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UiPath, Inc.（PATH）与SEI INVESTMENTS CO（SEIC）财务数据对比。点击上方公司名可切换其他公司
SEI INVESTMENTS CO的季度营收约是UiPath, Inc.的1.5倍（$622.2M vs $411.1M），UiPath, Inc.净利率更高（48.4% vs 28.0%，领先20.3%），UiPath, Inc.同比增速更快（15.9% vs 13.0%），过去两年SEI INVESTMENTS CO的营收复合增速更高（9.5% vs 0.7%）
UiPath是一家全球化软件企业，专注于开发人工智能、智能自动化及流程编排类软件，其产品支持用户搭建与调度AI代理，实现复杂业务流程、工作流的自动化运行，助力各行业客户提升运营效率、降低人力成本。
SEI Investments是一家总部位于美国宾夕法尼亚州奥克斯的金融服务企业，服务对象涵盖机构、私人银行、投资顾问、资产管理机构及私人客户。集团通过旗下子公司及参股合作主体，管理、咨询或受托运营规模达1万亿美元的资产，覆盖对冲基金、私募股权、共同基金及各类集合或独立管理资产品类。
PATH vs SEIC — 直观对比
营收规模更大
SEIC
是对方的1.5倍
$411.1M
营收增速更快
PATH
高出2.9%
13.0%
净利率更高
PATH
高出20.3%
28.0%
两年增速更快
SEIC
近两年复合增速
0.7%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $411.1M | $622.2M |
| 净利润 | $198.8M | $174.5M |
| 毛利率 | 83.3% | — |
| 营业利润率 | 3.2% | 30.5% |
| 净利率 | 48.4% | 28.0% |
| 营收同比 | 15.9% | 13.0% |
| 净利润同比 | 1966.2% | 15.0% |
| 每股收益（稀释后） | $0.37 | $1.40 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
营收PATHSEIC
| Q1 26 | — | $622.2M | ||
| Q4 25 | $411.1M | $607.9M | ||
| Q3 25 | $361.7M | $578.5M | ||
| Q2 25 | $356.6M | $559.6M | ||
| Q1 25 | $423.6M | $551.3M | ||
| Q4 24 | $354.7M | $557.2M | ||
| Q3 24 | $316.3M | $537.4M | ||
| Q2 24 | $335.1M | $519.0M |
净利润PATHSEIC
| Q1 26 | — | $174.5M | ||
| Q4 25 | $198.8M | $172.5M | ||
| Q3 25 | $1.6M | $164.2M | ||
| Q2 25 | $-22.6M | $227.1M | ||
| Q1 25 | $51.8M | $151.5M | ||
| Q4 24 | $-10.7M | $155.8M | ||
| Q3 24 | $-86.1M | $154.9M | ||
| Q2 24 | $-28.7M | $139.1M |
毛利率PATHSEIC
| Q1 26 | — | — | ||
| Q4 25 | 83.3% | 36.8% | ||
| Q3 25 | 82.2% | 35.0% | ||
| Q2 25 | 82.1% | 33.8% | ||
| Q1 25 | 84.8% | 34.9% | ||
| Q4 24 | 82.0% | 33.1% | ||
| Q3 24 | 80.0% | 33.8% | ||
| Q2 24 | 83.5% | 32.7% |
营业利润率PATHSEIC
| Q1 26 | — | 30.5% | ||
| Q4 25 | 3.2% | 26.6% | ||
| Q3 25 | -5.6% | 27.7% | ||
| Q2 25 | -4.6% | 26.6% | ||
| Q1 25 | 7.9% | 28.5% | ||
| Q4 24 | -12.2% | 26.1% | ||
| Q3 24 | -32.7% | 26.8% | ||
| Q2 24 | -14.8% | 26.3% |
净利率PATHSEIC
| Q1 26 | — | 28.0% | ||
| Q4 25 | 48.4% | 28.4% | ||
| Q3 25 | 0.4% | 28.4% | ||
| Q2 25 | -6.3% | 40.6% | ||
| Q1 25 | 12.2% | 27.5% | ||
| Q4 24 | -3.0% | 28.0% | ||
| Q3 24 | -27.2% | 28.8% | ||
| Q2 24 | -8.6% | 26.8% |
每股收益（稀释后）PATHSEIC
| Q1 26 | — | $1.40 | ||
| Q4 25 | $0.37 | $1.38 | ||
| Q3 25 | $0.00 | $1.30 | ||
| Q2 25 | $-0.04 | $1.78 | ||
| Q1 25 | $0.09 | $1.17 | ||
| Q4 24 | $-0.02 | $1.18 | ||
| Q3 24 | $-0.15 | $1.19 | ||
| Q2 24 | $-0.05 | $1.05 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | $1.4B | $363.1M |
| 总债务越低越好 | — | $32.4M |
