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Side-by-side financial comparison of ServiceTitan, Inc. (TTAN) and VIRTUS INVESTMENT PARTNERS, INC. (VRTS). Click either name above to swap in a different company.
ServiceTitan, Inc. is the larger business by last-quarter revenue ($249.2M vs $208.0M, roughly 1.2× VIRTUS INVESTMENT PARTNERS, INC.). VIRTUS INVESTMENT PARTNERS, INC. runs the higher net margin — 16.3% vs -15.9%, a 32.1% gap on every dollar of revenue. On growth, ServiceTitan, Inc. posted the faster year-over-year revenue change (25.0% vs -10.9%). ServiceTitan, Inc. produced more free cash flow last quarter ($42.2M vs $-74.1M).
Alphabet Inc. is an American multinational technology conglomerate holding company headquartered in Mountain View, California. It was created through a restructuring of Google on October 2, 2015, and became the parent holding company of Google and several former Google subsidiaries. Alphabet is listed on the large-cap section of the Nasdaq under the ticker symbols GOOGL and GOOG; both classes of stock are components of major stock market indices such as the S&P 500 and Nasdaq-100. Alphabet ha...
VIRTUS INVESTMENT PARTNERS, INC.VRTSEarnings & Financial Report
Virtus Investment Partners, Inc. is an American company which operates as a multi-manager asset management business, comprising a number of individual affiliated managers, each having its own investment process and brand, and the services of unaffiliated sub advisers.
TTAN vs VRTS — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $249.2M | $208.0M |
| Net Profit | $-39.5M | $33.9M |
| Gross Margin | 70.8% | — |
| Operating Margin | -16.9% | 19.1% |
| Net Margin | -15.9% | 16.3% |
| Revenue YoY | 25.0% | -10.9% |
| Net Profit YoY | 14.9% | -14.2% |
| EPS (diluted) | $-0.42 | $5.15 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $249.2M | $208.0M | ||
| Q3 25 | $242.1M | $216.4M | ||
| Q2 25 | $215.7M | $210.5M | ||
| Q1 25 | $209.3M | $217.9M | ||
| Q4 24 | $199.3M | $233.5M | ||
| Q3 24 | — | $227.0M | ||
| Q2 24 | $170.3M | $224.4M | ||
| Q1 24 | — | $222.0M |
| Q4 25 | $-39.5M | $33.9M | ||
| Q3 25 | $-32.2M | $31.3M | ||
| Q2 25 | $-46.4M | $42.7M | ||
| Q1 25 | $-100.9M | $28.1M | ||
| Q4 24 | $-46.5M | $39.5M | ||
| Q3 24 | — | $49.1M | ||
| Q2 24 | $-56.0M | $26.0M | ||
| Q1 24 | — | $37.9M |
| Q4 25 | 70.8% | — | ||
| Q3 25 | 70.8% | — | ||
| Q2 25 | 68.8% | — | ||
| Q1 25 | 66.0% | — | ||
| Q4 24 | 65.2% | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 62.2% | — | ||
| Q1 24 | — | — |
| Q4 25 | -16.9% | 19.1% | ||
| Q3 25 | -14.4% | 21.7% | ||
| Q2 25 | -23.0% | 21.5% | ||
| Q1 25 | -47.7% | 16.8% | ||
| Q4 24 | -22.1% | 21.7% | ||
| Q3 24 | — | 24.3% | ||
| Q2 24 | -31.4% | 19.7% | ||
| Q1 24 | — | 14.5% |
| Q4 25 | -15.9% | 16.3% | ||
| Q3 25 | -13.3% | 14.5% | ||
| Q2 25 | -21.5% | 20.3% | ||
| Q1 25 | -48.2% | 12.9% | ||
| Q4 24 | -23.3% | 16.9% | ||
| Q3 24 | — | 21.6% | ||
| Q2 24 | -32.9% | 11.6% | ||
| Q1 24 | — | 17.1% |
| Q4 25 | $-0.42 | $5.15 | ||
| Q3 25 | $-0.35 | $4.65 | ||
| Q2 25 | $-0.51 | $6.12 | ||
| Q1 25 | $-3.34 | $4.05 | ||
| Q4 24 | $-1.74 | $4.65 | ||
| Q3 24 | — | $5.71 | ||
| Q2 24 | $-2.02 | $2.43 | ||
| Q1 24 | — | $4.10 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $493.2M | — |
