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Upturn AI SWOT - About
OneStream, Inc. Class A Common Stock (OS)
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Upturn Advisory Summary
06/30/2025: OS (1-star) has a low Upturn Star Rating. Not recommended to BUY.
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
Highly popular stock, broad analyst coverage, trusted insights, strong investor interest.
1 Year Target Price $31.2
1 Year Target Price $31.2
| 10 | Strong Buy |
| 8 | Buy |
| 2 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -8.51% | Avg. Invested days 24 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 06/30/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 6.59B USD | Price to earnings Ratio - | 1Y Target Price 31.2 |
Price to earnings Ratio - | 1Y Target Price 31.2 | ||
Volume (30-day avg) 20 | Beta - | 52 Weeks Range 16.69 - 35.39 | Updated Date 06/16/2025 |
52 Weeks Range 16.69 - 35.39 | Updated Date 06/16/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -1.36 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Revenue by Geography
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin -45.64% | Operating Margin (TTM) -29.25% |
Management Effectiveness
Return on Assets (TTM) -35.83% | Return on Equity (TTM) -108.78% |
Valuation
Trailing PE - | Forward PE - | Enterprise Value 4273225103 | Price to Sales(TTM) 12.79 |
Enterprise Value 4273225103 | Price to Sales(TTM) 12.79 | ||
Enterprise Value to Revenue 8.29 | Enterprise Value to EBITDA - | Shares Outstanding 75399200 | Shares Floating 69328382 |
Shares Outstanding 75399200 | Shares Floating 69328382 | ||
Percent Insiders 2.16 | Percent Institutions 91.39 |
Analyst Ratings
Rating 5 | Target Price 31.2 | Buy 8 | Strong Buy 10 |
Buy 8 | Strong Buy 10 | ||
Hold 2 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
OneStream, Inc. Class A Common Stock
Company Overview
History and Background
OneStream Software was founded in 2006 by Tom Shea and Bob Powers. It focuses on providing corporate performance management (CPM) solutions. It has grown to become a leading provider of CPM software, competing with larger established vendors. In 2021, OneStream was acquired by KKR.
Core Business Areas
- Corporate Performance Management (CPM) Software: OneStream's core offering is its unified CPM platform, which integrates financial consolidation, planning, reporting, analytics, and data quality.
Leadership and Structure
Tom Shea serves as CEO. KKR is the primary owner following the acquisition. The company operates with a functional organizational structure, focusing on product development, sales, marketing, and customer success.
Top Products and Market Share
Key Offerings
- OneStream XF: OneStream XF is a unified, cloud-based CPM platform. It provides solutions for financial consolidation, planning, reporting, analytics, and data quality. The market share is estimated to be around 25%. Key competitors include SAP (SAP), Oracle (ORCL), Workday (WDAY), and Anaplan (PLAN).
Market Dynamics
Industry Overview
The CPM market is growing, driven by the need for improved financial visibility, agility, and regulatory compliance. Cloud-based CPM solutions are gaining popularity. Companies are looking for unified platforms that can address multiple CPM processes.
Positioning
OneStream is positioned as a leading independent provider of unified CPM solutions. Its competitive advantage lies in its unified platform approach, scalability, and customer satisfaction.
Total Addressable Market (TAM)
The total addressable market for CPM software is estimated to be $10-15 billion. OneStream is well-positioned to capture a significant share of this market due to its comprehensive platform and strong customer base.
Upturn SWOT Analysis
Strengths
- Unified platform
- Scalability
- High customer satisfaction
- Strong partner network
- Robust functionality
Weaknesses
- Higher upfront cost compared to some competitors
- Reliance on partner network for implementation
Opportunities
- Expansion into new geographic markets
- Development of new features and functionalities
- Increased adoption of cloud-based CPM solutions
- Strategic partnerships
Threats
- Competition from larger vendors with broader product portfolios
- Economic downturns
- Changes in regulatory requirements
- Emergence of disruptive technologies
Competitors and Market Share
Key Competitors
- SAP (SAP)
- Oracle (ORCL)
- Workday (WDAY)
- Anaplan (PLAN)
Competitive Landscape
OneStream offers a unified platform and strong customer satisfaction. Its disadvantages stem from its higher upfront cost. SAP and Oracle have greater resources and market reach.
Growth Trajectory and Initiatives
Historical Growth: OneStream experienced significant revenue growth prior to its acquisition by KKR, driven by its strong product and customer base.
Future Projections: Future growth projections are unavailable, but continued investment from KKR and focus on innovation are expected to drive growth.
Recent Initiatives: Recent initiatives likely include platform enhancements, expansion of partner relationships, and customer acquisition efforts.
Summary
OneStream is a strong CPM provider, known for its unified platform and high customer satisfaction. The company needs to watch out for larger competitors like SAP and Oracle which can take advantage of their vast resources to win market share. As the need for CPM software grows, OneStream is very well positioned to profit, innovate and to lead the market. Overall, OneStream has positioned itself as a leader in the CPM space, but its ultimate trajectory depends on effectively managing competition and capitalising on growth opportunities.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Website
- Industry Reports
- Analyst Estimates
- Third-party market research
- Past Press Releases
Disclaimers:
The analysis is based on limited publicly available information. Financial data is estimated. Market share data are approximate. The AI-based rating is for informational purposes only and should not be considered financial advice.
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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