| 股东权益账面价值 | $1.9B | $2.5B |
| 总资产 | $2.9B | $3.3B |
| 负债/权益比越低杠杆越低 | — | 0.01× |
8季度趋势，按日历期对齐
现金及短期投资PATHSEIC
| Q1 26 | — | $363.1M | ||
| Q4 25 | $1.4B | $399.8M | ||
| Q3 25 | $1.4B | — | ||
| Q2 25 | $1.6B | — | ||
| Q1 25 | $1.6B | $710.7M | ||
| Q4 24 | $1.6B | $839.9M | ||
| Q3 24 | $1.7B | $901.1M | ||
| Q2 24 | $1.9B | $768.3M |
总债务PATHSEIC
| Q1 26 | — | $32.4M | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益PATHSEIC
| Q1 26 | — | $2.5B | ||
| Q4 25 | $1.9B | $2.4B | ||
| Q3 25 | $1.7B | $2.4B | ||
| Q2 25 | $1.7B | $2.3B | ||
| Q1 25 | $1.8B | $2.3B | ||
| Q4 24 | $1.7B | $2.3B | ||
| Q3 24 | $1.8B | $2.4B | ||
| Q2 24 | $2.0B | $2.2B |
总资产PATHSEIC
| Q1 26 | — | $3.3B | ||
| Q4 25 | $2.9B | — | ||
| Q3 25 | $2.6B | — | ||
| Q2 25 | $2.6B | $2.6B | ||
| Q1 25 | $2.9B | $2.6B | ||
| Q4 24 | $2.7B | $2.7B | ||
| Q3 24 | $2.7B | $2.7B | ||
| Q2 24 | $2.8B | $2.5B |
负债/权益比PATHSEIC
| Q1 26 | — | 0.01× | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | $28.3M | — |
| 自由现金流经营现金流 - 资本支出 | $25.1M | — |
| 自由现金流率自由现金流/营收 | 6.1% | — |
| 资本支出强度资本支出/营收 | 0.8% | — |
| 现金转化率经营现金流/净利润 | 0.14× | — |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流PATHSEIC
| Q1 26 | — | — | ||
| Q4 25 | $28.3M | $126.4M | ||
| Q3 25 | $41.6M | $238.3M | ||
| Q2 25 | $119.0M | $96.5M | ||
| Q1 25 | $146.1M | $146.5M | ||
| Q4 24 | $28.1M | $195.3M | ||
| Q3 24 | $46.4M | $200.0M | ||
| Q2 24 | $100.0M | $114.7M |
自由现金流PATHSEIC
| Q1 26 | — | — | ||
| Q4 25 | $25.1M | $124.8M | ||
| Q3 25 | — | $229.6M | ||
| Q2 25 | $106.2M | $92.7M | ||
| Q1 25 | $138.7M | $137.8M | ||
| Q4 24 | $23.2M | $190.2M | ||
| Q3 24 | $45.0M | $193.7M | ||
| Q2 24 | $98.8M | $107.0M |
自由现金流率PATHSEIC
| Q1 26 | — | — | ||
| Q4 25 | 6.1% | 20.5% | ||
| Q3 25 | — | 39.7% | ||
| Q2 25 | 29.8% | 16.6% | ||
| Q1 25 | 32.7% | 25.0% | ||
| Q4 24 | 6.5% | 34.1% | ||
| Q3 24 | 14.2% | 36.0% | ||
| Q2 24 | 29.5% | 20.6% |
资本支出强度PATHSEIC
| Q1 26 | — | — | ||
| Q4 25 | 0.8% | 0.3% | ||
| Q3 25 | 0.0% | 1.5% | ||
| Q2 25 | 3.6% | 0.7% | ||
| Q1 25 | 1.7% | 1.6% | ||
| Q4 24 | 1.4% | 0.9% | ||
| Q3 24 | 0.4% | 1.2% | ||
| Q2 24 | 0.4% | 1.5% |
现金转化率PATHSEIC
| Q1 26 | — | — | ||
| Q4 25 | 0.14× | 0.73× | ||
| Q3 25 | 26.25× | 1.45× | ||
| Q2 25 | — | 0.43× | ||
| Q1 25 | 2.82× | 0.97× | ||
| Q4 24 | — | 1.25× | ||
| Q3 24 | — | 1.29× | ||
| Q2 24 | — | 0.82× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
PATH
| Subscription Services | $247.6M | 60% |
| License | $150.0M | 36% |
| Professional Services And Other | $13.5M | 3% |
SEIC
暂无分部数据
