Análisis Argos
TTAN
TTANSin veredicto
ServiceTitan, Inc. · Technology
US$ 78.31
precio al 2026-07-04
Valor justo Argos*
Sin estimar
vs. su valor justo
Sin estimar
Score Argos
40/100
Sin veredicto
LA RESPUESTA
No tenemos un veredicto de valuación confiable acá: su flujo de caja no permite una estimación sólida. Mirá su calidad y su salud para formarte una idea — preferimos eso a inventarte un número.
Recompensas
Tiene más caja que deuda: balance fuerte.
Riesgos
!Balance frágil: la deuda pesa sobre el negocio.
VALOR1/6FUTURO5/6PASADO2/6SALUD2/6DIVIDENDO1/6
El Iris de calidad
VALOR1/6FUTURO5/6PASADO2/6SALUD2/6DIVIDENDO1/6
ValorCotiza por encima de su valor justo
FuturoIngresos creciendo con fuerza
PasadoHistorial aceptable
SaludBalance razonable
DividendoEl dividendo aún duerme
Score Argos40de 100Sin veredicto
Ingresos25%
US$ 1 B
Margen operativo43%
-16.9%
Flujo de caja libre350%
US$ 0.1 B
Deuda neta
US$ -0.4 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 7.5B
P/E
EV/EBITDA
FCF yield1.1%
ROIC-14.2%
Margen operativo-16.9%
Crecim. ingresos+24.5%/año
Piotroski F6/9
Competidores

Los rivales, con el mismo ojo

El Iris de calidad de cada competidor, lado a lado. Tocá uno para ver su análisis.

Novedades

Noticias recientes

marketbeat.com · 30 jun
Why AppLovin's CEO Is Selling While Quantum Insiders Are Buying
Insiders are making notable trades across several tech stocks. This includes the newest quantum stock on the market, which is seeing significant insider purchases right out of the gate.
globenewswire.com · 24 jun
ServiceTitan's Max Drives AI-Powered Growth for Contractors
LOS ANGELES, June 24, 2026 (GLOBE NEWSWIRE) -- ServiceTitan (Nasdaq: TTAN), the software platform that powers the trades, today released aggregate performance data from Max , ServiceTitan's flagship package. Max is delivering early measurable results across the job lifecycle by automating and optimizing key stages from lead generation and dispatch, field execution, technician revenue, and more.
globenewswire.com · 9 jun
Bill Joplin's Air Conditioning and Heating Books Over 90% of Calls with ServiceTitan AI Voice Agent Ahead of Peak Season
LOS ANGELES, June 09, 2026 (GLOBE NEWSWIRE) -- ServiceTitan (Nasdaq: TTAN), the software platform that powers the trades, today announced significant performance milestones for its AI Agent through the success of its customer, Bill Joplin's Air Conditioning and Heating . A leading HVAC business serving the Dallas-Fort Worth area, Joplin's is leveraging ServiceTitan's AI Agent to manage surging customer demand, by handling more than 1,300 calls in just over three months, with more than 90% resulting in booked jobs and 72% completed without human intervention.
zacks.com · 8 jun
ServiceTitan Q1 Earnings Call Highlights Max & Margin Gains
TTAN's Q1 call touts faster Max rollout and margin expansion as revenues and non-GAAP EPS beat estimates and the company lifts its full-year view.
seekingalpha.com · 8 jun
Baron Discovery Fund Q1 2026: Who Moved The Needle
In the first quarter of 2026, Baron Discovery Fund declined 10.65% (Institutional Shares), trailing the Russell 2000 Growth Index by 7.84% due to significant underperformance in the software sector. Advanced Energy Industries, Inc.'s stock rose during the quarter as the market began to appreciate the strength that the company would see in both its data center and semiconductor end markets. Baron Discovery Fund sold its investment in Intapp, Inc. in the quarter as the team believes that its other software holdings have better overall competitive advantages.
invezz.com · 5 jun
ServiceTitan stock posts biggest rally since IPO after strong quarter
Shares of ServiceTitan TTAN climbed sharply on Friday after the software company delivered stronger-than-expected quarterly results and raised its full-year outlook. The results drew a fresh round of bullish commentary from Wall Street analysts.
barrons.com · 5 jun
This Software Stock Is Surging After a ‘Squeaky Clean Quarter.' Analysts Love It.
ServiceTitan reports better-than-expected earnings and revenue for its fiscal first quarter and lifts its guidance.
seekingalpha.com · 5 jun
ServiceTitan Q1: I Like The Company, Not The Stock
ServiceTitan, Inc. delivered strong Q1 results, with revenue and EPS handily beating expectations and guidance raised above consensus. TTAN's growth is underpinned by high net dollar retention, expanding AI-driven features, and meaningful switching costs that support customer stickiness. Despite improving non-GAAP margins, GAAP operating losses and heavy stock-based compensation temper near-term shareholder value creation.

* Valor justo Argos: estimación educativa del valor intrínseco según el propio flujo de caja de la empresa y su capacidad de crecimiento — no un precio objetivo ni una recomendación. Esto es información y educación, no asesoría de inversión. Rendimiento pasado no garantiza resultados futuros.