Added to YB: 2026-02-17
Pitch date: 2026-02-13
TOST [neutral]
Toast, Inc.
+0.6%
current return
Author Info
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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
$16.3B
Pitch Price
$27.48
Price Target
N/A
Dividend
N/A
EV/EBITDA
37.59
P/E
49.39
EV/Sales
2.33
Sector
Financial Services
Category
growth
Toast Q4 2025 Snapshot
TOST (earnings): Rev $1.63B +22% YoY, moderated from +25% last Q. Op margin 5% (+270bps), net margin 6% (+380bps), FCF $608M FY. SaaS ARR $2B +26%, 109% retention, 80% gross margin. 164k locations, 20% US SMB share. FY26 guide: +20-22% recurring GP, $775-795M EBITDA. Trades 2.1x EV/S, 21.6x fwd PE. Down 6% on EPS miss despite beats/expansion—decel growth key watch.
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