DUCTZ vs 76 Fence

DUCTZ is the stronger software-sales opportunity right now, and it’s not close. The dimension that wins is TAM — total addressable market. With 63 franchised units against 76 Fence’s single operating franchise, DUCTZ gives you an actual install base to sell into. Even with negative unit growth year-over-year, 63 doors mean you can run a real outbound motion, build reference accounts, and generate recurring revenue today. 76 Fence’s AUV is double DUCTZ’s, but that budget advantage is theoretical when there’s only one buyer in the pool.

The meaningful tradeoff is terrain vs. budget. DUCTZ’s approved-supplier procurement model is far friendlier to third-party software adoption than 76 Fence’s franchisor-controlled stack. You won’t need to unseat a mandated vendor or win a corporate RFP just to get a pilot started. Yes, the per-unit wallet is smaller — $778K AUV versus $1.54M — but you can actually access it. 76 Fence’s high-revenue, single-unit profile is a consulting engagement, not a scalable software pipeline.

Timing reinforces the call. DUCTZ’s 2026 FDD fiscal year signals current, active franchise operations with fresh disclosure, meaning the system is alive and selling franchises. 76 Fence’s 2025 filing with two total units reads like a stalled rollout. You sell software to networks, not monuments.

Verdict: DUCTZ wins on TAM, terrain, and timing — the three dimensions that actually close deals.