ServiceTitan Inc. (TTAN) vs Full Truck Alliance Co. Ltd. Sponsored ADR (YMM)

ServiceTitan Inc. and Full Truck Alliance Co. Ltd. Sponsored ADR are both Software Application companies. ServiceTitan Inc. and Full Truck Alliance Co. Ltd. Sponsored ADR are of similar size ($8.3B and $7.9B). ServiceTitan Inc. has negative trailing earnings, so its P/E is not meaningful; Full Truck Alliance Co. Ltd. Sponsored ADR trades at 15.2×. ServiceTitan Inc. grew revenue faster over the last twelve months: 22.9% against 12.2%. Full Truck Alliance Co. Ltd. Sponsored ADR has the higher net margin (33.2% vs −12.1%) and the higher return on invested capital (15.6% vs −7.67%). Across the 17 metrics below, Full Truck Alliance Co. Ltd. Sponsored ADR leads on 13 and ServiceTitan Inc. on 4.

Valuation

Metric TTAN YMM Software Application median
P/E n/m 15.22 25.90
P/S 7.40 4.97 3.04
P/B 4.90 1.55 2.60
Price to free cash flow 69.09 5.97 17.17
EV/EBITDA n/m 9.33 15.48
EV/Sales 7.04 3.15 2.89
Earnings yield (1.66%) 6.57% 0.00%
Free cash flow yield 1.45% 16.74% 1.98%

Profitability

Metric TTAN YMM Software Application median
Gross margin 71.08% 65.80% 66.89%
Operating margin (12.98%) 33.79% 0.00%
Net margin (12.12%) 33.18% 0.00%
Free cash flow margin 10.71% 0.00% 5.77%
Return on equity (8.34%) 10.81% 0.00%
Return on assets (7.19%) 9.81% 0.00%
Return on invested capital (7.67%) 15.59% 0.00%

Growth

Metric TTAN YMM Software Application median
Revenue growth (TTM) 22.90% 12.21% 12.27%
EPS growth (last fiscal year) 79.72% 50.00% 32.11%
Revenue growth, 5-year CAGR — 35.19% 14.34%
Net income growth, 5-year CAGR — 0.00% 0.00%

Health

Metric TTAN YMM Software Application median
Debt to equity 0.00 0.00 0.02
Current ratio 4.55 7.96 1.53
Net debt to EBITDA 6.07 (4.05) 0.09

Dividend

Metric TTAN YMM Software Application median
Dividend yield — 2.81% 1.10%
Payout ratio — 0.43 0.28

Size

Metric TTAN YMM Software Application median
Market cap 7.93b 8.33b 487.58m

Compare with another peer

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