COMP <GO>
TTAN vs APPF // RETURN ON INVESTED CAPITAL (ROIC)
ServiceTitan Inc. (NASDAQ) VS. AppFolio Inc. (NASDAQ) • 15-METRIC TALLY: TTAN 4
— APPF 6
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: APPF
LAST: $82.91 (-1.60%) • MKT CAP: $8.00B
roic
-11.20%
LAST: $224.86 (+5.44%) • MKT CAP: $7.97B
roic
20.60%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (TTAN VS. APPF)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | TTAN | APPF | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 70.10% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | -11.20% | 20.60% | -31.80 | APPF | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | 46.9x | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | 1.35% | 3.25% | -1.90 | APPF | /fcf-yield <GO> |
| Operating Margin | -17.60% | 16.10% | -33.70 | APPF | /operating-margins <GO> |
| Net Profit Margin | -16.60% | 14.80% | -31.40 | APPF | /net-margins <GO> |
| Revenue Growth (YoY) | 24.50% | 19.70% | +4.80 | TTAN | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.00% | 0.00 | TIE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 20.76 | 26.00 | -5.24 | APPF | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 8/9 | 0.00 | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 58.3 | 60.8 | -2.50 | APPF | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.31 | 1.23 | +0.08 | TTAN | /macro-sensitivity <GO> |
| Forward P/E Multiple | 18.0x | 43.8x | -25.80 | TTAN | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $8.00B | $7.97B | $25.6M | TTAN | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | TTAN REV | APPF REV | TTAN GROSS % | APPF GROSS % | TTAN FCF | APPF FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $961.0M | $950.8M | 70.1% | — | $105.4M | $238.9M |
| FY 2024 | $771.9M | $794.2M | 64.9% | — | $33.3M | $186.1M |
| FY 2023 | $614.3M | $620.4M | — | — | -$67.3M | $32.4M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
TTAN // BETA 1.31
APPF // BETA 1.23