COMP <GO>
DSGX vs TTAN // FORWARD P/E MULTIPLE
Descartes Systems Group Inc. (NASDAQ) VS. ServiceTitan Inc. (NASDAQ) • 15-METRIC TALLY: DSGX 9
— TTAN 3
▲ FORWARD P/E MULTIPLE LEADER: TTAN
LAST: $92.03 (-0.36%) • MKT CAP: $7.87B
forward-pe
40.4x
LAST: $80.73 (-0.16%) • MKT CAP: $7.79B
forward-pe
18.0x
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (DSGX VS. TTAN)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | DSGX | TTAN | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 77.10% | 70.10% | +7.00 | DSGX | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 12.00% | -11.20% | +23.20 | DSGX | /roic <GO> |
| EV/EBITDA & P/E Valuation | 35.5x | — | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | 3.31% | 1.35% | +1.96 | DSGX | /fcf-yield <GO> |
| Operating Margin | 28.80% | -17.60% | +46.40 | DSGX | /operating-margins <GO> |
| Net Profit Margin | 22.50% | -16.60% | +39.10 | DSGX | /net-margins <GO> |
| Revenue Growth (YoY) | 16.50% | 24.50% | -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 | 18.37 | 20.76 | -2.39 | TTAN | /balance-sheet <GO> |
| Piotroski F-Score Quality | 9/9 | 8/9 | +1.00 | DSGX | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 63.7 | 56.1 | +7.60 | DSGX | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.34 | 1.31 | +0.03 | DSGX | /macro-sensitivity <GO> |
| Forward P/E Multiple ACTIVE | 40.4x | 18.0x | +22.40 | TTAN | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $7.87B | $7.79B | $85.2M | DSGX | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | DSGX REV | TTAN REV | DSGX GROSS % | TTAN GROSS % | DSGX FCF | TTAN FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $729.0M | $961.0M | 77.1% | 70.1% | $260.5M | $105.4M |
| FY 2024 | $651.0M | $771.9M | 75.6% | 64.9% | $212.5M | $33.3M |
| FY 2023 | $0 | $614.3M | — | — | $207.7M | -$67.3M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
DSGX // BETA 1.34
TTAN // BETA 1.31