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OneStream マネジメント
マネジメント 基準チェック /14
OneStreamの CEO はTom Sheaで、 Jan2012年に任命され、 の在任期間は 14.25年です。 の年間総報酬は$ 12.89Mで、 4.2%給与と95.8%のボーナス（会社の株式とオプションを含む）で構成されています。 は、会社の株式の8.88%を直接所有しており、その価値は$ 523.72M 。経営陣と取締役会の平均在任期間はそれぞれ1.8年と6.8年です。
主要情報
Tom Shea
最高経営責任者
US$12.9m
報酬総額
| CEO給与比率 | 4.16% |
| CEO在任期間 | 14.3yrs |
| CEOの所有権 | 8.9% |
| 経営陣の平均在職期間 | 1.8yrs |
| 取締役会の平均在任期間 | 6.8yrs |
経営陣の近況
Recent updates
ナラティブの更新 • Mar 25
OS: Fair Takeout Case Will Hinge On Pending Buyout Completion
Analysts have raised their OneStream price target from $23.00 to $24.00, citing updated assumptions that combine a revenue growth outlook of 19.28% with a future P/E of 61.01x and a profit margin estimate of 11.41%. What's in the News Tidemark Capital, General Atlantic and Hg Saturn 1 managed by HgCapital have entered into a definitive agreement to acquire OneStream, Inc.
ナラティブの更新 • Mar 09
OS: Take-Private Deal And Steady Assumptions Will Shape Balanced Return Outlook
Analysts have maintained their $24.07 price target on OneStream, with small adjustments to the underlying discount rate, revenue growth, profit margin, and future P/E assumptions shaping this updated view. What's in the News Tidemark Capital, General Atlantic and Hg Saturn 1 managed by HgCapital agreed to acquire OneStream for approximately US$6b, with shareholders set to receive US$24.00 per share in cash in a take private deal (Key Developments).
ナラティブの更新 • Feb 23
OS: Takeover Deal And Modest Repricing Will Shape Balanced Future Outlook
Analysts have modestly lifted their $24.57 fair value estimate for OneStream, citing slightly higher projected revenue growth, a lower discount rate, a reduced profit margin outlook, and a higher assumed future P/E multiple of about 60.49x. What's in the News Tidemark Capital, General Atlantic and Hg Saturn 1 managed by HgCapital LLP entered into a definitive agreement to acquire OneStream, Inc.ナラティブの更新 • Feb 09
OS: Take-Private Deal And Stable Outlook Will Guide Measured Return Potential
Analysts have slightly reduced their price target on OneStream, with fair value moving from about $24.40 to approximately $24.07, citing minor adjustments to the discount rate, profit margin and future P/E assumptions. What's in the News Tidemark Capital, General Atlantic and Hg Saturn 1 managed by HgCapital agreed to acquire OneStream for approximately US$6b, with shareholders set to receive US$24.00 per share in cash in a take private deal (M&A transaction announcement).分析記事 • Jan 27
Revenues Not Telling The Story For OneStream, Inc. (NASDAQ:OS) After Shares Rise 25%
The OneStream, Inc. ( NASDAQ:OS ) share price has done very well over the last month, posting an excellent gain of 25...ナラティブの更新 • Jan 25
OS: Buyout Offer And AI Alliance Will Shape Balanced Future Prospects
Analysts have revised their fair value estimate for OneStream from US$35.20 to US$24.57, reflecting updated assumptions around discount rates, revenue growth, profit margins, and a lower future P/E multiple. What's in the News Tidemark Capital, General Atlantic and Hg Saturn 1 managed by HgCapital agreed to acquire OneStream, Inc.ナラティブの更新 • Jan 11
OS: Take-Private Deal And Earnings Outlook Will Shape Measured Return Potential
Analysts have trimmed their price target for OneStream to US$24.40 from US$28.15, citing updated assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E that point to a slightly more measured outlook for the shares. What's in the News Tidemark Capital, General Atlantic and Hg agreed to acquire OneStream in an all cash deal valuing the company at approximately US$6b, with shareholders set to receive US$24.00 per share and Hg becoming the majority owner (M&A Transaction Announcements).ナラティブの更新 • Dec 24
OS: Microsoft Partnership Will Drive Strong Upside Potential Ahead
Analysts have modestly reduced their price target on OneStream to approximately $35 from roughly $36, reflecting slightly lower revenue growth assumptions and a higher discount rate. This is partially offset by improved margin expectations and a more reasonable forward earnings multiple.ナラティブの更新 • Dec 09
OS: Share Price Will Rebound As AI Alliance Drives Profitability
Analysts have modestly trimmed their price target on OneStream by approximately 0.4 percent to about 28.15 dollars, citing slightly higher discount rate assumptions, offset by improving profit margin forecasts and a marginally lower future price to earnings multiple. What's in the News Chief financial officer William Koefoed will resign effective December 31, 2025, with board member John Kinzer stepping in as interim CFO and principal financial officer starting January 1, 2026, while continuing to serve as a director (company filing).ナラティブの更新 • Nov 25
