Lyft, Inc. (LYFT) vs ServiceTitan Inc. (TTAN)

Lyft, Inc. and ServiceTitan Inc. are both Software Application companies. Lyft, Inc. and ServiceTitan Inc. are of similar size ($5.7B and $5.6B). ServiceTitan Inc. has negative trailing earnings, so its P/E is not meaningful; Lyft, Inc. trades at 2.2×. ServiceTitan Inc. grew revenue faster over the last twelve months: 22.9% against 10.8%. Lyft, Inc. has the higher net margin (42.3% vs −12.1%) and the higher return on invested capital (−3.37% vs −7.67%). Across the 18 metrics below, Lyft, Inc. leads on 13 and ServiceTitan Inc. on 5.

Valuation

Metric LYFT TTAN Software Application median
P/E 2.16 n/m 24.79
P/S 0.84 5.21 2.67
P/B 1.87 3.46 3.01
Price to free cash flow 4.83 48.70 16.59
EV/EBITDA n/m n/m 14.40
EV/Sales 0.72 4.86 2.62
Earnings yield 46.27% (2.35%) 0.00%
Free cash flow yield 20.72% 2.05% 1.91%

Profitability

Metric LYFT TTAN Software Application median
Gross margin 45.52% 71.08% 67.03%
Operating margin (1.77%) (12.98%) 0.00%
Net margin 42.32% (12.12%) 0.00%
Free cash flow margin 17.30% 10.71% 4.32%
Return on equity 152.58% (8.34%) 0.00%
Return on assets 39.59% (7.19%) 0.00%
Return on invested capital (3.37%) (7.67%) 0.00%

Growth

Metric LYFT TTAN Software Application median
Revenue growth (TTM) 10.81% 22.90% 12.40%
EPS growth (last fiscal year) 11,250.00% 79.72% —
Revenue growth, 5-year CAGR 21.71% — 13.72%
Net income growth, 5-year CAGR 0.00% — 0.00%

Health

Metric LYFT TTAN Software Application median
Debt to equity 0.33 0.00 0.02
Current ratio 0.59 4.55 1.55
Net debt to EBITDA 7.05 6.07 0.06

Dividend

Metric LYFT TTAN Software Application median
Dividend yield — — 1.25%
Payout ratio 0.00 — 0.00

Size

Metric LYFT TTAN Software Application median
Market cap 5.57b 5.73b 396.11m

Compare with another peer

Any metric, up to five companies and an Excel export Powerpack