COMP <GO>
DBX vs TTAN // NET PROFIT MARGIN
Dropbox Inc. (NASDAQ) VS. ServiceTitan Inc. (NASDAQ) • 15-METRIC TALLY: DBX 7
— TTAN 5
▲ NET PROFIT MARGIN LEADER: DBX
LAST: $36.30 (-0.57%) • MKT CAP: $8.19B
net-margins
20.20%
LAST: $80.73 (-0.16%) • MKT CAP: $7.79B
net-margins
-16.60%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (DBX VS. TTAN)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | DBX | TTAN | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 80.10% | 70.10% | +10.00 | DBX | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 83.10% | -11.20% | +94.30 | DBX | /roic <GO> |
| EV/EBITDA & P/E Valuation | 13.1x | — | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | 11.36% | 1.35% | +10.01 | DBX | /fcf-yield <GO> |
| Operating Margin | 27.30% | -17.60% | +44.90 | DBX | /operating-margins <GO> |
| Net Profit Margin ACTIVE | 20.20% | -16.60% | +36.80 | DBX | /net-margins <GO> |
| Revenue Growth (YoY) | -1.10% | 24.50% | -25.60 | TTAN | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.00% | 0.00 | TIE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 0.57 | 20.76 | -20.19 | TTAN | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 8/9 | -1.00 | TTAN | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 54.1 | 56.1 | -2.00 | TTAN | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.18 | 1.31 | -0.13 | TTAN | /macro-sensitivity <GO> |
| Forward P/E Multiple | 15.0x | 18.0x | -3.00 | DBX | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $8.19B | $7.79B | $405.4M | DBX | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | DBX REV | TTAN REV | DBX GROSS % | TTAN GROSS % | DBX FCF | TTAN FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $2.52B | $961.0M | 80.1% | 70.1% | $930.8M | $105.4M |
| FY 2024 | $2.55B | $771.9M | 82.5% | 64.9% | $871.6M | $33.3M |
| FY 2023 | $2.50B | $614.3M | — | — | $671.1M | -$67.3M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
DBX // BETA 1.18
TTAN // BETA 1.31