ServiceTitan, Inc. Class A Common Stock (TTAN)vsZepp Health Corp (ZEPP)
TTAN
ServiceTitan, Inc. Class A Common Stock
$61.72
+3.80%
TECHNOLOGY · Cap: $5.70B
ZEPP
Zepp Health Corp
$17.47
+4.55%
TECHNOLOGY · Cap: $247.54M
Smart Verdict
WallStSmart Research — data-driven comparison
ServiceTitan, Inc. Class A Common Stock generates 271% more annual revenue ($960.97M vs $258.90M). ZEPP leads profitability with a -15.5% profit margin vs -16.6%. ZEPP earns a higher WallStSmart Score of 41/100 (D).
TTAN
Avoid33
out of 100
Grade: F
ZEPP
Hold41
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-12.8%
Fair Value
$53.86
Current Price
$61.72
$7.86 premium
Margin of Safety
+48.6%
Fair Value
$46.70
Current Price
$17.47
$29.23 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Generating 39.9B in free cash flow
Revenue surging 21.4% year-over-year
Reasonable price relative to book value
Revenue surging 43.0% year-over-year
Areas to Watch
0.0% earnings growth
ROE of -10.7% — below average capital efficiency
Currently unprofitable
Operating margin of -15.6%
Smaller company, higher risk/reward
ROE of -17.2% — below average capital efficiency
Earnings declined 68.1%
Currently unprofitable
Comparative Analysis Report
WallStSmart ResearchBull Case : TTAN
The strongest argument for TTAN centers on Free Cash Flow, Revenue Growth. Revenue growth of 21.4% demonstrates continued momentum.
Bull Case : ZEPP
The strongest argument for ZEPP centers on Price/Book, Revenue Growth. Revenue growth of 43.0% demonstrates continued momentum.
Bear Case : TTAN
The primary concerns for TTAN are EPS Growth, Return on Equity, Profit Margin.
Bear Case : ZEPP
The primary concerns for ZEPP are Market Cap, Return on Equity, EPS Growth.
Key Dynamics to Monitor
TTAN profiles as a growth stock while ZEPP is a hypergrowth play — different risk/reward profiles.
ZEPP is growing revenue faster at 43.0% — sustainability is the question.
Monitor SOFTWARE - APPLICATION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
ZEPP scores higher overall (41/100 vs 33/100) and 43.0% revenue growth. Both earn "Hold" 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.
ServiceTitan, Inc. Class A Common Stock
TECHNOLOGY · SOFTWARE - APPLICATION · USA
ServiceTitan, Inc. (TTAN) is a premier software platform tailored to enhance operational efficiency in the residential and commercial service sectors, particularly within plumbing, HVAC, and electrical services. The company equips contractors with sophisticated tools for scheduling, invoicing, and customer management, harnessing data analytics and automation to drive performance and profitability. As a pivotal player in the service industry, ServiceTitan is committed to ongoing product innovation and market expansion, establishing itself as an essential ally for contractors in an evolving competitive environment.
Zepp Health Corp
TECHNOLOGY · CONSUMER ELECTRONICS · China
Zepp Health Corporation, an activity and biometric data-driven company, develops, manufactures and sells smart wearable technology devices in the People's Republic of China. The company is headquartered in Hefei, the People's Republic of China.
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