Mar 17, 2024
Toast Inc
TOST
Statistics
| $35.37 | Share Price |
| $30.00 | Fair Value |
| 17.90% | Price vs Fair Value |
| $21.2 B | Market Cap |
| 42.8% | 3yr Avg Revenue Growth |
| 23.5% | Projected Sales Growth Next Year |
| 20.5% | Free Cash Flow ROIC |
 | Rising Revenues |
| Recurring Revenues |
 | High Switching Costs Moat |
Stock Research and Updates
Research Article
Updates
Some Good, Some Bad In Toast's Q2
Aug 11, 2024
Fair Value Calculation Assumptions
Using a discounted free cash flow model with the following assumptions, the Fair Value estimate for Toast Inc (TOST) is $30.00.
| 11.5% | Free Cash Flow Margin |
| 11.5% | Discount Rate / Required Rate of Return |
| 19.2% | Average Annual Revenue Growth (Years 1-5) |
| 4.4% | Average Annual Share Dilution (Years 1-5) |
| 10.4% | Average Annual Revenue Growth (Years 6-10) |
| 2.4% | Average Annual Share Dilution (Years 6-10) |
| 6.0% | Terminal Growth Rate |
| $28.08 | Sum of Discounted Free Cash Flows |
| $1.94 | Net "Excess" Cash/Debt Per Share |
| $30.00 | Fair Value Estimate (rounded) |
Last updated Feb 20, 2025
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Watch List
| RDDT | 10.23% |
| NTNX | 33.26% |
| CRWD | 67.38% |
| SE | 32.25% |
| SNOW | 12.13% |
| APPF | 6.73% |
| PINS | -21.37% |
vs. Fair Value Estimates
Buy List
| SEMR | -36.45% |
| TSM | -37.46% |
| GOOG | -49.51% |
| NYAX | -57.29% |
| MSFT | -28.86% |
| ODD | -30.78% |
| ASR | -26.66% |
| FLYW | -35.81% |
| HRMY | -54.32% |
| YOU | -33.54% |
| ABNB | -29.41% |
| MELI | -27.78% |
| ADBE | -38.87% |
vs. Fair Value Estimates
Hold List
| VTEX | -17.12% |
| ZETA | -20.17% |
| CELH | 40.60% |
| TOST | 17.90% |
| CPNG | -11.25% |
| HIMS | -8.80% |
| PAYC | -18.77% |
| MNDY | 10.68% |
| GLBE | -20.17% |
| ZS | 28.50% |
| V | -3.09% |
| ADSK | -0.07% |
| NOW | -0.03% |
| FTNT | -2.41% |
| TEAM | -2.35% |
vs. Fair Value Estimates