OneSpan Inc.

NasdaqCM:OSPN 주식 리포트

시가총액: US$451.5m

OneSpan 과거 순이익 실적

과거 기준 점검 5/6

OneSpan은 연평균 62.6%의 비율로 수입이 증가해 온 반면, Software 산업은 수입이 22% 증가했습니다. 매출은 연평균 3.7%의 비율로 증가했습니다. OneSpan의 자기자본이익률은 25.7%이고 순이익률은 28.5%입니다.

핵심 정보

62.65%

순이익 성장률

63.21%

주당순이익(EPS) 성장률

Software 산업 성장률17.33%
매출 성장률3.70%
자기자본이익률25.72%
순이익률28.47%
최근 순이익 업데이트31 Mar 2026

최근 과거 실적 업데이트

분석 기사 May 08

Additional Considerations Required While Assessing OneSpan's (NASDAQ:OSPN) Strong Earnings

Despite posting some strong earnings, the market for OneSpan Inc.'s ( NASDAQ:OSPN ) stock hasn't moved much. Our...

Recent updates

내러티브 업데이트 May 10

OSPN: Future Stability Will Depend On Automation, Capital Returns And M&A Options

Analysts have maintained their $12.00 price target on OneSpan, citing slightly higher assumed discount rates and profit margins, as well as a lower future P/E. Taken together, these factors leave their overall valuation view unchanged for now.
분석 기사 May 08

Additional Considerations Required While Assessing OneSpan's (NASDAQ:OSPN) Strong Earnings

Despite posting some strong earnings, the market for OneSpan Inc.'s ( NASDAQ:OSPN ) stock hasn't moved much. Our...
분석 기사 May 03

Results: OneSpan Inc. Beat Earnings Expectations And Analysts Now Have New Forecasts

As you might know, OneSpan Inc. ( NASDAQ:OSPN ) just kicked off its latest first-quarter results with some very strong...
내러티브 업데이트 Apr 21

OSPN: Dividend And Buybacks Will Support Future Share Price Gains

Analysts have adjusted their price target on OneSpan to $16.25, reflecting updated views on a slightly higher discount rate, modestly lower projected revenue growth and profit margins, and a higher assumed future P/E multiple. What's in the News Launch of OneSpan Sign Integration for Workato, giving customers low-code tools to automate secure eSignature workflows across CRM, ERP, storage, and collaboration platforms without custom development.
내러티브 업데이트 Apr 07

OSPN: Stable Outlook Will Rely On Automation Initiatives And Dividend Support

Analysts have maintained their $12.00 price target on OneSpan, citing only minor adjustments in the discount rate, revenue growth, profit margin, and future P/E assumptions as the basis for keeping their view unchanged. What's in the News OneSpan launched its OneSpan Sign Integration for Workato, giving enterprises a low-code way to automate secure eSignature workflows across CRM, ERP, collaboration tools, and storage systems such as SharePoint, OneDrive, Google Drive, Dropbox, and Box (Client Announcements).
내러티브 업데이트 Mar 16

OSPN: Higher Revenue Outlook And Dividend Growth Will Support Upside Potential

Analysts have trimmed their price target on OneSpan from $13.00 to $12.00 per share, citing revised assumptions that combine higher revenue growth expectations with lower projected profit margins and a higher future P/E multiple. What's in the News OneSpan issued financial guidance for full year 2026, with total revenue expected in a range of $244 million to $249 million and annual recurring revenue projected between $192 million and $196 million (company guidance).
내러티브 업데이트 Mar 02

OSPN: M&A And Dividend Policy Will Support Future Share Gains

Analysts have reduced their OneSpan price target slightly from $16.50 to $16.25, reflecting updated views on growth, margins, and the P/E ratio they consider appropriate for the stock. What's in the News OneSpan is exploring mergers and acquisitions.
내러티브 업데이트 Feb 16

OSPN: Stable Assumptions And Steady Outlook Will Support Upside Potential

Analysts have maintained their $13.00 price target for OneSpan, citing only small adjustments to assumptions such as the discount rate, revenue growth, profit margins, and future P/E. Taken together, these revisions keep their overall valuation view essentially unchanged.
내러티브 업데이트 Feb 02

