Vertiv Co holds the cleaner structural position, with profitability as the main driver and valuation adding further support. Toast still has the edge on valuation, which keeps the comparison from looking entirely one-sided. On the market side, Vertiv Co is in better shape — its trend is intact while Toast's trend has broken down. That puts structure and market broadly in agreement — Vertiv Co's lead looks more confirmed than conflicted.
The comparison is based on similar long-term financial trajectories, not sector labels.
The result is anchored in profitability, but growth also reinforces the same direction. The overall score gap is 14 points in favour of Vertiv Holdings Co.
This comparison is anchored in long-term financial trajectory similarity within the selected peer universe.
This level of similarity signals a strong structural match, even though some dimensions still separate the two companies.
Most of the shared profile comes through investment intensity and recent revenue growth.
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.
Vertiv Holdings Co is cheaper, but Toast, Inc. is still stronger.
Valuation position uses peer-relative PE percentile (idx_pct_pe) where available.
The profitability lead is mainly driven by a 15.7-point operating margin advantage.
Absolute pricing still looks more supportive for Toast, with a forward P/E that is 16 turns lower there.
The profitability lead is clear, but pricing and valuation still pull in the other direction — the result holds, but not without friction.
Break down the TOST vs VRT comparison across all dimensions with the full interactive tool.
Explore how TOST and VRT 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.
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.