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OS

💻 Technology

OneStream, Inc.

Conservative #1117Aggressive #341Moderate RiskML↑ 51pt
$23.58+0.43%
Day High$23.60
Day Low$23.52
Volume1.1M
Mkt Cap$6.2B
52W Low $1752W High $30
Market Cap
$5.8B
P/E Ratio
N/A
Rev Growth
30.5%
Sector avg: 14.8%
Earnings Growth
-647.3%
Profit Margin
-14.5%
Sector avg: -110.0%
Debt/Equity
3.14

Why This Score

OS scores 29.7 on the Conservative profile, blending a fundamental score (80% weight, emphasizing quality and stability (84% of fundamental weight)) with a machine-learning signal (20% weight) trained on 82 features across 30 years of data.

Strengths
  • ML model assigns a high-conviction signal (92/100), indicating strong pattern recognition across 82 features.
Risk Factors
  • Signal divergence: Fundamental and ML signals disagree by a significant margin, reducing confidence.
  • Above-average volatility (14.8%) may not suit conservative risk tolerance.
  • Elevated leverage (D/E 3.14) increases financial risk in a rising-rate environment.

Net penalties of -17.1 points significantly impact the ranking. Without these adjustments, OS would rank considerably higher.

Score Breakdown

Overall Score29.7
Fundamental Score26.7
ML Score92.0

Score by Horizon

3 Month
73.0
6 Month
81.6
Primary
1 Year
85.9

Quality Assessment

B
Earnings Grade
Solid fundamentals with minor quality concerns
Quality Flags
Extreme leverage: D/E ratio of 3.1x — balance sheet risk

Position Sizing

Suggested Allocation
5%
Confidence
medium

Score Composition Waterfall

How each component affects the final score
Backtested Scoring Levers (IC-calibrated from 30y ElasticNet)
Weinstein (12.1%)
20
Topping
Sentiment (2.5%)
43
Neutral
Analyst (6.4%)
58
Neutral
Tradability (post-hoc)
96
Grade A
Base
39.8
SHAP
+0.8
Factors
+1.4
Conviction
-4.8
Divergence
-7.5
Final
29.7
Positive adjustment
Negative adjustment
Base blend
Final score

Signal SegmentsComputed from ML features

Fundamental (Valuation, Quality, Growth)26.0
Technical (Momentum, Weinstein, Volatility)63.0
External (Sentiment, Analyst, Macro)75.0
Scores below 50 indicate weakness in that segment relative to the universe.

Data Quality

Score
Features
Confidence
Feature Coverage81%

Growth Estimates

Short-term
+11.7% to +18.5%
Medium-term
+17.0% to +27.1%
Long-term
+25.1% to +39.1%

ML Model Core Features100 trained inputs → ML Score: 92

These features are direct inputs to the machine learning model. The model was trained on these signals alongside 100 features (including 12 momentum/technical indicators) to produce the ML percentile score.

Analyst Intelligence
Consensus Score57.5/100
Target Upside+2.6%
Coverage20 analysts
Market Sentiment
Sentiment Score43.1/100
News Volume1 articles
Technical Stage
Weinstein Stage3 — Topping
12M Momentum+0.0%
6M Momentum+0.1%
Volatility+0.1%
Momentum & Technical
Momentum Acceleration-12.2%
Momentum ConsistencyWeak (0.07)
Relative Strength vs Sector-2.7%
Trend Strength (ADX Proxy)Weak (0.1)
Momentum Quality+0.006
Momentum BreadthBroad ✓
Macro Regime
Bull RegimeYes
High Vol RegimeNo
S&P 500 Return+25.0%
Yield Curve-0.1bp

Sector-Relative AnalysisIn-model features

Value Trap Signal
1%
Low risk
Sector RevGr Rank
P89
Revenue growth vs Technology peers
Sector PE Rank
P57
Valuation vs Technology peers
Sector FCF Rank
P22
Free cash flow vs Technology peers
Growth Deviation
+0.4σ
Z-score vs sector median
Stagnation Flag
NO
Not flagged

