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Company Analysis

ServiceTitan, Inc. TTAN

A comprehensive view of key metrics, scores, and financial health for ServiceTitan, Inc.

Overview of ServiceTitan, Inc.

TTAN NMS
Technology Software - Application Framework: Software & SaaS Mid Cap
ServiceTitan, Inc. (TTAN), is a Mid Cap company, in the Software - Application industry, last closed at $81.58, about 53.5% overvalued vs fair value, -28.0% 1Y return, ranked 469/780 in sector.
Metrics Rev Growth 24.5% ROE -10.7% Gross Margin 70.1%
USD 81.58
-7.21%
(Delayed)
• Vol 90d: 59.5%
52-Week Range
Market Cap
$7.58B
Enterprise Value
$7.21B
Overall Score
View breakdown
Overall
Growth
Good
Profitability
Fair
Health
Fair
Efficiency
Fair
Valuation
Weak
Growth
Good
Profitability
Fair
Health
Fair
Efficiency
Fair
Valuation
Weak
Completeness: 88%
Confidence: 54%
Updated: Sep 12
Top Beats

Quick Facts

Website https://www.servicetitan.com
HQ Glendale, CA
Employees 3,049
Fiscal year Jan 31

Next Events

Earnings Sep 8 Call: Sep 8

Fair Value Snapshot

Bear Base Bull
$34
$38
$42
Current: $81.58 -54% vs base

Engine Room Money Flow™

Mid Cap

Software & SaaS - Where revenue goes and how value is created

Flow Steps
Total Revenue
$961.0M
24.5%%
Gross Profit
$673.7M
34.5%%
Operating Income (GAAP)
$-162.8M
20.5%%
Operating Cash Flow
$110.1M
197.2%%
Money Flow Bridge
Flow Direction: Money moves from left to right
Components: Breakdown shows composition of each stage
Industry-Specific: Software & SaaS

Quality & Reliability Indicators

Gross Margin
70.1%
Excellent

Gross Profit / Revenue — pricing power and product moat (SaaS benchmark: >70%)

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Owner's Pocket - Capital Allocation

Where It Leaks

Cash Flow Health critical
Significant cash flow inefficiencies identified. Multiple high-impact leaks require attention.
4
Active Leaks
3/4
Improving
1
High Impact
2
Critical
Locked Leak
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Moat Analysis Software & SaaS Specialized

Competitive Advantage Assessment

Evaluating ServiceTitan, Inc.'s durable competitive advantages across 6 defense dimensions

Overall Moat Strength
58
/100
Moderate
Scores based on quantitative metrics and qualitative factors
Full moat analysis

Key strengths

  • Consistent Subscription Growth Revenue consistency is strong (score 0.94), pointing to a sticky customer base.
  • Deferred Revenue Momentum Contracted demand signals are healthy (score 0.68), consistent with recurring revenue strength.

Key risks

  • Returns Trail Peers Return profile is weak (score 0.34), pointing to limited capital efficiency.
  • Returns Lack Durability Return durability is weak (score 0.17), reducing confidence in moat durability.

The dashed ring is the peer median. Defense scores are percentile ranks against peers, so 50 is roughly the typical company in this group.

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Pricing Power

Developing
48
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Trade-Off Ledger™

Where management spends the performance budget - Growth, Profitability, or Safety

Software SaaS vs Industry Peers 88% Coverage
Trade-Off Triangle Visualization A ternary plot showing TTAN's balance between Growth (36.6%), Profitability (29.7%), and Safety (33.7%). Growth 37% Safety 34% Profitability 30%

Click axes to expand details. Marker shows current allocation.

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Growth

69th percentile vs peers
69
Key Signals
Rev Growth YoY 24.5% 78p Revenue CAGR 3Y 27.1% 81p Def Rev Growth 11.2% 55p EPS Growth YoY 69.5% 67p Buyback % 5.1% 35p
Strengths
  • Revenue CAGR 3Y in top 20% of peers (27.1%, 81th percentile)
  • Growth above peer median with strong metric coverage (88%)
  • Current Ratio in top 20% of peers (3.49, 80th percentile)
  • Strong liquidity position vs peers
Risks

No significant risks identified for this axis.

Profitability

55th percentile vs peers
56
Key Signals
Strengths
Risks
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Safety

63th percentile vs peers
64
Key Signals
Strengths
Safety drilldowns are available to premium members.

Two Futures

Scenario-based fair value ranges for ServiceTitan, Inc..

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Unable to Compute Fair Value

This company cannot be valued using standard models.

What this means: The Scenario Theatre requires financial data (revenue, cash flow, shares outstanding) to calculate fair value estimates. This data may be unavailable for:

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  • Shell companies or holding companies
  • Companies that haven't filed recent financials
  • Foreign companies with limited data coverage
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Bear
-
- - -
- upside
-
Base
$37.96
- - -
-53.5% vs current
Snapshot base estimate
Bull
-
- - -
- upside
-
Fair Value Range Current: $-
$- $- $-
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