ServiceTitan, Inc.

NasdaqGS:TTAN 株式レポート

時価総額:US$6.0b

ServiceTitan マネジメント

マネジメント 基準チェック /24

ServiceTitanの CEO はAra Mahdessianで、 Jun2007年に任命され、 の在任期間は 18.92年です。 の年間総報酬は$ 133.41Mで、 0.3%給与と99.7%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の9.29%を直接所有しており、その価値は$ 556.40M 。経営陣と取締役会の平均在任期間はそれぞれ6.7年と11.2年です。

主要情報

Ara Mahdessian

最高経営責任者

US$133.4m

報酬総額

CEO給与比率0.35%
CEO在任期間18.9yrs
CEOの所有権9.3%
経営陣の平均在職期間6.7yrs
取締役会の平均在任期間11.2yrs

経営陣の近況

Recent updates

Seeking Alpha May 08

ServiceTitan Continues With AI Transformation As Client Usage Grows

Summary ServiceTitan continues to produce strong topline growth as it transforms its platform to integrate GenAI capabilities. It is seeing strong usage demand from customers for its Max AI system. While profitability isn't near, TTAN appears well-positioned for navigating the GenAI era ahead. My outlook on TTAN is Bullish at its current price of around $65 per share. Read the full article on Seeking Alpha
新しいナラティブ 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?
新しいナラティブ 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?
分析記事 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...
分析記事 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

CEO報酬分析

ServiceTitan の収益と比較して、Ara Mahdessian の報酬はどのように変化したか?
日付総報酬給与会社業績
Jan 31 2026n/an/a

-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

報酬と市場: Araの 総報酬 ($USD 133.41M ) は、 US市場 ($USD 8.44M ) の同規模の企業の平均を上回っています。

報酬と収益: Araの報酬は増加しましたが、会社は利益を上げていません。


CEO

Ara Mahdessian (39 yo)

18.9yrs
在職期間
US$133,409,208
報酬

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...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Ara Mahdessian
Co-Founder18.9yrsUS$133.41m9.29%
$ 556.4m
Vahe Kuzoyan
Co-Founder18.9yrsUS$132.68m10.85%
$ 649.8m
Dave Sherry
Chief Financial Officer2.9yrsUS$8.81m0.33%
$ 19.7m
Chris Petros
Chief Operating Officerno dataデータなしデータなし
Michele O'Connor
Chief Accounting Officer2.3yrsデータなし0.083%
$ 5.0m
Abhishek Mathur
Chief Technology & Product Officerless than a yearデータなしデータなし
Jason Rechel
Investor Relations Headno dataデータなしデータなし
Olive Huang
General Counsel & Secretary of the Board4yrsデータなしデータなし
Rikus Pretorius
Senior Vice President of Worldwide Sales6.8yrsデータなしデータなし
Chris Trombetta
Chief People Officer6.7yrsデータなしデータなし
Ross Biestman
Chief Revenue Officer6.8yrsデータなしデータなし
Alex Kablanian
Senior VP and GM of Commercial & Constructionno dataデータなしデータなし
6.7yrs
平均在職期間
40.5yo
平均年齢

経験豊富な経営陣: TTANの経営陣は経験豊富で経験豊富です(平均在職期間は6.7年)。


取締役

名称ポジション在職期間報酬所有権
Ara Mahdessian
Co-Founder18.9yrsUS$133.41m9.29%
$ 556.4m
Vahe Kuzoyan
Co-Founder18.9yrsUS$132.68m10.85%
$ 649.8m
Wei-Liang Hsu
Independent Director11.2yrsUS$5.41kデータなし
William Griffith
Independent Director9.5yrsデータなし0.38%
$ 22.5m
Michael Brown
Independent Director8.3yrsUS$8.32k0.028%
$ 1.7m
Ilya Golubovich
Independent Director18.9yrsUS$6.24kデータなし
Byron Deeter
Independent Director11.2yrsUS$5.96kデータなし
Timothy Cabral
Lead Independent Director6.5yrsUS$196.39k0.010%
$ 621.4k
Nina Achadjian
Independent Director7.5yrsデータなしデータなし
11.2yrs
平均在職期間
49yo
平均年齢

経験豊富なボード: TTANの 取締役会 は経験豊富で 経験豊富 です ( 11.2年の平均在任期間)。


企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/07 18:02
終値2026/05/07 00:00
収益2026/01/31
年間収益2026/01/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

ServiceTitan, Inc. 18 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。22

アナリスト機関
Joseph VruwinkBaird
Daniel JesterBMO Capital Markets Equity Research
Nicholas AltmannBTIG