NVIDIA Corporation (NVDA)vsServiceTitan, Inc. Class A Common Stock (TTAN)
NVDA
NVIDIA Corporation
$199.57
-4.63%
TECHNOLOGY · Cap: $5.09T
TTAN
ServiceTitan, Inc. Class A Common Stock
$59.88
-1.32%
TECHNOLOGY · Cap: $5.70B
Smart Verdict
WallStSmart Research — data-driven comparison
NVIDIA Corporation generates 22371% more annual revenue ($215.94B vs $960.97M). NVDA leads profitability with a 55.6% profit margin vs -16.6%. NVDA earns a higher WallStSmart Score of 79/100 (B+).
NVDA
Strong Buy79
out of 100
Grade: B+
TTAN
Avoid33
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for NVDA.
Margin of Safety
-12.8%
Fair Value
$53.86
Current Price
$59.88
$6.02 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Every $100 of equity generates 102 in profit
Keeps 56 of every $100 in revenue as profit
Strong operational efficiency at 65.0%
Revenue surging 73.2% year-over-year
Earnings expanding 95.6% YoY
Generating 39.9B in free cash flow
Revenue surging 21.4% year-over-year
Areas to Watch
Weak financial health signals
Premium valuation, high expectations priced in
Trading at 30.8x book value
0.0% earnings growth
ROE of -10.7% — below average capital efficiency
Currently unprofitable
Operating margin of -15.6%
Comparative Analysis Report
WallStSmart ResearchBull Case : NVDA
The strongest argument for NVDA centers on Market Cap, Return on Equity, Profit Margin. Profitability is solid with margins at 55.6% and operating margin at 65.0%. Revenue growth of 73.2% demonstrates continued momentum.
Bull Case : TTAN
The strongest argument for TTAN centers on Free Cash Flow, Revenue Growth. Revenue growth of 21.4% demonstrates continued momentum.
Bear Case : NVDA
The primary concerns for NVDA are Piotroski F-Score, P/E Ratio, Price/Book. A P/E of 42.7x leaves little room for execution misses.
Bear Case : TTAN
The primary concerns for TTAN are EPS Growth, Return on Equity, Profit Margin.
Key Dynamics to Monitor
NVDA is growing revenue faster at 73.2% — sustainability is the question.
TTAN generates stronger free cash flow (39.9B), providing more financial flexibility.
Monitor SEMICONDUCTORS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
NVDA scores higher overall (79/100 vs 33/100), backed by strong 55.6% margins and 73.2% revenue growth. Both earn "Strong Buy" 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.
NVIDIA Corporation
TECHNOLOGY · SEMICONDUCTORS · USA
Nvidia Corporation is an American multinational technology company incorporated in Delaware and based in Santa Clara, California. It designs graphics processing units (GPUs) for the gaming and professional markets, as well as system on a chip units (SoCs) for the mobile computing and automotive market.
Visit Website →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.
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