OS: Share Price Will Rebound As Sale Exploration Attracts Buyer Interest
Analysts have slightly reduced their price target for OneStream from $28.79 to $28.26, citing updated estimates for growth and profitability in their recent forecasts. What's in the News OneStream announced a strategic alliance with Microsoft to accelerate the adoption of artificial intelligence in enterprise finance, introducing SensibleAI Agents into Microsoft 365, Excel, Copilot, and Teams.ナラティブの更新 • Nov 07
OS: Share Price Recovery Will Follow Exploration Of Sale Possibilities
Analysts have slightly lowered their price target for OneStream from $29.26 to $28.79. This change reflects adjustments for more conservative profit margin forecasts, a modestly higher discount rate, and updated revenue growth expectations.Seeking Alpha • Nov 07
OneStream: Lock In Gains As Growth Slows And M&A Rumors Pick Up (Downgrade)
Summary OneStream rallied post-Q3 on acquisition rumors, but shares remain down ~30% YTD despite a decent earnings beat-and-raise. Risks now outweigh positives for OS, with slowing revenue and billings growth, and macro headwinds challenging its finance software relevance. Potential M&A upside exists, but competition from AI-driven solutions and declining software valuations create further uncertainty for the company. I reset my rating on OS to 'Neutral,' recommending investors lock in gains from the rally and seek better opportunities elsewhere. Read the full article on Seeking Alphaナラティブの更新 • Aug 10
Digital Transformation And Cloud Adoption Will Fuel Market Opportunities
The reduction in analyst price target largely reflects lower expected revenue growth and a materially decreased future P/E multiple, resulting in a revised fair value of $29.26 per share. What's in the News OneStream issued Q3 revenue guidance of $147 million to $149 million and full-year 2025 revenue guidance of $586 million to $590 million.新しいナラティブ • Jul 27
Digital Transformation And AI Analytics Will Revolutionize Cloud Finance
Strong positioning in digital transformation, AI-driven analytics, and targeted offerings is driving revenue growth, customer expansion, and gross margin improvement.Seeking Alpha • Feb 13
OneStream: Guidance Has Plenty Of Conservatism Baked In (Rating Upgrade)
Summary Shares of OneStream dropped ~20% after reporting Q4 results, creating a great entry point. Investors reacted negatively to OneStream’s guidance, which calls for FY25 revenue to decelerate to 19-20%. The company’s 24% TTM billings growth rate, however, suggests that OneStream has plenty of room to raise its estimates this year. Trading at just ~8x forward revenue, OneStream now sits at a safe entry point for a company of its growth profile, prompting me to upgrade the stock to a buy. Read the full article on Seeking AlphaSeeking Alpha • Jan 04
OneStream: Long-Term Growth Runway Ahead
Summary I rate OneStream a buy, expecting sustained rapid growth and premium trading relative to enterprise software peers. OS's core product consolidates financial tools and data, modernizing CFO operations and decision-making. OS's large TAM and under-digitalized CFO offices present significant growth opportunities, with potential market share gains driving >20% growth. Read the full article on Seeking AlphaSeeking Alpha • Oct 30
OneStream: Plenty Of Momentum Behind This Finance Software IPO
Summary OneStream, a finance software company, went public at $20 per share and has since rallied, showcasing 30%+ revenue growth amid tighter business conditions. The company offers a comprehensive financial software suite powered by AI, targeting the evolving needs of modern CFOs for strategic decision-making and real-time analysis. Despite competition from giants like Workday and Oracle, OneStream's AI capabilities, hybrid pricing model and significant TAM of $50 billion make it a compelling investment. With ~1,500 customers, including major public sector clients and corporations like UPS and Costco, OneStream is poised for hyper-growth and near-term profitability. I'm initiating OneStream at a buy rating, despite the fact that it trades at premium valuation multiples. Read the full article on Seeking AlphaSeeking Alpha • Aug 01
OneStream: Empowering CFOs, But What About Investors?
