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OSS

One Stop Systems NasdaqCM:OSS Stock Report

Last Price

US$3.20

Market Cap

US$64.1m

7D

-2.7%

1Y

-37.0%

Updated

30 Sep, 2022

Data

Company Financials +
OSS fundamental analysis
Snowflake Score
Valuation1/6
Future Growth4/6
Past Performance1/6
Financial Health5/6
Dividends0/6

OSS Stock Overview

One Stop Systems, Inc. designs, manufactures, and markets high-performance computing modules and systems for edge deployments in the United States and internationally.

One Stop Systems, Inc. Competitors

Price History & Performance

Summary of all time highs, changes and price drops for One Stop Systems
Historical stock prices
Current Share PriceUS$3.20
52 Week HighUS$5.69
52 Week LowUS$3.13
Beta1.46
1 Month Change-18.37%
3 Month Change-17.95%
1 Year Change-37.01%
3 Year Change15.52%
5 Year Changen/a
Change since IPO-34.43%

Recent News & Updates

Aug 20

One Stop Is Now A Profitable Growth Story

One Stop has reported record revenues and profitability. The company is penetrating the nascent automated trucking market, which is farther advanced than most people realize. There is also strong growth from the company's long-term customers. Management has made key financial moves to clean up the balance sheet and provide funding for the company's growth. One Stop Systems (OSS) specializes in "AI on the fly" hardware components for edge computing where A.I. can't wait for the cloud. I first wrote about the turnaround in this company in an article published in August 2020 and wrote a series of articles on the company's turnaround strategy and its progress. The stock price is higher by over 70% than at the time of my first article, having risen by as much as 300% at one time before settling at about the same price as my previous article, published about a year ago. The stock price ran up when edge computing and other buzz sector stocks became crowd favorites. The crowd that quickly runs up a stock price isn't known for sticking around for too long, and subsequently, the stock price retreated as the herd exited their positions. OSS data by YCharts Meanwhile, things are going well at OSS. Investors got a progress report and a peek into the future last week as OSS reported record revenues. The company is experiencing healthy growth and key developments point to a higher stock price: Management's goal to identify an area where the company could excel and become the market leader is on track. We can now see the wisdom in two financial actions that initially resulted in diluting earnings, but have set up OSS for improved margins and EPS going forward. Continued positive results from its long-standing customer base Focus On A.I. Transportables Management identified autonomous trucking as a nascent multi-billion dollar market opportunity within the AI transportable umbrella where the company has the potential to become a dominant player. Autonomous trucking is further along than autonomous automobiles and happening now because there is a severe shortage of truck drivers. Autonomous trucks are also beneficial to a company's bottom line as the autonomous trucks can operate round the clock, while human drivers have statutory limits on daily drive time. Currently, autonomous trucks are operating on our highways on pilot programs and are expected to be predominant in the next few years. OSS started with just one customer and now conducts business with three of the top autonomous trucking companies and is pursuing developing business with others. OSS reported that of its 32 pending contracts, half are AI transportable related and three are autonomous trucking related. These pending deals are defined as worth at least $1 million in revenue and that the company stands a good chance of closing. As autonomous trucking becomes mainstream, OSS could reap a financial windfall. CEO David Raun said during the 2020 Q2 earnings call: We believe that all 3 of these customers (autonomous trucking) could end up being our top 10 customer list in 2022 and over time, could be some of our largest accounts. ...there could be an inflection point somewhere on time, whether it be later in '23 or '24, where they could become our largest accounts in the company. OSS has already established its AI transportable in military airplanes. The company is seeking to expand into other military vehicle verticals such as drones, tanks, boats, etc. while it is also pursuing applications in autonomous farm and mining vehicles...anything that is mobile and requires A.I. CEO Raun at the Q2 earnings call: We have commented in the past that we expect the opportunity for AI Transportables to be significant in the armed forces throughout the military theater. These applications will take significant time to close and even more time to generate revenue, but we are now engaged with multiple high-profile programs, which include drones, aircraft, ships and land vehicles. Dilution The share count has grown from 15 million in 2019 to about 20 million, diluting earnings. The additional shares came mostly from a 2020 financing and from a March 2021 capital raise. In February 2020, the company was suffering from a lack of cash due to a past due AR from their media and entertainment client, Disguise. Disguise had to cancel most events due to the pandemic. Credit wasn't readily available, and OSS took a convertible note in order to maintain operations. The note has been fully exercised.

Aug 11

One Stop Systems Non-GAAP EPS of $0.04 in-line, revenue of $18.3M beats by $1.01M

One Stop Systems press release (NASDAQ:OSS): Q2 Non-GAAP EPS of $0.04 in-line. Revenue of $18.3M (+22.8% Y/Y) beats by $1.01M. For the third quarter of 2022, OSS expects revenue of approximately $18.5 million, which would represent 16% growth over the third quarter of last year.

Shareholder Returns

OSSUS TechUS Market
7D-2.7%-8.0%-2.5%
1Y-37.0%-4.1%-23.2%

Return vs Industry: OSS underperformed the US Tech industry which returned -0.4% over the past year.

Return vs Market: OSS underperformed the US Market which returned -21.5% over the past year.

Price Volatility

Is OSS's price volatile compared to industry and market?
OSS volatility
OSS Average Weekly Movement3.6%
Tech Industry Average Movement7.7%
Market Average Movement6.9%
10% most volatile stocks in US Market15.6%
10% least volatile stocks in US Market2.8%

Stable Share Price: OSS is less volatile than 75% of US stocks over the past 3 months, typically moving +/- 4% a week.

Volatility Over Time: OSS's weekly volatility (4%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
1998106Dave Raunhttps://www.onestopsystems.com

One Stop Systems, Inc. designs, manufactures, and markets high-performance computing modules and systems for edge deployments in the United States and internationally. Its systems are built using the graphical processing unit and solid-state flash technologies. The company provides custom servers, data acquisition platforms, compute accelerators, solid-state storage arrays, PCIe expansion products, and system I/O expansion systems, as well as edge optimized industrial and panel PCs.

One Stop Systems, Inc. Fundamentals Summary

How do One Stop Systems's earnings and revenue compare to its market cap?
OSS fundamental statistics
Market CapUS$64.08m
Earnings (TTM)US$1.50m
Revenue (TTM)US$69.12m

42.8x

P/E Ratio

0.9x

P/S Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report
OSS income statement (TTM)
RevenueUS$69.12m
Cost of RevenueUS$48.22m
Gross ProfitUS$20.89m
Other ExpensesUS$19.40m
EarningsUS$1.50m

Last Reported Earnings

Jun 30, 2022

Next Earnings Date

n/a

Earnings per share (EPS)0.075
Gross Margin30.23%
Net Profit Margin2.17%
Debt/Equity Ratio8.0%

How did OSS perform over the long term?

See historical performance and comparison