Toast, Inc. (TOST) on Decifer

Decifer ranks TOST number 39 of 270 tracked names on durable business quality.

Why it ranks here

• It earns solid returns on the money it puts to work, around 14% and those returns have been improving and it turns most of its profit into real cash.
• Revenue is growing about 24% a year and profits grew 1,635% over the past year.
• It keeps a healthy share of every sale as profit, and that has stayed steady over the years, a sign of real pricing power, with profitability widening as it grows.
• It is riding an active market tailwind and has the balance sheet to fund its growth.
• And it returns cash to shareholders.
• One of 3 credible financial software suppliers with returns of 14% and 1635% profit growth in a funded system, though momentum of 14 out of 35 keeps it from the top tier.

The current read

The evidence on TOST lines up on the supportive side: a live market force supports this name through its theme connection. The independent signals we track are telling the same story.

Themes

• Restaurant Digitization: Restaurants are rapidly adopting integrated point-of-sale, payments, and back-office software to manage labor and digital ordering.
• Digital Payments: Consumer and commercial payment volume is migrating structurally to digital rails, with cross-border e-commerce and emerging-market card penetration compounding double-digit annual growth.

Read the full TOST research brief · See all quality rankings

Intelligence data powered by Decifer. Not financial advice. For informational purposes only.