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Side-by-side financial comparison of Organon & Co. (OGN) 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× Organon & Co.). Toast, Inc. runs the higher net margin — 6.2% vs -13.6%, a 19.8% gap on every dollar of revenue. On growth, Toast, Inc. posted the faster year-over-year revenue change (22.0% vs -5.3%). Toast, Inc. produced more free cash flow last quarter ($178.0M vs $96.0M). Over the past eight quarters, Toast, Inc.'s revenue compounded faster (23.3% CAGR vs -3.6%).
Organon & Co. is an American pharmaceutical company headquartered in Jersey City, New Jersey. Organon specializes in the following core therapeutic fields: reproductive medicine, contraception, psychiatry, hormone replacement therapy (HRT), and anesthesia. Organon produces all its products outside of the United States but receives a third of its revenue from the United States.
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.
OGN vs TOST — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.5B | $1.6B |
| Net Profit | $-205.0M | $101.0M |
| Gross Margin | 49.2% | 25.9% |
| Operating Margin | -9.8% | 5.2% |
| Net Margin | -13.6% | 6.2% |
| Revenue YoY | -5.3% | 22.0% |
| Net Profit YoY | -288.1% | 215.6% |
| EPS (diluted) | $-0.78 | $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 | $1.6B | $1.6B | ||
| Q2 25 | $1.6B | $1.6B | ||
| Q1 25 | $1.5B | $1.3B | ||
| Q4 24 | $1.6B | $1.3B | ||
| Q3 24 | $1.6B | $1.3B | ||
| Q2 24 | $1.6B | $1.2B | ||
| Q1 24 | $1.6B | $1.1B |
| Q4 25 | $-205.0M | $101.0M | ||
| Q3 25 | $160.0M | $105.0M | ||
| Q2 25 | $145.0M | $80.0M | ||
| Q1 25 | $87.0M | $56.0M | ||
| Q4 24 | $109.0M | $32.0M | ||
| Q3 24 | $359.0M | $56.0M | ||
| Q2 24 | $195.0M | $14.0M | ||
| Q1 24 | $201.0M | $-83.0M |
| Q4 25 | 49.2% | 25.9% | ||
| Q3 25 | 53.5% | 26.5% | ||
| Q2 25 | 54.8% | 25.3% | ||
| Q1 25 | 55.6% | 25.9% | ||
| Q4 24 | 56.3% | 24.9% | ||
| Q3 24 | 58.3% | 24.7% | ||
| Q2 24 | 58.4% | 23.0% | ||
| Q1 24 | 59.0% | 23.2% |
| Q4 25 | -9.8% | 5.2% | ||
| Q3 25 | 15.2% | 5.1% | ||
| Q2 25 | 14.4% | 5.2% | ||
| Q1 25 | 6.7% | 3.2% | ||
| Q4 24 | 8.1% | 2.5% | ||
| Q3 24 | 13.1% | 2.6% | ||
| Q2 24 | 14.6% | 0.4% | ||
| Q1 24 | 14.5% | -5.2% |
| Q4 25 | -13.6% | 6.2% | ||
| Q3 25 | 10.0% | 6.4% | ||
| Q2 25 | 9.1% | 5.2% | ||
| Q1 25 | 5.8% | 4.2% | ||
| Q4 24 | 6.8% | 2.4% | ||
| Q3 24 | 22.7% | 4.3% | ||
| Q2 24 | 12.1% | 1.1% | ||
| Q1 24 | 12.4% | -7.7% |
| Q4 25 | $-0.78 | $0.18 | ||
| Q3 25 | $0.61 | $0.16 | ||
| Q2 25 | $0.56 | $0.13 | ||
| Q1 25 | $0.33 | $0.09 | ||
| Q4 24 | $0.42 | $0.09 | ||
| Q3 24 | $1.38 | $0.07 | ||
| Q2 24 | $0.75 | $0.02 | ||
| Q1 24 | $0.78 | $-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 | $574.0M | $1.4B |
| Total DebtLower is stronger | $8.6B | — |
| Stockholders' EquityBook value | $752.0M | $2.1B |
| Total Assets | $12.9B | $3.1B |