Analysis Signals

Scoring Factors
Fundamental score of 35 relative to sector peers35/100
Machine learning model ranks this stock at the 87th percentileP87
ML model weight reduced to 9% due to macro conditions: market in extended rally phase; yield curve inverted (recession indicator); late-cycle economic indicators detected9% ML weight
SHAP feature alignment: +0.8pt (features align with model priorities)—
Blend: 91% fund (35.4) + 9% ML (84.4) + SHAP(+0.8) = 40.6—
Factor quality: +1.4pt (multi-factor composite)—
Risk assessment: moderate. Annualized volatility 14.8%. Max drawdown 35% (-10.8 pts)Moderate
Market cap adjustment: +0.5 points ($5.8B market cap)+0.5 pts
Conviction penalty: -4.8pt (conviction=0)—
Divergence penalty: -6.3pt (ML 51pt higher)—
Risk Factors
Earnings quality grade B: adequate earnings quality with minor concerns. Score adjusted by -14 pointsGrade B
Quality concern: High accrual ratio (194.0%) — earnings quality concern; Extreme leverage: D/E ratio of 3.1x — balance sheet riskFlag

Sector Peer Comparison(Technology — Rank #248 of 289 stocks)

StockScoreP/ERev GrowthMarginMkt Cap
OS29.7N/A30.5%-14.5%$5.8B
MPWR84.891.721.2%81.0%$57.1B
ZM84.218.03.1%21.7%$27.7B
NVDA80.645.2114.2%55.8%$4.5T
CRUS79.719.16.0%17.5%$7.4B
ASML77.848.115.6%29.4%$546.0B
IDCC77.431.8-4.0%48.8%$9.7B
CSCO77.127.65.3%18.0%$303.6B
RMBS75.548.320.7%32.3%$11.0B
DBX75.313.91.9%17.7%$6.4B
FSLR75.017.326.7%30.7%$24.2B
SIMO74.79.210.2%13.8%$4.5B
ADI74.374.116.9%20.6%$165.1B
AAPL72.533.16.4%27.0%$3.9T
OLED72.527.012.4%34.3%$5.9B
AMAT72.336.44.4%24.7%$281.7B
Sector Average47.487.814.8%-110.0%—

Company Overviewvia FMP

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.

CEO
Thomas Shea
Employees
1,500
Beta
2.05
Industry
Software - Application
FMP-Identified Peers

Technical Picturecomputed from daily prices

RSI (14)
61.3
Neutral
Trend
Bullish
10-day vs 50-day MA
From 52W High
-20.5%
High: $29.66
From 52W Low
+42.8%
Low: $16.51
Moving Averages
10-Day
$23.50
Above
20-Day
$23.50
Above
50-Day
$22.00
Above
200-Day
$22.30
Above
60-Day Support
$16.91
60-Day Resistance
$23.87
Weinstein Stage Analysisbased on 200-day SMA framework
Stage 3 — ToppingScore: 31/100

Stock is losing momentum near highs. The 200-day SMA is flattening or beginning to turn. Historically, this stage precedes distribution.

Exercise caution; tighten risk management
Price vs 200 SMA
+5.7%
200 SMA Slope (60d)
-0.64%
Flattening
Volume Ratio
0.55x
10d avg vs 50d avg
Days in Stage
35
Confidence: 70%

Financial Statementslast 4 quarters via FMP

MetricQ3 2025Q2 2025Q1 2025Q4 2024
Revenue$154M$148M$136M$132M
Gross Profit$105M$101M$93M$89M
Operating Income$-17M$-32M$-40M$-47M
Net Income$-9M$-18M$-24M$-31M
EPS (Diluted)$-0.05$-0.10$-0.14$-0.18
Gross Margin68.1%68.6%68.0%66.8%
Operating Margin-11.3%-21.8%-29.3%-35.8%
Net Margin-5.7%-12.5%-17.6%-23.7%

Why This Stock

TechnologyRevenue growth 30.5%

Tradability FilterGrade A — 96/100Score impact: -36.5pt

Volume
100
4.0M avg/day
Dollar Vol
100
$94M/day
Float
100
177M shares
Mkt Cap
71
$5.8B
Range
100
80% spread
Composite Liquidity Score96/100
FDCBA

Multi-Year Range Analysis

Sideways: 2/100
YearLowHighRangeStatus
2024$24.50$35.3936.4%Wide
2025$16.51$30.9360.8%Wide
3-Year Range
72.8%
Narrow Years
0 / 2
Sideways Penalty
None
Free Float
94.0%
Outstanding Shares
188M
Bid-Ask Spread
80.0%
Institutional Tradable
Yes

Scores are generated by a multi-stage ML pipeline combining fundamental analysis, ensemble predictions, and structural risk signals. All data is for research purposes only and does not constitute financial advice. Past performance does not guarantee future results.