vs
Side-by-side financial comparison of BOISE CASCADE Co (BCC) and Toast, Inc. (TOST). Click either name above to swap in a different company.
Toast, Inc. is the larger business by last-quarter revenue ($1.6B vs $1.5B, roughly 1.1× BOISE CASCADE Co). Toast, Inc. runs the higher net margin — 6.2% vs 0.6%, a 5.6% gap on every dollar of revenue. On growth, Toast, Inc. posted the faster year-over-year revenue change (22.0% vs -6.8%). Toast, Inc. produced more free cash flow last quarter ($178.0M vs $77.0M). Over the past eight quarters, Toast, Inc.'s revenue compounded faster (23.3% CAGR vs -5.8%).
Boise Cascade Company is an American manufacturer of wood products and wholesale distributor of building materials, headquartered in Boise, Idaho.
Toast, Inc. is an American cloud-based restaurant management software company based in Boston, Massachusetts. The company provides an all-in-one point of sale (POS) system built on the Android operating system.
BCC vs TOST — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.5B | $1.6B |
| Net Profit | $8.7M | $101.0M |
| Gross Margin | — | 25.9% |
| Operating Margin | 1.1% | 5.2% |
| Net Margin | 0.6% | 6.2% |
| Revenue YoY | -6.8% | 22.0% |
| Net Profit YoY | -87.3% | 215.6% |
| EPS (diluted) | $0.25 | $0.18 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $1.5B | $1.6B | ||
| Q3 25 | $1.7B | $1.6B | ||
| Q2 25 | $1.7B | $1.6B | ||
| Q1 25 | $1.5B | $1.3B | ||
| Q4 24 | $1.6B | $1.3B | ||
| Q3 24 | $1.7B | $1.3B | ||
| Q2 24 | $1.8B | $1.2B | ||
| Q1 24 | $1.6B | $1.1B |
| Q4 25 | $8.7M | $101.0M | ||
| Q3 25 | $21.8M | $105.0M | ||
| Q2 25 | $62.0M | $80.0M | ||
| Q1 25 | $40.3M | $56.0M | ||
| Q4 24 | $68.9M | $32.0M | ||
| Q3 24 | $91.0M | $56.0M | ||
| Q2 24 | $112.3M | $14.0M | ||
| Q1 24 | $104.1M | $-83.0M |
| Q4 25 | — | 25.9% | ||
| Q3 25 | — | 26.5% | ||
| Q2 25 | — | 25.3% | ||
| Q1 25 | — | 25.9% | ||
| Q4 24 | — | 24.9% | ||
| Q3 24 | — | 24.7% | ||
| Q2 24 | — | 23.0% | ||
| Q1 24 | — | 23.2% |
| Q4 25 | 1.1% | 5.2% | ||
| Q3 25 | 1.9% | 5.1% | ||
| Q2 25 | 4.6% | 5.2% | ||
| Q1 25 | 3.5% | 3.2% | ||
| Q4 24 | 5.9% | 2.5% | ||
| Q3 24 | 6.8% | 2.6% | ||
| Q2 24 | 8.2% | 0.4% | ||
| Q1 24 | 8.1% | -5.2% |
| Q4 25 | 0.6% | 6.2% | ||
| Q3 25 | 1.3% | 6.4% | ||
| Q2 25 | 3.6% | 5.2% | ||
| Q1 25 | 2.6% | 4.2% | ||
| Q4 24 | 4.4% | 2.4% | ||
| Q3 24 | 5.3% | 4.3% | ||
| Q2 24 | 6.2% | 1.1% | ||
| Q1 24 | 6.3% | -7.7% |
| Q4 25 | $0.25 | $0.18 | ||
| Q3 25 | $0.58 | $0.16 | ||
| Q2 25 | $1.64 | $0.13 | ||
| Q1 25 | $1.06 | $0.09 | ||
| Q4 24 | $1.79 | $0.09 | ||
| Q3 24 | $2.33 | $0.07 | ||
| Q2 24 | $2.84 | $0.02 | ||
| Q1 24 | $2.61 | $-0.15 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $477.2M | $1.4B |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $2.1B | $2.1B |
