Added to YB: 2025-10-03
Pitch date: 2025-10-01
TOST [bullish]
Toast, Inc.
-2.55%
current return
Author Info
The Reservist is building a long-duration high growth portfolio of companies, looking to outperform the QQQ for the next 7 years. In depth stock analysis and portfolio management thoughts. Sign up for the newsletter.
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
$35.70
Price Target
N/A
Dividend
N/A
EV/EBITDA
59.66
P/E
84.24
EV/Sales
3.29
Sector
Financial Services
Category
growth
Buying some more Toast
TOST: Clear leader in restaurant POS w/ strong moat, secular growth from population/inflation. Expanding TAM into retail, international, enterprise (Applebees win). Beat expectations 2 yrs running despite saturation fears. Recent 25% pullback creates opportunity after impressive 2025, though valuation remains rich at premium multiples pricing in 2-3x location growth over 5-7 yrs.
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