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TOST vs. LDI
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

TOST vs. LDI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Toast, Inc. (TOST) and loanDepot, Inc. (LDI). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, TOST achieves a -32.13% return, which is significantly higher than LDI's -45.41% return.


TOST

1D
-2.19%
1M
-3.79%
YTD
-32.13%
6M
-30.27%
1Y
-45.24%
3Y*
3.31%
5Y*
10Y*

LDI

1D
-4.24%
1M
-19.29%
YTD
-45.41%
6M
-60.07%
1Y
-13.08%
3Y*
-19.05%
5Y*
-39.78%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

TOST vs. LDI - Yearly Performance Comparison


2026 (YTD)20252024202320222021
TOST
Toast, Inc.
-32.13%-2.58%99.62%1.28%-48.06%-44.47%
LDI
loanDepot, Inc.
-45.41%1.47%-42.05%113.33%-64.95%-30.71%

Correlation

The correlation between TOST and LDI is 0.24, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.24

Correlation (3Y)
Calculated over the trailing 3-year period

0.22

Correlation (All Time)
Calculated using the full available price history since Sep 23, 2021

0.29

Fundamentals

Market Cap

TOST:

$14.51B

LDI:

$258.73M

EPS

TOST:

$0.68

LDI:

-$0.36

PS Ratio

TOST:

2.26

LDI:

0.18

PB Ratio

TOST:

7.29

LDI:

0.77

Total Revenue (TTM)

TOST:

$6.45B

LDI:

$1.34B

Gross Profit (TTM)

TOST:

$1.69B

LDI:

$841.99M

EBITDA (TTM)

TOST:

$430.00M

LDI:

-$34.48M

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Return for Risk

TOST vs. LDI — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

TOST
TOST Risk / Return Rank: 88
Overall Rank
TOST Sharpe Ratio Rank: 55
Sharpe Ratio Rank
TOST Sortino Ratio Rank: 77
Sortino Ratio Rank
TOST Omega Ratio Rank: 88
Omega Ratio Rank
TOST Calmar Ratio Rank: 1010
Calmar Ratio Rank
TOST Martin Ratio Rank: 88
Martin Ratio Rank

LDI
LDI Risk / Return Rank: 3939
Overall Rank
LDI Sharpe Ratio Rank: 3737
Sharpe Ratio Rank
LDI Sortino Ratio Rank: 4343
Sortino Ratio Rank
LDI Omega Ratio Rank: 4141
Omega Ratio Rank
LDI Calmar Ratio Rank: 3737
Calmar Ratio Rank
LDI Martin Ratio Rank: 3737
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

TOST vs. LDI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Toast, Inc. (TOST) and loanDepot, Inc. (LDI). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


TOSTLDIDifference
Sharpe ratioReturn per unit of total volatility

-0.85

Sortino ratioReturn per unit of downside risk

-1.90

Omega ratioGain probability vs. loss probability

0.83

1.05

-0.22

Calmar ratioReturn relative to maximum drawdown

-0.83

-0.17

-0.65

Martin ratioReturn relative to average drawdown

-1.41

-0.29

-1.13

TOST vs. LDI - Sharpe Ratio Comparison

The current TOST Sharpe Ratio is -0.99, which is lower than the LDI Sharpe Ratio of -0.14. The chart below compares the historical Sharpe Ratios of TOST and LDI, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


TOSTLDIDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.99

-0.14

-0.85

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.52

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.30

-0.53

+0.22

Drawdowns

TOST vs. LDI - Drawdown Comparison

The maximum TOST drawdown since its inception was -80.56%, smaller than the maximum LDI drawdown of -96.47%. Use the drawdown chart below to compare losses from any high point for TOST and LDI.


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Drawdown Indicators


TOSTLDIDifference

Max Drawdown

Largest peak-to-trough decline

-80.56%

-96.47%

+15.91%

Max Drawdown (1Y)

Largest decline over 1 year

-54.71%

-75.22%

+20.51%

Max Drawdown (3Y)

Largest decline over 3 years

-54.71%

-75.22%

+20.51%

Max Drawdown (5Y)

Largest decline over 5 years

-92.39%

Current Drawdown

Current decline from peak

-63.05%

-96.09%

+33.04%

Average Drawdown

Average peak-to-trough decline

-57.92%

-87.20%

+29.28%

Ulcer Index

Depth and duration of drawdowns from previous peaks

32.05%

45.85%

-13.80%

Volatility

TOST vs. LDI - Volatility Comparison

Toast, Inc. (TOST) has a higher volatility of 21.74% compared to loanDepot, Inc. (LDI) at 20.66%. This indicates that TOST's price experiences larger fluctuations and is considered to be riskier than LDI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


TOSTLDIDifference

Volatility (1M)

Calculated over the trailing 1-month period

21.74%

20.66%

+1.08%

Volatility (6M)

Calculated over the trailing 6-month period

36.52%

51.71%

-15.19%

Volatility (1Y)

Calculated over the trailing 1-year period

45.95%

93.69%

-47.74%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

61.31%

77.22%

-15.91%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

61.31%

79.98%

-18.67%

Dividends

TOST vs. LDI - Dividend Comparison

Neither TOST nor LDI has paid dividends to shareholders.


PositionTTM20252024202320222021
LDI
loanDepot, Inc.
0.00%0.00%0.00%0.00%4.85%17.75%
TOST
Toast, Inc.
0.00%0.00%0.00%0.00%0.00%0.00%

Financials

TOST vs. LDI - Financials Comparison

This section allows you to compare key financial metrics between Toast, Inc. and loanDepot, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.00500.00M1.00B1.50B20222023202420252026
1.63B
286.39M
(TOST) Total Revenue
(LDI) Total Revenue
Values in USD except per share items

TOST vs. LDI - Profitability Comparison

The chart below illustrates the profitability comparison between Toast, Inc. and loanDepot, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

0.0%20.0%40.0%60.0%80.0%100.0%20222023202420252026
27.4%
0
Portfolio components
TOST - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Toast, Inc. reported a gross profit of 447.00M and revenue of 1.63B. Therefore, the gross margin over that period was 27.4%.

LDI - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, loanDepot, Inc. reported a gross profit of 0.00 and revenue of 286.39M. Therefore, the gross margin over that period was 0.0%.

TOST - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Toast, Inc. reported an operating income of 110.00M and revenue of 1.63B, resulting in an operating margin of 6.8%.

LDI - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, loanDepot, Inc. reported an operating income of 0.00 and revenue of 286.39M, resulting in an operating margin of 0.0%.

TOST - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Toast, Inc. reported a net income of 126.00M and revenue of 1.63B, resulting in a net margin of 7.7%.

LDI - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, loanDepot, Inc. reported a net income of -37.49M and revenue of 286.39M, resulting in a net margin of -13.1%.


Frequently Asked Questions


TOST and LDI have a correlation of 0.24, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

TOST has higher volatility (21.74%) compared to LDI (20.66%). In terms of maximum drawdown, TOST dropped -80.56% vs LDI's -96.47%.

LDI currently has the higher Sharpe Ratio (-0.14 vs -0.99), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

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