Investment Q&A

• Coinbase Global Inc (COIN $195.53)
  • $195.53 P/E (TTM): 44.64X Cap: $51.02B
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• Toast Inc. Class A (TOST $27.60)
  • $27.60 P/E (TTM): 51.34X Cap: $16.25B
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Q: Any hope for either these 2 stocks, they've certainly been taken down?

Thnx 5I

Upvote 2

Read Answer Asked by David on February 20, 2026

• Adobe Inc. (ADBE $249.32)
  • $249.32 P/E (TTM): 16.39X Cap: $110.74B
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• Salesforce Inc. (CRM $192.83)
  • $192.83 P/E (TTM): 24.89X Cap: $183.93B
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• Atlassian Corporation (TEAM $75.21)
  • $75.21 Cap: $19.34B
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• Veeva Systems Inc. Class A (VEEV $178.88)
  • $178.88 P/E (TTM): 36.47X Cap: $29.40B
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• The Trade Desk Inc. (TTD $27.34)
  • $27.34 P/E (TTM): 30.31X Cap: $13.01B
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• Datadog Inc. (DDOG $124.52)
  • $124.52 P/E (TTM): 411.26X Cap: $44.06B
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• Toast Inc. Class A (TOST $27.60)
  • $27.60 P/E (TTM): 51.34X Cap: $16.25B
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Q: With all of the fear around software being made obsolete due to AI, are there any particular businesses that you might see as being inappropriately oversold in this mass sell-off? I’m specifically wondering about TOST, as it seems that because it is so integrated into restaurant ecosystems, this would be hard to replace with AI… any thoughts on this? Many thanks.

Upvote 5

Read Answer Asked by Anthony on February 09, 2026

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $168.83)
  • $168.83 P/E (TTM): 139.37X Cap: $224.22B
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• Global Payments Inc. (GPN $68.67)
  • $68.67 P/E (TTM): 14.25X Cap: $19.69B
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• Shift4 Payments Inc. Class A (FOUR $43.33)
  • $43.33 P/E (TTM): 67.57X Cap: $3.56B
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• Toast Inc. Class A (TOST $27.60)
  • $27.60 P/E (TTM): 51.34X Cap: $16.25B
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Q: Your general thoughts and analysis on Global Payments please, thanks.

Upvote 2

Read Answer Asked by MG on November 05, 2025

• Toast Inc. Class A (TOST $27.60)
  • $27.60 P/E (TTM): 51.34X Cap: $16.25B
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Q: Hi gang,
Can I please get your input for Tost. Buy or hold.
Thanks.Alnoor

Upvote 2

Read Answer Asked by Alnoor on October 16, 2025

• Toast Inc. Class A (TOST $27.60)
  • $27.60 P/E (TTM): 51.34X Cap: $16.25B
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Q: Dear 5i team.

May I please have your updated analysis on TOST. Last Q was Jan/24.

Appreciate your help.

Upvote 2

Read Answer Asked by Arthur on June 10, 2025

• Quarterhill Inc. (QTRH)
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• Toast Inc. Class A (TOST $27.60)
  • $27.60 P/E (TTM): 51.34X Cap: $16.25B
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Q: Could I have your opinion on theses two Thank you RAK

Upvote 2

Read Answer Asked by bob on January 30, 2024

• Shift4 Payments Inc. Class A (FOUR $43.33)
  • $43.33 P/E (TTM): 67.57X Cap: $3.56B
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• Toast Inc. Class A (TOST $27.60)
  • $27.60 P/E (TTM): 51.34X Cap: $16.25B
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• Fiserv Inc. (FISV $56.74)
  • $56.74 Cap: $30.34B
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Q: Hi,
Is it time to get out. What do you make out of today’s report. ? I am 35% down. Buy, sell, hold.
Thanks. Alnoor

Upvote 4

Read Answer Asked by Alnoor on November 08, 2023

• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $12.14)
  • $12.14 Cap: $1.66B
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• Toast Inc. Class A (TOST $27.60)
  • $27.60 P/E (TTM): 51.34X Cap: $16.25B
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Q: Everyone, all three names have been weak for 2 years, + / -. When will the group, POS plus other services, see a better stock market for price gains? Clayton

Upvote 1

Read Answer Asked by Clayton on September 29, 2023

• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $12.14)
  • $12.14 Cap: $1.66B
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  • View Reports on LSPD
• Toast Inc. Class A (TOST $27.60)
  • $27.60 P/E (TTM): 51.34X Cap: $16.25B
  • View TOST Profile
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Q: All three stocks have been setting higher highs and higher lows since mid April. Have you heard any news on why these three stocks are having a positive uptrend recently? All three have crossed the 50 and 200 day moving averages. Clayton

