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Side-by-side financial comparison of Toast, Inc. (TOST) and V F CORP (VFC). Click either name above to swap in a different company.
V F CORP is the larger business by last-quarter revenue ($2.9B vs $1.6B, roughly 1.8× Toast, Inc.). V F CORP runs the higher net margin — 10.5% vs 6.2%, a 4.3% gap on every dollar of revenue. On growth, Toast, Inc. posted the faster year-over-year revenue change (22.0% vs 1.5%). V F CORP produced more free cash flow last quarter ($977.9M vs $178.0M). Over the past eight quarters, Toast, Inc.'s revenue compounded faster (23.3% CAGR vs 10.1%).
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.
The F. W. Woolworth Company was a retail company and one of the pioneers of the five-and-dime store. It was among the most successful American and international five-and-dime businesses, setting trends and creating the modern retail model that stores worldwide follow today.
TOST vs VFC — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.6B | $2.9B |
| Net Profit | $101.0M | $300.8M |
| Gross Margin | 25.9% | 56.6% |
| Operating Margin | 5.2% | 10.1% |
| Net Margin | 6.2% | 10.5% |
| Revenue YoY | 22.0% | 1.5% |
| Net Profit YoY | 215.6% | 79.3% |
| EPS (diluted) | $0.18 | $0.76 |
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 | $1.6B | $2.9B | ||
| Q3 25 | $1.6B | $2.8B | ||
| Q2 25 | $1.6B | $1.8B | ||
| Q1 25 | $1.3B | $2.0B | ||
| Q4 24 | $1.3B | $2.8B | ||
| Q3 24 | $1.3B | $2.8B | ||
| Q2 24 | $1.2B | $1.9B | ||
| Q1 24 | $1.1B | $2.4B |
| Q4 25 | $101.0M | $300.8M | ||
| Q3 25 | $105.0M | $189.8M | ||
| Q2 25 | $80.0M | $-116.4M | ||
| Q1 25 | $56.0M | $-150.8M | ||
| Q4 24 | $32.0M | $167.8M | ||
| Q3 24 | $56.0M | $52.2M | ||
| Q2 24 | $14.0M | $-258.9M | ||
| Q1 24 | $-83.0M | $-418.3M |
| Q4 25 | 25.9% | 56.6% | ||
| Q3 25 | 26.5% | 52.2% | ||
| Q2 25 | 25.3% | 53.9% | ||
| Q1 25 | 25.9% | 52.7% | ||
| Q4 24 | 24.9% | 56.3% | ||
| Q3 24 | 24.7% | 52.2% | ||
| Q2 24 | 23.0% | 52.0% | ||
| Q1 24 | 23.2% | 48.4% |
| Q4 25 | 5.2% | 10.1% | ||
| Q3 25 | 5.1% | 11.2% | ||
| Q2 25 | 5.2% | -4.9% | ||
| Q1 25 | 3.2% | 2.2% | ||
| Q4 24 | 2.5% | 8.0% | ||
| Q3 24 | 2.6% | 9.9% | ||
| Q2 24 | 0.4% | -12.6% | ||
| Q1 24 | -5.2% | -15.0% |
| Q4 25 | 6.2% | 10.5% | ||
| Q3 25 | 6.4% | 6.8% | ||
| Q2 25 | 5.2% | -6.6% | ||
| Q1 25 | 4.2% | -7.5% | ||
| Q4 24 | 2.4% | 5.9% | ||
| Q3 24 | 4.3% | 1.9% | ||
| Q2 24 | 1.1% | -13.6% | ||
| Q1 24 | -7.7% | -17.6% |
| Q4 25 | $0.18 | $0.76 | ||
| Q3 25 | $0.16 | $0.48 | ||
| Q2 25 | $0.13 | $-0.30 | ||
| Q1 25 | $0.09 | $-0.37 | ||
| Q4 24 | $0.09 | $0.43 | ||
| Q3 24 | $0.07 | $0.13 | ||
| Q2 24 | $0.02 | $-0.67 | ||
| Q1 24 | $-0.15 | $-1.07 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $1.4B | $1.5B |
| Total DebtLower is stronger | — | $3.6B |
| Stockholders' EquityBook value | $2.1B | $1.8B |
| Total Assets | $3.1B | $10.4B |
