ServiceTitan Inc.

TTAN Technology Software Application

ServiceTitan Inc.’s revenue for fiscal 2026 (year ended January 2026) was $961.0 million, up 24.5% from fiscal 2025.

Revenue
+20.9%
EPS
+25.7%
Free cash flow
+47.1%

Quarter to July 2026, against a year earlier

82.15 5.61 −6.39%
Market cap
$7.9B
P/E
0.0×
Fwd P/E
−60.5×
Dividend yield
—
F-score
6/9
Altman Z
19.26
Beneish M
−2.91
Dividend safety
n/a

Insider Decisions last twelve months

Sold, $m 83.73
Trades a month
Jan 26 Apr 26 Jul 26 Oct 26
Buy — — — — — — — — — — — —
Sell 11 3 — 4 1 — 11 8 3 5 1 1
Insider Ownership 38.65%

Capital & Financial Ratios $m

Size
Market Cap 7,930.00
Revenue ttm 1,064.73
Net income ttm (129.00)
Free cash flow ttm 113.98
Net debt Q (479.54)
Valuation
P/E 0.00
Forward P/E (60.50) (negative: loss-making)
Price / sales 7.40
Forward P/S Powerpack
Price / FCF 69.09
Price / book 4.90
Financial health
Current ratio Q 4.55 (at or above 1.5: strong)
Debt / equity Q 0.00 (at or below 0.5: strong)
Interest coverage Q (146.55)
Growth
Revenue growth Q +20.91% (above 0%: growing)
Operating income growth Q +20.76% (above 0%: growing)
EPS, this year +33.05% (at or above 15%: strong)
EPS, next year A +21.13% (at or above 15%: strong)
Revenue, next year A +18.84% (at or above 10%: strong)
EPS, past 5 yrs —
EPS, next 5 yrs A +25.62% (at or above 15%: strong)

Green and red mark values outside typical ranges; (Q) is the latest quarter, (A) analysts’ estimates. How we judge →

Valuation vs history

Dividends

Yield
—
Annual rate
—
Payout ratio
—

Assets vs Liabilities $m

2024 2025 2026 Q'26
Cash 148 443 429 480
Receivables 28 44 56 70
Inventory — — — —
Other 50 61 80 91
249 573 591 670
2024 2025 2026 Q'26
Payables 45 40 52 56
ST’ Debt 2 1 — —
Other 1 2 1 10
125 153 169 147

Compound Annual Growth %

10y 5y 3y
Sales — — 27.13%
Cash Flow — — 0.00%
Earnings — — 0.00%
Book Value — — 0.00%

Earnings Trends EPS, adjusted, against the consensus

EPS $

Apr Jul Oct Jan Year
’26 (0.24) (0.26) — — —
’26 (0.51) (0.35) (0.42) (0.44) (1.73)
’25 (2.02) (1.43) (1.74) (2.80) (8.53)
’24 — — (1.53) — (7.24)
Fiscal quarters ending in the months shown.

Revenue $m

Apr Jul Oct Jan Year
’26 269 293 — — —
’26 216 242 249 254 961
’25 170 193 199 209 772
’24 — — 160 — 614
Fiscal quarters ending in the months shown.

Operating Cash Flow $m

Apr Jul Oct Jan Year
’26 (2) 58 — — —
’26 (15) 40 44 41 110
’25 (19) 25 16 15 37
’24 — — (46) 6 (40)
Fiscal quarters ending in the months shown.

Free Cash Flow $m

Apr Jul Oct Jan Year
’26 (10) 50 — — —
’26 (22) 34 38 35 85
’25 (25) 19 11 11 15
’24 — — (82) (2) (82)
Fiscal quarters ending in the months shown.

Valuation

The price implies free cash flow after share-based pay growing 24.8% a year for ten years.

