Super Micro Computer, Inc. (SMCI) vs Toast, Inc. (TOST)

SMCI and TOST are evenly matched — 6 metrics each of 12.

A side-by-side comparison of Super Micro Computer, Inc. and Toast, Inc. across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of July 1, 2026. The ● marks the stronger figure on each row (cheaper multiple, higher margin/return).

Compare
Super Micro Computer, Inc. logo
SMCI
Super Micro Computer, Inc.
$18.17B
$28.09Technology
Toast, Inc. logo
TOST
Toast, Inc.
$16.80B
$28.96Technology

Total return — SMCI vs TOST

growth of $100 · last 5y
SMCI +678.0%TOST -55.5%SMCI compounded faster
Log scale — wide-divergence pair
101001k10kStart $10020222023202420252026$778$45
SMCI TOST

SMCI vs TOST: by the numbers

  • •SMCI is the larger company ($18.17B vs $16.80B market cap).
  • •SMCI trades at the lower earnings multiple (15.52 vs 42.80 P/E).
  • •TOST converts more revenue to profit (6.39% vs 3.70% net margin).
  • •SMCI grew revenue faster over the past five years (58.36% vs 48.05% CAGR).

Which is better, SMCI or TOST?

Metric tally: SMCI 6 · TOST 6

It depends on what you're optimizing for:

ValueSMCI(lower P/E)
GrowthSMCI(faster 5Y revenue CAGR)
QualityTOST(higher ROIC)

Metrics side by side

Valuation

MetricSMCITOST
P/E ratio15.52●42.80
Forward P/E11.30●20.69
P/S ratio0.59●2.60
P/B ratio2.61●8.42
PEG ratio0.260.04●
EV / EBITDA15.81●37.39
FCF yield—3.90%

Profitability

MetricSMCITOST
Gross margin8.39%26.23%●
Operating margin4.48%5.63%●
Net margin3.70%6.39%●
ROE16.47%20.70%●
ROIC9.26%13.85%●

Growth (annualized)

MetricSMCITOST
Revenue CAGR (5Y)58.36%●48.05%
EPS CAGR (5Y)59.78%—
FCF CAGR (5Y)84.64%—
Total return CAGR (5Y)52.82%—

Frequently asked

Which is better, SMCI or TOST?
It depends on your goal. value: SMCI (lower P/E); growth: SMCI (faster 5Y revenue CAGR); quality: TOST (higher ROIC). Across all compared metrics, they are evenly matched.
Is SMCI or TOST cheaper?
On trailing earnings, SMCI is cheaper: SMCI trades at a 15.52 P/E and TOST at 42.80.
Which has grown faster, SMCI or TOST?
Over the past five years, SMCI grew revenue faster — SMCI at a 58.36% CAGR versus TOST at 48.05%.
Is SMCI or TOST more profitable?
TOST runs the higher net margin — SMCI at 3.70% versus TOST at 6.39%.

Go deeper

Full SMCI analysisFull TOST analysisInteractive comparison tool

Dig into the metrics

Super Micro Computer P/E ratioToast P/E ratioSuper Micro Computer dividend yieldToast dividend yieldSuper Micro Computer ROEToast ROESuper Micro Computer operating marginToast operating marginSuper Micro Computer revenue growthToast revenue growthSuper Micro Computer free cash flowToast free cash flow

Super Micro Computer & Toast appear in these rankings

Fastest Revenue Growth StocksBest 10-Year Total Return Stocks

Figures are sourced from reported fundamentals and the latest end-of-day price. This comparison is informational only and is not investment advice. Past performance does not predict future results. See our methodology. Compiled by TGMCharts Research · data verified July 1, 2026.