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Side-by-side financial comparison of Sylvamo Corp (SLVM) 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 $890.0M, roughly 1.8× Sylvamo Corp). Toast, Inc. runs the higher net margin — 6.2% vs 3.7%, a 2.5% gap on every dollar of revenue. On growth, Toast, Inc. posted the faster year-over-year revenue change (22.0% vs -8.2%). Toast, Inc. produced more free cash flow last quarter ($178.0M vs $38.0M). Over the past eight quarters, Toast, Inc.'s revenue compounded faster (23.3% CAGR vs -0.8%).

Sylvamo Corp is a leading global manufacturer of sustainable paper and pulp products. Its core offerings include uncoated printing paper, packaging paper, and market pulp, serving office supplies, publishing, commercial printing, and packaging segments across North America, Europe, and Latin America.

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.

SLVM vs TOST — Head-to-Head

Bigger by revenue
TOST
TOST
1.8× larger
TOST
$1.6B
$890.0M
SLVM
Growing faster (revenue YoY)
TOST
TOST
+30.3% gap
TOST
22.0%
-8.2%
SLVM
Higher net margin
TOST
TOST
2.5% more per $
TOST
6.2%
3.7%
SLVM
More free cash flow
TOST
TOST
$140.0M more FCF
TOST
$178.0M
$38.0M
SLVM
Faster 2-yr revenue CAGR
TOST
TOST
Annualised
TOST
23.3%
-0.8%
SLVM

Income Statement — Q4 FY2025 vs Q4 FY2025

Metric
SLVM
SLVM
TOST
TOST
Revenue
$890.0M
$1.6B
Net Profit
$33.0M
$101.0M
Gross Margin
25.9%
Operating Margin
8.9%
5.2%
Net Margin
3.7%
6.2%
Revenue YoY
-8.2%
22.0%
Net Profit YoY
-59.3%
215.6%
EPS (diluted)
$0.81
$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.

Revenue
SLVM
SLVM
TOST
TOST
Q4 25
$890.0M
$1.6B
Q3 25
$846.0M
$1.6B
Q2 25
$794.0M
$1.6B
Q1 25
$821.0M
$1.3B
Q4 24
$970.0M
$1.3B
Q3 24
$965.0M
$1.3B
Q2 24
$933.0M
$1.2B
Q1 24
$905.0M
$1.1B
Net Profit
SLVM
SLVM
TOST
TOST
Q4 25
$33.0M
$101.0M
Q3 25
$57.0M
$105.0M
Q2 25
$15.0M
$80.0M
Q1 25
$27.0M
$56.0M
Q4 24
$81.0M
$32.0M
Q3 24
$95.0M
$56.0M
Q2 24
$83.0M
$14.0M
Q1 24
$43.0M
$-83.0M
Gross Margin
SLVM
SLVM
TOST
TOST
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%
Operating Margin
SLVM
SLVM
TOST
TOST
Q4 25
8.9%
5.2%
Q3 25
11.6%
5.1%
Q2 25
3.8%
5.2%
Q1 25
5.4%
3.2%
Q4 24
11.2%
2.5%
Q3 24
15.5%
2.6%
Q2 24
13.1%
0.4%
Q1 24
8.0%
-5.2%
Net Margin
SLVM
SLVM
TOST
TOST
Q4 25
3.7%
6.2%
Q3 25
6.7%
6.4%
Q2 25
1.9%
5.2%
Q1 25
3.3%
4.2%
Q4 24
8.4%
2.4%
Q3 24
9.8%
4.3%
Q2 24
8.9%
1.1%
Q1 24
4.8%
-7.7%
EPS (diluted)
SLVM
SLVM
TOST
TOST
Q4 25
$0.81
$0.18
Q3 25
$1.41
$0.16
Q2 25
$0.37
$0.13
Q1 25
$0.65
$0.09
Q4 24
$1.91
$0.09
Q3 24
$2.27
$0.07
Q2 24
$1.98
$0.02
Q1 24
$1.02
$-0.15

Balance Sheet & Financial Strength

Snapshot of each company's liquidity, leverage and book value from the latest quarter.

