Consensus Cloud Solutions and Toast: A Business Comparison

Analyzing the performance, financials, and growth potential of two leading tech companies in the cloud and restaurant industries.

Apr. 5, 2026 at 9:08am

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Consensus Cloud Solutions (NASDAQ:CCSI) and Toast (NYSE:TOST) are both computer and technology companies, but which one is the better investment? This article compares the two firms across key metrics like institutional ownership, volatility, revenue, earnings, valuation, profitability, and analyst recommendations to determine which stock is the more favorable pick.

Why it matters

As publicly traded tech companies, the performance and outlook of Consensus Cloud Solutions and Toast are important indicators of trends in the cloud computing and restaurant technology sectors. Analyzing how these two businesses stack up can provide insights for investors looking to capitalize on growth opportunities in these fast-moving industries.

The details

Consensus Cloud Solutions has a higher percentage of institutional ownership at 93.9% compared to Toast's 82.9%, suggesting stronger backing from major investors. However, Toast has a higher percentage of insider ownership at 12.1% versus Consensus Cloud Solutions' 1.9%. In terms of volatility, Toast has a beta of 1.9 indicating its stock price is 90% more volatile than the S&P 500, while Consensus Cloud Solutions has a beta of 1.54 for 54% more volatility. On the financial front, Toast outperforms Consensus Cloud Solutions in revenue and earnings. But Consensus Cloud Solutions trades at a lower price-to-earnings ratio, making it the more affordable of the two stocks currently. Consensus Cloud Solutions also has higher net margins, return on equity, and return on assets compared to Toast.

  • The data and analysis in this article are current as of April 5, 2026.

The players

Consensus Cloud Solutions

A leading provider of cloud-based information delivery services and software-as-a-service solutions, serving customers in healthcare, government, financial services, law, and education sectors.

Toast

A cloud-based digital technology platform that provides software and hardware products for restaurant operations, online ordering, delivery, and financial services.

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What’s next

Investors should continue to monitor the financial performance, market share, and growth strategies of both Consensus Cloud Solutions and Toast to determine which company is the better long-term investment option.

The takeaway

This analysis highlights that while both Consensus Cloud Solutions and Toast are leading tech companies in their respective industries, Consensus Cloud Solutions appears to have the edge in terms of valuation, profitability metrics, and analyst sentiment. However, Toast's higher revenue, earnings, and insider ownership also make it an attractive investment opportunity for those seeking exposure to the rapidly evolving restaurant technology space.