Implied
24.8%
Open the model

Target Price Range

Analyst price targets

Recommendation Rating

1.3
1Buy 2 3Hold 4 5Sell

Ten years at a glance Fiscal years to January

Ten-year view Analyst estimates Powerpack
Group Line 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 TTM Jul ’26 Trend 10 yrs 2027e 2028e 2029e Next 3/yr
Income, $m
Income, $m Revenue — — — — — — 468 614 772 961 1,065 +27.1% 1,142 1,308 1,512 +16.3%
Gross margin, % — — — — — — 56.88 61.31 64.90 70.11 71.08 +13.2 pt
EBT — — — — — — (283) (191) (237) (157) (125) (17.8%)
EBT margin, % — — — — — — (60.41) (31.09) (30.68) (16.35) (11.70) +44.1 pt
Net income — — — — — — (270) (195) (239) (160) (129) (16.0%)
Per share, $
Per share, $ Revenue — — — — — — 15.38 18.47 18.31 10.40 11.11 (12.2%)
Earnings — — — — — — (8.86) (7.24) (8.53) (1.73) (1.36) (42.0%)
Cash flow — — — — — — (3.97) (1.19) 0.88 1.19 1.47 n/m
Capex — — — — — — (3.02) (1.26) (0.51) (0.27) (0.28) (55.2%)
Free cash flow — — — — — — (6.99) (2.45) 0.37 0.92 1.19 n/m
Book value — — — — — — 0.00 34.62 34.51 16.51 16.75 n/m
Shares, m — — — — — — 30 33 42 92 94 +44.8%
Valuation, ×
Valuation, × P/E — — — — — — 0.00 0.00 0.00 0.00 0.00 0.0
P/S — — — — — — 4.90 4.90 5.61 7.16 7.40 5.6
P/B — — — — — — 0.00 0.00 2.98 4.51 4.90 1.9
EV/Sales — — — — — — 4.96 4.96 5.17 6.82 7.04 5.5
EV/FCF — — — — — — 1,442.79 1,442.79 258.46 77.03 65.80 805.3
Cash, $m
Cash, $m Operating cash flow — — — — — — (121) (40) 37 110 141 n/m
Capex — — — — — — (92) (42) (22) (25) (27) (35.2%)
Free cash flow — — — — — — (213) (82) 15 85 114 n/m
Balance, $m
Balance, $m Working capital — — — — — — — 124 420 421 523 +84.4%
Net debt — — — — — — — 28 (337) (429) (480) n/m
Shareholders’ equity — — — — — — — 1,152 1,455 1,525 1,606 +15.1%
Returns, %
Returns, % ROA — — — — — — 0.00 (31.76) (21.89) (9.10) (7.19) (9.1) pt
ROIC — — — — — — 0.00 (9.69) (12.86) (9.65) (7.67) (9.6) pt
ROE — — — — — — 0.00 0.00 (73.66) (10.73) (8.34) (10.7) pt
People
People Employees — — — — — — — — 3,049 3,414 — +12.0%
Revenue/emp, $m — — — — — — 0.00 0.00 0.25 0.28 — n/m
Negative figures in brackets.
estimates

All 10 years →

Fiscal years to Jan 2026 · latest quarter Jul 2026 · fundamentals updated 25 Oct 2026

Business profile

Updated

ServiceTitan sells cloud software to businesses that install, maintain and repair systems in homes and commercial buildings. Its customers include plumbing, heating and air-conditioning, roofing and landscaping businesses. Ara Mahdessian is its co-founder and chief executive officer.

The platform connects work that might otherwise be handled through separate tools. An office can use it to track advertising leads, book jobs, schedule and dispatch technicians, prepare estimates and invoices, and take payments. Field technicians access the platform through a mobile application, while office staff use a web browser. The software also supports inventory management, payroll integration and customer communications.

