Toast vs onsemi

Toast vs onsemi: this page compares business models, financial performance, and market context for Toast Inc and ON Semiconductor Corp. It presents objective information to help readers understand each company’s approach to growth, profitability, and risk within the semiconductor and technology-enabled payments spaces. Educational content, not financial advice.

Toast vs onsemi: this page compares business models, financial performance, and market context for Toast Inc and ON Semiconductor Corp. It presents objective information to help readers understand eac...

About The Companies

Toast (TOST)

Toast Inc (TOST) is a cloud-native platform that provides point-of-sale (POS) systems, back-office software, and integrated payment processing tailored to restaurants and hospitality businesses. It combines hardware, subscription software and transaction services to build recurring revenue streams while aiming to increase customer lifetime value through online ordering, loyalty, inventory and workforce management tools. With a market capitalisation around $22.47bn, investors focus on revenue growth, margin expansion as hardware sales normalise, and improving free cash flow. Key considerations include customer retention, the split between subscription and payment-based revenue, competitive dynamics in POS and payments, and sensitivity to restaurant industry cycles and economic conditions. This is a general educational summary — not personalised financial advice. Values can rise or fall, and past performance is not a reliable indicator of future results. Investors should assess suitability, diversification and time horizon before making decisions.

onsemi (ON)

ON Semiconductor Corporation (ticker: ON) designs and supplies a broad range of semiconductor components focused on power management, sensing, connectivity and custom analogue solutions. Its products target automotive (including electrification and ADAS), industrial, cloud infrastructure and IoT applications, with recent strategy emphasising higher‑margin power and sensor platforms. With a market capitalisation around $22.5 billion, ON sits in the mid‑cap semiconductor cohort and competes on design wins, scale and manufacturing partnerships. Investors should be aware of cyclical end markets—especially automotive demand—supply‑chain dynamics, pricing pressure and competition from other chipmakers. Key metrics to watch include revenue mix by end market, gross margins, inventory and capital expenditure trends. This summary is for general, educational purposes only and not personalised investment advice; past performance is no guarantee of future returns. Consider your risk tolerance, time horizon and the benefits of diversification before investing.

Comparison Snapshot

Key Financial Metrics

TOST

Metric

ON

$20.74B

Market Cap

$22.11B

35.11%

Potential Profit

6.10%

Buy

Analyst Rating

Hold

Which Baskets Do They Appear In?

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

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

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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Which Baskets Do They Appear In?

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

Explore Basket

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

Explore Basket

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

Explore Basket

Investment Analysis

Toast

TOST

Pros

Toast Inc has a strong projected long-term growth potential with bullish price forecasts extending into 2045 and beyond.
The company benefits from ongoing innovation in restaurant technology and digital payment solutions, enhancing its market position.
Toast shows substantial gross profit margins as indicated in recent quarterly results, reflecting operational efficiency improvements.

Considerations

Analysts forecast a potential short to medium-term decline in Toast stock price, with some predictions showing drops up to 32% by the end of 2025.
Toast's current price-to-earnings ratio is quite high, indicating possible overvaluation and associated valuation risk.
The stock displays moderate price volatility and mixed sentiment indicators, suggesting uncertain near-term market dynamics.

onsemi

ON

Pros

ON Semiconductor benefits from diversified end-market exposure including automotive, industrial, and consumer electronics sectors.
The company has improved profitability metrics recently due to operational scaling and cost control measures.
ON Semiconductor is positioned to capitalize on growth drivers such as electrification of vehicles and demand for advanced semiconductors.

Considerations

ON Semiconductor faces cyclicality risks linked to semiconductor industry demand fluctuations and macroeconomic conditions.
The company is exposed to geopolitical tensions and supply chain constraints that could disrupt production or sales.
Intense competition in the semiconductor market imposes execution risks and pressure on margins for ON Semiconductor.

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About The Companies

Comparison Snapshot

Which Baskets Do They Appear In?

Europe's Food Delivery Shake-Up

Europe's Food Delivery Consolidation

Riding The New Tech IPO Wave

Which Baskets Do They Appear In?

Europe's Food Delivery Shake-Up

Europe's Food Delivery Consolidation

Riding The New Tech IPO Wave

Investment Analysis

Toast

Pros

Considerations

onsemi

Pros

Considerations

Why invest with Nemo?

Zero Commission

Trusted & Regulated

6% Interest on Cash

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Frequently asked questions

About The Companies

Comparison Snapshot

Toast vs onsemi

About The Companies

Comparison Snapshot

Which Baskets Do They Appear In?

Europe's Food Delivery Shake-Up

Europe's Food Delivery Consolidation

Riding The New Tech IPO Wave

Which Baskets Do They Appear In?

Europe's Food Delivery Shake-Up

Europe's Food Delivery Consolidation

Riding The New Tech IPO Wave

Investment Analysis

Toast

Pros

Considerations

onsemi

Pros

Considerations

Why invest with Nemo?

Zero Commission

Trusted & Regulated

6% Interest on Cash

Discover More Comparisons

Toast vs Guidewire

Toast vs CDW

Toast vs SS&C Technologies

Frequently asked questions

What is the difference between a growth model and a value model when comparing Toast Inc and ON Semiconductor?

How do gross profit margins relate to a company’s efficiency in this comparison?

What do price forecasts imply about Toast Inc’s risk and uncertainty?

How should cyclicality affect ON Semiconductor’s appeal versus Toast?

What is the impact of profitability trends on investment considerations for each stock?

How do market sentiments and volatility influence decision making for beginners evaluating both stocks?

What market themes are shaping growth in Toast’s restaurant technology space compared with semiconductors?

How do geopolitical and supply chain factors appear in this comparison?

What should a beginner look for when comparing valuation metrics between Toast Inc and ON Semiconductor?

What is the importance of understanding a stock’s horizon when reading this page?

Educational disclaimer: what is the purpose of this page and how should readers use the information?

About The Companies

Comparison Snapshot