Company Analysis

ServiceTitan, Inc. (TTAN)

Nasdaq: TTAN · Services-Prepackaged Software · Glendale, CA · filing with the SEC since 2015
Grade5.7
◀ Past 4.6● Present 6.4▶ Future 5.8
1 est.

The grade of ServiceTitan, Inc.

Nine metrics read from its own filings, by tense
Headline grade
5.7/10
◀ Past4.625% of the headline
● Present6.435% of the headline
▶ Future5.840% of the headline

All three tenses have at least two readings, so the archetype blend applies as printed.

Of the nine metrics, 8 read as filed from the record and 1 is an SI estimate, each with its reasoning, its confidence and what would change it on its card.

◀ Past

What did they actually do?

4.6/1025% of the headline grade · 3 of 3 filed

Surviving crises

as filed
7.3/10

Has it survived what it has been through?

No warning events in its filings since 2017.

weight 22% of this tense · 73rd percentile among 230 sector filers · read for itself

From the record

ServiceTitan, Inc.'s filings since 2017 show no warning events in the scan: no bankruptcy or receivership notice, no debt default notice, no exchange listing notice, no restatement warning, no auditor change, no material cyber incident and no late-report notice (its current reports).

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Track record

as filed
5.7/10

What has it actually done, year after year?

+27.1% a year over 4 filed years; profitable in 0 of 4.

weight 45% of this tense · 57th percentile among 213 sector filers · read for its customers

From the record

ServiceTitan, Inc.'s 4 filed years say what it did: revenue went from $468 million in fiscal 2023 to $961 million in fiscal 2026, up 27.1% a year; it rose in 3 of 3 years; it never fell from a peak; net income was positive in 0 of 4 of those years (its annual reports).

What it rests on

  • revenue growth over the filed span27.1%top 34% of its family
  • the share of years revenue rosetop 27% of its family
  • the share of filed years with a profitbottom 17% of its family
  • the deepest fall from a revenue peak0.0%top 27% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Shareholder treatment

as filed
1.4/10

How has it treated the people who own it?

Share count grew 44.8% a year. 0% of cash flow returned. Insiders: 235 sales, 0 purchases.

weight 33% of this tense · 14th percentile among 152 sector filers · read for its shareholders

From the record

Over the 3 fiscal years to 2026-01-31, ServiceTitan, Inc.'s diluted share count grew about 44.8% a year, and dividends and buybacks returned about 0% of its operating cash flow over 3 years (its filed statements). Its officers and directors filed 235 sales (120 under scheduled 10b5-1 plans) and 0 purchases of their own stock on the open market in the year to 2026-11-05 (their Form 4 filings).

What it rests on

  • the share count over the yearsbottom 13% of its family
  • cash returned against operating cash flowbottom 14% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

● Present

What are they doing right now?

6.4/1035% of the headline grade · 2 of 3 filed, 1 estimated

Financial health

as filed
5.0/10

Is it financially healthy right now?

ROE -10%: lost 10¢ per shareholder dollar. Leverage 13%: owes 13¢ per asset dollar.

weight 45% of this tense · 50th percentile among 217 sector filers · read for itself

From the record

Return on equity: in the fiscal year ended 2026-01-31, ServiceTitan, Inc. lost about 10 cents for every dollar of shareholders' money, and gross profitability: its products earned about 39 cents per dollar of everything the company owns. Leverage: it owed about 13 cents per dollar of assets, and net share issuance: its share count grew 119.2% over the year (the filed statements).

What it rests on

  • what it owes per dollar of assetstop 8% of its family
  • return on equitybottom 40% of its family
  • gross profit against assetstop 40% of its family
  • the share count against the year beforebottom 8% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Industry position

as filed
6.0/10

How strong is its position in its industry?

top 40% of 218 in its family; net margin -16.6%.

weight 33% of this tense · 60th percentile among 218 sector filers · read for its customers

From the record

ServiceTitan, Inc.'s standing among 218 graded names in its industry family: revenue of $961 million in fiscal 2026 ranks in the top 33% by size; a net margin of -16.6% ranks in the bottom 33%; revenue growth of 27.1% a year over the last 3 filed years ranks in the top 20% (its annual reports).

What it rests on

  • revenue against the family$961Mtop 33% of its family
  • net margin-16.6%bottom 33% of its family
  • three-year revenue growth27.1%top 20% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Leadership

SI estimate
9.8/10

What are the people in charge doing?

