Added to YB: 2024-03-06
Pitch date: 2024-03-06
TOST [bullish]
Toast, Inc.
+40.28%
current return
Author Info
@TechFundies has been a tech investor for over 20 years and ran a $1b hedge fund for 10 years. Follow on Twitter.
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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
$21.1B
Pitch Price
$25.15
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's Growth Strategy: Leveraging Market Share and Productivity Gains
$TOST: Solid prod exec, GTM+20% share in 30% mkts w/10% higher prod. Price hikes in '23 w/full impact in '25. Ent traction, 1k intl loc. $100M opex cut (2/3 PF,1/3 SBC). Seems like straightfwd prod cycle story w/ expensive stk.
Read full article (2 min)