ServiceTitan sells cloud software for home-service contractors (plumbing, HVAC, electrical, and similar trades), covering dispatch, scheduling, job costing, marketing, and payments on one platform. Its moat is switching cost: once a contractor runs billing and technician routing through the system, ripping it out is expensive, which shows up in a 71.2% gross margin and 20.9% revenue growth. The near-term question is operating leverage, since the operating margin is still negative at -9.4% and the stock trades at a forward P/E of 45, so the multiple already assumes margins expand. The score of 42/100 and the lack of index membership suggest the market has not yet rewarded the name. Worth a deeper look if you want exposure to vertical SaaS where the thesis hinges on margin inflection rather than top-line growth, and you are comfortable with a loss-making ROE of -8.3% while that inflection plays out.
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See what each model says, the assumptions behind it, the bad, normal and good cases, and why the fair value changed.
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| Date | Type | New | Previous | Price |
|---|---|---|---|---|
| 18 Oct 2026, 16:04 CEST | Fair value | $31.44 | $24.12 | $74.98 |
| 18 Oct 2026, 16:04 CEST | Rating | Overvalued | first publication | $74.98 |
| 10 Oct 2026, 00:00 CEST | ACCE price target | $67.00 | first publication | $72.93 |
| 27 Sept 2026, 00:00 CEST | Fair value | $24.12 | $24.46 | $58.05 |
| 25 Sept 2026, 00:00 CEST | Fair value | $24.46 | $26.06 | $61.65 |
| 23 Sept 2026, 00:00 CEST | Fair value | $26.06 | $24.07 | $56.53 |
| 20 Sept 2026, 00:00 CEST | Fair value | $24.07 | $23.79 | $55.04 |
| 18 Sept 2026, 00:00 CEST | Fair value | $23.79 | $25.90 | $58.67 |
| 16 Sept 2026, 00:00 CEST | Fair value | $25.90 | $23.75 | $58.99 |
| 13 Sept 2026, 00:00 CEST | Fair value | $23.75 | $21.83 | $54.68 |
Answered from ServiceTitan Inc. Class A Common Stock fundamentals + recent valuations. Every number shows its source and date.
| Company | Price | Fair value | vs fair value | P/E | ROE | Quality | Score |
|---|---|---|---|---|---|---|---|
| TTAN ServiceTitan Inc. Class A Common Stock | $87.06 | $31 | 177% above | - | -8.3% | 47 | 49 |
| WTC.AX WiseTech Global Limited | A$40.12 | - | - | 52.1x | 9.8% | 73 | 59 |
| FIG Figma Inc. Class A Common Stock | $24.64 | $22 | 12% above | - | -108.6% | 47 | 48 |
| HUBS HubSpot Inc. Common Stock | $270.88 | $207 | 31% above | 96.7x | 7.9% | 64 | 67 |
| MANH Manhattan Associates Inc. Common Stock | $238.19 | $100 | 138% above | 67.8x | 96.4% | 89 | 60 |
| GWRE Guidewire Software Inc. Common Stock | $189.00 | $82 | 131% above | 116.0x | 10.5% | 71 | 53 |
| DOCU DocuSign Inc. Common Stock | $85.27 | $81 | 6% above | 52.0x | 17.8% | 76 | 73 |
Where TTAN ranks against its sector peers on each metric.