OneStream, Inc. Class A Common Stock (OS)vsTaiwan Semiconductor Manufacturing (TSM)
OS
OneStream, Inc. Class A Common Stock
$24.00
0.00%
TECHNOLOGY · Cap: $5.90B
TSM
Taiwan Semiconductor Manufacturing
$411.68
-0.60%
TECHNOLOGY · Cap: $2.18T
Smart Verdict
WallStSmart Research — data-driven comparison
Taiwan Semiconductor Manufacturing generates 681686% more annual revenue ($4.10T vs $601.93M). TSM leads profitability with a 46.5% profit margin vs -8.4%. TSM earns a higher WallStSmart Score of 84/100 (A-).
OS
Avoid28
out of 100
Grade: F
TSM
Exceptional Buy84
out of 100
Grade: A-
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
+72.3%
Fair Value
$1394.10
Current Price
$411.68
$982.42 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
Every $100 of equity generates 36 in profit
Keeps 47 of every $100 in revenue as profit
Strong operational efficiency at 58.1%
Revenue surging 35.1% year-over-year
Earnings expanding 58.4% YoY
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
Premium valuation, high expectations priced in
Trading at 62.9x 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 : TSM
The strongest argument for TSM centers on Market Cap, Return on Equity, Profit Margin. Profitability is solid with margins at 46.5% and operating margin at 58.1%. Revenue growth of 35.1% demonstrates continued momentum.
Bear Case : OS
The primary concerns for OS are Price/Book, EPS Growth, Return on Equity.
Bear Case : TSM
The primary concerns for TSM are P/E Ratio, Price/Book.
Key Dynamics to Monitor
TSM is growing revenue faster at 35.1% — sustainability is the question.
TSM generates stronger free cash flow (377.1B), providing more financial flexibility.
Monitor SOFTWARE - INFRASTRUCTURE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
TSM scores higher overall (84/100 vs 28/100), backed by strong 46.5% margins and 35.1% revenue growth. OS offers better value entry with a 15.4% margin of safety. Both earn "Exceptional 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 →Taiwan Semiconductor Manufacturing
TECHNOLOGY · SEMICONDUCTORS · USA
Taiwan Semiconductor Manufacturing Company, Limited is a Taiwanese multinational semiconductor contract manufacturing and design company. It is one of Taiwan's largest companies, the world's most valuable semiconductor company, and the world's largest dedicated independent (pure-play) semiconductor foundry, with its headquarters and main operations located in the Hsinchu Science Park in Hsinchu, Taiwan. It is majority owned by foreign investors.
Visit Website →Compare with Other SOFTWARE - INFRASTRUCTURE Stocks
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