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Posted by
Two Blokes Jun 10 -
Filed in
Stock
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7 views
ServiceTitan offers a compelling buy-the-dip opportunity after a 20% pullback, despite strong revenue growth and a beat-and-raise Q1 performance. The company targets a massive, underpenetrated trades market with limited competition and recurring, high-margin revenue streams. ServiceTitan's growth at scale (25%+ revenue growth near $1B ARR) and margin expansion potential justify its valuation premium. The stock is cheaper than other ~20% growth peers.