Metric
SLVM
SLVM
TOST
TOST
Cash + ST InvestmentsLiquidity on hand
$198.0M
$1.4B
Total DebtLower is stronger
$763.0M
Stockholders' EquityBook value
$966.0M
$2.1B
Total Assets
$2.8B
$3.1B
Debt / EquityLower = less leverage
0.79×

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
SLVM
SLVM
TOST
TOST
Q4 25
$198.0M
$1.4B
Q3 25
$146.0M
$1.4B
Q2 25
$183.0M
$1.2B
Q1 25
$220.0M
$1.0B
Q4 24
$309.0M
$903.0M
Q3 24
$414.0M
$761.0M
Q2 24
$213.0M
$691.0M
Q1 24
$218.0M
$578.0M
Total Debt
SLVM
SLVM
TOST
TOST
Q4 25
$763.0M
Q3 25
$778.0M
Q2 25
$767.0M
Q1 25
$794.0M
Q4 24
$782.0M
Q3 24
$883.0M
Q2 24
$894.0M
Q1 24
$921.0M
Stockholders' Equity
SLVM
SLVM
TOST
TOST
Q4 25
$966.0M
$2.1B
Q3 25
$977.0M
$2.0B
Q2 25
$959.0M
$1.8B
Q1 25
$908.0M
$1.7B
Q4 24
$847.0M
$1.5B
Q3 24
$937.0M
$1.4B
Q2 24
$830.0M
$1.3B
Q1 24
$889.0M
$1.2B
Total Assets
SLVM
SLVM
TOST
TOST
Q4 25
$2.8B
$3.1B
Q3 25
$2.7B
$3.0B
Q2 25
$2.7B
$2.8B
Q1 25
$2.6B
$2.6B
Q4 24
$2.6B
$2.4B
Q3 24
$2.9B
$2.2B
Q2 24
$2.7B
$2.2B
Q1 24
$2.6B
$2.1B
Debt / Equity
SLVM
SLVM
TOST
TOST
Q4 25
0.79×
Q3 25
0.80×
Q2 25
0.80×
Q1 25
0.87×
Q4 24
0.92×
Q3 24
0.94×
Q2 24
1.08×
Q1 24
1.04×

Cash Flow & Capital Efficiency

How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.

Metric
SLVM
SLVM
TOST
TOST
Operating Cash FlowLast quarter
$94.0M
$194.0M
Free Cash FlowOCF − Capex
$38.0M
$178.0M
FCF MarginFCF / Revenue
4.3%
10.9%
Capex IntensityCapex / Revenue
6.3%
1.0%
Cash ConversionOCF / Net Profit
2.85×
1.92×
TTM Free Cash FlowTrailing 4 quarters
$44.0M
$608.0M

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
SLVM
SLVM
TOST
TOST
Q4 25
$94.0M
$194.0M
Q3 25
$87.0M
$165.0M
Q2 25
$64.0M
$223.0M
Q1 25
$23.0M
$79.0M
Q4 24
$164.0M
$147.0M
Q3 24
$163.0M
$109.0M
Q2 24
$115.0M
$124.0M
Q1 24
$27.0M
$-20.0M
Free Cash Flow
SLVM
SLVM
TOST
TOST
Q4 25
$38.0M
$178.0M
Q3 25
$33.0M
$153.0M
Q2 25
$-2.0M
$208.0M
Q1 25
$-25.0M
$69.0M
Q4 24
$100.0M
$134.0M
Q3 24
$119.0M
$97.0M
Q2 24
$62.0M
$108.0M
Q1 24
$-33.0M
$-33.0M
FCF Margin
SLVM
SLVM
TOST
TOST
Q4 25
4.3%
10.9%
Q3 25
3.9%
9.4%
Q2 25
-0.3%
13.4%
Q1 25
-3.0%
5.2%
Q4 24
10.3%
10.0%
Q3 24
12.3%
7.4%
Q2 24
6.6%
8.7%
Q1 24
-3.6%
-3.1%
Capex Intensity
SLVM
SLVM
TOST
TOST
Q4 25
6.3%
1.0%
Q3 25
6.4%
0.7%
Q2 25
8.3%
1.0%
Q1 25
5.8%
0.7%
Q4 24
6.6%
1.0%
Q3 24
4.6%
0.9%
Q2 24
5.7%
1.3%
Q1 24
6.6%
1.2%
Cash Conversion
SLVM
SLVM
TOST
TOST
Q4 25
2.85×
1.92×
Q3 25
1.53×
1.57×
Q2 25
4.27×
2.79×
Q1 25
0.85×
1.41×
Q4 24
2.02×
4.59×
Q3 24
1.72×
1.95×
Q2 24
1.39×
8.86×
Q1 24
0.63×

Financial Flow Comparison

Revenue → gross profit → operating profit → net profit for each company.

Revenue Breakdown by Segment

SLVM
SLVM

Segment breakdown not available.

TOST
TOST

Technology Service$1.3B82%
License$256.0M16%
Product And Professional Services$43.0M3%

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