ServiceTitan, Inc.

NasdaqGS:TTAN Stok Raporu

Piyasa değeri: US$6.9b

ServiceTitan Yönetim

Yönetim kriter kontrolleri 4/4

ServiceTitan CEO'su Ara Mahdessian, Jun2007 tarihinde atandı, in görev süresi 18.92 yıldır. in toplam yıllık tazminatı $ 1.63M olup, şirket hissesi ve opsiyonları dahil olmak üzere 28.2% maaş ve 71.8% ikramiyelerden oluşmaktadır. şirketin hisselerinin 7% ine doğrudan sahiptir ve bu hisseler $ 482.94M değerindedir. Yönetim ekibinin ve yönetim kurulunun ortalama görev süresi sırasıyla 6.7 yıl ve 11.2 yıldır.

Anahtar bilgiler

Ara Mahdessian

İcra Kurulu Başkanı

US$1.6m

Toplam tazminat

CEO maaş yüzdesi28.22%
CEO görev süresi18.9yrs
CEO sahipliği7.0%
Yönetim ortalama görev süresi6.7yrs
Yönetim Kurulu ortalama görev süresi11.2yrs

Son yönetim güncellemeleri

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
Yeni Anlatı 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?
Yeni Anlatı 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?
Analiz Makalesi 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...
Analiz Makalesi 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 Tazminat Analizi

Ara Mahdessian'un ücretlendirmesi ServiceTitan'un kazancına kıyasla nasıl değişti?
TarihToplam TazminatMaaşŞirket Kazançları
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

Tazminat ve Piyasa: Ara 'nin toplam tazminatı ($USD 1.63M ), US pazarındaki benzer büyüklükteki şirketler için ortalamanın altındadır ($USD 8.38M ).

Tazminat ve Kazançlar: Ara 'in tazminatı, şirketin son bir yıldaki performansıyla tutarlıydı.


CEO

Ara Mahdessian (39 yo)

18.9yrs
Görev süresi
US$1,629,802
Tazminat

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...


Liderlik Ekibi

İsimPozisyonGörev süresiTazminatSahiplik
Ara Mahdessian
Co-Founder18.9yrsUS$1.63m7%
$ 482.9m
Vahe Kuzoyan
Co-Founder18.9yrsUS$955.24k7.42%
$ 512.2m
Dave Sherry
Chief Financial Officer2.9yrsUS$8.93m0.093%
$ 6.4m
Chris Petros
Chief Operating Officerno dataVeri yokVeri yok
Michele O'Connor
Chief Accounting Officer2.3yrsVeri yok0.096%
$ 6.7m
Abhishek Mathur
Chief Technology & Product Officerless than a yearVeri yokVeri yok
Jason Rechel
Investor Relations Headno dataVeri yokVeri yok
Olive Huang
General Counsel & Secretary of the Board4yrsVeri yokVeri yok
Rikus Pretorius
Senior Vice President of Worldwide Sales6.8yrsVeri yokVeri yok
Chris Trombetta
Chief People Officer6.7yrsVeri yokVeri yok
Ross Biestman
Chief Revenue Officer6.8yrsVeri yokVeri yok
Alex Kablanian
Senior VP and GM of Commercial & Constructionno dataVeri yokVeri yok
6.7yrs
Ortalama Görev Süresi
40.5yo
Ortalama Yaş

Deneyimli Yönetim: TTAN 'un yönetim ekibi deneyimli ve deneyimlidir ( 6.7 yıldır).


Yönetim Kurulu Üyeleri

İsimPozisyonGörev süresiTazminatSahiplik
Ara Mahdessian
Co-Founder18.9yrsUS$1.63m7%
$ 482.9m
Vahe Kuzoyan
Co-Founder18.9yrsUS$955.24k7.42%
$ 512.2m
Wei-Liang Hsu
Independent Director11.2yrsUS$234.42kVeri yok
William Griffith
Independent Director9.5yrsVeri yok0.38%
$ 25.9m
Michael Brown
Independent Director8.3yrsUS$253.08k0%
$ 0
Ilya Golubovich
Independent Director18.9yrsUS$239.75kVeri yok
Byron Deeter
Independent Director11.2yrsUS$237.97kVeri yok
Timothy Cabral
Lead Independent Director6.5yrsUS$266.41k0.013%
$ 930.5k
Nina Achadjian
Independent Director7.5yrsVeri yokVeri yok
11.2yrs
Ortalama Görev Süresi
49yo
Ortalama Yaş

Deneyimli Yönetim Kurulu: TTAN 'in yönetim kurulu deneyimli ve tecrübelidir (ortalama görev süresi 11.2 yıldır).


Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/30 00:38
Gün Sonu Hisse Fiyatı2026/05/29 00:00
Kazançlar2026/01/31
Yıllık Kazançlar2026/01/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

ServiceTitan, Inc. 22 Bu analistlerden 18, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Joseph VruwinkBaird
Daniel JesterBMO Capital Markets Equity Research
Nicholas AltmannBTIG