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Side-by-side financial comparison of Toast, Inc. (TOST) and Williams-Sonoma, Inc. (WSM). Click either name above to swap in a different company.
Williams-Sonoma, Inc. is the larger business by last-quarter revenue ($1.9B vs $1.6B, roughly 1.2× Toast, Inc.). Williams-Sonoma, Inc. runs the higher net margin — 12.8% vs 6.2%, a 6.6% gap on every dollar of revenue. On growth, Toast, Inc. posted the faster year-over-year revenue change (22.0% vs 4.6%). Williams-Sonoma, Inc. produced more free cash flow last quarter ($248.1M vs $178.0M). Over the past eight quarters, Toast, Inc.'s revenue compounded faster (23.3% CAGR vs -9.1%).
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.
Williams Sonoma is an American retailer of cookware, appliances, and home furnishings. It is owned by Williams-Sonoma, Inc., and was founded by Charles E. (Chuck) Williams in 1956.
TOST vs WSM — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.6B | $1.9B |
| Net Profit | $101.0M | $241.6M |
| Gross Margin | 25.9% | 46.1% |
| Operating Margin | 5.2% | 17.0% |
| Net Margin | 6.2% | 12.8% |
| Revenue YoY | 22.0% | 4.6% |
| Net Profit YoY | 215.6% | -3.0% |
| EPS (diluted) | $0.18 | $1.96 |
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 | $1.9B | ||
| Q3 25 | $1.6B | $1.8B | ||
| Q2 25 | $1.6B | $1.7B | ||
| Q1 25 | $1.3B | $2.5B | ||
| Q4 24 | $1.3B | $1.8B | ||
| Q3 24 | $1.3B | $1.8B | ||
| Q2 24 | $1.2B | $1.7B | ||
| Q1 24 | $1.1B | $2.3B |
| Q4 25 | $101.0M | $241.6M | ||
| Q3 25 | $105.0M | $247.6M | ||
| Q2 25 | $80.0M | $231.3M | ||
| Q1 25 | $56.0M | $384.9M | ||
| Q4 24 | $32.0M | $249.0M | ||
| Q3 24 | $56.0M | $225.7M | ||
| Q2 24 | $14.0M | $265.7M | ||
| Q1 24 | $-83.0M | $354.4M |
| Q4 25 | 25.9% | 46.1% | ||
| Q3 25 | 26.5% | 47.1% | ||
| Q2 25 | 25.3% | 44.3% | ||
| Q1 25 | 25.9% | 45.2% | ||
| Q4 24 | 24.9% | 46.7% | ||
| Q3 24 | 24.7% | 46.2% | ||
| Q2 24 | 23.0% | 48.3% | ||
| Q1 24 | 23.2% | 46.0% |
| Q4 25 | 5.2% | 17.0% | ||
| Q3 25 | 5.1% | 17.9% | ||
| Q2 25 | 5.2% | 16.8% | ||
| Q1 25 | 3.2% | 20.1% | ||
| Q4 24 | 2.5% | 17.8% | ||
| Q3 24 | 2.6% | 16.2% | ||
| Q2 24 | 0.4% | 19.5% | ||
| Q1 24 | -5.2% | 20.1% |
| Q4 25 | 6.2% | 12.8% | ||
| Q3 25 | 6.4% | 13.5% | ||
| Q2 25 | 5.2% | 13.4% | ||
| Q1 25 | 4.2% | 15.6% | ||
| Q4 24 | 2.4% | 13.8% | ||
| Q3 24 | 4.3% | 12.6% | ||
| Q2 24 | 1.1% | 16.0% | ||
| Q1 24 | -7.7% | 15.6% |
| Q4 25 | $0.18 | $1.96 | ||
| Q3 25 | $0.16 | $2.00 | ||
| Q2 25 | $0.13 | $1.85 | ||
| Q1 25 | $0.09 | $1.02 | ||
| Q4 24 | $0.09 | $1.96 | ||
| Q3 24 | $0.07 | $1.74 | ||
