Added to YB: 2025-10-03
Pitch date: 2025-10-01
TOST [bullish]
Toast, Inc.
-22.58%
current return
Author Info
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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
$16.3B
Pitch Price
$35.70
Price Target
N/A
Dividend
N/A
EV/EBITDA
37.59
P/E
49.39
EV/Sales
2.33
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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