★ EXPANSION-STAGE STOCKS & SCALING SETUPS ★

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Toast, Inc.

TOST · NYSE

StatusActive
SectorInformation Technology
IndustrySoftware - Application
CountryUS
Conviction
4/5

This analysis is generated by AI and supervised by humans. Scores reflect business model strength, scaling runway, and valuation setup. Mistakes can happen.

Overview

Cloud-based restaurant operating system combining point-of-sale, payments, payroll, marketing, lending, and back-office workflow software for restaurants.

Thesis summary

Toast has reached a scale phase where restaurant location growth, GPV growth, software attach, fintech gross profit, and AI-enabled support automation can compound into durable adjusted EBITDA expansion. The restaurant end-market is cyclical, but Toast now has a large installed base, positive net income, and a $2B+ ARR run-rate that make it a stronger expansion-stage candidate than slower mature software names.

Investment Thesis

Why Now?

Q1 2026 results showed 22% location growth, 22% GPV growth, 26% ARR growth, and $179M of adjusted EBITDA. The stock trades far below its 52-week high, giving a cleaner underwriting setup if location growth and fintech/software gross profit remain resilient.

Scaling Thesis

Scaling is driven by (1) net new restaurant locations, (2) increased module attach per location, (3) payments and fintech monetization, (4) enterprise/multi-location restaurant penetration, (5) international expansion, and (6) AI-enabled support and workflow automation.

Competitive Moat

Toast benefits from workflow embedding at the point of sale, payments data, restaurant-specific product breadth, partner ecosystem integrations, and switching friction once payroll, ordering, marketing, and reporting are layered onto the core POS.

Key Assumptions

Audit As Of Date2026-06-10
Current Price Usd25
Current Market Cap Usd14499999725
Current Price SourceFMP quote snapshot at 2026-06-10T14:24:00Z
Q1 2026 Revenue Billion1.63
Q1 2026 Arr Billion2.2
Q1 2026 Arr Yoy0.26
Q1 2026 Locations171000
Q1 2026 Locations Yoy0.22
Q1 2026 Gpv Billion51.3
Q1 2026 Gpv Yoy0.22
Q1 2026 Adjusted Ebitda Million179
Q1 2026 Net Income Million126
Base Case 2028 Revenue Usd Billion9
Base Case 2028 Adjusted Ebitda Margin0.16
Base Case 2028 Ev To Adjusted Ebitda Multiple18
Base Case 2028 Diluted Shares Million600

Valuation Scenarios

bear Case
$15-40%
Revenue: $7BMargin: 11%Multiple: 12x

Illustrative: 2028E revenue $7.0B, 11% adjusted EBITDA margin, 12x EV/adjusted EBITDA, and about 590M diluted shares; assumes restaurant macro pressure and lower GPV per location.

base Case
$43+72%
Revenue: $9BMargin: 16%Multiple: 18x

Illustrative: 2028E revenue $9.0B, 16% adjusted EBITDA margin, 18x EV/adjusted EBITDA, about $4B net cash, and 600M diluted shares; assumes location growth, module attach, and fintech gross profit continue scaling.

bull Case
$88+252%
Revenue: $11BMargin: 20%Multiple: 22x

Illustrative: 2028E revenue $11.0B, 20% adjusted EBITDA margin, 22x EV/adjusted EBITDA, about $5B net cash, and 610M diluted shares; assumes enterprise, international, and AI automation expand the profit pool.

Catalysts

ARR continues to grow above 20% while software and fintech gross profit outpaces revenue.

operating metrics·Prob: 60%

Supports the thesis that Toast is becoming more than a payments-volume story.

Enterprise/multi-location restaurants and international markets become larger contributors to net new locations.

market expansion·Prob: 45%

Expands the addressable market and improves confidence in a longer location runway.

AI-enabled support and restaurant workflow automation reduce support costs and improve adjusted EBITDA margin.

profitability·Prob: 50%

Can create operating leverage even if restaurant demand remains uneven.

Risks

Restaurant traffic, openings, or GPV per location weaken in a consumer slowdown.

Likelihood: 3·Severity: 4

Mitigation: Track net new locations, GPV per location, churn, and customer mix across SMB and enterprise accounts.

Payments competition, mix shift, or enterprise pricing pressure compresses gross profit per dollar of GPV.

Likelihood: 3·Severity: 4

Mitigation: Monitor subscription and fintech gross profit, GPV growth, and take-rate commentary.

Legacy POS providers, vertical SaaS competitors, and payments platforms bundle aggressively.

Likelihood: 3·Severity: 3

Mitigation: Watch win rates, module attach, enterprise wins, and customer acquisition costs.

Scale Readiness

Overall Score
8/10
Location growth5/5

Locations increased 22% year over year to about 171,000.

Module attach4/5

ARR increased 26% to $2.2B, implying continuing software/fintech attach.

Fintech gross profit4/5

Subscription and fintech gross profit grew 32% to $520M.

Enterprise expansion3/5

Enterprise remains a meaningful runway, but disclosure is less granular than location/ARR metrics.

Operating leverage4/5

Q1 adjusted EBITDA was $179M and net income was $126M.

Created 2026-06-10
Updated 2026-06-10

Curation & Accuracy

This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).

Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.