ServiceTitan Inc. vs peers in Software Application (Q) = latest quarter vs a year earlier

Company Market cap P/E Fwd P/E Revenue growth (Q) EPS growth (Q) FCF growth (Q) Gross margin (Q) EBIT margin (Q) Compare
ESTC Elastic N.V. $8.9B 23.4× 376× +15.13% (above 0%: growing) n/m +26.14% (above 0%: growing) 74.50% (4.93%) Compare
PCTY Paylocity Holding Corporation $8.9B 34.1× 28.6× +10.98% (above 0%: growing) +28.41% (above 0%: growing) +10.54% (above 0%: growing) 67.54% 18.98% Compare
YMM Full Truck Alliance Co. Ltd. Sponsored ADR $8.3B 15.2× 11.9× +10.22% (above 0%: growing) +11.76% (above 0%: growing) +10,172.78% (above 0%: growing) 72.62% 43.95% Compare
APPF AppFolio, Inc. $8.3B 48.8× 44.1× +18.58% (above 0%: growing) +38.30% (above 0%: growing) +14.46% (above 0%: growing) 64.29% 19.42% Compare
TTAN ServiceTitan Inc. $7.9B — (loss-making) — (loss-making) +20.91% (above 0%: growing) n/m +47.10% (above 0%: growing) 71.41% (9.41%)
QNT Quantinuum Inc. $7.9B — — — n/m — (28.93%) (6,939.56%) Compare
YOU CLEAR Secure, Inc. $7.6B 28.9× 24.5× +27.77% (above 0%: growing) +156.72% (above 0%: growing) −94.18% (below 0%: shrinking) 68.55% 28.32% Compare
IDCC InterDigital, Inc. $7.4B 23.5× 35.8× +17.46% (above 0%: growing) +18.71% (above 0%: growing) −64.24% (below 0%: shrinking) 100.00% 51.37% Compare
DUOL Duolingo, Inc. $7.4B 50.7× 48.1× +13.73% (above 0%: growing) −90.88% (below 0%: shrinking) +15.63% (above 0%: growing) 72.86% 7.83% Compare
Median of peers $8.1B 28.9× 35.8× +15.13% +23.56% +14.46% 70.59% 19.20%

All 230 Software Application stocks →

From the latest earnings call

Updated

  • CEO Ara Mahdessian said ServiceTitan has broadened investment in Max and its software factory while focusing on trades it already serves.
  • CFO Dave Sherry said customer lead growth moderated and that ServiceTitan incorporated the quarter’s transaction-volume trend into its second-half forecast.

Largest institutional holders 13F, quarter to 30 June 2026

Held by institutions 88.74%
Held by the ten largest 44.86%
Holder Shares Stake Change
ICONIQ Capital, LLC 11.43m 11.98% −94.27k
Vanguard 5.98m 6.27% +653.12k
BlackRock 5.20m 5.45% +3.17m
Fidelity (FMR) 5.08m 5.33% +2.12m
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 3.75m 3.93% −1.12m
Millennium Management 3.14m 3.30% +1.10m
BATTERY MANAGEMENT CORP. 2.59m 2.71% −712.85k
Citadel Advisors 1.96m 2.06% +494.87k
Jericho Capital Asset Management L.P. 1.94m 2.03% +1.94m
Index Venture Growth Associates IV Ltd 1.71m 1.79% 0.00
13F filings for the quarter to 30 June 2026: long positions in US-listed shares reported by managers with $100m or more, ~45 days after the quarter.

Pay and ownership Proxy statement filed 5 May 2026

Chief executive’s pay

Year Total pay Actually paid $100 invested
2026 1.63m (89.86m) 77.56
2025 133.41m 278.14m 101.75
Total pay is as the Summary Compensation Table states it; actually paid revalues the year’s share awards at its end, as the SEC’s pay-versus-performance rule asks. $100 invested is what $100 in the company’s shares at the start of the earliest year shown was worth at each year’s end. Read the proxy statement

ServiceTitan Inc. (TTAN) Latest News

TTAN metrics, ten years each

stockrow.com/TTAN · Data as of Oct 25, 2026 · For information only; not investment advice. · © 2026 stockrow.com