company is worth $ 90 easily with current performance. if we consider
$PLTR valuation or Maestro future earnrings,
$PATH could easily be a $ 300B company