FFIV vs TOST
F5, Inc. vs Toast, Inc. — AI-powered side-by-side comparison
| Metric | FFIV | TOST |
|---|
| AI Score |
69
|
63
|
| Price |
$413.92
|
$34.89
|
| P/E Ratio |
32.60×
|
42.02×
|
| ROE |
19.3%
|
16.1%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
82.2%
|
26.7%
|
| Debt / Equity |
0.06×
|
0.00×
|
| Dividend Yield |
0.0%
|
0.0%
|
| RSI (14) |
54.1
|
68.2
|
| Beta |
1.033
|
1.725
|
| Expected Upside |
—
|
—
|
AI Committee View
Current Innellis committee reasoning for FFIV versus TOST.
FFIV leads by 6 points.
FFIV scores 69/100 (Buy) versus TOST at 63/100 (Buy).
FFIV Committee View
83% agreement
6 analysts
The primary driver is low leverage (debt-to-equity 0.00) -- balance sheet can absorb a shock. The main limiting factor is p/e of 31.6 is moderate-to-rich. The committee is constructive but not yet at full conviction.
Bull Case
- ROE of 19.9% shows genuine earnings power backing the valuation — Value
- 5 consecutive earnings beats -- consistent execution — Growth
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
Bear Case
- P/E of 31.6 is moderate-to-rich — Value
- Price-to-book of 5.2x prices in significant intangible value — Value
TOST Committee View
50% agreement
6 analysts
The committee is split. Analysts see this stock differently enough that the current rating reflects genuine uncertainty, not a weak signal.
Bull Case
- ROE of 23.8% shows genuine earnings power backing the valuation — Value
- EPS growing 120.8% YoY — Growth
- MACD histogram positive -- bullish momentum — Technical
Bear Case
- P/E of 42.7 is expensive by classic value standards — Value
- Price-to-book of 13.4x prices in significant intangible value — Value
- Weekly RSI at 77 -- overbought on the larger timeframe too — Technical