TOSTToast, Inc.

$31.31-24% 1Y

Is the price fair?

Fair

Neither cheap nor expensive: modest expectations priced in, but rich vs its sector.

1 good, 1 to watch, 1 without data
What the price assumes~+9% a yearderived · Jun 30, 2026

Priced for ~9% a year FCF growth. The price demands less than its three-year revenue growth of 27% a year, expectations look modest.

Vs sector (EV/EBIT)46.5×derived · Dec 31, 2025

Sector median 30.5× across 203 covered peers. EV/EBIT counts debt as part of the price, so a cash-rich and a borrowed company can be compared on the same footing.

Against the whole market›

Percentile against every name Ryufin tracks. Higher is better; the tick marks the middle of the market. Context, not one of the checks above.

P/E (valuation)behind 80% of the market
FCF yieldmiddle of the market

Where this answer is blind. The growth-implied estimate assumes a fixed discount rate; capital-heavy sectors look structurally rich on it.

What TOST's price assumes

Toast, Inc. trades at 39.6× earnings against 34.2× for the median Software - Infrastructure name, more expensive than its own group.

39.6

Trailing P/E · Software - Infrastructure median 34.2 · 1.16× the median: the market pays up for this one

Price / sales
2.43

Price / sales · today's price, fiscal year to Dec 31, 2025

Free cash flow yield
3.9%

Free cash flow yield · Software - Infrastructure median 5.3%

Growth the price implies
+9.1%

Growth the price implies · The price pays for +9.1% free cash flow growth a year for a decade; revenue has grown +27% a year over the last three.

Details›
Price / booktoday's price, fiscal year to Dec 31, 2025
7.04
EV / EBITtoday's price, fiscal year to Dec 31, 2025
46.5
EV / salestoday's price, fiscal year to Dec 31, 2025
2.21
Technology median P/E459 names
37.7
Software - Infrastructure median P/E107 names
34.2
Free cash flow, trailing twelve months
$576M
Market capitalisation
$14.9B
3-year revenue growth
+27%

Multiples from SEC filings and end-of-day closes; implied growth from a reverse discounted cash flow. Group medians across the names Ryufin tracks.