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Toast vs Vertiv Holdings Co: Which Stock Looks Stronger in 2026?

Toast holds the cleaner structural position, with valuation as the main driver and growth adding further support. Vertiv Co still has the edge on growth, which keeps the comparison from looking entirely one-sided. In the market, Vertiv Co 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.

Updated 2026-07-05

The lead is spread across valuation and profitability, rather than sitting in one isolated gap. The overall score gap is 10 points in favour of Toast, Inc..

Trajectory Similarity
0.70
Moderately similar
Peer-set rank: #21
within Toast, Inc.'s functional peer set

These two companies are linked by measured long-term financial trajectory similarity within the selected peer universe.

A moderate similarity means the pair is structurally comparable, but not a near-twin trajectory match.

The strongest overlap appears in investment intensity and recent revenue growth.

Similarity drivers
investment intensityrecent revenue growth
How to read the score
0.85–1.00 · Very similar0.70–0.84 · Similar0.55–0.69 · Moderately similarbelow 0.55 · Loose match
Peer-Relative Score
TOST
Toast, Inc.
60
Peer-Score
Signal qualitylow
Peer basis: Russell 1000
vs
VRT
Vertiv Holdings Co
50
Peer-Score
Signal qualitylow
Peer basis: Russell 1000

Scores reflect position relative to comparable companies with similar long-term financial trajectories.

Score differences across key dimensions.

Dimension spread: TOST vs VRT Profitability 83 62 Stability 31 32 Valuation 56 27 Growth 61 82 TOST VRT
Gap Ranking
#1 Valuation +29
#2 Growth +21
#3 Profitability +21
#4 Stability +1
Price Setup

Left means cheaper relative valuation. Higher means stronger structure.

Price setup map for TOST and VRT Stronger + cheaper Stronger + richer Weaker + cheaper Weaker + richer TOSTVRT Relative valuation Structural strength

The structural gap is limited here, but current pricing still leans against Vertiv Holdings Co.

Valuation position uses peer-relative PE percentile (idx_pct_pe) where available.

Entry today — historical context

Where TOST and VRT each sit in their own 4.8-year price and valuation history.

BASED ON 4.8-YEAR HISTORY TOST Neutral · above norm 0th 50th 100th 31 pct gap VRT Elevated · near norm 0th 50th 100th 65th 96th
Today TOST sits in the upper-middle of its own 5-year history (65th percentile), while VRT sits higher in its own history (96th). Within each stock's own 5-year context, TOST is at a historically more favourable entry position than VRT. This reflects entry timing, not which company is structurally stronger — peer-relative analysis is a separate question addressed above.

Describes historical entry positioning only. Descriptive — not investment advice.

Relative Position vs Comparable Companies
Valuation
On valuation, Toast, Inc. is positioned higher in the group, while Vertiv Holdings Co is closer to the middle.
Growth
Both profiles are strong on growth, but Vertiv Holdings Co leads clearly.
Valuation — Dominant Gap
TOST
56
VRT
27
Gap+29in favour of TOST

The multiple-based pricing edge comes from a forward P/E that is 17 turns lower.

What keeps the gap from being one-sided

Growth still tilts materially toward Vertiv Holdings Co, which stops the result from looking dominant across the whole profile.

What this means for the comparison

Valuation is the clearest driver of the lead, with growth adding further support — though growth still provides a real counterweight.

Explore full peer positioning in AssetNext

Break down the TOST vs VRT comparison across all dimensions with the full interactive tool.

Explore full breakdown →
Other comparisons with conflicting dimension signals

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.

How AssetNext Peer Scores Work

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.