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OneStream Beheer
Beheer criteriumcontroles 1/4
De CEO OneStream is Tom Shea, benoemd in Jan2012, heeft een ambtstermijn van 14.25 jaar. De totale jaarlijkse vergoeding van { bedraagt $ 12.89M, bestaande uit 4.2% salaris en 95.8% bonussen, inclusief aandelen en opties van het bedrijf. bezit rechtstreeks 8.88% van de aandelen van het bedrijf, ter waarde $ 523.72M. De gemiddelde ambtstermijn van het managementteam en de raad van bestuur bedraagt respectievelijk 1.8 jaar en 6.8 jaar.
Belangrijke informatie
Tom Shea
Algemeen directeur
US$12.9m
Totale compensatie
| Percentage CEO-salaris | 4.16% |
| Dienstverband CEO | 14.3yrs |
| Eigendom CEO | 8.9% |
| Management gemiddelde ambtstermijn | 1.8yrs |
| Gemiddelde ambtstermijn bestuur | 6.8yrs |
Recente managementupdates
Recent updates
Narratiefupdate • 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.
Narratiefupdate • 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).
Narratiefupdate • 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.Narratiefupdate • 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).Analyseartikel • 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...Narratiefupdate • 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.Narratiefupdate • 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).Narratiefupdate • 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.Narratiefupdate • 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).Narratiefupdate • 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.Narratiefupdate • 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 AlphaNarratiefupdate • 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.Nieuw narratief • 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 AlphaAnalyse CEO-vergoeding
| Datum | Totale vergoeding | Salaris | Bedrijfswinsten |
|---|---|---|---|
| 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$29m |
Compensatie versus markt: De totale vergoeding ($USD 12.89M ) Tom } ligt boven het gemiddelde voor bedrijven van vergelijkbare omvang in de US markt ($USD 8.37M ).
Compensatie versus inkomsten: De vergoeding van Tom is gestegen terwijl het bedrijf verliesgevend is.
CEO
Tom Shea (55 yo)
14.3yrs
Tenure
US$12,894,848
Compensatie
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....
Leiderschapsteam
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| 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 | geen gegevens | geen gegevens | |
| Co-Founder & CTO | no data | geen gegevens | 6.05% $ 357.0m | |
| Chief Accounting Officer | less than a year | geen gegevens | geen gegevens | |
| Vice President of Investor Relations & Strategic Finance | no data | geen gegevens | geen gegevens | |
| Senior VP | no data | geen gegevens | 0% $ 0 | |
| Vice President of Corporate Communications | no data | geen gegevens | geen gegevens | |
| Chief Strategy & Marketing Officer | 3.3yrs | geen gegevens | geen gegevens | |
| Chief People Officer | no data | geen gegevens | geen gegevens |
1.8yrs
Gemiddelde duur
55yo
Gemiddelde leeftijd
Ervaren management: Het managementteam van OS wordt niet als ervaren beschouwd (gemiddelde ambtstermijn 1.8 jaar), wat duidt op een nieuw team.
Bestuursleden
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| 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 | geen gegevens | geen gegevens | |
| 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 | geen gegevens | geen gegevens | |
| Independent Director | 6.2yrs | geen gegevens | geen gegevens | |
| Independent Director | less than a year | US$408.73k | geen gegevens |
6.8yrs
Gemiddelde duur
57yo
Gemiddelde leeftijd
Ervaren bestuur: De raad van bestuur van OS wordt beschouwd als ervaren (gemiddelde ambtstermijn 6.8 jaar).
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/04/05 01:47 |
| Aandelenkoers aan het einde van de dag | 2026/03/31 00:00 |
| Inkomsten | 2025/12/31 |
| Jaarlijkse inkomsten | 2025/12/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
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| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
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* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
OneStream, Inc. wordt gevolgd door 10 analisten. 7 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Steven Enders | Citigroup Inc |
| Adam Hotchkiss | Goldman Sachs |
| John DiFucci | Guggenheim Securities, LLC |