OneStream, Inc. (OS)vsPalo Alto Networks Inc (PANW)
OS
OneStream, Inc.
$24.00
0.00%
TECHNOLOGY · Cap: $5.90B
PANW
Palo Alto Networks Inc
$363.86
+1.22%
TECHNOLOGY · Cap: $298.57B
Smart Verdict
WallStSmart Research — data-driven comparison
Palo Alto Networks Inc generates 1662% more annual revenue ($10.61B vs $601.93M). PANW leads profitability with a 8.0% profit margin vs -8.4%. PANW earns a higher WallStSmart Score of 47/100 (D+).
OS
Avoid28
out of 100
Grade: F
PANW
Hold47
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for OS.
Margin of Safety
+22.4%
Fair Value
$467.52
Current Price
$363.86
$103.66 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Conservative balance sheet, low leverage
Revenue surging 23.6% year-over-year
Mega-cap, among the largest globally
Revenue surging 31.1% year-over-year
Earnings expanding 60.5% YoY
Conservative balance sheet, low leverage
Areas to Watch
Trading at 9.0x book value
0.0% earnings growth
Weak financial health signals
ROE of -10.7% — below average capital efficiency
Trading at 10.7x book value
ROE of 3.0% — below average capital efficiency
8.0% margin — thin
Weak financial health signals
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 Market Cap, Revenue Growth, EPS Growth. Revenue growth of 31.1% demonstrates continued momentum.
Bear Case : OS
The primary concerns for OS are Price/Book, EPS Growth, Piotroski F-Score.
Bear Case : PANW
The primary concerns for PANW are Price/Book, Return on Equity, Profit Margin. A P/E of 318.6x leaves little room for execution misses.
Key Dynamics to Monitor
OS profiles as a growth stock while PANW is a hypergrowth play — different risk/reward profiles.
PANW is growing revenue faster at 31.1% — sustainability is the question.
PANW generates stronger free cash flow (788M), providing more financial flexibility.
Monitor SOFTWARE - INFRASTRUCTURE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
PANW scores higher overall (47/100 vs 28/100) and 31.1% revenue growth. Both earn "Hold" 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.
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
OneStream, Inc. (Ticker: OS) is a prominent provider of cloud-based corporate performance management (CPM) solutions, delivering enhanced financial operations through streamlined processes for consolidation, reporting, budgeting, and forecasting. The company's advanced platform caters to the increasing demand for integrated financial solutions, empowering organizations to achieve efficiency and agility in their finance teams amid a dynamic economic environment. With a commitment to customer satisfaction and continuous innovation, OneStream stands as a vital partner for businesses looking to harness technology for superior decision-making and strategic financial management.
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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