Insight Guru says Toast offers stronger value than Fortinet on faster growth, lower P/OpInc multiple
- Insight Guru analysis flagged Toast as a stronger bet than Fortinet, citing faster growth despite a lower valuation multiple.
- Toast traded at 40.4x price-to-operating-income versus Fortinet at 48.9x.
- Toast posted 23.4% LTM revenue growth versus 15.7% for Fortinet; LTM operating income growth was 191.2% versus 14.2%.
- Additional valuation gap: Toast at 2.3x price-to-sales versus Fortinet at 15.2x; market caps were $ 14.7 billion versus $ 108.2 billion.
- Fortinet remained more profitable, with a 31.1% LTM operating margin versus 5.6% for Toast.
Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Insight Guru Inc. published the original content used to generate this news brief on June 04, 2026, and is solely responsible for the information contained therein.
