OneStream, Inc. Class A Common Stock (OS)vsPalo Alto Networks Inc (PANW)
OS
OneStream, Inc. Class A Common Stock
$24.00
0.00%
TECHNOLOGY · Cap: $5.90B
PANW
Palo Alto Networks Inc
$207.88
+5.78%
TECHNOLOGY · Cap: $159.39B
Smart Verdict
WallStSmart Research — data-driven comparison
Palo Alto Networks Inc generates 1544% more annual revenue ($9.89B vs $601.93M). PANW leads profitability with a 13.0% profit margin vs -8.4%. PANW earns a higher WallStSmart Score of 56/100 (C).
OS
Avoid28
out of 100
Grade: F
PANW
Buy56
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+15.4%
Fair Value
$27.92
Current Price
$24.00
$3.92 discount
Margin of Safety
+56.7%
Fair Value
$454.04
Current Price
$207.88
$246.16 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Conservative balance sheet, low leverage
Revenue surging 23.6% year-over-year
Earnings expanding 60.5% YoY
Conservative balance sheet, low leverage
Large-cap with strong market position
Areas to Watch
Trading at 9.0x book value
0.0% earnings growth
ROE of -12.4% — below average capital efficiency
Distress zone — elevated risk
Trading at 15.6x book value
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : OS
The strongest argument for OS centers on Debt/Equity, Revenue Growth. Revenue growth of 23.6% demonstrates continued momentum.
Bull Case : PANW
The strongest argument for PANW centers on EPS Growth, Debt/Equity, Market Cap. Revenue growth of 14.9% demonstrates continued momentum.
Bear Case : OS
The primary concerns for OS are Price/Book, EPS Growth, Return on Equity.
Bear Case : PANW
The primary concerns for PANW are Price/Book, Piotroski F-Score, PEG Ratio. A P/E of 109.2x leaves little room for execution misses.
Key Dynamics to Monitor
OS profiles as a growth stock while PANW is a value play — different risk/reward profiles.
OS is growing revenue faster at 23.6% — sustainability is the question.
PANW generates stronger free cash flow (470M), providing more financial flexibility.
Monitor SOFTWARE - INFRASTRUCTURE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
PANW scores higher overall (56/100 vs 28/100) and 14.9% revenue growth. OS offers better value entry with a 15.4% margin of safety. Both earn "Buy" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
OneStream, Inc. Class A Common Stock
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
OneStream, Inc. (Ticker: OS) is a premier provider of cloud-based corporate performance management (CPM) solutions, specializing in optimizing key financial processes such as consolidation, reporting, budgeting, and forecasting. Its innovative platform empowers organizations to enhance their financial operations and decision-making capabilities, positioning OneStream as an essential partner for businesses in a rapidly evolving economic environment. With a steadfast commitment to customer satisfaction and continual technological evolution, OneStream is strategically positioned to seize the increasing demand for integrated financial solutions, fostering efficiency and agility in finance teams across diverse sectors.
Visit Website →Palo Alto Networks Inc
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
Palo Alto Networks, Inc. provides cybersecurity platform solutions globally. The company is headquartered in Santa Clara, California.
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