ToastCDW

Toast vs CDW

Toast vs CDW: this page compares business models, financial performance, and market context to help readers understand how the two companies operate within their sectors. The comparison is presented i...

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Europe's Food Delivery Shake-Up

Europe's Food Delivery Shake-Up

The likely EU approval of Prosus's €4.1 billion acquisition of Just Eat Takeaway.com is set to create a dominant force in Europe's food delivery market. This major consolidation creates an investment opportunity focused on companies benefiting from the industry's shifting competitive landscape and increased focus on technological efficiency.

Published: August 3, 2025

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Europe's Food Delivery Consolidation

Europe's Food Delivery Consolidation

Prosus's major acquisition of Just Eat Takeaway is set to reshape the European food delivery landscape, pending regulatory approval. This consolidation creates opportunities for other companies in the digital food ecosystem, including technology providers and logistics firms that can support these growing giants.

Published: August 2, 2025

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Riding The New Tech IPO Wave

Riding The New Tech IPO Wave

Figma's blockbuster IPO has shattered a multi-year drought in major tech listings, signaling renewed investor appetite for high-growth software companies. This event may trigger a wave of public offerings from other venture-backed "unicorns," creating opportunities across the tech ecosystem.

Published: August 1, 2025

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Investment Analysis

Toast

Toast

TOST

Pros

  • Toast operates a cloud-based digital technology platform specifically designed for the restaurant industry, providing solutions like POS and payment processing to 74,000 restaurants.
  • The company demonstrated strong recent revenue growth of about 25% year-over-year, showing robust demand for its products and services.
  • Analysts maintain an overall positive outlook on Toast with an average price target suggesting around 18–25% upside over the next 12 months.

Considerations

  • Toast's earnings per share recently missed analyst expectations, indicating challenges in profitability despite growing revenues.
  • The stock trades at a high price-to-earnings ratio around 90 to 105, suggesting a stretched valuation relative to earnings.
  • Price forecasts vary widely with some predicting significant near-term declines, reflecting market uncertainty and volatility risk.
CDW

CDW

CDW

Pros

  • CDW is a leading provider of technology products and services with a diversified customer base, reducing exposure to a single sector.
  • The company has demonstrated solid historical performance with steady profitability and cash flow generation.
  • CDW benefits from ongoing growth drivers like enterprise IT spending and digital transformation demand.

Considerations

  • CDW’s business is cyclical and reliant on corporate IT budgets, which can be sensitive to economic downturns.
  • The company operates in a highly competitive market, facing price pressures from large technology vendors and distributors.
  • Regulatory changes and supply chain constraints pose risks to CDW’s operational efficiency and margin stability.

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