Indicators
Indicators
Value
Direction
MACD(12,26,9)
0.188
Neutral
RSI(14)
49.056
Neutral
STOCH(KDJ)(9,3,3)
76.678
Neutral
ATR(14)
0.748
Low Volatility
CCI(14)
70.511
Neutral
Williams %R
23.611
Buy
TRIX(12,20)
-0.434
Sell
StochRSI(14)
56.117
Sell
OneStream Inc
OS18.862USD
+0.032+0.17%
Market hours （ET）Quotes delayed by 15 min
3.54BMarket Cap
LossP/E TTM
TradingKey Stock Score
Overall Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Peer Comparison
TradingKey Stock Score of OneStream Inc
Currency: USD Updated: 2025-12-24Key Insights
OneStream Inc's fundamentals are relatively very healthy, and its growth potential is high.Its valuation is considered fairly valued, ranking 58/482 in the Software & IT Services industry.Institutional ownership is very high.Over the past month, multiple analysts have rated it as Buy, with the highest price target at 28.34.In the medium term, the stock price is expected to remain stable.Despite a weak stock market performance over the past month, the company shows strong fundamentals and technicals.The stock price is trading sideways between the support and resistance levels, making it suitable for range-bound swing trading.
OneStream Inc's Score
Support & Resistance
Relevant data have not been disclosed by the company yet.
Score Analysis
Current score
Previous score
Analyst Rating
Based on
22
analysts
Buy
Current Rating
28.343
Target Price
+50.68%
Upside Space
Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.
OneStream Inc Highlights
StrengthsRisks
OneStream, Inc. is a provider of a unified, artificial intelligence (AI)-enabled software platform, the Digital Finance Cloud. Its platform unifies core financial and broader operational data and processes within a single platform, with solutions that maintain the integrity of corporate reporting standards for finance while providing operationally significant insights for business users. Its platform automates and streamlines workflows, accelerates analysis and improves forecast accuracy, equipping the Office of the CFO to report on, predict and guide business performance. The Digital Finance Cloud empowers the Office of the CFO to form a comprehensive, dynamic and predictive view of the entire enterprise, providing corporate leaders the control, visibility and agility required to proactively adjust business strategy and day-to-day execution. Its solutions include financial close and consolidation, financial and operational planning and analysis and financial and operational reporting.
High Growth
The company's revenue has grown steadily over the past 3 years, averaging 75.21% year-on-year.
High Profit Growth
The company's net income leads the industry, with the latest annual income totaling USD 489.41M.
Undervalued
The company’s latest PE is -41.37, at a low 3-year percentile range.
Institutional Buying
The latest institutional holdings are 91.32M shares, increasing 4.27% quarter-over-quarter.
Held by Wasatch Global Investors
Star Investor Wasatch Global Investors holds 1.29M shares of this stock.
Financial Health
Currency: USD Updated: 2025-12-24The current financial score of OneStream Inc is 7.62, ranking 184/482 in the Software & IT Services industry. Its financial status is robust, and its operating efficiency is average. Its latest quarterly revenue reached 154.30M, representing a year-over-year increase of 19.49%, while its net profit experienced a year-over-year increase of 94.85%.
Score
Financials
10.00
Key Metrics
Cash and cash equivalents
Total assets
Total liabilities
Free cash flow
Relevant data have not been disclosed by the company yet.
Quality of Earnings
6.21
Operational Efficiency
7.08
Growth Potential
7.67
Shareholder Returns
7.16
OneStream Inc's Company Valuation
Currency: USD Updated: 2025-12-24The current valuation score of OneStream Inc is 7.28, ranking 281/482 in the Software & IT Services industry. Its current P/E ratio is -41.37, which is -72.83% below the recent high of -11.24 and -3808.26% above the recent low of -1616.92.
Score
Valuation Dimensions
P/E
P/B
P/S
P/CF
Industry Ranking 58/482
Relevant data have not been disclosed by the company yet.
Earnings Forecast
Currency: USD Updated: 2025-12-24The current earnings forecast score of OneStream Inc is 8.45, ranking 46/482 in the Software & IT Services industry. The average price target for OneStream Inc is 27.00, with a high of 38.00 and a low of 23.00.
Score
Support & Resistance
Relevant data have not been disclosed by the company yet.
