TOST

ACCE-researched
Toast Inc. Class A Common Stock
Technology · Software - Infrastructure · NYSE · United States
$29.74-2.97%
Market cap $17.2BNext earnings 2026-11-03Updated Sep 19, 2026
FAIR VALUE · CONSENSUS
$29.74+0.0%
confidence-weighted across 3 of 6 models
Now $29.74
$29.74
$14.68$40.08
HoldBronze49
Price vs fair value
4.2% below
+4.4% to fair value
ACCE score
57
out of 100
Analysts
62% buy
29 covering
P/E
37.6x
forward 17.6x
1-year return
-28.3%
Dividend yield
0.00%
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Overview

Reports in 43 days, last quarter beat by 0.1%.

Walk me through this stock

Plain-English pros, cons, and what to watch. Pro feature.

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Price

-23.6% · 1Y

Valuation

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Full valuation engine INVESTOR FEATURE

Six independent models converge on one confidence-weighted fair value, with full methodology and editable assumptions.

  • +All six models: DCF, P/E and EV/EBITDA comps, Graham, dividend discount, residual income
  • +Scenario bands, sensitivity tornado, and the 5-year historical valuation range
  • +Editable DCF workbench with saved scenarios

Quality

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Quality and conviction INVESTOR FEATURE

The full quality picture: conviction breakdown, earnings quality, score history, and backtested returns.

  • +Conviction score breakdown and earnings-quality grade
  • +Growth / value / quality / momentum component scores
  • +90-day score history and score-threshold backtests

Analysts

Wall Street consensus

Bullish62% buy · 29 covering analysts
● Strong buy 14● Buy 4● Hold 11● Sell 0● Strong sell 0
Analyst intelligence INVESTOR FEATURE

The full analyst picture: the price-target distribution against the current price, forward consensus estimates, and how ACCE's own models compare.

  • +Price-target low / average / high vs the current price, with implied upside
  • +Forward revenue and EPS consensus by fiscal year
  • +ACCE fair-value models lined up against the Street

Smart Money

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Smart money tracking PRO FEATURE

Follow the institutions: 13F position changes, insider trades, and active 13D activist filings.

  • +Quarter-over-quarter institutional position changes
  • +Recent open-market insider transactions
  • +Active 13D activist filings and top holders

Compare

Where it sits vs peers

This stock Peer Peer median weaker → stronger
P/Ebetter than 33% of peers
low 8.0x37.6xhigh 59.2x
ROEbetter than 17% of peers
low 9%25%high 62%
Div yieldbetter than 67% of peers
low 0.0%0.0%high 5.9%

Algorithmic peers (6)

TickerCompanyMcapP/EROED/EYieldQuality
GENGen Digital Inc. Common Stock$17.4B17.041.9%3.141.7%-Compare
KSPIJoint Stock Company Kaspi.kz American Depository Shares$18.5B8.044.8%0.185.9%-Compare
NTNXNutanix Inc. Class A Common Stock$18.9B13.537.5%1.970.0%-Compare
DOCNDigitalOcean Holdings Inc. Common Stock$15.3B59.262.3%-45.160.0%-Compare
AKAMAkamai Technologies Inc. Common Stock$15.0B37.98.9%0.890.0%-Compare
CHKPCheck Point Software Technologies Ltd. Ordinary Shares$13.5B13.637.6%0.680.0%-Compare

Sector report card

Where TOST ranks against its sector peers on each metric.

Computing percentiles…

News and Record

Reports in 43 days, last quarter beat by 0.1%.

Press releases mentioning this company

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Ask questions about this stock in plain language. Answered from company fundamentals + recent valuations.

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Recent performance

1 week
-7.4%
1 month
-15.4%
3 months
+20.6%
6 months
+8.3%
YTD
-16.2%
1 year
-28.3%

SEC filings

40 filings
September 2026
Sep 4
Form 4Insider transactionPeriod 2026-09-02
August 2026
Aug 25
Form 4Insider transactionPeriod 2026-08-21
Aug 21
Form 4Insider transactionPeriod 2026-08-19
37 more filings + AI summaries on Investor+.INVESTOR