SLAB vs TOST
Silicon Labs vs Toast, Inc. — AI-powered side-by-side comparison
| Metric | SLAB | TOST |
|---|
| AI Score |
68
|
63
|
| Price |
$218.88
|
$34.89
|
| P/E Ratio |
-185.31×
|
42.02×
|
| ROE |
-5.9%
|
16.1%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
60.6%
|
26.7%
|
| Debt / Equity |
0.00×
|
0.00×
|
| Dividend Yield |
0.0%
|
0.0%
|
| RSI (14) |
57.5
|
68.2
|
| Beta |
1.361
|
1.725
|
| Expected Upside |
+1.1%
|
—
|
AI Committee View
Current Innellis committee reasoning for SLAB versus TOST.
SLAB leads by 5 points.
SLAB scores 68/100 (Buy) versus TOST at 63/100 (Buy).
SLAB Committee View
83% agreement
6 analysts
The primary driver is news sentiment is positive (+0.67 across 3 articles, 14d). The main limiting factor is price-to-book of 4.2x prices in significant intangible value. The committee is constructive but not yet at full conviction.
Bull Case
- Revenue growing 25.1% YoY -- genuine top-line momentum — Growth
- 4 consecutive earnings beats -- consistent execution — Growth
- Price structure making higher highs and higher lows — Technical
Bear Case
- Price-to-book of 4.2x prices in significant intangible value — Value
- ROE of only -4.7% -- cheap may mean cheap for a reason — Value
- 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