Software - Application
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2 / 10Stock Comparison
OS vs MSFT
Revenue, margins, valuation, and 5-year total return — side by side.
Software - Infrastructure
OS vs MSFT — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Software - Application | Software - Infrastructure |
| Market Cap | $1.93B | $3.07T |
| Revenue (TTM) | $602M | $318.27B |
| Net Income (TTM) | $-50M | $125.22B |
| Gross Margin | 68.7% | 68.3% |
| Operating Margin | -15.7% | 46.8% |
| Forward P/E | 84.0x | 24.9x |
| Total Debt | $15M | $112.18B |
| Cash & Equiv. | $694M | $30.24B |
OS vs MSFT — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | Jul 24 | Apr 26 | Return |
|---|---|---|---|
| OneStream, Inc. Cla… (OS) | 100 | 86.2 | -13.8% |
| Microsoft Corporati… (MSFT) | 100 | 88.5 | -11.5% |
Price return only. Dividends and distributions are not included.
Quick Verdict: OS vs MSFT
Each card shows where this stock fits in a portfolio — not just who wins on paper.
OS is the clearest fit if your priority is growth exposure and sleep-well-at-night.
- Rev growth 23.0%, EPS growth 77.6%, 3Y rev CAGR 29.2%
- Lower volatility, beta 1.03, Low D/E 2.5%, current ratio 2.31x
- 23.0% revenue growth vs MSFT's 14.9%
MSFT carries the broadest edge in this set and is the clearest fit for income & stability and long-term compounding.
- Dividend streak 19 yrs, beta 0.89, yield 0.8%
- 7.7% 10Y total return vs OS's -10.6%
- Beta 0.89, yield 0.8%, current ratio 1.35x
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 23.0% revenue growth vs MSFT's 14.9% | |
| Value | Lower P/E (24.9x vs 84.0x) | |
| Quality / Margins | 39.3% margin vs OS's -8.4% | |
| Stability / Safety | Beta 0.89 vs OS's 1.03 | |
| Dividends | 0.8% yield; 19-year raise streak; the other pay no meaningful dividend | |
| Momentum (1Y) | +6.5% vs MSFT's -3.7% | |
| Efficiency (ROA) | 19.2% ROA vs OS's -4.9% |
OS vs MSFT — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
OS vs MSFT — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
Evenly matched — OS and MSFT each lead in 3 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
MSFT is the larger business by revenue, generating $318.3B annually — 528.8x OS's $602M. MSFT is the more profitable business, keeping 39.3% of every revenue dollar as net income compared to OS's -8.4%. On growth, OS holds the edge at +23.6% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $602M | $318.3B |
| EBITDAEarnings before interest/tax | -$92M | $192.6B |
| Net IncomeAfter-tax profit | -$50M | $125.2B |
| Free Cash FlowCash after capex | $96M | $72.9B |
| Gross MarginGross profit ÷ Revenue | +68.7% | +68.3% |
| Operating MarginEBIT ÷ Revenue | -15.7% | +46.8% |
| Net MarginNet income ÷ Revenue | -8.4% | +39.3% |
| FCF MarginFCF ÷ Revenue | +15.9% | +22.9% |
| Rev. Growth (YoY)Latest quarter vs prior year | +23.6% | +18.3% |
| EPS Growth (YoY)Latest quarter vs prior year | +104.1% | +23.4% |
Valuation Metrics
OS leads this category, winning 4 of 5 comparable metrics.
Valuation Metrics
| Metric | ||
|---|---|---|
| Market CapShares × price | $1.9B | $3.07T |
| Enterprise ValueMkt cap + debt − cash | $1.2B | $3.16T |
| Trailing P/EPrice ÷ TTM EPS | -85.71x | 30.34x |
| Forward P/EPrice ÷ next-FY EPS est. | 84.00x | 24.91x |
| PEG RatioP/E ÷ EPS growth rate | — | 1.61x |
| EV / EBITDAEnterprise value multiple | — | 19.40x |
| Price / SalesMarket cap ÷ Revenue | 3.20x | 10.91x |
| Price / BookPrice ÷ Book value/share | 7.29x | 8.99x |
| Price / FCFMarket cap ÷ FCF | 20.16x | 42.93x |
Profitability & Efficiency
MSFT leads this category, winning 4 of 7 comparable metrics.
Profitability & Efficiency
MSFT delivers a 33.1% return on equity — every $100 of shareholder capital generates $33 in annual profit, vs $-8 for OS. OS carries lower financial leverage with a 0.02x debt-to-equity ratio, signaling a more conservative balance sheet compared to MSFT's 0.33x. On the Piotroski fundamental quality scale (0–9), MSFT scores 6/9 vs OS's 5/9, reflecting solid financial health.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | -8.4% | +33.1% |
| ROA (TTM)Return on assets | -4.9% | +19.2% |
| ROICReturn on invested capital | — | +24.9% |
| ROCEReturn on capital employed | -16.8% | +29.7% |
| Piotroski ScoreFundamental quality 0–9 | 5 | 6 |
| Debt / EquityFinancial leverage | 0.02x | 0.33x |
| Net DebtTotal debt minus cash | -$679M | $81.9B |
| Cash & Equiv.Liquid assets | $694M | $30.2B |
| Total DebtShort + long-term debt | $15M | $112.2B |
| Interest CoverageEBIT ÷ Interest expense | — | 55.65x |
Total Returns (Dividends Reinvested)
MSFT leads this category, winning 4 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in MSFT five years ago would be worth $17,152 today (with dividends reinvested), compared to $8,939 for OS. Over the past 12 months, OS leads with a +6.5% total return vs MSFT's -3.7%. The 3-year compound annual growth rate (CAGR) favors MSFT at 11.1% vs OS's -3.7% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | +35.4% | -12.3% |
| 1-Year ReturnPast 12 months | +6.5% | -3.7% |
| 3-Year ReturnCumulative with dividends | -10.6% | +37.2% |
| 5-Year ReturnCumulative with dividends | -10.6% | +71.5% |
| 10-Year ReturnCumulative with dividends | -10.6% | +768.1% |
| CAGR (3Y)Annualised 3-year return | -3.7% | +11.1% |
Risk & Volatility
Evenly matched — OS and MSFT each lead in 1 of 2 comparable metrics.