| Debt / EquityLower = less leverage | — | 1.99× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $1.4B | $1.5B | ||
| Q3 25 | $1.4B | $419.1M | ||
| Q2 25 | $1.2B | $642.4M | ||
| Q1 25 | $1.0B | $429.4M | ||
| Q4 24 | $903.0M | $1.4B | ||
| Q3 24 | $761.0M | $492.2M | ||
| Q2 24 | $691.0M | $637.4M | ||
| Q1 24 | $578.0M | $674.6M |
| Q4 25 | — | $3.6B | ||
| Q3 25 | — | $3.5B | ||
| Q2 25 | — | $3.6B | ||
| Q1 25 | — | $3.4B | ||
| Q4 24 | — | $3.9B | ||
| Q3 24 | — | $4.0B | ||
| Q2 24 | — | $3.9B | ||
| Q1 24 | — | $4.7B |
| Q4 25 | $2.1B | $1.8B | ||
| Q3 25 | $2.0B | $1.5B | ||
| Q2 25 | $1.8B | $1.3B | ||
| Q1 25 | $1.7B | $1.5B | ||
| Q4 24 | $1.5B | $1.7B | ||
| Q3 24 | $1.4B | $1.4B | ||
| Q2 24 | $1.3B | $1.4B | ||
| Q1 24 | $1.2B | $1.7B |
| Q4 25 | $3.1B | $10.4B | ||
| Q3 25 | $3.0B | $10.6B | ||
| Q2 25 | $2.8B | $10.2B | ||
| Q1 25 | $2.6B | $9.4B | ||
| Q4 24 | $2.4B | $10.6B | ||
| Q3 24 | $2.2B | $12.2B | ||
| Q2 24 | $2.2B | $11.5B | ||
| Q1 24 | $2.1B | $11.6B |
| Q4 25 | — | 1.99× | ||
| Q3 25 | — | 2.40× | ||
| Q2 25 | — | 2.76× | ||
| Q1 25 | — | 2.30× | ||
| Q4 24 | — | 2.31× | ||
| Q3 24 | — | 2.86× | ||
| Q2 24 | — | 2.84× | ||
| Q1 24 | — | 2.84× |
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 | $194.0M | $1.0B |
| Free Cash FlowOCF − Capex | $178.0M | $977.9M |
| FCF MarginFCF / Revenue | 10.9% | 34.0% |
| Capex IntensityCapex / Revenue | 1.0% | 1.1% |
| Cash ConversionOCF / Net Profit | 1.92× | 3.36× |
| TTM Free Cash FlowTrailing 4 quarters | $608.0M | $357.6M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $194.0M | $1.0B | ||
| Q3 25 | $165.0M | $-227.0M | ||
| Q2 25 | $223.0M | $-145.5M | ||
| Q1 25 | $79.0M | $-171.1M | ||
| Q4 24 | $147.0M | $918.1M | ||
| Q3 24 | $109.0M | $-301.6M | ||
| Q2 24 | $124.0M | $19.8M | ||
| Q1 24 | $-20.0M | — |
| Q4 25 | $178.0M | $977.9M | ||
| Q3 25 | $153.0M | $-253.5M | ||
| Q2 25 | $208.0M | $-173.7M | ||
| Q1 25 | $69.0M | $-193.0M | ||
| Q4 24 | $134.0M | $899.7M | ||
| Q3 24 | $97.0M | $-322.4M | ||
| Q2 24 | $108.0M | $-5.4M | ||
| Q1 24 | $-33.0M | — |
| Q4 25 | 10.9% | 34.0% | ||
| Q3 25 | 9.4% | -9.0% | ||
| Q2 25 | 13.4% | -9.9% | ||
| Q1 25 | 5.2% | -9.6% | ||
| Q4 24 | 10.0% | 31.7% | ||
| Q3 24 | 7.4% | -11.7% | ||
| Q2 24 | 8.7% | -0.3% | ||
| Q1 24 | -3.1% | — |
| Q4 25 | 1.0% | 1.1% | ||
| Q3 25 | 0.7% | 0.9% | ||
| Q2 25 | 1.0% | 1.6% | ||
| Q1 25 | 0.7% | 1.1% | ||
| Q4 24 | 1.0% | 0.6% | ||
| Q3 24 | 0.9% | 0.8% | ||
| Q2 24 | 1.3% | 1.3% | ||
| Q1 24 | 1.2% | — |
| Q4 25 | 1.92× | 3.36× | ||
| Q3 25 | 1.57× | -1.20× | ||
| Q2 25 | 2.79× | — | ||
| Q1 25 | 1.41× | — | ||
| Q4 24 | 4.59× | 5.47× | ||
| Q3 24 | 1.95× | -5.78× | ||
| Q2 24 | 8.86× | — | ||
| Q1 24 | — | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
TOST
| Technology Service | $1.3B | 82% |
| License | $256.0M | 16% |
| Product And Professional Services | $43.0M | 3% |
VFC
| Outdoor | $1.9B | 67% |
| Sales Channel Through Intermediary | $813.4M | 28% |
| Other | $136.3M | 5% |
