Added to YB: 2026-01-29
Pitch date: 2026-01-27
TOST [bullish]
Toast, Inc.
-15.47%
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
$32.70
Price Target
46.56 (+68%)
Dividend
N/A
EV/EBITDA
37.59
P/E
49.39
EV/Sales
2.33
Sector
Financial Services
Category
growth
Toast: Platform Scale, Margin Expansion, and Long-Term Value Creation
TOST: Restaurant POS platform serving 156k locations, targeting 500k+ long-term. $2B ARR, 90% retention, narrow moat from switching costs. Trading below 5yr avg at 1.0 PEG despite 28% EPS CAGR estimate. Strong balance sheet, no debt, $1.86B cash. Risks: restaurant exposure, slowing core growth. Analyst targets $46.56 vs $33.80 current (+38%).
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