Analyst Rating
Based on
22
analysts
Buy
Current Rating
28.343
Target Price
+50.68%
Upside Space
Strong Buy
Buy
Hold
Sell
Strong Sell
Peer Comparison
241
Total
9
Median
12
Average
Company name
Ratings
Analysts
OneStream Inc
OS
22
Microsoft Corp
MSFT
64
Palo Alto Networks Inc
PANW
54
CrowdStrike Holdings Inc
CRWD
54
Zscaler Inc
ZS
48
ServiceNow Inc
NOW
47
1
2
3
...
48
Financial Forecasting
EPS
Revenue
Net Profit
EBIT
Relevant data have not been disclosed by the company yet.
Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.
Price Momentum
Currency: USD Updated: 2025-12-24The current price momentum score of OneStream Inc is 6.84, ranking 259/482 in the Software & IT Services industry. Currently, the stock price is trading between the resistance level at 21.12 and the support level at 16.72, making it suitable for range-bound swing trading.
Score
Support & Resistance
Relevant data have not been disclosed by the company yet.
Indicators
The Indicators feature provides value and direction analysis for various instruments under a selection of technical indicators, together with a technical summary.
This feature includes nine of the commonly used technical indicators: MACD, RSI, KDJ, StochRSI, ATR, CCI, WR, TRIX and MA. You may also adjust the timeframe depending on your needs.
Please note that technical analysis is only part of investment reference, and there is no absolute standard for using numerical values to assess direction. The results are for reference only, and we are not responsible for the accuracy of the indicator calculations and summaries.
Moving Average
Indicators
Value
Direction
MA5
18.724
Buy
MA10
18.213
Buy
MA20
18.796
Buy
MA50
19.266
Sell
MA100
19.463
Sell
MA200
22.020
Sell
Institutional Confidence
Currency: USD Updated: 2025-12-24The current institutional shareholding score of OneStream Inc is 10.00, ranking 1/482 in the Software & IT Services industry. The latest institutional shareholding proportion is 101.17%, representing a quarter-over-quarter decrease of 0.19%. The largest institutional shareholder is The Vanguard, holding a total of 8.59M shares, representing 9.52% of shares outstanding, with 100.30% increase in holdings.
Score
Institutional Shareholding
Relevant data have not been disclosed by the company yet.
Shareholder Activity
Name
Shares Held
Chg %
T. Rowe Price Investment Management, Inc.
Norges Bank Investment Management (NBIM)
Kayne Anderson Rudnick Investment Management, LLC
Temasek Holdings Pte. Ltd.
Darlington Partners Capital Management, L.P.
Brown Advisory
Champlain Investment Partners, LLC
AllianceBernstein L.P.
TimesSquare Capital Management, LLC
1
2
Risk Assessment
Currency: USD Updated: 2025-12-24The current risk assessment score of OneStream Inc is 5.52, ranking 196/482 in the Software & IT Services industry. The company's beta value is 0.00. This indicates that the stock tends to underperform the index during upward trending markets but experiences smaller declines during downward trending markets.
Score
Beta vs S&P 500 index
--
VaR
--
240-Day Maximum Drawdown
+45.18%
240-Day Volatility
+60.46%
Return
Best Daily Return
60 days
+19.18%
120 days
+19.18%
5 years
--
Worst Daily Return
60 days
-10.39%
120 days
-10.39%
5 years
--
Sharpe Ratio
60 days
+0.28
120 days
-1.05
5 years
--
Risk Assessment
Maximum Drawdown
240 days
+45.18%
3 years
--
5 years
--
Return-to-Drawdown Ratio
240 days
-0.68
3 years
--
5 years
--
Skewness
240 days
-0.04
3 years
--
5 years
--
Volatility
Realised Volatility
240 days
+60.46%
5 years
--
Standardised True Range
240 days
+5.68%
5 years
--
Downside Risk-Adjusted Return
120 days
-176.64%
240 days
-176.64%
Maximum Daily Upside Volatility
60 days
+56.43%
Maximum Daily Downside Volatility
60 days
+37.83%
Liquidity
Average Turnover Rate
60 days
+0.93%
120 days
+0.83%
5 years
--
Turnover Deviation
20 days
--
60 days
--
120 days
--
Peer Comparison
Software & IT Services
OneStream Inc
OS
7.61 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Amdocs Ltd
DOX
8.81 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Cognizant Technology Solutions Corp
CTSH
8.76 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Mastercard Inc
MA
8.73 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Visa Inc
V
8.58 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
QXO Inc
QXO
8.54 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
View more
FAQs
How does TradingKey generate the Stock Score of OneStream Inc?
