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Added to YB: 2025-03-06

Pitch date: 2025-03-04

TOST [neutral]

Toast, Inc.

+0.8%

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

$35.00

Price Target

N/A

Dividend

N/A

EV/EBITDA

59.66

P/E

84.24

EV/Sales

3.29

Sector

Financial Services

Category

growth

Show full summary:
Toast - Profits finally on the menu, Recipe for Vertical Integration Success

TOST (Q4 earnings): Restaurant tech platform. Q4 2024: $1.34B revenue (+29% YoY), $111M adj EBITDA (28% margin). 134k locations (+28k). Vertical SaaS + payments model. Multi-pronged growth: core markets, enterprise, international, retail. AI focus: benchmarking, marketing, operations. 2025 outlook: 23-25% growth, $510-530M adj EBITDA.

Read full article (6 min)