Summary OneStream aims to be the operating system for modern finance, offering a digital finance cloud with various financial functions. The company has seen a successful public debut, offering SaaS software with >30% sales growth while displaying on operating leverage. Despite solid growth and operating leverage, its high sales multiples and potentially higher stock-based compensation make me cautious here. Read the full article on Seeking AlphaSeeking Alpha • Jul 25
OneStream: Strong Fundamentals, But Too Expensive
Summary OneStream is growing rapidly in terms of customers, ARR, and revenues while approaching operating breakeven. OneStream has a strong balance sheet with up to $499 million in cash and zero debt. OneStream’s unified platform could help it gain market share in the CPM software market in the coming years. Despite its strong fundamentals, OS stock appears to be expensive at its current valuation, in my opinion. Read the full article on Seeking AlphaCEO報酬分析
| 日付 | 総報酬 | 給与 | 会社業績 |
|---|---|---|---|
| Dec 31 2025 | US$13m | US$537k | -US$50m |
| Sep 30 2025 | n/a | n/a | -US$83m |
| Jun 30 2025 | n/a | n/a | -US$231m |
| Mar 31 2025 | n/a | n/a | -US$221m |
| Dec 31 2024 | US$12m | US$498k | -US$202m |
| Sep 30 2024 | n/a | n/a | -US$167m |
| Jun 30 2024 | n/a | n/a | US$10m |
| Mar 31 2024 | n/a | n/a | -US$11m |
| Dec 31 2023 | US$6m | US$473k | -US$29m |
報酬と市場: Tomの 総報酬 ($USD 12.89M ) は、 US市場 ($USD 8.37M ) の同規模の企業の平均を上回っています。
報酬と収益: Tomの報酬は増加しましたが、会社は利益を上げていません。
CEO
Tom Shea (55 yo)
14.3yrs
在職期間
US$12,894,848
報酬
Mr. Thomas Shea, also known as Tom, is Co-Founder, CEO & President of OneStream Software LLC and serves as its Director. Mr. Shea is Co-Founder and CEO of OneStream Software LLC and serves as its Director....
リーダーシップ・チーム
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| Co-Founder | 14.3yrs | US$12.89m | 8.88% $ 523.7m | |
| Co-Founder & Chief Success Officer | no data | US$5.90m | 4.71% $ 278.0m | |
| CFO & Director | less than a year | US$2.22m | 0.016% $ 931.0k | |
| Chief Revenue Officer & Executive Officer | 4.3yrs | US$6.01m | 2.01% $ 118.5m | |
| President | less than a year | データなし | データなし | |
| Co-Founder & CTO | no data | データなし | 6.05% $ 357.0m | |
| Chief Accounting Officer | less than a year | データなし | データなし | |
| Vice President of Investor Relations & Strategic Finance | no data | データなし | データなし | |
| Senior VP | no data | データなし | 0% $ 0 | |
| Vice President of Corporate Communications | no data | データなし | データなし | |
| Chief Strategy & Marketing Officer | 3.3yrs | データなし | データなし | |
| Chief People Officer | no data | データなし | データなし |
1.8yrs
平均在職期間
55yo
平均年齢
経験豊富な経営陣: OSの経営陣は 経験豊富 とはみなされません ( 1.8年の平均在職年数)。これは新しいチームを示唆しています。
取締役
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| Co-Founder | 14.3yrs | US$12.89m | 8.88% $ 523.7m | |
| CFO & Director | 6.8yrs | US$2.22m | 0.016% $ 931.0k | |
| Lead Independent Director | 7.1yrs | データなし | データなし | |
| Independent Director | 5.8yrs | US$247.64k | 0% $ 0 | |
| Independent Director | 6.9yrs | US$257.64k | 0% $ 0 | |
| Independent Director | 5.8yrs | US$247.64k | 0% $ 0 | |
| Independent Director | 7.1yrs | データなし | データなし | |
| Independent Director | 6.2yrs | データなし | データなし | |
| Independent Director | less than a year | US$408.73k | データなし |
6.8yrs
平均在職期間
57yo
平均年齢
経験豊富なボード: OSの 取締役会 は 経験豊富 であると考えられます ( 6.8年の平均在任期間)。
企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/04/05 19:56 |
| 終値 | 2026/03/31 00:00 |
| 収益 | 2025/12/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
OneStream, Inc. 7 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。10
| アナリスト | 機関 |
|---|---|
| Steven Enders | Citigroup Inc |
| Adam Hotchkiss | Goldman Sachs |
| John DiFucci | Guggenheim Securities, LLC |