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Upturn AI SWOT - About
OneStream, Inc. Class A Common Stock (OS)
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Upturn Advisory Summary
04/04/2025: 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.
AI Based Fundamental Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type Stock | Historic Profit -21.21% | Avg. Invested days 18 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/04/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 7.00B USD | Price to earnings Ratio - | 1Y Target Price 34.36 |
Price to earnings Ratio - | 1Y Target Price 34.36 | ||
Volume (30-day avg) 1503740 | Beta - | 52 Weeks Range 17.96 - 35.39 | Updated Date 03/6/2025 |
52 Weeks Range 17.96 - 35.39 | Updated Date 03/6/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -0.69 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Revenue by Geography
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin -0.75% | Operating Margin (TTM) -9.85% |
Management Effectiveness
Return on Assets (TTM) - | Return on Equity (TTM) - |
Valuation
Trailing PE - | Forward PE - | Enterprise Value 6881368188 | Price to Sales(TTM) 16.01 |
Enterprise Value 6881368188 | Price to Sales(TTM) 16.01 | ||
Enterprise Value to Revenue 15.73 | Enterprise Value to EBITDA - | Shares Outstanding 28224300 | Shares Floating 23831033 |
Shares Outstanding 28224300 | Shares Floating 23831033 | ||
Percent Insiders 1.46 | Percent Institutions 39.98 |
Analyst Ratings
Rating 4.35 | Target Price 34.36 | Buy 7 | Strong Buy 8 |
Buy 7 | Strong Buy 8 | ||
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 2010. Its founders previously established and successfully sold UpStream Software. OneStream focuses on providing unified corporate performance management solutions.
Core Business Areas
- Corporate Performance Management (CPM): OneStream provides a unified CPM platform that integrates financial consolidation, planning, reporting, analytics, and data quality.
Leadership and Structure
Tom Shea is the CEO. The company has a typical corporate structure with departments for sales, marketing, product development, finance, and customer support.
Top Products and Market Share
Key Offerings
- OneStream XF (eXtensible Finance) Platform: This is the core product, a unified platform for CPM. Estimated market share is around 25% in the CPM market. Key competitors include Anaplan, BlackLine, SAP, Oracle, and Workday. OneStream's solution has earned a reputation for handling highly complex implementations as well as organizations of all sizes.
Market Dynamics
Industry Overview
The CPM market is growing, driven by increasing data complexity and the need for better insights and decision-making. Trends include cloud adoption, AI/ML integration, and extended planning and analysis (xP&A).
Positioning
OneStream is positioned as a leader in the unified CPM space, known for its scalability, flexibility, and ability to handle complex requirements. Its competitive advantage lies in its unified platform and customer satisfaction.
Total Addressable Market (TAM)
The global CPM market is expected to reach $15 billion by 2027. OneStream is positioned to capture a significant portion of this TAM with its unified platform and strong customer base.
Upturn SWOT Analysis
Strengths
- Unified Platform
- Scalability
- Strong Customer Satisfaction
- Ability to handle complex implementations
- Cloud-based solution
Weaknesses
- Higher Implementation Costs (compared to some competitors)
- Limited Brand Awareness (compared to larger vendors like SAP/Oracle)
- Reliance on Partners (for implementation)
Opportunities
- Expansion into new markets (e.g., Asia-Pacific)
- Increased cloud adoption
- Integration of AI/ML capabilities
- Growing demand for xP&A
- Continued product innovation (new features and modules)
Threats
- Competition from larger vendors (SAP/Oracle)
- Economic downturn
- Rapid technological changes
- Security breaches and data privacy concerns
- Increased regulations
Competitors and Market Share
Key Competitors
- ANPL
- ORCL
- SAP
- WDAY
- BL
Competitive Landscape
OneStream competes with both larger ERP vendors (SAP, Oracle) and specialized CPM vendors (Anaplan). It differentiates itself through its unified platform and focus on customer success.
Major Acquisitions
Growth Trajectory and Initiatives
Historical Growth: OneStream has experienced significant growth since its founding, driven by demand for its unified CPM platform.
Future Projections: Analysts project continued growth for OneStream, driven by cloud adoption and expansion into new markets.
Recent Initiatives: Recent initiatives include expanding its partner network, enhancing AI/ML capabilities, and launching new industry-specific solutions.
Summary
OneStream is a strong competitor in the corporate performance management market, owing to its unified and scalable platform. While its implementation costs can be a barrier, its customer satisfaction and ability to handle complex scenarios are key advantages. The company should focus on expanding its brand awareness and exploring further AI integration to maintain its growth trajectory, watching out for larger competitors and market fluctuations.
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ORCL
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WDAY
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Sources and Disclaimers
Data Sources:
- Gartner
- Forrester
- Industry reports
- Company website (limited)
- Press releases
Disclaimers:
Financial data is based on limited public information and industry estimates. Market share data is approximate. This analysis 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 | CEO & Director 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. Its Digital Finance Cloud platform provides solutions that include financial close and consolidation that streamlines financial processes with capabilities designed 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 global enterprises, mid-market organizations, and government entities in the United States and internationally. The company was founded in 2012 and is based in Birmingham, Michigan.
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