Stocks / SMTC vs TOST

SMTC vs TOST: Which Stock Is the Better Buy?

Semtech Corporation and Toast, Inc. side by side — fundamentals from SEC filings, refreshed nightly. Sector: Technology.

SMTC is the larger company ($14.3B vs $13.9B). On the fundamentals, TOST grows revenue faster (49.5% vs 12.0%); TOST earns a higher net margin (5.6% vs -3.8%); TOST has the stronger return on equity (16.1% vs -7.3%). On the filings, TOST carries fewer potential red flags (0 vs 2). Full numbers below — the stronger figure on each row is in green.

AI verdict — SMTC vs TOST, read from the filings

The stronger business, the cheaper stock, and the risks — synthesised from both companies’ SEC filings, every figure computed not guessed. Not investment advice.

 Semtech Corporation (SMTC)Toast, Inc. (TOST)
Market cap$14.3B$13.9B
Revenue (latest FY)$1.05B$6.15B
Net income (latest FY)$-40.40M$342.00M
Revenue growth (5y CAGR)12.0%49.5%
Net margin-3.8%5.6%
Return on equity-7.3%16.1%
P/E ratio35.9
Dividend yield
Profitable years (of last 10)72
Positive free cash flowYesYes

Verify the comparison

Use the filing period and source shown by each tool before treating two figures as comparable.

Compare with another company:

See the full SMTC vs TOST breakdown

Both companies across 19 years of income statement, balance sheet and cash flow — with ratios, health checks and Ask, the SEC-grounded research assistant. Free, no account needed.

Open SMTC's full financials →   Open TOST's full financials →

More comparisons

Frequently asked questions

Which is bigger, SMTC or TOST?

Semtech Corporation is larger by market capitalization — $14.3B versus $13.9B.

Which grows faster, SMTC or TOST?

Over the last five fiscal years, Toast, Inc. grew revenue faster — 49.5%/yr versus 12.0%/yr, computed from SEC-filed statements.

Where does this data come from?

All figures are computed from official SEC filings (10-K), refreshed nightly. This is a data comparison, not investment advice.

Keep exploring

SMTC fundamentals → · TOST fundamentals → · All 1,500+ companies → · Free screener →