SailPoint, Inc. (SAIL) vs Toast, Inc. (TOST)
SailPoint, Inc. and Toast, Inc. are both Software Infrastructure companies. Toast, Inc. is the larger, with a market value of $17.6B against $12.8B — 1.4× the size. SailPoint, Inc. has negative trailing earnings, so its P/E is not meaningful; Toast, Inc. trades at 36.9×. Toast, Inc. grew revenue faster over the last twelve months: 23.0% against 20.1%. Toast, Inc. has the higher net margin (7.14% vs −16.9%) and the higher return on invested capital (81.1% vs −2.10%). Across the 18 metrics below, Toast, Inc. leads on 15 and SailPoint, Inc. on 3.
Valuation
Profitability
| Metric | SAIL | TOST | Software Infrastructure median |
|---|---|---|---|
| Gross margin | 66.22% | 26.72% | 61.23% |
| Operating margin | (18.92%) | 6.33% | 0.00% |
| Net margin | (16.92%) | 7.14% | 0.00% |
| Free cash flow margin | 13.70% | 8.47% | 1.67% |
| Return on equity | (2.88%) | 25.16% | 0.59% |
| Return on assets | (2.62%) | 16.34% | 0.00% |
| Return on invested capital | (2.10%) | 81.14% | 0.00% |
Growth
Health
Dividend
Size
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