A solid Q4 and FYE 2025. EPS in the Q beat by $0.04, and revenue was in line. FYE showed +24% revenue growth, EPS of $0.56 vs. $0.03 (2024). Even with rapid top-line growth, TOST has consistently grown margins: gross margins are up 190 bp Y/Y, and operating margins are up over 400 bp Y/Y. TOST BOD's added $500 million to its share repurchase program as FCF/share almost doubled from $0.52/sh (2024) to $1.00/sh (2025).
Toast (TOST) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
Toast delivered strong FY25 results with 24% revenue growth, significant GAAP profitability, and robust free cash flow. TOST's valuation appears stretched on trailing metrics but is reasonable on forward PEG and EV/Sales, reflecting its scalable earnings profile. Key risks include the potential impact of the Credit Card Competition Act, which could pressure transaction fees and require costly infrastructure updates.
| Transportation Infrastructure Industry | Industrials Sector | Aman Narang CEO | XMEX Exchange | US8887871080 ISIN |
| US Country | 5,700 Employees | - Last Dividend | - Last Split | 22 Sep 2021 IPO Date |
Toast, Inc. is a progressive technology company that focuses on crafting specialized digital solutions for the restaurant industry across the United States, Ireland, and India. With a commitment to innovation, Toast, Inc. has developed a comprehensive cloud-based platform aimed at enhancing restaurant operations through advanced software and hardware products. Initially known as Opti Systems, Inc., the company underwent a rebranding to Toast, Inc. in May 2012 and was established in 2011. The headquarters of Toast, Inc. are located in Boston, Massachusetts, signifying its strong presence and dedication to transforming the restaurant industry through technology.