SPSC vs TOST
SPSC: SPS Commerce is a leading cloud-based supply chain network that enables trading partners to automate data exchange, fulfillment, and analytics, driving efficiency through the power of a growing network effect. TOST: Toast provides a comprehensive, cloud-based restaurant operating system that integrates point-of-sale, payments, and operational management tools to help food service businesses run more efficiently.
Side-by-side fundamentals
| Metric | SPSC | TOST | Edge |
|---|---|---|---|
| Price as of 2026-07-22 close | $60.12 | $29.21 | |
| Market cap as of 2026-07-23 | $2.2B | $16.9B | |
| P/E as of 2026-07-23 | 24.48 | 41.12 | SPSC lower |
| PEG as of 2026-07-23 | 2.09 | 0.26 | TOST lower |
| Net margin as of 2026-07-23 | +11.9% | +6.4% | SPSC higher |
| Gross margin as of 2026-07-23 | +69.3% | +26.3% | SPSC higher |
| Operating margin as of 2026-07-23 | +15.3% | +5.6% | SPSC higher |
| ROE as of 2026-07-23 | +9.4% | +20.7% | TOST higher |
| ROA as of 2026-07-23 | +7.9% | +13.8% | TOST higher |
| Debt / equity as of 2026-07-23 | 0.00 | 0.00 | Tie |
| Revenue growth (YoY) as of 2026-07-23 | +13.8% | +23.4% | TOST higher |
| Revenue CAGR (3y) SEC XBRL | +18.6% | +31.1% | TOST higher |
| Beta as of 2026-07-23 | 0.50 | 1.75 | |
| 1-year return as of 2026-07-22 close | -56.3% | -38.7% | TOST higher |
Fundamentals: Finnhub, as of 2026-07-23. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-22.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date; "Edge" cells are a pure numeric comparison, not a recommendation.