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Upturn AI SWOT - About
OneStream, Inc. Class A Common Stock (OS)
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Upturn Advisory Summary
10/15/2025: 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 10/15/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 4.04B 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 16.51 - 35.39 | Updated Date 10/17/2025 |
52 Weeks Range 16.51 - 35.39 | Updated Date 10/17/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -1.41 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Revenue by Geography
Earnings Date
Report Date - | When - | Estimate - | Actual - |
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 2815980866 | Price to Sales(TTM) 7.41 |
Enterprise Value 2815980866 | Price to Sales(TTM) 7.41 | ||
Enterprise Value to Revenue 5.16 | Enterprise Value to EBITDA - | Shares Outstanding 88136155 | Shares Floating 82542952 |
Shares Outstanding 88136155 | Shares Floating 82542952 | ||
Percent Insiders 1.85 | Percent Institutions 99.07 |
Upturn AI SWOT
OneStream, Inc. Class A Common Stock
Company Overview
History and Background
OneStream Software was founded in 2010 by former executives of Upstream Software. It focuses on providing corporate performance management (CPM) solutions.
Core Business Areas
- Corporate Performance Management (CPM) Software: OneStream's flagship product is a unified CPM platform that integrates financial consolidation, planning, reporting, analytics, and data quality management.
Leadership and Structure
Tom Shea is the CEO. The company operates with a structure focusing on product development, sales, marketing, and customer success.
Top Products and Market Share
Key Offerings
- OneStream XF: A unified CPM platform that handles financial consolidation, planning, reporting, analytics, and data quality. OneStream claims a high customer satisfaction rate and has been recognized as a leader in the CPM market. Competitors include Anaplan, BlackLine, and Workiva. Private equity firm KKR holds a majority ownership stake since 2021.
Market Dynamics
Industry Overview
The CPM market is experiencing growth due to the increasing complexity of business operations and the need for integrated financial planning and analysis. Cloud-based solutions are gaining traction.
Positioning
OneStream is positioned as a unified, enterprise-scale CPM solution, differentiating itself from point solutions by offering a comprehensive platform. It has a reputation for strong customer service and complex implementations.
Total Addressable Market (TAM)
The TAM for CPM software is estimated to be in the tens of billions of dollars. OneStream is positioned to capture a significant share of this market by focusing on large enterprises with complex financial needs.
Upturn SWOT Analysis
Strengths
- Unified platform
- Strong customer satisfaction
- Scalability
- Focus on complex enterprise needs
Weaknesses
- Higher implementation costs compared to point solutions
- Reliance on strong consulting partnerships
Opportunities
- Expansion into new industries
- Increased adoption of cloud-based CPM solutions
- Development of new AI-powered features
Threats
- Increased competition from established players
- Economic downturn impacting IT spending
- Rapid technological advancements requiring constant innovation
Competitors and Market Share
Key Competitors
- ANPL
- WDAY
- ORCL
- SAP
Competitive Landscape
OneStream competes on its unified platform, while competitors often offer point solutions. It faces challenges from established ERP vendors like Oracle and SAP, which offer CPM modules.
Major Acquisitions
Synthetic Intelligence
- Year: 2023
- Acquisition Price (USD millions): 0
- Strategic Rationale: Enhance platform capabilities in AI.
Growth Trajectory and Initiatives
Historical Growth: OneStream has experienced significant growth in recent years, driven by the increasing demand for unified CPM solutions.
Future Projections: Industry analysts project continued growth for OneStream, driven by cloud adoption and expansion into new markets.
Recent Initiatives: Focus on AI integration, cloud optimization, and expansion of industry-specific solutions.
Summary
OneStream is a strong player in the CPM market, offering a unified platform that addresses complex financial planning needs. Its strengths lie in its customer satisfaction and scalability. Key risks include increased competition and the need for continued innovation to maintain its competitive edge. Being a private company, insights into financial performance and valuations are limited.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Gartner
- Forrester
- Industry Reports
- Company Website
- KKR Press Releases
Disclaimers:
The information provided is based on publicly available sources and industry estimates. Financial data is limited due to OneStream's private status. Market share percentages are approximate.
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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