Risk & Volatility
MSFT is the less volatile stock with a 0.89 beta — it tends to amplify market swings less than OS's 1.03 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. OS currently trades 80.9% from its 52-week high vs MSFT's 74.5% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.03x | 0.89x |
| 52-Week HighHighest price in past year | $29.66 | $555.45 |
| 52-Week LowLowest price in past year | $16.51 | $356.28 |
| % of 52W HighCurrent price vs 52-week peak | +80.9% | +74.5% |
| RSI (14)Momentum oscillator 0–100 | 72.0 | 52.6 |
| Avg Volume (50D)Average daily shares traded | 2.4M | 32.8M |
Analyst Outlook
Insufficient data to determine a leader in this category.
Analyst Outlook
Wall Street rates OS as "Hold" and MSFT as "Buy". Consensus price targets imply 33.3% upside for MSFT (target: $552) vs 0.3% for OS (target: $24). MSFT is the only dividend payer here at 0.78% yield — a key consideration for income-focused portfolios.
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Hold | Buy |
| Price TargetConsensus 12-month target | $24.08 | $551.75 |
| # AnalystsCovering analysts | 21 | 81 |
| Dividend YieldAnnual dividend ÷ price | — | +0.8% |
| Dividend StreakConsecutive years of raises | — | 19 |
| Dividend / ShareAnnual DPS | — | $3.23 |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | +0.6% |
MSFT leads in 2 of 6 categories (Profitability & Efficiency, Total Returns). OS leads in 1 (Valuation Metrics). 2 tied.
OS vs MSFT: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is OS or MSFT a better buy right now?
For growth investors, OneStream, Inc.
Class A Common Stock (OS) is the stronger pick with 23. 0% revenue growth year-over-year, versus 14. 9% for Microsoft Corporation (MSFT). Microsoft Corporation (MSFT) offers the better valuation at 30. 3x trailing P/E (24. 9x forward), making it the more compelling value choice. Analysts rate Microsoft Corporation (MSFT) a "Buy" — based on 81 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — OS or MSFT?
On forward P/E, Microsoft Corporation is actually cheaper at 24.
9x.
03Which is the better long-term investment — OS or MSFT?
Over the past 5 years, Microsoft Corporation (MSFT) delivered a total return of +71.
5%, compared to -10. 6% for OneStream, Inc. Class A Common Stock (OS). Over 10 years, the gap is even starker: MSFT returned +768. 1% versus OS's -10. 6%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — OS or MSFT?
By beta (market sensitivity over 5 years), Microsoft Corporation (MSFT) is the lower-risk stock at 0.
89β versus OneStream, Inc. Class A Common Stock's 1. 03β — meaning OS is approximately 16% more volatile than MSFT relative to the S&P 500. On balance sheet safety, OneStream, Inc. Class A Common Stock (OS) carries a lower debt/equity ratio of 2% versus 33% for Microsoft Corporation — giving it more financial flexibility in a downturn.
05Which is growing faster — OS or MSFT?
By revenue growth (latest reported year), OneStream, Inc.
Class A Common Stock (OS) is pulling ahead at 23. 0% versus 14. 9% for Microsoft Corporation (MSFT). On earnings-per-share growth, the picture is similar: OneStream, Inc. Class A Common Stock grew EPS 77. 6% year-over-year, compared to 15. 6% for Microsoft Corporation. Over a 3-year CAGR, OS leads at 29. 2% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — OS or MSFT?
Microsoft Corporation (MSFT) is the more profitable company, earning 36.
1% net margin versus -8. 4% for OneStream, Inc. Class A Common Stock — meaning it keeps 36. 1% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: MSFT leads at 45. 6% versus -15. 7% for OS. At the gross margin level — before operating expenses — MSFT leads at 68. 8%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Is OS or MSFT more undervalued right now?
On forward earnings alone, Microsoft Corporation (MSFT) trades at 24.
9x forward P/E versus 84. 0x for OneStream, Inc. Class A Common Stock — 59. 1x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for MSFT: 33. 3% to $551. 75.
08Which pays a better dividend — OS or MSFT?
In this comparison, MSFT (0.
8% yield) pays a dividend. OS does not pay a meaningful dividend and should not be held primarily for income.
09Is OS or MSFT better for a retirement portfolio?
For long-horizon retirement investors, Microsoft Corporation (MSFT) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0.
89), 0. 8% yield, +768. 1% 10Y return). Both have compounded well over 10 years (MSFT: +768. 1%, OS: -10. 6%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
10What are the main differences between OS and MSFT?
Both stocks operate in the Technology sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
In terms of investment character: OS is a small-cap high-growth stock; MSFT is a mega-cap quality compounder stock. MSFT pays a dividend while OS does not, making them suitable for different income and tax situations. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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