Profile

Industry: Software - infrastructure

Sector: Technology

Theme: Convenience economy

3 3/4-Year shareholder growth: +45.5%/year

Fair value estimate: $25

Valuation assumption: 3.0% MFCF yield

Insider ownership: 13.7%

Investors: Henry Ellenbogen (Durable Capital Partners)

Estimated fair value history

  • Jun-25 - $23 (3.0% MFCF yield)

  • Sep-25 - $25

Toast

Location: Boston, Massachusetts