WallStSmart

Apple Inc. (AAPL)vsToast Inc (TOST)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Apple Inc. generates 6761% more annual revenue ($466.82B vs $6.80B). AAPL leads profitability with a 27.6% profit margin vs 7.1%. TOST appears more attractively valued with a PEG of 0.25. TOST earns a higher WallStSmart Score of 68/100 (B-).

AAPL

Strong Buy

67

out of 100

Grade: B-

Growth: 6.7Profit: 10.0Value: 4.3Quality: 6.5
Piotroski: 7/9Altman Z: 2.42

TOST

Strong Buy

68

out of 100

Grade: B-

Growth: 9.3Profit: 6.5Value: 7.3Quality: 7.3
Piotroski: 4/9Altman Z: 3.65
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for AAPL.

TOSTUndervalued (+24.8%)

Margin of Safety

+24.8%

Fair Value

$37.27

Current Price

$32.12

$5.15 discount

UndervaluedFair: $37.27Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

AAPL6 strengths · Avg: 9.5/10
Market CapQuality
$4.85T10/10

Mega-cap, among the largest globally

Return on EquityProfitability
119.9%10/10

Every $100 of equity generates 120 in profit

Operating MarginProfitability
32.6%10/10

Strong operational efficiency at 32.6%

Free Cash FlowQuality
$31.91B10/10

Generating 31.9B in free cash flow

Profit MarginProfitability
27.6%9/10

Keeps 28 of every $100 in revenue as profit

Revenue GrowthGrowth
16.4%8/10

16.4% revenue growth

TOST5 strengths · Avg: 9.4/10
PEG RatioValuation
0.2510/10

Growing faster than its price suggests

EPS GrowthGrowth
100.0%10/10

Earnings expanding 100.0% YoY

Altman Z-ScoreHealth
3.6510/10

Safe zone — low bankruptcy risk

Return on EquityProfitability
23.8%9/10

Every $100 of equity generates 24 in profit

Revenue GrowthGrowth
23.1%8/10

Revenue surging 23.1% year-over-year

Areas to Watch

AAPL3 concerns · Avg: 3.3/10
PEG RatioValuation
2.484/10

Expensive relative to growth rate

P/E RatioValuation
37.5x4/10

Premium valuation, high expectations priced in

Price/BookValuation
45.1x2/10

Trading at 45.1x book value

TOST3 concerns · Avg: 3.0/10
Price/BookValuation
9.4x4/10

Trading at 9.4x book value

Profit MarginProfitability
7.1%3/10

7.1% margin — thin

P/E RatioValuation
43.0x2/10

Premium valuation, high expectations priced in

Comparative Analysis Report

WallStSmart Research

Bull Case : AAPL

The strongest argument for AAPL centers on Market Cap, Return on Equity, Operating Margin. Profitability is solid with margins at 27.6% and operating margin at 32.6%. Revenue growth of 16.4% demonstrates continued momentum.

Bull Case : TOST

The strongest argument for TOST centers on PEG Ratio, EPS Growth, Altman Z-Score. Revenue growth of 23.1% demonstrates continued momentum. PEG of 0.25 suggests the stock is reasonably priced for its growth.

Bear Case : AAPL

The primary concerns for AAPL are PEG Ratio, P/E Ratio, Price/Book.

Bear Case : TOST

The primary concerns for TOST are Price/Book, Profit Margin, P/E Ratio. A P/E of 43.0x leaves little room for execution misses.

Key Dynamics to Monitor

TOST carries more volatility with a beta of 1.73 — expect wider price swings.

TOST is growing revenue faster at 23.1% — sustainability is the question.

AAPL generates stronger free cash flow (31.9B), providing more financial flexibility.

Monitor CONSUMER ELECTRONICS industry trends, competitive dynamics, and regulatory changes.

Bottom Line

TOST scores higher overall (68/100 vs 67/100) and 23.1% revenue growth. Both earn "Strong Buy" and "Strong Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Apple Inc.

TECHNOLOGY · CONSUMER ELECTRONICS · USA

Apple Inc. is an American multinational technology company that specializes in consumer electronics, computer software, and online services. Apple is the world's largest technology company by revenue (totalling $274.5 billion in 2020) and, since January 2021, the world's most valuable company. As of 2021, Apple is the world's fourth-largest PC vendor by unit sales, and fourth-largest smartphone manufacturer. It is one of the Big Five American information technology companies, along with Amazon, Google, Microsoft, and Facebook.

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Toast Inc

TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA

Toast, Inc. operates a cloud-based technology platform for the restaurant industry in the United States and Ireland. The company is headquartered in Boston, Massachusetts.

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