| Debt / EquityLower = less leverage | 11.49× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $574.0M | $1.4B | ||
| Q3 25 | $672.0M | $1.4B | ||
| Q2 25 | $599.0M | $1.2B | ||
| Q1 25 | $547.0M | $1.0B | ||
| Q4 24 | $675.0M | $903.0M | ||
| Q3 24 | $763.0M | $761.0M | ||
| Q2 24 | $704.0M | $691.0M | ||
| Q1 24 | $575.0M | $578.0M |
| Q4 25 | $8.6B | — | ||
| Q3 25 | $8.8B | — | ||
| Q2 25 | $8.9B | — | ||
| Q1 25 | $9.0B | — | ||
| Q4 24 | $8.9B | — | ||
| Q3 24 | $8.7B | — | ||
| Q2 24 | $8.7B | — | ||
| Q1 24 | $8.7B | — |
| Q4 25 | $752.0M | $2.1B | ||
| Q3 25 | $906.0M | $2.0B | ||
| Q2 25 | $733.0M | $1.8B | ||
| Q1 25 | $542.0M | $1.7B | ||
| Q4 24 | $472.0M | $1.5B | ||
| Q3 24 | $493.0M | $1.4B | ||
| Q2 24 | $144.0M | $1.3B | ||
| Q1 24 | $48.0M | $1.2B |
| Q4 25 | $12.9B | $3.1B | ||
| Q3 25 | $13.6B | $3.0B | ||
| Q2 25 | $13.5B | $2.8B | ||
| Q1 25 | $13.2B | $2.6B | ||
| Q4 24 | $13.1B | $2.4B | ||
| Q3 24 | $12.8B | $2.2B | ||
| Q2 24 | $12.2B | $2.2B | ||
| Q1 24 | $11.9B | $2.1B |
| Q4 25 | 11.49× | — | ||
| Q3 25 | 9.74× | — | ||
| Q2 25 | 12.14× | — | ||
| Q1 25 | 16.52× | — | ||
| Q4 24 | 18.81× | — | ||
| Q3 24 | 17.75× | — | ||
| Q2 24 | 60.11× | — | ||
| Q1 24 | 181.54× | — |
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 | $141.0M | $194.0M |
| Free Cash FlowOCF − Capex | $96.0M | $178.0M |
| FCF MarginFCF / Revenue | 6.4% | 10.9% |
| Capex IntensityCapex / Revenue | 3.0% | 1.0% |
| Cash ConversionOCF / Net Profit | — | 1.92× |
| TTM Free Cash FlowTrailing 4 quarters | $538.0M | $608.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $141.0M | $194.0M | ||
| Q3 25 | $264.0M | $165.0M | ||
| Q2 25 | $220.0M | $223.0M | ||
| Q1 25 | $75.0M | $79.0M | ||
| Q4 24 | $390.0M | $147.0M | ||
| Q3 24 | $141.0M | $109.0M | ||
| Q2 24 | $332.0M | $124.0M | ||
| Q1 24 | $76.0M | $-20.0M |
| Q4 25 | $96.0M | $178.0M | ||
| Q3 25 | $218.0M | $153.0M | ||
| Q2 25 | $181.0M | $208.0M | ||
| Q1 25 | $43.0M | $69.0M | ||
| Q4 24 | $335.0M | $134.0M | ||
| Q3 24 | $99.0M | $97.0M | ||
| Q2 24 | $300.0M | $108.0M | ||
| Q1 24 | $30.0M | $-33.0M |
| Q4 25 | 6.4% | 10.9% | ||
| Q3 25 | 13.6% | 9.4% | ||
| Q2 25 | 11.4% | 13.4% | ||
| Q1 25 | 2.8% | 5.2% | ||
| Q4 24 | 21.0% | 10.0% | ||
| Q3 24 | 6.3% | 7.4% | ||
| Q2 24 | 18.7% | 8.7% | ||
| Q1 24 | 1.8% | -3.1% |
| Q4 25 | 3.0% | 1.0% | ||
| Q3 25 | 2.9% | 0.7% | ||
| Q2 25 | 2.4% | 1.0% | ||
| Q1 25 | 2.1% | 0.7% | ||
| Q4 24 | 3.5% | 1.0% | ||
| Q3 24 | 2.7% | 0.9% | ||
| Q2 24 | 2.0% | 1.3% | ||
| Q1 24 | 2.8% | 1.2% |
| Q4 25 | — | 1.92× | ||
| Q3 25 | 1.65× | 1.57× | ||
| Q2 25 | 1.52× | 2.79× | ||
| Q1 25 | 0.86× | 1.41× | ||
| Q4 24 | 3.58× | 4.59× | ||
| Q3 24 | 0.39× | 1.95× | ||
| Q2 24 | 1.70× | 8.86× | ||
| Q1 24 | 0.38× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
OGN
Segment breakdown not available.
TOST
| Technology Service | $1.3B | 82% |
| License | $256.0M | 16% |
| Product And Professional Services | $43.0M | 3% |