| Q2 24 | $0.02 | $4.07 | ||
| Q1 24 | $-0.15 | $5.42 |
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 | $884.7M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $2.1B | $2.1B |
| Total Assets | $3.1B | $5.3B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $1.4B | $884.7M | ||
| Q3 25 | $1.4B | $985.8M | ||
| Q2 25 | $1.2B | $1.0B | ||
| Q1 25 | $1.0B | $1.2B | ||
| Q4 24 | $903.0M | $826.8M | ||
| Q3 24 | $761.0M | $1.3B | ||
| Q2 24 | $691.0M | $1.3B | ||
| Q1 24 | $578.0M | $1.3B |
| Q4 25 | $2.1B | $2.1B | ||
| Q3 25 | $2.0B | $2.1B | ||
| Q2 25 | $1.8B | $2.2B | ||
| Q1 25 | $1.7B | $2.1B | ||
| Q4 24 | $1.5B | $1.9B | ||
| Q3 24 | $1.4B | $2.3B | ||
| Q2 24 | $1.3B | $2.2B | ||
| Q1 24 | $1.2B | $2.1B |
| Q4 25 | $3.1B | $5.3B | ||
| Q3 25 | $3.0B | $5.2B | ||
| Q2 25 | $2.8B | $5.2B | ||
| Q1 25 | $2.6B | $5.3B | ||
| Q4 24 | $2.4B | $5.0B | ||
| Q3 24 | $2.2B | $5.2B | ||
| Q2 24 | $2.2B | $5.2B | ||
| Q1 24 | $2.1B | $5.3B |
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 | $316.3M |
| Free Cash FlowOCF − Capex | $178.0M | $248.1M |
| FCF MarginFCF / Revenue | 10.9% | 13.2% |
| Capex IntensityCapex / Revenue | 1.0% | 3.6% |
| Cash ConversionOCF / Net Profit | 1.92× | 1.31× |
| TTM Free Cash FlowTrailing 4 quarters | $608.0M | $1.1B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $194.0M | $316.3M | ||
| Q3 25 | $165.0M | $282.7M | ||
| Q2 25 | $223.0M | $118.9M | ||
| Q1 25 | $79.0M | $633.5M | ||
| Q4 24 | $147.0M | $253.5M | ||
| Q3 24 | $109.0M | $246.5M | ||
| Q2 24 | $124.0M | $226.8M | ||
| Q1 24 | $-20.0M | $674.9M |
| Q4 25 | $178.0M | $248.1M | ||
| Q3 25 | $153.0M | $230.7M | ||
| Q2 25 | $208.0M | $60.7M | ||
| Q1 25 | $69.0M | $566.3M | ||
| Q4 24 | $134.0M | $170.1M | ||
| Q3 24 | $97.0M | $215.1M | ||
| Q2 24 | $108.0M | $187.3M | ||
| Q1 24 | $-33.0M | $621.2M |
| Q4 25 | 10.9% | 13.2% | ||
| Q3 25 | 9.4% | 12.6% | ||
| Q2 25 | 13.4% | 3.5% | ||
| Q1 25 | 5.2% | 23.0% | ||
| Q4 24 | 10.0% | 9.4% | ||
| Q3 24 | 7.4% | 12.0% | ||
| Q2 24 | 8.7% | 11.3% | ||
| Q1 24 | -3.1% | 27.3% |
| Q4 25 | 1.0% | 3.6% | ||
| Q3 25 | 0.7% | 2.8% | ||
| Q2 25 | 1.0% | 3.4% | ||
| Q1 25 | 0.7% | 2.7% | ||
| Q4 24 | 1.0% | 4.6% | ||
| Q3 24 | 0.9% | 1.8% | ||
| Q2 24 | 1.3% | 2.4% | ||
| Q1 24 | 1.2% | 2.4% |
| Q4 25 | 1.92× | 1.31× | ||
| Q3 25 | 1.57× | 1.14× | ||
| Q2 25 | 2.79× | 0.51× | ||
| Q1 25 | 1.41× | 1.65× | ||
| Q4 24 | 4.59× | 1.02× | ||
| Q3 24 | 1.95× | 1.09× | ||
| Q2 24 | 8.86× | 0.85× | ||
| Q1 24 | — | 1.90× |
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% |
WSM
Segment breakdown not available.