SI estimate 9.8/10, confidence 35 of 100 (one part).

weight 22% of this tense · 98th percentile among 167 sector filers · read for its shareholders

SI estimate Inferred, not read as filed

Why it is an estimate
Read from one part only, officer and director changes on Form 8-K over three years, against the people in charge, which ranks in the top 2% of 167 in its family; the record of its people begins on 2024-12-11 (a listing, a merger or a first filing under the rules) and its chief executive and most of the people in charge have filed since then, so the record shows a floor of 1.9 years and cannot see past it; a floor under five years is not read as years in charge.
What the record cannot read
The record of its people begins on 2024-12-11 (a listing, a merger or a first filing under the rules) and its chief executive and most of the people in charge have filed since then, so the record shows a floor of 1.9 years and cannot see past it; a floor under five years is not read as years in charge.
How it was reasoned
one part: officer and director changes on Form 8-K, against the people in charge, the one part on file, ranked among 167 in its family.
Confidence
35 of 100
What would change it
A filing that carries the missing parts replaces this estimate with the filed reading.

From the record

SI estimate, not a filed reading: ServiceTitan, Inc.'s leadership is put at 9.8 of 10 with a confidence of 35 of 100, because read from one part only, officer and director changes on Form 8-K over three years, against the people in charge, which ranks in the top 2% of 167 in its family; the record of its people begins on 2024-12-11 (a listing, a merger or a first filing under the rules) and its chief executive and most of the people in charge have filed since then, so the record shows a floor of 1.9 years and cannot see past it; a floor under five years is not read as years in charge. A filing that carries the missing parts replaces this estimate with the filed reading.

▶ Future

What are they set up to do next?

5.8/1040% of the headline grade · 3 of 3 filed

Room to expand

as filed
6.1/10

How much room does it have to grow?

top 39% of 216 in its family for room to expand.

weight 22% of this tense · 61st percentile among 216 sector filers · read for itself

From the record

ServiceTitan, Inc.'s room to grow, from the newest filed statements (fiscal 2026): cash of $429 million against debt of $0 thousand leaves 24.6% of its assets as net cash, top 28% of its family; cash from operations less capital spending is 11% of revenue (bottom 45%); a gross margin of 70.1% (bottom 48%); research spending of 31.5% of revenue (top 22%) (its annual report).

What it rests on

  • cash less debt against assets24.6%top 28% of its family
  • cash from operations less capital spending against revenue11.0%bottom 45% of its family
  • gross margin70.1%bottom 48% of its family
  • research spending against revenue31.5%top 22% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Growth drivers

as filed
6.0/10

What could actually drive growth from here?

top 40% of 213 in its family for growth drivers.

weight 45% of this tense · 60th percentile among 213 sector filers · read for its customers

From the record

ServiceTitan, Inc.'s growth drivers, from the filed years to fiscal 2026: revenue grew 27.1% a year over the last three filed years against 27.1% over all 4, speeding up (top 27% of its family); the newest year grew 24.5% (top 23%); research spending grew 24% a year (top 15%); capital spending grew -60.1% a year (bottom 5%) (its annual reports). ServiceTitan, Inc. reported 3 product lines in fiscal 2026: Subscription Revenue at $712 million (74%), Usage Revenue at $213 million (22%), Professional Services and Other Revenue at $36 million (4%); 3 of 3 grew against the year before (its annual report).

What it rests on

  • three-year growth against the whole span+0.0 points a yeartop 27% of its family
  • the newest year's revenue growth24.5%top 23% of its family
  • three-year growth of research spending24.0%top 15% of its family
  • three-year growth of capital spending-60.1%bottom 5% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Expectations vs reality

as filed
5.3/10

Did its newest year beat what its own record pointed to?

top 48% of 194 in its family for expectations against reality.

weight 33% of this tense · 52nd percentile among 194 sector filers · read for its shareholders

From the record

ServiceTitan, Inc.'s newest year against its own record: revenue of $961 million in fiscal 2026 came in 3.1% below the $991 million its prior three years' pace pointed to (bottom 38% of its family); net income of $160 million against a prior three-year average of $235 million (bottom 45%); a net margin of -16.6% against -40.1% before (top 26%) (its annual reports).

What it rests on

  • revenue against the prior three years' pace-3.1%bottom 38% of its family
  • net income against the prior three years' average+32%bottom 45% of its family
  • net margin against its prior average+23.5 pointstop 26% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

The grade is the company against its own industry, from its filings. It is not a view on the share price. How the grade is made

SI Assistanton TTAN · research, not advice