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TOST Toast, Inc.

Trailing twelve months to 2026-06-30 · as filed 2026-08-05, not restated
Technology

Scale

Market cap
$21.3bn
Revenue TTM
$6.8bn
Net income TTM
$486m
Free cash flow
$576m
Composite score
52.2
Sector rank
#438

Valuation

P / E
43.8
EV / EBITDA
42.0
EV / sales
3.0
FCF yield
2.71%
Earnings yield vs 10-yr
-2.45pp

Earnings yield vs 10-yr compares what the business earns per pound invested against the 4.73% a 10-year US Treasury note pays for no equity risk. Negative means you are paying up front for growth not yet delivered.

Quality and growth

Net margin
7.1%
EBITDA margin
7.1%
ROE
23.8%
ROIC
41.8%
Revenue growth
23.0%

Insider activity, last 90 days

Net open-market
$-20.90m
Buyers
0
Sellers
6

Open-market purchases and sales only. Grants, option exercises, gifts and shares withheld for tax are excluded: they are how people are paid, not what they think.

What management said

As of June 30, 2026, Toast served approximately 180,000 Locations, up 22% compared to one year ago, and processed $215 billion in gross payment volume over the trailing 12 months. Seasonality and Other Factors We experience seasonality in our financial technology solutions revenue, which is largely driven by the level of Gross Payment Volume, or GPV, processed through our platform. As our customers generate more sales and therefore more GPV, we generally see higher financial technology solutions revenue. …Toast, Inc., 10-Q, period ended 2026-06-30, filed 2026-08-05

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