COMP <GO>
TTAN vs DSGX // REVENUE GROWTH (YOY)
ServiceTitan Inc. (NASDAQ) VS. Descartes Systems Group Inc. (NASDAQ) • 15-METRIC TALLY: TTAN 4
— DSGX 8
▲ REVENUE GROWTH (YOY) LEADER: TTAN
LAST: $82.91 (-1.60%) • MKT CAP: $8.00B
revenue-growth
24.50%
LAST: $91.40 (+0.86%) • MKT CAP: $7.82B
revenue-growth
16.50%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (TTAN VS. DSGX)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | TTAN | DSGX | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 70.10% | 77.10% | -7.00 | DSGX | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | -11.20% | 12.00% | -23.20 | DSGX | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | 35.5x | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | 1.35% | 3.31% | -1.96 | DSGX | /fcf-yield <GO> |
| Operating Margin | -17.60% | 28.80% | -46.40 | DSGX | /operating-margins <GO> |
| Net Profit Margin | -16.60% | 22.50% | -39.10 | DSGX | /net-margins <GO> |
| Revenue Growth (YoY) ACTIVE | 24.50% | 16.50% | +8.00 | 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 | 18.37 | +2.39 | TTAN | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 9/9 | -1.00 | DSGX | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 58.3 | 60.4 | -2.10 | DSGX | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.31 | 1.34 | -0.03 | DSGX | /macro-sensitivity <GO> |
| Forward P/E Multiple | 18.0x | 40.4x | -22.40 | TTAN | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $8.00B | $7.82B | $179.0M | TTAN | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | TTAN REV | DSGX REV | TTAN GROSS % | DSGX GROSS % | TTAN FCF | DSGX FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $961.0M | $729.0M | 70.1% | 77.1% | $105.4M | $260.5M |
| FY 2024 | $771.9M | $651.0M | 64.9% | 75.6% | $33.3M | $212.5M |
| FY 2023 | $614.3M | $400.0M | — | — | -$67.3M | $207.7M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
TTAN // BETA 1.31
DSGX // BETA 1.34