Q vs TOST
Qnity Electronics vs Toast, Inc. — AI-powered side-by-side comparison
Q
Qnity Electronics
67
Buy
VS
| Metric | Q | TOST |
|---|
| AI Score |
67
|
63
|
| Price |
$138.27
|
$34.89
|
| P/E Ratio |
49.37×
|
42.02×
|
| ROE |
9.8%
|
16.1%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
43.3%
|
26.7%
|
| Debt / Equity |
0.55×
|
0.00×
|
| Dividend Yield |
0.2%
|
0.0%
|
| RSI (14) |
47.8
|
68.2
|
| Beta |
1.7775
|
1.725
|
| Expected Upside |
+4.7%
|
—
|
AI Committee View
Current Innellis committee reasoning for Q versus TOST.
Q leads by 4 points.
Q scores 67/100 (Buy) versus TOST at 63/100 (Buy).
Q Committee View
75% agreement
4 analysts
The primary driver is vix regime is low -- calm backdrop supports risk-taking. The main limiting factor is growth rate is decelerating quarter over quarter -- the trend line matters more than the level. The committee is constructive but not yet at full conviction.
Bull Case
- 4 consecutive earnings beats -- consistent execution — Growth
- Price structure making higher highs and higher lows — Technical
- MACD histogram positive -- bullish momentum — Technical
Bear Case
- Growth rate is decelerating quarter over quarter -- the trend line matters more than the level — Growth
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