Upvote 0

Read Answer Asked by Clayton on July 13, 2023

• Toast Inc. Class A (TOST $27.60)
  • $27.60 P/E (TTM): 51.34X Cap: $16.25B
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Q: Everyone, appreciate your comments on latest quarter. Clayton

Upvote 0

Read Answer Asked by Clayton on May 15, 2023

• Toast Inc. Class A (TOST $27.60)
  • $27.60 P/E (TTM): 51.34X Cap: $16.25B
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Q: Hi, I got burned on $TOST today. It was looking great technically until earnings. Now looking a bit soggy. Do you think the earnings justify a 1/4 slice being removed, seems a bit rich to me?

Upvote 0

Read Answer Asked by Kel on February 17, 2023

• Toast Inc. Class A (TOST $27.60)
  • $27.60 P/E (TTM): 51.34X Cap: $16.25B
  • View TOST Profile
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Q: Please comment on the latest quarterly results for TOST. Clayton

Upvote 0

Read Answer Asked by Clayton on November 15, 2022

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $12.14)
  • $12.14 Cap: $1.66B
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• Toast Inc. Class A (TOST $27.60)
  • $27.60 P/E (TTM): 51.34X Cap: $16.25B
  • View TOST Profile
  • View Questions on TOST

Q: Please comment on their respective quarters as it relates to the overall industry in general. Clayton

Upvote 0

Read Answer Asked by Clayton on November 14, 2022

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $12.14)
  • $12.14 Cap: $1.66B
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• Toast Inc. Class A (TOST $27.60)
  • $27.60 P/E (TTM): 51.34X Cap: $16.25B
  • View TOST Profile
  • View Questions on TOST

Q: Everyone, appreciate your comments on the latest Toast quarter and also how it relates to LSPD. Clayton

Upvote 0

Read Answer Asked by Clayton on August 15, 2022

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $12.14)
  • $12.14 Cap: $1.66B
  • View LSPD Profile
  • View Questions on LSPD
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• Toast Inc. Class A (TOST $27.60)
  • $27.60 P/E (TTM): 51.34X Cap: $16.25B
  • View TOST Profile
  • View Questions on TOST

Q: Looks like Lightspeed and Toast are in the restaurant space. How do they compare. Is there room for both.
Tx in advance. Ken

Upvote 0

Read Answer Asked by Ken on August 15, 2022

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $12.14)
  • $12.14 Cap: $1.66B
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• Toast Inc. Class A (TOST $27.60)
  • $27.60 P/E (TTM): 51.34X Cap: $16.25B
  • View TOST Profile
  • View Questions on TOST

Q: Everyone. TOST and LSPD have recently posted their quarterly reports. How would you characterize the POS business as it relates to their comments. Clayton

Upvote 0

Read Answer Asked by Clayton on May 31, 2022

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $12.14)
  • $12.14 Cap: $1.66B
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  • View Questions on LSPD
  • View Reports on LSPD
• Toast Inc. Class A (TOST $27.60)
  • $27.60 P/E (TTM): 51.34X Cap: $16.25B
  • View TOST Profile
  • View Questions on TOST

Q: Why the big jump in Lightspeed today?

Upvote 0

Read Answer Asked by Valerie on May 16, 2022

• Toast Inc. Class A (TOST $27.60)
  • $27.60 P/E (TTM): 51.34X Cap: $16.25B
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Q: Everyone, I would appreciate your comments on the latest quarter. Many thanks. Clayton

Upvote 0

Read Answer Asked by Clayton on May 13, 2022

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $12.14)
  • $12.14 Cap: $1.66B
  • View LSPD Profile
  • View Questions on LSPD
  • View Reports on LSPD
• Toast Inc. Class A (TOST $27.60)
  • $27.60 P/E (TTM): 51.34X Cap: $16.25B
  • View TOST Profile
  • View Questions on TOST

Q: How do these two compare in there offerings?

If you were to buy one which and why?

Thank You, Peter

Upvote 0

Read Answer Asked by Peter on March 24, 2022

• Toast Inc. Class A (TOST $27.60)
  • $27.60 P/E (TTM): 51.34X Cap: $16.25B
  • View TOST Profile
  • View Questions on TOST

Q: As a 5 year investment, how would you assess its strengths and weaknesses as a business, recognizing it is early days. Where does it sit from a competitive standpoint? Are its financials sound? What indicators to look for to assess if it is on track?

Upvote 0

Read Answer Asked by sam on March 23, 2022