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▶ 1:00 · $TOST · 5 Overlooked Stocks to Buy Now

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Toast overlooked at half market multiple with operating leverage inflection

Toast trades at 16.6x forward P/E (~half market multiple) despite 20%+ revenue CAGR and operating leverage inflection from -$287M loss to +$359M operating profit; subscription sof…

$OSCR···bullish· mediumtravis hoium

Oscar Health leads ICHRA shift from employer to individual insurance market

Oscar trades at 20x forward P/E despite 31% revenue CAGR; digital-first ACA insurer positioned for ICHRA tailwind (employer defined-contribution shift akin to 401k transition), wi…

$ONON···bullish· high· postravis hoium

On Holding trades at discount to Nike despite 20%+ growth and expanding margins

On Holding grows 20%+ CAGR with gross margins expanding from 53.6% to 63.9% on pricing power, generates $403M FCF, yet trades at 3.1x EV/sales vs Nike at 6x with negative growth;…

$INTU···bullish· mediumtravis hoium

Intuit oversold at 16x forward earnings on AI disruption fears not yet in fundamentals

Intuit down 55% YTD but revenue grows 15% YoY with 17% operating profit CAGR since 2017; trades at 16x forward earnings. AI disruption thesis (tax prep disintermediation) not refl…

$ZETA···bullish· high· postravis hoium

Zeta Global at 2.5x EV/sales with 50% revenue growth and AI-driven expansion into business intelligence

Zeta grows 25% CAGR (50% latest quarter) at 19x forward P/E and 2.5x EV/sales; marketing platform for largest enterprises expanding downmarket and into AI-powered business intelli…

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