Nice (NICE) vs ServiceTitan Inc. (TTAN)

Nice and ServiceTitan Inc. are both Software Application companies. Nice is the larger, with a market value of $6.6B against $5.7B — 1.2× the size. ServiceTitan Inc. has negative trailing earnings, so its P/E is not meaningful; Nice trades at 16.2×. ServiceTitan Inc. grew revenue faster over the last twelve months: 22.9% against 8.14%. Nice has the higher net margin (13.9% vs −12.1%) and the higher return on invested capital (10.4% vs −7.67%). Across the 17 metrics below, Nice leads on 13 and ServiceTitan Inc. on 4.

Valuation

Metric NICE TTAN Software Application median
P/E 16.18 n/m 24.79
P/S 2.16 5.21 2.67
P/B 1.71 3.46 3.01
Price to free cash flow 11.79 48.70 16.59
EV/EBITDA 8.88 n/m 14.40
EV/Sales 2.34 4.86 2.62
Earnings yield 6.18% (2.35%) 0.00%
Free cash flow yield 8.48% 2.05% 1.91%

Profitability

Metric NICE TTAN Software Application median
Gross margin 65.12% 71.08% 67.03%
Operating margin 18.50% (12.98%) 0.00%
Net margin 13.86% (12.12%) 0.00%
Free cash flow margin 18.29% 10.71% 4.32%
Return on equity 0.00% (8.34%) 0.00%
Return on assets 8.16% (7.19%) 0.00%
Return on invested capital 10.37% (7.67%) 0.00%

Growth

Metric NICE TTAN Software Application median
Revenue growth (TTM) 8.14% 22.90% 12.40%
EPS growth (last fiscal year) 43.05% 79.72% —
Revenue growth, 5-year CAGR 12.31% — 13.72%
Net income growth, 5-year CAGR 25.53% — 0.00%

Health

Metric NICE TTAN Software Application median
Debt to equity 0.00 0.00 0.02
Current ratio 1.33 4.55 1.55
Net debt to EBITDA (0.49) 6.07 0.06

Dividend

Metric NICE TTAN Software Application median
Dividend yield 0.01% — 1.25%
Payout ratio 0.00 — 0.00

Size

Metric NICE TTAN Software Application median
Market cap 6.64b 5.73b 396.11m

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