ServiceTitan, Inc.

Informe acción NasdaqGS:TTAN

Capitalización de mercado: US$6.4b

ServiceTitan Dirección

Dirección controles de criterios 4/4

Actualmente no disponemos de información suficiente sobre el CEO.

Información clave

Ara Mahdessian

Chief Executive Officer (CEO)

US$1.6m

Compensación total

Porcentaje del salario del CEO28.22%
Permanencia del CEO19yrs
Participación del CEO7.0%
Permanencia media de la dirección6.8yrs
Promedio de permanencia en la Junta Directiva11.3yrs

Actualizaciones recientes de la dirección

Recent updates

Seeking Alpha Jun 10

ServiceTitan: Growth Burst Is Defying The AI Disruption Narrative

Summary ServiceTitan remains a buy after a 30% YTD decline, despite strong fundamentals and accelerating revenue growth. TTAN's addressable market exceeds $30 billion, with only ~3% current penetration, supporting a robust long-term expansion thesis. AI disruption risk is overstated; TTAN's core trades customers are insulated, and usage-based revenue is rising relative to subscriptions. With mid-20%s revenue growth, low-teens operating margin, and 75%+ gross margins, TTAN meets Rule of 40 criteria and offers scale benefits. Read the full article on Seeking Alpha
Nueva narrativa Mar 29

AI And Usage-Based Flywheel Will Transform Trades Software Over The Next Decade

Catalysts About ServiceTitan ServiceTitan provides an end to end software platform that helps trades contractors manage operations, from demand generation and call booking through dispatch, quoting, payments and back office workflows. What are the underlying business or industry changes driving this perspective?
Nueva narrativa Mar 15

AI Spending Pressures And Volatile Usage Revenue Will Eventually Reward Patient Belief

Catalysts About ServiceTitan ServiceTitan provides an end to end software platform for contractors in the trades, covering workflows from demand generation and call booking through dispatch, quoting, payments and back office functions. What are the underlying business or industry changes driving this perspective?
Artículo de análisis Jan 16

Getting In Cheap On ServiceTitan, Inc. (NASDAQ:TTAN) Is Unlikely

You may think that with a price-to-sales (or "P/S") ratio of 9.2x ServiceTitan, Inc. ( NASDAQ:TTAN ) is a stock to...
Artículo de análisis Sep 08

Is ServiceTitan (NASDAQ:TTAN) Using Debt In A Risky Way?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
Seeking Alpha Apr 21

ServiceTitan: Moderate Growth With Titanic Losses

Summary ServiceTitan has impressive revenue growth but significant operating losses, primarily due to hefty stock compensation, making it a risky investment. The Rule of 0 metric for ServiceTitan is -13, indicating the company will struggle to scale to profitability and likely underperform over time. Valuation suggests a fair value of $54 per share, implying over 50% downside from the current price of $120; recommend selling or shorting the stock. The upcoming share lock-up expiration on June 10th could trigger significant insider selling, further pressuring the stock price downward. Read the full article on Seeking Alpha
Seeking Alpha Apr 01

ServiceTitan: Stock Is Falling As Growth Rates Take Off

Summary ServiceTitan's stock has dropped ~20% from IPO levels, presenting a buying opportunity for investors despite recent market volatility and bearish sentiment. ServiceTitan's revenue growth accelerated in Q4, with the company noting that deals are closing early. Many of ServiceTitan's software peers, meanwhile, are reporting the opposite, with tight scrutiny delaying deals. ServiceTitan trades at 9.1x EV/FY25 revenue, appearing underpriced compared to peers like ServiceNow and Atlassian, making it a compelling "growth at a reasonable price" play. With a vast $1.5 trillion market and only 3% revenue penetration, ServiceTitan's long-term growth potential remains robust, making it a strategic buy amid current market conditions. Read the full article on Seeking Alpha
Seeking Alpha Jan 29

ServiceTitan: Earnings Compounder With Attractive Stock Price Returns

Summary ServiceTitan is the leading business management software for trades, serving a $1.5 trillion market with a $30 billion addressable market. The platform offers comprehensive solutions including CRM, field service management, ERP, human capital management, and fintech, providing strong ROI and over 95% gross revenue retention. ServiceTitan is poised for high teens to 20%-plus organic revenue growth through existing client growth, new product adoption, and market expansion. The company aims to increase margins from breakeven to 25%-plus, driving strong free cash flow and attractive multi-year stock price returns. Read the full article on Seeking Alpha
Seeking Alpha Jan 15

ServiceTitan: Encouraging Q3 Earnings Report, But Sidelined On Valuation

Summary ServiceTitan reported strong first public quarter results, but its high valuation may not be justified given modest revenue beats and profitability concerns. The company's 2025 guidance includes 24% revenue growth and a 2.9% operating margin, but investors seek faster growth or profitability to justify the premium. Recommend waiting for a pullback to a more reasonable entry point, ideally below 10x forward revenue, equating to a stock price of around $80-85. Read the full article on Seeking Alpha
Seeking Alpha Dec 15

