ServiceTitan
-3%
est. 2Y upside i
Software platform for managing home and commercial service businesses
Rank
#2407
Sector
Business/Productivity Software
Est. Liquidity
~0Y
Data Quality
Data: HighServiceTitan presents a moderate upside opportunity for a job seeker.
Last updated: March 10, 2026
ServiceTitan significantly expands its market penetration in both field service management and embedded FinTech, driven by successful AI-powered MAX automation and strategic acquisitions like Convex Computer. Strong customer retention and upselling of Pro products push FY2026 revenue to the high end of guidance ($950M+) and beyond, justifying a market cap of over $14.7B (a 2x from current) at a P/S multiple of ~15.5x, reflecting sustained high growth and improved non-GAAP profitability.
ServiceTitan maintains its strong market position as a leading vertical SaaS provider for the trades, growing revenue in line with FY2026 guidance ($895M-$950M) and continuing its non-GAAP profitability and positive free cash flow trajectory. The company fends off smaller competitors and continues to expand its customer base, leading to a market cap of approximately $12.0B, at a P/S multiple of ~12.6x.
Increased competition from existing players and potential new entrants, coupled with broader software sector weakness and AI disruption fears, pressure ServiceTitan's growth and valuation multiples. Despite non-GAAP profitability, GAAP losses persist, and the stock struggles to gain investor confidence, leading to a decline in market cap to approximately $5.0B, closer to its 52-week low.
Preference Stack Risk
severeFunding Intensity
60%ServiceTitan has raised $4.3B in total funding against a current market cap of $7.77B, resulting in a funding intensity of 55.3%. While liquidation preferences do not directly apply to common stock in a public company, this high ratio indicates a substantial amount of capital was invested relative to the current valuation.
Dilution Risk
moderateAs a public company, future dilution could occur from new share issuances for acquisitions, employee compensation, or capital raises, though the public market provides transparency on such events.
Secondary Liquidity
activeServiceTitan is a publicly traded company on NASDAQ (TTAN), providing active secondary liquidity for equity holders.
Other — 3 roles
- Careers · US Remote
- Job Openings · Glendale, CA
- Join Us · .css-i44wyl{display:-webkit-inline-box;display:-webkit-inline-flex;display:-ms-inline-flexbox;display:inline-flex;-webkit-flex-direction:column;-ms-flex-direction:column;flex-direction:column;position:relative;min-width:0;padding:0;margin:0;border:0;vertical-align:top;}
Last updated: March 8, 2026
Questions to Ask at the Interview
Strategic questions based on ServiceTitan's data — designed to show you've done your homework.
- 1
“Given the recent positive shift to non-GAAP profitability and free cash flow positive status, what are the key operational levers ServiceTitan plans to pull to achieve sustained GAAP profitability within the next two years?”
- 2
“ServiceTitan operates in a market with many smaller competitors. How does the company plan to leverage its 'strong competitive moat' and integrated platform to further consolidate market share and differentiate against both existing and potential new entrants, especially considering the evolving AI landscape?”
- 3
“With the stock having experienced significant volatility since its IPO, how does ServiceTitan communicate its long-term vision and equity value proposition to employees, particularly those receiving RSUs or options at the current valuation, to ensure confidence and retention?”
Cluster Peers
Expected Upside
Community
Valuation Sentiment
Our model estimates -3% upside. What do you think?
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Disclaimer: This analysis is AI-generated and does not constitute financial or career advice. Always conduct your own due diligence.