SuperworthToast, Inc. TOST
Software - Infrastructure, Technology
$30.55
+0.99%
- Market cap
- $17.7B
- PE
- 39.2×
- 10y median 75.3×
- Forward PE
- Price to sales
- 2.6×
- EV/EBIT
- 36.4×
- Revenue, 12 months
- $6.8B
- +23% on a year ago
- Net margin
- 7.1%
- Free cash flow yield
- 3.3%
Toast trades at 39.2× trailing earnings, cheaper than 89% of the last ten years. Revenue was $6.8B over the last twelve months, up 23% on a year earlier with a 7% net margin.
Charts
Financials
| Income statement | Q4 FY23 | Q1 FY24 | Q2 FY24 | Q3 FY24 | Q4 FY24 | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| $1B | $1.1B | $1.2B | $1.3B | $1.3B+29% | $1.3B+24% | $1.6B+25% | $1.6B+25% | $1.6B+22% | $1.6B+22% | $1.9B+23% | |
| Cost of revenue | $810M | $826M | $956M | $983M | $1B+24% | $991M+20% | $1.2B+21% | $1.2B+22% | $1.2B+20% | $1.2B+19% | $1.4B+20% |
| Gross profit | $226M | $249M | $286M | $322M | $333M+47% | $346M+39% | $392M+37% | $432M+34% | $423M+27% | $447M+29% | $516M+32% |
| R&D | $94M | $83M | $87M | $89M | $93M−1% | $84M+1% | $91M+5% | $102M+15% | $97M+4% | $97M+16% | $109M+20% |
| SG&A | $188M | $181M | $190M | $199M | $208M+11% | $212M+17% | $220M+16% | $246M+24% | $237M+14% | $240M+13% | $255M+16% |
| −$56M | −$56M | $5M | $34M | $32M | $43M | $80M+1500% | $84M+147% | $85M+166% | $110M+156% | $152M+90% | |
| Pre-tax income | −$35M | −$82M | $14M | $57M | $32M | $58M | $83M+493% | $104M+83% | $101M+216% | $131M+126% | $162M+95% |
| $1M | $1M | $0 | $1M | $0 | $2M+100% | $3M | −$1M | $0 | $5M+150% | $8M+167% | |
| Net income | −$36M | −$83M | $14M | $56M | $32M | $56M | $80M+471% | $105M+88% | $101M+216% | $126M+125% | $154M+93% |
| −$0.07 | −$0.15 | $0.02 | $0.07 | $0.06 | $0.09 | $0.13+550% | $0.16+129% | $0.16+191% | $0.20+122% | $0.26+100% | |
| 541M | 547M | 587M | 590M | 600M+11% | 603M+10% | 605M+3% | 609M+3% | 607M+1% | 602M−0% | 590M−3% |
From each company's 10-Q and 10-K filings. Fiscal years are four fiscal quarters added up; balance sheet lines are as of the period's end. Growth is on the same period a year earlier.
Estimates
Next earnings report: .
Analyst consensus for the next eight quarters, with the range from the lowest to the highest estimate, is part of Superworth Pro.
Peers
Companies in Software - Infrastructure within ten times Toast's size, closest in size first.
| Company | Market cap | PE | Its 10y median PE | Fwd PE | P/S | Revenue growth | Net margin |
|---|---|---|---|---|---|---|---|
| TOSTToast, Inc. | $17.7B | 39.2× | 75.3× | 2.6× | +23% | 7.1% | |
| AKAMAkamai Technologies, Inc. | $15B | 37.6× | 31.5× | 3.5× | +6% | 9.5% | |
| IOTSamsara Inc. | $23.7B | 257× | 354× | 12.8× | +30% | 4.9% | |
| GDDYGoDaddy Inc. | $12.3B | 14.4× | 36.7× | 2.4× | +7% | 17.8% | |
| CPAYCorpay, Inc. | $26.4B | 24.5× | 24.6× | 5.3× | +20% | 22.7% | |
| FFIVF5, Inc. | $26.4B | 37.2× | 25.7× | 8.0× | +9% | 22.0% | |
| VRSNVeriSign, Inc. | $26.6B | 31.9× | 30.7× | 15.6× | +7% | 49.8% | |
| OKTAOkta, Inc. | $38.1B | 131× | 104× | 12.4× | +11% | 9.6% | |
| TWLOTwilio Inc. | $41.9B | 38.0× | 327× | 7.5× | +18% | 20.6% | |
| XYZBlock, Inc. | $45.7B | 136× | 57.2× | 1.8× | +5% | 1.4% | |
| PATHUiPath Inc. | $6.8B | 19.5× | 26.1× | 4.0× | +15% | 21.0% | |
| Peer median | $26.4B | 37.4× | 34.1× | 6.4× | +10% | 19.2% |
About
- Industry
- Software - Infrastructure
- Sector
- Technology
Valuation data, not investment advice. Prices as of .