The TradingKey Stock Score provides a comprehensive assessment of OneStream Inc based on 34 indicators derived from over 100 underlying data points. These indicators are categorised into six key dimensions: financial health, company profile, earnings forecasts, price momentum, institutional confidence, and risk assessment, collectively providing investors with a thorough analysis of OneStream Inc’s performance and outlook.
How do we generate the financial health score of OneStream Inc?
To generate the financial health score of OneStream Inc, we analyse various key financial indicators across several core dimensions, including financial fundamentals, earnings quality, operational efficiency, growth potential, and shareholder returns. By integrating these comprehensive data, the financial health score not only reflects OneStream Inc's overall stability, operational efficiency, and growth potential but also captures the investment returns delivered to shareholders. This score aims to support rational decision-making for investors and other stakeholders. A higher score indicates a better financial health of OneStream Inc.
How do we generate the company valuation score of OneStream Inc?
To generate the company valuation score of OneStream Inc, we use several key financial ratios, including P/E, P/B, P/S, and P/CF. These metrics compare OneStream Inc’s market value to its earnings, assets, sales, and cash flow, serving as core indicators for assessing company value. By analysing these ratios in an all-round manner, the valuation score reflects not only the market’s current perception of OneStream Inc’s value but also its future profitability and growth potential, thereby supporting more informed investment decisions. A higher score indicates a fairer valuation of OneStream Inc.
How do we generate the earnings forecast score of OneStream Inc?
To calculate the earnings forecast score of OneStream Inc, we consider various key indicators such as analyst ratings, financial forecasts, support and resistance levels, and peer comparisons:Current ratings and price targets directly reflect analysts’ expectations, while the upside space indicates their views on the stock’s growth potential.Financial metrics like earnings per share (EPS), revenue, net income, and earnings before interest and taxes (EBIT) are core measures for assessing profitability.By analysing the high, median, and low ranges of the target price, we can identify price trends and determine key support and resistance levels.Comparing these indicators against peers provides context for the stock’s performance and helps
anchor more realistic expectations.These factors together form a comprehensive earnings forecast score that accurately reflects the stock’s expected financial performance and growth potential. A higher score suggests that analysts have a more optimistic outlook on OneStream Inc’s future.
How do we generate the price momentum score of OneStream Inc?
When generating the price momentum score for OneStream Inc, we examine momentum indicators including support and resistance levels as well as volume metrics.Support levels represent price points where buying interest is strong enough to prevent further declines, while resistance levels indicate prices where selling pressure may hinder upward movement. By analysing typical price volume alongside total volume, we assess overall market activity and liquidity. These indicators help identify price trends and potential shifts, enabling more accurate predictions of future earnings.This comprehensive approach can reflect market sentiment and enable rational forecasts of OneStream Inc’s prices. A higher score indicates a more stable short-term price trend for OneStream Inc.
How do we generate the institutional confidence score of OneStream Inc?
To generate the institutional confidence score of OneStream Inc, we analyse both the proportion of shares held by institutions and the number of shares they own. A higher institutional ownership percentage indicates strong confidence of professional investors, which is generally a positive signal about OneStream Inc’s potential. By examining the number of shares held, we gain deeper insight into institutions’ commitment and attitude toward the stock, as institutional investors typically conduct thorough analysis before making investment decisions. Understanding institutional confidence helps us refine earnings forecasts and provides a more reliable perspective on the company’s future performance and market stability. A higher score indicates greater institutional endorsement of OneStream Inc.
How do we generate the risk management score of OneStream Inc?
To assess the risk management score of OneStream Inc, we examine multiple key indicators related to returns, risk, volatility, and liquidity.The highest and lowest daily returns reflect the potential size of gains and losses, while the Sharpe ratio measures risk-adjusted return performance. On the risk side, we analyse maximum drawdown and the return-to-drawdown ratio to identify extreme loss scenarios. Skewness helps assess the distribution of returns and whether performance may be biased. Volatility indicators—such as realised volatility and standardised true range—reveal price fluctuations. Downside risk-adjusted returns provide insight into potential losses and gains. Lastly, liquidity metrics like average turnover rate and turnover deviation indicate how actively the stock is traded.These indicators together provide a multi-dimensional understanding of OneStream Inc’s risk-return profile, serving as core factors of the risk management score. A higher score indicates lower risk on the side of OneStream Inc.
