Added to YB: 2026-04-16
Pitch date: 2026-04-14
TOST [neutral]
Toast, Inc.
+29.64%
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
$21.2B
Pitch Price
$27.13
Price Target
N/A
Dividend
N/A
EV/EBITDA
40.05
P/E
46.79
EV/Sales
2.87
Sector
Financial Services
Category
growth
Day nineteen: Toast $TOST
TOST (overview): All-in-one restaurant ops platform (Shopify for restaurants) w/ PoS, payments, payroll. $2.05B ARR +26% YoY, 109% NRR, 7x EV/ARR, 20% GAAP op margin. ToastIQ AI copilot adopted by 50%+ locations (8M queries). AI bull: natural entry point for AI products given tech-naive customer base. Bear: commoditization risk, cheaper AI-native POS competitors.
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