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Upturn AI SWOT - About
OneStream, Inc. Class A Common Stock (OS)
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Upturn Advisory Summary
08/14/2025: OS (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
20 Analysts rated it
Well-followed company, solid analyst reports, reliable data for confident investing.
1 Year Target Price $29.26
1 Year Target Price $29.26
| 10 | Strong Buy |
| 8 | Buy |
| 2 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -15.2% | Avg. Invested days 24 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 4.81B USD | Price to earnings Ratio - | 1Y Target Price 29.26 |
Price to earnings Ratio - | 1Y Target Price 29.26 | ||
Volume (30-day avg) 20 | Beta - | 52 Weeks Range 16.69 - 35.39 | Updated Date 08/15/2025 |
52 Weeks Range 16.69 - 35.39 | Updated Date 08/15/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -1.41 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Revenue by Geography
Earnings Date
Report Date 2025-08-07 | When After Market | Estimate 0.01 | Actual 0.05 |
Profitability
Profit Margin -45.07% | Operating Margin (TTM) -21.84% |
Management Effectiveness
Return on Assets (TTM) -36.3% | Return on Equity (TTM) -109.08% |
Valuation
Trailing PE - | Forward PE - | Enterprise Value 3054506609 | Price to Sales(TTM) 8.81 |
Enterprise Value 3054506609 | Price to Sales(TTM) 8.81 | ||
Enterprise Value to Revenue 5.6 | Enterprise Value to EBITDA - | Shares Outstanding 88136200 | Shares Floating 82561586 |
Shares Outstanding 88136200 | Shares Floating 82561586 | ||
Percent Insiders 1.83 | Percent Institutions 99.56 |
Upturn AI SWOT
OneStream, Inc. Class A Common Stock
Company Overview
History and Background
OneStream, Inc. is a privately held company founded in 2015. It evolved from Upstream Software, focusing on providing unified corporate performance management (CPM) solutions. It has grown rapidly, gaining significant market share against established players.
Core Business Areas
- CPM Software Platform: Offers a unified platform for financial consolidation, planning, reporting, analytics, and data quality.
Leadership and Structure
Craig Colby serves as President. The company is structured around product development, sales, marketing, and customer success departments.
Top Products and Market Share
Key Offerings
- OneStream XF: A unified CPM platform, offering solutions for financial consolidation, planning, reporting, and analytics. Their market share is estimated to be in the range of 20-30% within the CPM software segment. Competitors include SAP (SAP), Oracle (ORCL), Anaplan (PLAN) and Workday (WDAY).
Market Dynamics
Industry Overview
The CPM software market is growing, driven by the need for businesses to streamline financial processes and improve decision-making. Cloud-based solutions are gaining popularity.
Positioning
OneStream is positioned as a unified, scalable, and high-performance CPM platform, competing with legacy vendors and newer cloud-based players.
Total Addressable Market (TAM)
The CPM software market is estimated to be around $10-15 billion. OneStream is positioned to capture a significant portion of this TAM due to its unified platform approach.
Upturn SWOT Analysis
Strengths
- Unified CPM platform
- Strong customer satisfaction
- Scalability and performance
- Experienced management team
Weaknesses
- Higher price point compared to some competitors
- Limited brand awareness compared to larger vendors
Opportunities
- Expanding into new geographies
- Developing new industry-specific solutions
- Integrating with other enterprise software platforms
Threats
- Increased competition from established vendors and new entrants
- Economic downturn affecting IT spending
- Changes in regulatory requirements
Competitors and Market Share
Key Competitors
- SAP (SAP)
- Oracle (ORCL)
- Anaplan (PLAN)
- Workday (WDAY)
Competitive Landscape
OneStream competes with both established vendors and newer cloud-based players. Its unified platform and strong customer satisfaction are key advantages. However, it faces challenges from larger vendors with greater brand awareness and broader product portfolios.
Growth Trajectory and Initiatives
Historical Growth: OneStream has experienced rapid growth in recent years, driven by strong demand for its CPM platform.
Future Projections: Analysts expect OneStream to continue to grow rapidly, driven by its unified platform and strong customer satisfaction.
Recent Initiatives: Expanding into new industries and geographies, investing in product development, and building partnerships with other technology companies.
Summary
OneStream is a strong player in the CPM market, offering a unified and scalable platform. Its rapid growth and strong customer satisfaction are positive indicators. However, it faces competition from larger vendors and needs to continue to innovate to maintain its competitive edge. The company needs to be mindful of the economy and competitive landscape.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Gartner Reports
- Forrester Reports
- Industry Analyst Reports
- Company Website
- Press Releases
- Market Estimates
Disclaimers:
The information provided is based on publicly available data and market estimates. Actual results may vary. Market share data is approximate and based on analyst estimates. Financial information is limited due to the company being privately held.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About OneStream, Inc. Class A Common Stock
Exchange NASDAQ | Headquaters Birmingham, MI, United States | ||
IPO Launch date 2024-07-24 | Co-Founder, Chairman, CEO & President Mr. Thomas Shea | ||
Sector Technology | Industry Software - Infrastructure | Full time employees 1500 | Website https://www.onestream.com |
Full time employees 1500 | Website https://www.onestream.com | ||
OneStream, Inc. delivers a unified, AI-enabled, and extensible software platform in the United States and internationally. The company's Digital Finance Cloud platform provides solutions that include financial close and consolidation that streamlines financial processes with capabilities to automate tasks and manage the complexity and standards of financial reporting and consolidation; financial and operational planning and analysis that enables financial and operational planning, budgeting, forecasting, and results analysis for individual business functions and the synchronization of plans across the entire organization; and financial and operational reporting that provides end-to-end visibility of analytics and key metrics to various stakeholders, including executives, finance professionals, line-of-business leaders, and other business partners. Its customers include enterprises, mid-market organizations, and government entities. OneStream, Inc. was founded in 2012 and is headquartered in Birmingham, Michigan.
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