WallStSmart

OneStream, Inc. Class A Common Stock (OS)vsSynopsys Inc (SNPS)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Synopsys Inc generates 1230% more annual revenue ($8.01B vs $601.93M). SNPS leads profitability with a 13.8% profit margin vs -8.4%. SNPS earns a higher WallStSmart Score of 47/100 (D+).

OS

Avoid

28

out of 100

Grade: F

Growth: 7.3Profit: 2.0Value: 6.0Quality: 7.0
Piotroski: 4/9Altman Z: 1.41

SNPS

Hold

47

out of 100

Grade: D+

Growth: 6.7Profit: 5.0Value: 3.0Quality: 4.5
Piotroski: 1/9Altman Z: 1.48
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

OSUndervalued (+15.4%)

Margin of Safety

+15.4%

Fair Value

$27.92

Current Price

$24.00

$3.92 discount

UndervaluedFair: $27.92Overvalued

Intrinsic value data unavailable for SNPS.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

OS2 strengths · Avg: 9.0/10
Debt/EquityHealth
0.0410/10

Conservative balance sheet, low leverage

Revenue GrowthGrowth
23.6%8/10

Revenue surging 23.6% year-over-year

SNPS2 strengths · Avg: 9.5/10
Revenue GrowthGrowth
65.5%10/10

Revenue surging 65.5% year-over-year

Market CapQuality
$98.94B9/10

Large-cap with strong market position

Areas to Watch

OS4 concerns · Avg: 3.0/10
Price/BookValuation
9.0x4/10

Trading at 9.0x book value

EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Return on EquityProfitability
-12.4%2/10

ROE of -12.4% — below average capital efficiency

Altman Z-ScoreHealth
1.412/10

Distress zone — elevated risk

SNPS4 concerns · Avg: 2.5/10
Return on EquityProfitability
5.5%3/10

ROE of 5.5% — below average capital efficiency

Piotroski F-ScoreQuality
1/93/10

Weak financial health signals

PEG RatioValuation
3.312/10

Expensive relative to growth rate

P/E RatioValuation
79.2x2/10

Premium valuation, high expectations priced in

Comparative Analysis Report

WallStSmart Research

Bull Case : OS

The strongest argument for OS centers on Debt/Equity, Revenue Growth. Revenue growth of 23.6% demonstrates continued momentum.

Bull Case : SNPS

The strongest argument for SNPS centers on Revenue Growth, Market Cap. Revenue growth of 65.5% demonstrates continued momentum.

Bear Case : OS

The primary concerns for OS are Price/Book, EPS Growth, Return on Equity.

Bear Case : SNPS

The primary concerns for SNPS are Return on Equity, Piotroski F-Score, PEG Ratio. A P/E of 79.2x leaves little room for execution misses.

Key Dynamics to Monitor

SNPS is growing revenue faster at 65.5% — sustainability is the question.

SNPS generates stronger free cash flow (822M), providing more financial flexibility.

Monitor SOFTWARE - INFRASTRUCTURE industry trends, competitive dynamics, and regulatory changes.

Bottom Line

SNPS scores higher overall (47/100 vs 28/100) and 65.5% revenue growth. OS offers better value entry with a 15.4% margin of safety. 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. 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.

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Synopsys Inc

TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA

Synopsys is an American electronic design automation company that focuses on silicon design and verification, silicon intellectual property and software security and quality. Products include logic synthesis, behavioral synthesis, place and route, static timing analysis, formal verification, hardware description language (SystemC, SystemVerilog/Verilog, VHDL) simulators, and transistor-level circuit simulation.

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