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Added to YB: 2025-01-21

Pitch date: 2024-12-31

TTAN [bullish]

ServiceTitan, Inc.

-35.9%

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 and Canada.

Market Cap

$5.9B

Pitch Price

$104.50

Price Target

N/A

Dividend

N/A

EV/EBITDA

-29.46

P/E

-17.89

EV/Sales

6.05

Sector

Software

Category

growth

Show full summary:
Baron Discovery Fund Portfolio Holding: ServiceTitan, Inc.

TTAN: Leading software for trades (HVAC, plumbing, etc). $30B TAM, $13B serviceable. High-teens to 20%+ organic growth via existing client growth, new products, and new trades. Margins to expand from breakeven to 25%+. Strong FCF potential. High-quality earnings compounder with solid long-term stock return outlook.

Read full article (2 min)