OSPN: Mobile Security Wins And Stable Outlook Will Support Balanced Prospects

Narrative Update on OneSpan Analysts have kept their price target for OneSpan steady at US$13.00. They cite only modest refinements to assumptions for discount rate, revenue growth, profit margin, and future P/E rather than a change in their overall view of the stock.
내러티브 업데이트 Jan 19

OSPN: Revised Outlook Will Balance Slower Sales With Higher Margins

Analysts have reduced their price target on OneSpan from US$15.00 to US$13.00 as they incorporate updated assumptions that combine more modest revenue growth expectations, higher projected profit margins, and a lower future P/E multiple. What's in the News Sumitomo Mitsui Trust Bank, described as Japan's largest trust bank, selected SCSK Corporation and OneSpan to strengthen mobile banking security using OneSpan's cloud-based FIDO authentication.
내러티브 업데이트 Jan 04

OSPN: Expanding Phishing-Resistant Authentication In Banking Will Drive Future Share Gains

Analysts have slightly raised their price target on OneSpan to approximately $16.50 per share, reflecting modest improvements in discount rate assumptions, long term revenue growth, and expected profit margins that support a marginally higher future P E multiple. What's in the News Sumitomo Mitsui Trust Bank selected OneSpan and SCSK to deploy Japan's first cloud based FIDO authentication for mobile banking, targeting growing phishing and account takeover fraud and meeting stricter FSA multi factor rules (client announcement).
내러티브 업데이트 Dec 17

OSPN: Rising Adoption Of Phishing-Resistant Authentication Will Drive Future Share Gains

Analysts have made no changes to their fair value estimate for OneSpan, maintaining the target at $16.50 per share. They view the minor adjustments in discount rate, revenue growth, profit margin, and future P/E assumptions as too small to alter their overall outlook.
내러티브 업데이트 Dec 03

OSPN: Rising Demand For Phishing-Resistant Authentication Will Drive Shares Higher

Analysts have modestly raised their price target on OneSpan to 16.50 dollars, reflecting slightly higher long term valuation assumptions, driven by stable growth expectations, resilient profit margins and a marginally higher discount rate. What's in the News Sumitomo Mitsui Trust Bank selects OneSpan and SCSK for Japan's first cloud based FIDO authentication deployment in mobile banking, targeting phishing and account takeover fraud amid stricter FSA mandates for phishing resistant authentication (Key Developments) OneSpan's OneSpan Cloud Authentication platform underpins SuMiTB's plan to embed FIDO directly into mobile transactions to create one of Japan's most advanced security frameworks and enhance regulatory compliance (Key Developments) OneSpan completes a buyback tranche, repurchasing 447,743 shares, or 1.17 percent of shares, for 6.3 million dollars under its May 2024 authorization (Key Developments) The company lowers full year 2025 revenue guidance to 239 million to 241 million dollars, down from the prior range of 245 million to 251 million dollars, with both software and hardware outlooks trimmed (Key Developments) OneSpan makes a strategic investment in and partnership with ThreatFabric to integrate mobile threat intelligence, malware risk detection, and behavioral risk evaluation, enhancing its fraud prevention capabilities for financial institutions facing rising APP fraud and hybrid cyber threats (Key Developments) Valuation Changes Fair value estimate remains unchanged at 16.50 dollars per share, indicating stable long term intrinsic valuation.
내러티브 업데이트 Nov 19

OSPN: Growing Demand for Multi-Factor Authentication Will Drive Shares Higher

Analysts have slightly reduced their price target for OneSpan from $16.75 to $16.50. They cite continued optimism around the company's blue-chip customer base and growing demand for multi-factor authentication, while also moderating expectations amid evolving market dynamics.
내러티브 업데이트 Nov 03

OSPN: Broader AI Integration Will Drive Demand in Secure Banking Transactions

The analyst price target for OneSpan has been lowered from $19.50 to $16.75 per share, as analysts cite slower revenue growth despite improved profit margins. There is continued optimism following recent positive coverage highlighting the company’s multi-factor authentication offerings and expanding AI opportunities.
분석 기사 Nov 02

