The article compares Okta (OKTA) and UiPath (PATH), two software companies with different models: Okta provides identity and access management, while UiPath offers an automation platform. Okta reported FY 2026 revenue of nearly $2.9 billion, up about 11.8%, and net income of close to $235.0 million versus $28.0 million a year earlier; free cash flow was nearly $863.0 million, though stock-based compensation was roughly 61.5% of operating cash flow. UiPath posted revenue of roughly $1.6 billion, up about 12.7%, net income of nearly $282.3 million and free cash flow of approximately $352.2 million, with stock-based compensation at roughly 78.3% of operating cash flow. The piece outlines Okta's competition and cybersecurity risks and UiPath's reliance on a limited number of large customers, and the author leans toward Okta, citing growing demand for identity security.
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