Comparing JFrog (NASDAQ:FROG) and ServiceTitan (NASDAQ:TTAN)

ServiceTitan (NASDAQ:TTAN) and JFrog (NASDAQ:FROG) are both technology companies, but which is the better business? We will contrast the two companies based on the strength of their dividends, risk, valuation, earnings, institutional ownership, analyst recommendations and profitability.

Valuation & Earnings

This table compares ServiceTitan and JFrog”s gross revenue, earnings per share (EPS) and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
ServiceTitan	$960.97 million	8.34	-$159.85 million	($1.36)	-61.12
JFrog	$531.84 million	23.09	-$71.82 million	($0.37)	-269.22

JFrog has lower revenue, but higher earnings than ServiceTitan. JFrog is trading at a lower price-to-earnings ratio than ServiceTitan, indicating that it is currently the more affordable of the two stocks.

Institutional & Insider Ownership

85.0% of JFrog shares are held by institutional investors. 39.9% of ServiceTitan shares are held by company insiders. Comparatively, 11.8% of JFrog shares are held by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company will outperform the market over the long term.

Risk & Volatility

ServiceTitan has a beta of 0.33, indicating that its share price is 67% less volatile than the S&P 500. Comparatively, JFrog has a beta of 1.24, indicating that its share price is 24% more volatile than the S&P 500.

Analyst Recommendations

This is a breakdown of recent ratings and target prices for ServiceTitan and JFrog, as reported by MarketBeat.com.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
ServiceTitan	1	2	14	0	2.76
JFrog	1	1	21	0	2.87

ServiceTitan currently has a consensus price target of $96.38, suggesting a potential upside of 15.95%. JFrog has a consensus price target of $109.48, suggesting a potential upside of 9.90%. Given ServiceTitan’s higher probable upside, equities analysts clearly believe ServiceTitan is more favorable than JFrog.

Profitability

This table compares ServiceTitan and JFrog’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
ServiceTitan	-12.12%	-5.65%	-4.93%
JFrog	-7.35%	-2.71%	-1.80%

Summary

JFrog beats ServiceTitan on 10 of the 14 factors compared between the two stocks.

About ServiceTitan

ServiceTitan, Inc. engages in the collection of field service activities required to install, maintain, and service the infrastructure and systems of residences and commercial buildings. The company was founded by Ara Mahdessian and Vahe Kuzoyan on June 8, 2008 and is headquartered in Glendale, CA.

About JFrog

JFrog Ltd. provides end-to-end hybrid software supply chain platform in the United States, Israel, India, and internationally. The company offers JFrog Artifactory, a package repository that allows teams and organizations to store, update, and manage their software packages; JFrog Curation that functions as a guardian outside the software development pipeline, controlling the admission of packages into an organization, primarily from open source or public repositories; JFrog Xray, which scans JFrog Artifactory to secure all software packages; JFrog Advanced Security, an optional add-on for select JFrog subscriptions; and JFrog Distribution that provides software package distribution. It also provides JFrog Artifactory Edge that utilizes and leverages metadata from JFrog Artifactory to facilitate the transfer of the incremental changes in software packages from their previous versions; JFrog Mission Control, a platform control panel that provides a view of moving pieces of an organization’s software supply chain workflow; JFrog Insight, a DevOps intelligence tool; JFrog Connect, a device management solution that allows companies to manage software updates and monitor performance in IoT device fleets; and JFrog Pipelines, a continuous integration and delivery tool for automating and orchestrating the movement of software packages. In addition, the company provides JFrog Pro that provides access to the universal version of JFrog Artifactory and ongoing updates, upgrades, and bug fixes; JFrog Pro X, a self-hosted-only subscription; JFrog Enterprise X, which offers cluster configuration, federated repositories, multi-region replication, larger enterprise-scale deployments, service-level agreement support, and deeper security; and JFrog Enterprise Plus, a full platform subscription option. It serves technology, financial services, retail, healthcare, and telecommunications organizations. JFrog Ltd. was incorporated in 2008 and is headquartered in Sunnyvale, California.