| Total Assets | $3.2B | $3.1B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $477.2M | $1.4B | ||
| Q3 25 | $511.8M | $1.4B | ||
| Q2 25 | $481.0M | $1.2B | ||
| Q1 25 | $561.8M | $1.0B | ||
| Q4 24 | $713.3M | $903.0M | ||
| Q3 24 | $761.6M | $761.0M | ||
| Q2 24 | $922.1M | $691.0M | ||
| Q1 24 | $890.2M | $578.0M |
| Q4 25 | $2.1B | $2.1B | ||
| Q3 25 | $2.1B | $2.0B | ||
| Q2 25 | $2.2B | $1.8B | ||
| Q1 25 | $2.1B | $1.7B | ||
| Q4 24 | $2.2B | $1.5B | ||
| Q3 24 | $2.1B | $1.4B | ||
| Q2 24 | $2.3B | $1.3B | ||
| Q1 24 | $2.3B | $1.2B |
| Q4 25 | $3.2B | $3.1B | ||
| Q3 25 | $3.4B | $3.0B | ||
| Q2 25 | $3.4B | $2.8B | ||
| Q1 25 | $3.5B | $2.6B | ||
| Q4 24 | $3.4B | $2.4B | ||
| Q3 24 | $3.4B | $2.2B | ||
| Q2 24 | $3.7B | $2.2B | ||
| Q1 24 | $3.6B | $2.1B |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $131.0M | $194.0M |
| Free Cash FlowOCF − Capex | $77.0M | $178.0M |
| FCF MarginFCF / Revenue | 5.3% | 10.9% |
| Capex IntensityCapex / Revenue | 3.7% | 1.0% |
| Cash ConversionOCF / Net Profit | 15.00× | 1.92× |
| TTM Free Cash FlowTrailing 4 quarters | $12.7M | $608.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $131.0M | $194.0M | ||
| Q3 25 | $118.4M | $165.0M | ||
| Q2 25 | $33.2M | $223.0M | ||
| Q1 25 | $-28.5M | $79.0M | ||
| Q4 24 | $94.6M | $147.0M | ||
| Q3 24 | $174.6M | $109.0M | ||
| Q2 24 | $141.7M | $124.0M | ||
| Q1 24 | $27.5M | $-20.0M |
| Q4 25 | $77.0M | $178.0M | ||
| Q3 25 | $63.2M | $153.0M | ||
| Q2 25 | $-45.9M | $208.0M | ||
| Q1 25 | $-81.7M | $69.0M | ||
| Q4 24 | $759.0K | $134.0M | ||
| Q3 24 | $112.9M | $97.0M | ||
| Q2 24 | $101.9M | $108.0M | ||
| Q1 24 | $-6.9M | $-33.0M |
| Q4 25 | 5.3% | 10.9% | ||
| Q3 25 | 3.8% | 9.4% | ||
| Q2 25 | -2.6% | 13.4% | ||
| Q1 25 | -5.3% | 5.2% | ||
| Q4 24 | 0.0% | 10.0% | ||
| Q3 24 | 6.6% | 7.4% | ||
| Q2 24 | 5.7% | 8.7% | ||
| Q1 24 | -0.4% | -3.1% |
| Q4 25 | 3.7% | 1.0% | ||
| Q3 25 | 3.3% | 0.7% | ||
| Q2 25 | 4.5% | 1.0% | ||
| Q1 25 | 3.5% | 0.7% | ||
| Q4 24 | 6.0% | 1.0% | ||
| Q3 24 | 3.6% | 0.9% | ||
| Q2 24 | 2.2% | 1.3% | ||
| Q1 24 | 2.1% | 1.2% |
| Q4 25 | 15.00× | 1.92× | ||
| Q3 25 | 5.44× | 1.57× | ||
| Q2 25 | 0.54× | 2.79× | ||
| Q1 25 | -0.71× | 1.41× | ||
| Q4 24 | 1.37× | 4.59× | ||
| Q3 24 | 1.92× | 1.95× | ||
| Q2 24 | 1.26× | 8.86× | ||
| Q1 24 | 0.26× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
BCC
| General Line | $626.6M | 43% |
| Commodity Product Line | $479.9M | 33% |
| Engineered Wood Products | $256.6M | 18% |
| Plywood And Veneer | $53.3M | 4% |
| Lumber | $10.1M | 1% |
| Laminated Veneer Lumber | $8.9M | 1% |
| Other Wood Products | $4.7M | 0% |
| Other Engineered Wood Products | $3.5M | 0% |
| Ijoists | $3.3M | 0% |
TOST
| Technology Service | $1.3B | 82% |
| License | $256.0M | 16% |
| Product And Professional Services | $43.0M | 3% |
