Microsoft Corporation (MSFT)vsServiceTitan, Inc. Class A Common Stock (TTAN)
MSFT
Microsoft Corporation
$451.10
+15.51%
TECHNOLOGY · Cap: $2.90T
TTAN
ServiceTitan, Inc. Class A Common Stock
$78.39
+4.63%
TECHNOLOGY · Cap: $7.25B
Smart Verdict
WallStSmart Research — data-driven comparison
Microsoft Corporation generates 31285% more annual revenue ($318.27B vs $1.01B). MSFT leads profitability with a 39.3% profit margin vs -13.4%. MSFT earns a higher WallStSmart Score of 72/100 (B).
MSFT
Strong Buy72
out of 100
Grade: B
TTAN
Avoid33
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-82.9%
Fair Value
$215.02
Current Price
$451.10
$236.08 premium
Intrinsic value data unavailable for TTAN.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Every $100 of equity generates 30 in profit
Keeps 39 of every $100 in revenue as profit
Strong operational efficiency at 46.3%
Generating 15.8B in free cash flow
18.3% revenue growth
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Revenue surging 24.6% year-over-year
Areas to Watch
Trading at 8.1x book value
0.0% earnings growth
ROE of -10.5% — below average capital efficiency
Negative free cash flow — burning cash
Currently unprofitable
Comparative Analysis Report
WallStSmart ResearchBull Case : MSFT
The strongest argument for MSFT centers on Market Cap, Return on Equity, Profit Margin. Profitability is solid with margins at 39.3% and operating margin at 46.3%. Revenue growth of 18.3% demonstrates continued momentum.
Bull Case : TTAN
The strongest argument for TTAN centers on Debt/Equity, Altman Z-Score, Revenue Growth. Revenue growth of 24.6% demonstrates continued momentum.
Bear Case : MSFT
The primary concerns for MSFT are Price/Book.
Bear Case : TTAN
The primary concerns for TTAN are EPS Growth, Return on Equity, Free Cash Flow.
Key Dynamics to Monitor
TTAN is growing revenue faster at 24.6% — sustainability is the question.
MSFT generates stronger free cash flow (15.8B), providing more financial flexibility.
Monitor SOFTWARE - INFRASTRUCTURE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
MSFT scores higher overall (72/100 vs 33/100), backed by strong 39.3% margins and 18.3% revenue growth. Both earn "Strong Buy" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Microsoft Corporation
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
Microsoft Corporation is an American multinational technology company which produces computer software, consumer electronics, personal computers, and related services. Its best known software products are the Microsoft Windows line of operating systems, the Microsoft Office suite, and the Internet Explorer and Edge web browsers. Its flagship hardware products are the Xbox video game consoles and the Microsoft Surface lineup of touchscreen personal computers. Microsoft ranked No. 21 in the 2020 Fortune 500 rankings of the largest United States corporations by total revenue; it was the world's largest software maker by revenue as of 2016. It is considered one of the Big Five companies in the U.S. information technology industry, along with Google, Apple, Amazon, and Facebook.
Visit Website →ServiceTitan, Inc. Class A Common Stock
TECHNOLOGY · SOFTWARE - APPLICATION · USA
ServiceTitan, Inc. (TTAN) is a leading software platform designed to empower residential and commercial service contractors in the plumbing, HVAC, and electrical industries. By offering advanced tools for scheduling, invoicing, and customer relationship management, the company leverages data analytics and automation to significantly enhance operational efficiency and profitability. With a commitment to innovation and market expansion, ServiceTitan positions itself as a vital partner for contractors navigating today's dynamic competitive landscape, making it an attractive investment opportunity for institutional investors seeking to capitalize on the growing demand for technological solutions in the service sector.
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