Added to YB: 2026-07-02
Pitch date: 2026-04-26
TTAN [bullish]
ServiceTitan, Inc.
+18.97%
current return
Author Info
No bio for this author
Company Info
ServiceTitan, Inc. provides an end-to-end cloud-based software platform in the United States, Armenia, and Canada.
Market Cap
$6.7B
Pitch Price
$62.23
Price Target
N/A
Dividend
N/A
EV/EBITDA
-89.19
P/E
-48.53
EV/Sales
6.29
Sector
Software
Category
growth
ServiceTitan, Inc. - $TTAN
TTAN: Vertical SaaS for trades evolving into operating system for consolidating essential-services industry. FY26 rev +24% to $961M, 80% platform GM, >110% NDR, FCF $85M (vs $15.5M). Monetizes only ~1% of $82B GTV, targeting ~2%. AI/payments/Pro deepen moat. Trades 5.8x EV/rev vs $131 high, no premium for platform role. Risk: AI commoditizes Pro modules, slower margin ramp.
Read full article (7 min)