OneStream, Inc. Class A Common Stock (OS)vsTurtle Beach Corporation (TBCH)
OS
OneStream, Inc. Class A Common Stock
$24.00
0.00%
TECHNOLOGY · Cap: $5.90B
TBCH
Turtle Beach Corporation
$12.29
-0.89%
TECHNOLOGY · Cap: $251.56M
Smart Verdict
WallStSmart Research — data-driven comparison
OneStream, Inc. Class A Common Stock generates 88% more annual revenue ($601.93M vs $319.91M). TBCH leads profitability with a 4.9% profit margin vs -8.4%. TBCH earns a higher WallStSmart Score of 55/100 (C).
OS
Avoid28
out of 100
Grade: F
TBCH
Buy55
out of 100
Grade: C
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
+84.4%
Fair Value
$74.63
Current Price
$12.29
$62.34 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Conservative balance sheet, low leverage
Revenue surging 23.6% year-over-year
Growing faster than its price suggests
Attractively priced relative to earnings
Reasonable price relative to book value
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
Smaller company, higher risk/reward
4.9% margin — thin
Weak financial health signals
Revenue declined 18.7%
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 : TBCH
The strongest argument for TBCH centers on PEG Ratio, P/E Ratio, Price/Book. PEG of 0.84 suggests the stock is reasonably priced for its growth.
Bear Case : OS
The primary concerns for OS are Price/Book, EPS Growth, Return on Equity.
Bear Case : TBCH
The primary concerns for TBCH are Market Cap, Profit Margin, Piotroski F-Score. Thin 4.9% margins leave little buffer for downturns.
Key Dynamics to Monitor
OS profiles as a growth stock while TBCH is a value play — different risk/reward profiles.
OS is growing revenue faster at 23.6% — sustainability is the question.
OS generates stronger free cash flow (26M), providing more financial flexibility.
Monitor SOFTWARE - INFRASTRUCTURE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
TBCH scores higher overall (55/100 vs 28/100). OS offers better value entry with a 15.4% margin of safety. Both earn "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 →Turtle Beach Corporation
TECHNOLOGY · CONSUMER ELECTRONICS · USA
Turtle Beach Corporation is an audio technology company in North America, Europe, the Middle East, and the Asia Pacific. The company is headquartered in White Plains, New York.
Visit Website →Compare with Other SOFTWARE - INFRASTRUCTURE Stocks
Want to dig deeper into these stocks?