ServiceTitan: Hottest IPO Just Became Too Hot

Summary ServiceTitan's IPO saw significant demand, but post-IPO trading indicates heightened expectations and increased risk, suggesting a potential pullback in shares. TTAN aims to disrupt the field service industry by replacing manual processes with intuitive software, targeting an underserved SMB market. Despite strong financial metrics like 24% YoY revenue growth and >95% gross dollar retention, profitability remains a concern with recent non-GAAP operating losses. Current valuation at 11x 2026 revenue estimate is high; recommend waiting for a better entry point despite long-term bullish outlook. Read the full article on Seeking Alpha

Análisis de compensación del CEO

¿Cómo ha cambiado la remuneración de Ara Mahdessian en comparación con los beneficios de ServiceTitan?
FechaCompensación totalSalarioIngresos de la empresa
Apr 30 2026n/an/a

-US$136m

Jan 31 2026US$2mUS$460k

-US$160m

Oct 31 2025n/an/a

-US$298m

Jul 31 2025n/an/a

-US$320m

Apr 30 2025n/an/a

-US$337m

Jan 31 2025US$133mUS$462k

-US$360m

Oct 31 2024n/an/a

-US$244m

Jul 31 2024n/an/a

-US$234m

Apr 30 2024n/an/a

-US$247m

Jan 31 2024US$7mUS$458k

-US$241m

Compensación vs. Mercado: La compensación total de Ara($USD1.63M) está por debajo de la media de empresas de tamaño similar en el mercado US ($USD8.37M).

Compensación vs. Ingresos: La compensación de Ara ha sido consistente con los resultados de la empresa en el último año.


CEO

Ara Mahdessian (40 yo)

19yrs
Permanencia
US$1,629,802
Compensación

Mr. Ara Mahdessian is the Co-Founder of ServiceTitan, Inc. and serves as its Chairman of the Board and Chief Executive Officer since June 2007 and serves as Director. He served as Secretary of ServiceTitan...


Equipo directivo

NombrePosiciónPermanenciaCompensaciónPropiedad
Ara Mahdessian
Co-Founder19yrsUS$1.63m6.99%
$ 443.7m
Vahe Kuzoyan
Co-Founder19yrsUS$955.24k7.41%
$ 470.6m
Dave Sherry
Chief Financial Officer3yrsUS$8.93m0.093%
$ 5.9m
Chris Petros
Chief Operating Officerno datasin datossin datos
Michele O'Connor
Chief Accounting Officer2.4yrssin datos0.086%
$ 5.5m
Abhishek Mathur
Chief Technology & Product Officerless than a yearsin datossin datos
Jason Rechel
Investor Relations Headno datasin datossin datos
Olive Huang
General Counsel & Secretary of the Board4.1yrssin datossin datos
Rikus Pretorius
Senior Vice President of Worldwide Sales6.9yrssin datossin datos
Chris Trombetta
Chief People Officer6.8yrssin datossin datos
Ross Biestman
Chief Revenue Officer6.9yrssin datossin datos
Alex Kablanian
Senior VP and GM of Commercial & Constructionno datasin datossin datos
6.8yrs
Permanencia media
41.5yo
Promedio de edad

Equipo directivo experimentado: El equipo directivo de TTAN es experimentado (6.8 años antigüedad media).


Miembros de la Junta

NombrePosiciónPermanenciaCompensaciónPropiedad
Ara Mahdessian
Co-Founder19yrsUS$1.63m6.99%
$ 443.7m
Vahe Kuzoyan
Co-Founder19yrsUS$955.24k7.41%
$ 470.6m
Wei-Liang Hsu
Independent Director11.3yrsUS$234.42ksin datos
William Griffith
Independent Director9.6yrssin datos0.38%
$ 23.8m
Michael Brown
Independent Director8.3yrsUS$253.08k0%
$ 0
Ilya Golubovich
Independent Director19yrsUS$239.75ksin datos
Byron Deeter
Independent Director11.3yrsUS$237.97k0.019%
$ 1.2m
Timothy Cabral
Lead Independent Director6.6yrsUS$266.41k0.013%
$ 854.8k
Nina Achadjian
Independent Director7.6yrssin datossin datos
11.3yrs
Permanencia media
50yo
Promedio de edad

Junta con experiencia: Los miembros de la junta directiva de TTAN son experimentados ( 11.3 años antigüedad media).


Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/06/17 01:42
Precio de las acciones al final del día2026/06/17 00:00
Beneficios2026/04/30
Ingresos anuales2026/01/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

ServiceTitan, Inc. está cubierta por 21 analistas. 18 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Joseph VruwinkBaird
Daniel JesterBMO Capital Markets Equity Research
Nicholas AltmannBTIG