Toast holds the cleaner structural position, with profitability as the main driver and stability adding further support. Fortinet still leads on growth and stability, which keeps the comparison from looking entirely one-sided. In the market, Fortinet carries the stronger setup — intact trend against Toast's broken trend. That leaves a split case: the structural lead stays with Toast, but the market is not currently confirming it.
The comparison is based on similar long-term financial trajectories, not sector labels. Both peer scores are relative to the Russell 1000 universe, making them directly comparable.
The clearest score difference appears in profitability. The overall score gap is 8 points in favour of Toast, Inc..
Both operate in: Software - Infrastructure
This comparison is based on industry proximity, not on functional trajectory similarity. FTNT and TOST share the same industry classification.
For a similarity-based comparison, see how Fortinet and Toast each position within their functional peer groups in AssetNext.
Scores reflect position relative to comparable companies with similar long-term financial trajectories.
The largest gaps do not all point in the same direction.
Left means cheaper relative valuation. Higher means stronger structure.
The setup stays mixed because structure and the price setup do not align cleanly in one direction.
Valuation position uses peer-relative PE percentile (idx_pct_pe) where available.
Where FTNT and TOST each sit in their own 4.9-year price and valuation history.
Describes historical entry positioning only. Descriptive — not investment advice.
The clearest distance comes from a stronger profitability profile.
Stability still leans toward Fortinet, Inc., so the lead is real without reading as one-way.
The profitability lead is clear, but pricing and stability still pull in the other direction — the result holds, but not without friction.
Break down the FTNT vs TOST comparison across all dimensions with the full interactive tool.
Explore how FTNT and TOST each compare against other companies in their peer groups.
Rule-based, descriptive analysis only. Derived from peer percentile dimensions. Not investment advice. Peer groups are determined algorithmically based on structural similarity — not by sector classification alone.
AssetNext scores reflect each company's structural position within its functional peer group — not a ranking against all stocks simultaneously. Peers are identified by similarity across eight financial dimensions, including revenue growth trajectory, margin structure, capital intensity, and earnings stability. A score of 75 means the company ranks in the top quartile within its own peer group, not the entire market.
Four dimension scores drive the overall peer score: Growth (revenue trajectory and expansion dynamics), Quality (margin structure and capital efficiency), Valuation (peer-relative pricing on standard multiples), and Stability (earnings consistency and financial predictability). Each dimension is scored 0–100 relative to the peer group, then combined into an overall peer score using equal weighting.
Because scores are peer-relative, the same company can have slightly different scores in different index universes. On comparison pages, both companies are shown within their shared peer universe wherever possible — so the scores are directly comparable. The peer basis is stated on each score card.
Scores are recalculated periodically as underlying financial data is updated. All analysis is descriptive and rule-based — AssetNext describes structural realities and never issues buy, sell or hold recommendations.