Tenable (TENB) vs Toast (TOST)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 9, 2026.
Summary
Tenable (TENB) has outperformed Toast (TOST) over the past year, gaining 30.5% versus a loss of 16.8%. Over five years, TENB leads with a -23.3% price change compared with -45.7% for TOST. Toast is the larger company by market cap ($17.88 billion vs $4.37 billion), about 4.1 times the size.
On valuation, Toast trades at a lower forward P/E (17.8x vs 18.2x for Tenable). Toast converts more of its revenue into profit, with a net margin of 5.6% versus -3.6%.
Summary generated from market data by MetaCap's automated system. Methodology
Relative performance
Percent change in share price from the first common trading day shown; excludes dividends.
Head-to-head
| Metric | TENB | TOST |
|---|---|---|
| Share price | $39.64 | $30.94 |
| Market cap | $4.37B | $17.88B |
| 1-day change | +1.61% | +1.34% |
| YTD return | +65.79% | -14.02% |
| 1-year return | +30.47% | -16.81% |
| 5-year return | -23.28% | -45.69% |
| P/E ratio (TTM) | 660.67 | 39.16 |
| Forward P/E | 18.17 | 17.83 |
| EPS (TTM) | $0.06 | $0.79 |
| Dividend yield | 0.00% | 0.00% |
| Annual dividend | $0.00 | $0.00 |
| Revenue (latest FY) | $999.40M | $6.15B |
| Revenue growth (YoY) | +11.04% | +24.05% |
| Net income (latest FY) | $-36.12M | $342.00M |
| Gross margin | 78.09% | 25.89% |
| Operating margin | -0.92% | 4.75% |
| Net margin | -3.61% | 5.56% |
| 52-week high | $43.67 | $39.73 |
| 52-week low | $15.73 | $22.26 |
| Distance from 52-week high | -9.23% | -22.11% |
| Analyst consensus | hold | buy |
| Avg. price target upside | -10.82% | +25.79% |
| Average volume | 4.06M | 9.11M |
| Shares outstanding | 110.14M | 514.00M |
| Employees | 1,995 | 6,500 |
| Sector | Technology | Technology |
| Industry | Computer Software: Prepackaged Software | EDP Services |
Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.
Key differences
- Toast is about 4.1 times larger than Tenable by market value ($17.88B vs $4.37B).
- TENB has outperformed TOST by 47.3 percentage points over the past year.
- Tenable trades at a higher earnings multiple (660.7x vs 39.2x trailing P/E).
- Toast is more profitable, keeping 5.6 cents of every revenue dollar as net income versus -3.6 cents for Tenable.
- Toast grew revenue faster in its latest fiscal year (+24.05% vs +11.04%).
About Tenable
TENB stock →Tenable Holdings, Inc. provides cyber exposure management solutions in the Americas, Europe, the Middle East, Africa, the Asia Pacific, and Japan.
Technology · Computer Software: Prepackaged Software · 1,995 employees
About Toast
TOST stock →Toast, Inc. operates a cloud-based digital technology platform for the restaurant industry in the United States, Ireland, India, and internationally.
Technology · EDP Services · 6,500 employees
TENB vs TOST FAQ
Which is bigger, Tenable or Toast?
Toast (TOST) is larger, with a market capitalization of $17.88B compared with $4.37B for Tenable (TENB).
Which stock has performed better over the past year, TENB or TOST?
TENB returned +30.47% over the past 12 months, compared with -16.81% for TOST (price return, excluding dividends). Past performance does not predict future results.
Which has the lower P/E ratio, TENB or TOST?
TOST has the lower trailing P/E at 39.2, versus 660.7 for TENB. A lower P/E is not by itself a sign of a better investment; it can reflect slower expected growth or higher risk.
Are Tenable and Toast in the same industry?
Both are in the Technology sector, but in different industries: Computer Software: Prepackaged Software for Tenable and EDP Services for Toast.