- Entry
- $60.86
- Now
- $71.75 +17.9%
- Target
- $78.00
- Score
- —
Hey guys, ServiceTitan (TTAN) is around $57 after the recent selloff. FY27 revenue guidance is about $1.14B, recent growth \~21%, with \~$480M cash and little debt. Biggest concern for me is SBC/dilution. My DCF: Conservative case: \~12% growth fading to 4%, 19% terminal FCF margin, 11% discount rate → \~$34/share Base case: stronger mid-teens growth and \~25% long-term FCF margin → \~$78/share So $57 sits somewhere between a pretty pessimistic case and a reasonable base case. Anyone following TTAN? What …
— ORIGINAL POST ·
ServiceTitan looks attractive
· r/ValueInvesting
· Sep 17, 2026