OneStream, Inc. Class A Common Stock (OS)vsPalantir Technologies Inc. (PLTR)
OS
OneStream, Inc. Class A Common Stock
$23.80
+0.17%
TECHNOLOGY · Cap: $5.84B
PLTR
Palantir Technologies Inc.
$154.96
+0.12%
TECHNOLOGY · Cap: $370.18B
Smart Verdict
WallStSmart Research — data-driven comparison
Palantir Technologies Inc. generates 644% more annual revenue ($4.48B vs $601.93M). PLTR leads profitability with a 36.3% profit margin vs -8.4%. PLTR earns a higher WallStSmart Score of 73/100 (B).
OS
Avoid28
out of 100
Grade: F
PLTR
Strong Buy73
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for OS.
Margin of Safety
-337.0%
Fair Value
$29.48
Current Price
$154.96
$125.48 premium
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
Keeps 36 of every $100 in revenue as profit
Strong operational efficiency at 40.9%
Revenue surging 70.0% year-over-year
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Areas to Watch
Trading at 8.9x book value
0.0% earnings growth
ROE of -12.4% — below average capital efficiency
Distress zone — elevated risk
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 50.1x book value
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 : PLTR
The strongest argument for PLTR centers on Market Cap, Profit Margin, Operating Margin. Profitability is solid with margins at 36.3% and operating margin at 40.9%. Revenue growth of 70.0% demonstrates continued momentum.
Bear Case : OS
The primary concerns for OS are Price/Book, EPS Growth, Return on Equity.
Bear Case : PLTR
The primary concerns for PLTR are PEG Ratio, P/E Ratio, Price/Book. A P/E of 245.7x leaves little room for execution misses.
Key Dynamics to Monitor
PLTR is growing revenue faster at 70.0% — sustainability is the question.
PLTR generates stronger free cash flow (764M), providing more financial flexibility.
Monitor SOFTWARE - INFRASTRUCTURE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
PLTR scores higher overall (73/100 vs 28/100), backed by strong 36.3% margins and 70.0% revenue growth. Both earn "Strong 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 leading provider of corporate performance management (CPM) solutions, delivering innovative cloud-based software that optimizes financial processes including consolidation, reporting, budgeting, and forecasting. The company’s platform enables organizations to streamline their financial operations and enhances decision-making capabilities, making it a critical partner for businesses navigating today's complex economic landscape. With a strong emphasis on customer satisfaction and technological advancement, OneStream is well-positioned to capitalize on the growing demand for integrated financial solutions, driving efficiency and agility in finance teams across various industries.
Visit Website →Palantir Technologies Inc.
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
Palantir Technologies Inc. creates and implements software platforms for the intelligence community in the United States to assist in counterterrorism investigations and operations. The company is headquartered in Denver, Colorado.
Visit Website →Compare with Other SOFTWARE - INFRASTRUCTURE Stocks
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