Profile

Symbol: TOST

Industry: Software - infrastructure

Sector: Technology

Theme: Convenience economy

4 ½-Year gross profit growth: +47.7%/year

4 ½-Year shareholder growth: +44.2%/year

Fair value estimate: $31

Valuation assumption: 3.0% MFCF yield

Operating income/gross profit: 23.9%

Insider ownership: 13.5%

Investors: Henry Ellenbogen(Durable Capital Partners)

Transaction log

  • Feb 12, 2026 - Bought 60 @ $26.24 (0.55% wtg, opportunistic)

Estimated fair value history

  • Jun-25 - $23 (3.0% MFCF yield)

  • Sep-25 - $25

  • Dec-25 - $26

  • Mar-26 - $28

  • Jun-26 - $31

Toast

Location: Boston, Massachusetts