| Total DebtLower is stronger | $103.6M | $390.0M |
| Stockholders' EquityBook value | $1.5B | $934.0M |
| Total Assets | $1.8B | $4.3B |
| Debt / EquityLower = less leverage | 0.07× | 0.42× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $493.2M | — | ||
| Q3 25 | $471.5M | — | ||
| Q2 25 | $420.3M | — | ||
| Q1 25 | $441.8M | — | ||
| Q4 24 | $133.8M | — | ||
| Q3 24 | — | — | ||
| Q2 24 | $116.2M | — | ||
| Q1 24 | — | — |
| Q4 25 | $103.6M | $390.0M | ||
| Q3 25 | $103.7M | $390.6M | ||
| Q2 25 | $103.9M | $231.3M | ||
| Q1 25 | $104.0M | $231.7M | ||
| Q4 24 | $174.2M | $232.1M | ||
| Q3 24 | — | $237.5M | ||
| Q2 24 | — | $247.6M | ||
| Q1 24 | — | $253.0M |
| Q4 25 | $1.5B | $934.0M | ||
| Q3 25 | $1.5B | $918.7M | ||
| Q2 25 | $1.5B | $896.4M | ||
| Q1 25 | $1.5B | $893.7M | ||
| Q4 24 | $-576.8M | $897.5M | ||
| Q3 24 | — | $889.0M | ||
| Q2 24 | $-506.0M | $868.7M | ||
| Q1 24 | — | $871.7M |
| Q4 25 | $1.8B | $4.3B | ||
| Q3 25 | $1.8B | $3.9B | ||
| Q2 25 | $1.7B | $3.7B | ||
| Q1 25 | $1.8B | $3.7B | ||
| Q4 24 | $1.5B | $4.0B | ||
| Q3 24 | — | $3.6B | ||
| Q2 24 | — | $3.6B | ||
| Q1 24 | — | $3.5B |
| Q4 25 | 0.07× | 0.42× | ||
| Q3 25 | 0.07× | 0.43× | ||
| Q2 25 | 0.07× | 0.26× | ||
| Q1 25 | 0.07× | 0.26× | ||
| Q4 24 | — | 0.26× | ||
| Q3 24 | — | 0.27× | ||
| Q2 24 | — | 0.29× | ||
| Q1 24 | — | 0.29× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $43.8M | $-67.2M |
| Free Cash FlowOCF − Capex | $42.2M | $-74.1M |
| FCF MarginFCF / Revenue | 16.9% | -35.6% |
| Capex IntensityCapex / Revenue | 0.6% | 3.3% |
| Cash ConversionOCF / Net Profit | — | -1.99× |
| TTM Free Cash FlowTrailing 4 quarters | — | $100.2M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $43.8M | $-67.2M | ||
| Q3 25 | $40.3M | $108.3M | ||
| Q2 25 | $-14.6M | $75.8M | ||
| Q1 25 | — | $-3.8M | ||
| Q4 24 | $15.5M | $1.8M | ||
| Q3 24 | — | $69.1M | ||
| Q2 24 | $-19.2M | $70.0M | ||
| Q1 24 | — | $-34.5M |
| Q4 25 | $42.2M | $-74.1M | ||
| Q3 25 | $39.2M | $106.9M | ||
| Q2 25 | $-15.9M | $74.2M | ||
| Q1 25 | — | $-6.8M | ||
| Q4 24 | $14.5M | $-3.8M | ||
| Q3 24 | — | $68.7M | ||
| Q2 24 | $-19.9M | $68.6M | ||
| Q1 24 | — | $-36.5M |
| Q4 25 | 16.9% | -35.6% | ||
| Q3 25 | 16.2% | 49.4% | ||
| Q2 25 | -7.4% | 35.2% | ||
| Q1 25 | — | -3.1% | ||
| Q4 24 | 7.3% | -1.6% | ||
| Q3 24 | — | 30.3% | ||
| Q2 24 | -11.7% | 30.6% | ||
| Q1 24 | — | -16.4% |
| Q4 25 | 0.6% | 3.3% | ||
| Q3 25 | 0.5% | 0.7% | ||
| Q2 25 | 0.6% | 0.7% | ||
| Q1 25 | — | 1.4% | ||
| Q4 24 | 0.5% | 2.4% | ||
| Q3 24 | — | 0.2% | ||
| Q2 24 | 0.4% | 0.6% | ||
| Q1 24 | — | 0.9% |
| Q4 25 | — | -1.99× | ||
| Q3 25 | — | 3.45× | ||
| Q2 25 | — | 1.77× | ||
| Q1 25 | — | -0.13× | ||
| Q4 24 | — | 0.04× | ||
| Q3 24 | — | 1.41× | ||
| Q2 24 | — | 2.69× | ||
| Q1 24 | — | -0.91× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
TTAN
| Subscription Revenue | $182.8M | 73% |
| Usage Revenue | $56.8M | 23% |
| Professional Services And Other Revenue | $9.6M | 4% |
VRTS
| Open End Funds | $68.9M | 33% |
| Retail Separate Accounts | $51.3M | 25% |
| Institutional Accounts | $39.6M | 19% |
| Administration And Shareholder Service Fees | $18.4M | 9% |
| Closed End Funds | $15.9M | 8% |
| Distribution And Service Fees | $12.3M | 6% |