Earnings Working Against OneSpan Inc.'s (NASDAQ:OSPN) Share Price Following 28% Dive

OneSpan Inc. ( NASDAQ:OSPN ) shareholders won't be pleased to see that the share price has had a very rough month...
분석 기사 Aug 13

We Think That There Are Some Issues For OneSpan (NASDAQ:OSPN) Beyond Its Promising Earnings

The market shrugged off OneSpan Inc.'s ( NASDAQ:OSPN ) solid earnings report. We think that investors might be worried...
내러티브 업데이트 Aug 07

Digital Banking Trends Will Reshape Cybersecurity Amid Integration Risks

With analyst reasoning not provided, both revenue growth forecasts (4.5% per annum) and the discount rate (8.44%) for OneSpan remained unchanged, resulting in no adjustment to the consensus price target, which holds steady at $18.33. What's in the News OneSpan updated full-year 2025 financial guidance, expecting revenue between $245 million and $251 million, and annual recurring revenue of $180 million to $186 million.
분석 기사 Jul 15

There Is A Reason OneSpan Inc.'s (NASDAQ:OSPN) Price Is Undemanding

With a price-to-sales (or "P/S") ratio of 2.5x OneSpan Inc. ( NASDAQ:OSPN ) may be sending very bullish signals at the...
분석 기사 Jun 27

Calculating The Intrinsic Value Of OneSpan Inc. (NASDAQ:OSPN)

Key Insights Using the 2 Stage Free Cash Flow to Equity, OneSpan fair value estimate is US$20.53 OneSpan's US$16.76...
분석 기사 Apr 28

Is OneSpan Inc. (NASDAQ:OSPN) Potentially Undervalued?

OneSpan Inc. ( NASDAQ:OSPN ), might not be a large cap stock, but it saw a decent share price growth of 14% on the...
분석 기사 Apr 05

Shareholders Would Enjoy A Repeat Of OneSpan's (NASDAQ:OSPN) Recent Growth In Returns

What are the early trends we should look for to identify a stock that could multiply in value over the long term...
분석 기사 Mar 02

OneSpan Inc. Just Recorded A 60% EPS Beat: Here's What Analysts Are Forecasting Next

Shareholders might have noticed that OneSpan Inc. ( NASDAQ:OSPN ) filed its yearly result this time last week. The...
분석 기사 Nov 26

OneSpan Inc. (NASDAQ:OSPN) Shares Fly 27% But Investors Aren't Buying For Growth

OneSpan Inc. ( NASDAQ:OSPN ) shares have had a really impressive month, gaining 27% after a shaky period beforehand...
Seeking Alpha Oct 31

OneSpan Continues To Perform, But The Price Has Become Speculative

Summary OneSpan's revenues decreased YoY, primarily driven by hardware and software sunsetting, with growth ex-hardware of 5.5%. More importantly, OneSpan continues to expand its margins, now reaching 30% for adjusted EBITDA. The Digital Agreements segment reached operational profitability for the first time. The company expects software revenue acceleration, for example, via the signup of channel partners to sell the product to small and mid-sized clients. Margin expansion will probably be more muted. Even assuming a double of margins to 50% in Digital Agreements and 20% growth YoY for the segment, the name still has to deliver on growth. The valuation is too demanding. Read the full article on Seeking Alpha
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새로운 내러티브 Sep 24

Shifting To High-Margin Software And Services Fuels Growth And Shareholder Value

Shift towards higher-margin software revenue and strong ARR growth indicates a robust pipeline for future revenue and earnings enhancement.
Seeking Alpha Aug 28

OneSpan: Good H1'24, H2'24 Will Be Likely Muted, And The Stock Is Still Fairly Valued

Summary OneSpan's 2Q24 results show impressive cost reductions, including a 50% workforce cut, without compromising service quality or sales growth. Despite a 25% stock price increase since May 2024, I maintain a Hold rating due to the stock's fair valuation and modest earnings yield. Revenue growth in 1H24 was strong but driven by early renewals; 2H24 is expected to see revenue comparables turn negative. The Digital Agreements segment shows potential for profitability and growth, but new customer acquisition remains a challenge, impacting long-term growth prospects. Read the full article on Seeking Alpha
분석 기사 Jul 27

