Professional
Added to YB: 2025-09-08
Pitch date: 2025-07-18
TOST [neutral]
Toast, Inc.
-25.9%
current return
Author Info
No bio for this author
Company Info
Toast, Inc. operates a cloud-based digital technology platform for the restaurant industry in the United States, Ireland, India, and internationally.
Market Cap
$21.1B
Pitch Price
$46.95
Price Target
N/A
Dividend
N/A
EV/EBITDA
59.66
P/E
84.24
EV/Sales
3.29
Sector
Financial Services
Category
growth
NZS Capital Portfolio Holding: Toast, Inc.
TOST (holding update): Vertical SaaS + payments for restaurants, founder-led by Aman Narang. Local 'flywheel markets' create network effects, driving sales efficiency. Moving upmarket w/ Marriott, TopGolf, Applebee's wins. Non-GAAP EBITDA margins ~30%, targeting 40%+ like best-in-class vertical software. Down 80% in 2022 created compelling entry.
Read full article (3 min)