Investors Don't See Light At End Of OneSpan Inc.'s (NASDAQ:OSPN) Tunnel

You may think that with a price-to-sales (or "P/S") ratio of 2.3x OneSpan Inc. ( NASDAQ:OSPN ) is definitely a stock...
Seeking Alpha May 10

OneSpan: Fairly Valued After Its Impressive Cost Cuts, But Is Not An Opportunity Yet

Summary OneSpan's 1Q24 results showed a significant reduction in operating expenses and a jump in operating income, leading to a 20% increase in stock price. The company has made cuts in corporate and sales, resulting in layoffs and cost savings. Despite the expense reduction, OneSpan is struggling to achieve growth, particularly in its Digital Agreements segment. Read the full article on Seeking Alpha
Seeking Alpha Apr 29

OneSpan Reaches Profitability But Growth Is Slowing

Summary OneSpan Inc.'s change in focus towards profitability over growth has resulted in reduced revenue growth. While OneSpan is improving its subscription revenue base, there is limited potential for organic growth in the near term. I remain Neutral - Hold on OneSpan Inc. stock until management can efficiently reignite topline growth. Read the full article on Seeking Alpha

매출 및 비용 세부 내역

OneSpan가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.


순이익 및 매출 추이

NasdaqCM:OSPN 매출, 비용 및 순이익 (USD Millions)
날짜매출순이익일반관리비연구개발비
31 Mar 26246709535
31 Dec 25243739334
30 Sep 25241589234
30 Jun 25241609033
31 Mar 25242588932
31 Dec 24243579132
30 Sep 24245299533
30 Jun 242481610135
31 Mar 24242-811537
31 Dec 23235-3012938
30 Sep 23229-3313238
30 Jun 23227-3613137
31 Mar 23224-2812339
31 Dec 22219-1411742
30 Sep 22222-2511545
30 Jun 22217-1911447
31 Mar 22216-1611647
31 Dec 21214-3111647
30 Sep 21208-1911046
30 Jun 21207-1911045
31 Mar 21210-1510643
31 Dec 20216-510341
30 Sep 20233110941
30 Jun 202621410841
31 Mar 202621410842
31 Dec 19253810242
30 Sep 1924879942
30 Jun 19221-610241
31 Mar 19214-410337
31 Dec 18211310432
30 Sep 18202-2610628
30 Jun 18201-2210325
31 Mar 18197-2110023
31 Dec 17193-229623
30 Sep 1718689123
30 Jun 1717968924
31 Mar 1718898924
31 Dec 16192118923
30 Sep 1619698522
30 Jun 16212208120
31 Mar 16223317418
31 Dec 15241426817
30 Sep 15253506718
30 Jun 15246506618

양질의 수익: OSPN는 고품질 수익을 보유하고 있습니다.

이익 마진 증가: OSPN의 현재 순 이익률 (28.5%)은 지난해 (24%)보다 높습니다.


잉여현금흐름 대비 순이익 분석


과거 순이익 성장 분석

수익추이: OSPN는 지난 5년 동안 흑자전환하며 연평균 62.6%의 수익 성장을 기록했습니다.

성장 가속화: 지난 1년간 OSPN 의 수익 증가율(20.4%)은 5년 평균(연간 62.6%)보다 낮습니다.

수익 대 산업: OSPN의 지난 1년 수익 증가율(20.4%)은 Software 업계의 11.8%를 상회했습니다.


자기자본이익률

높은 ROE: OSPN의 자본 수익률(25.7%)은 높음으로 평가됩니다.


총자산이익률


투하자본수익률


우수한 과거 실적 기업을 찾아보세요

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/15 23:00
종가2026/05/15 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
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  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
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시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
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산업 및 섹터 지표

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분석가 소스

OneSpan Inc.는 12명의 분석가가 다루고 있습니다. 이 중 5명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
null nullArgus Research Company
Joel FishbeinBrean Capital Historical (Janney Montgomery)
Erik SuppigerB. Riley Securities, Inc.