Comprehensive Stock Comparison

Compare OneStream, Inc. Class A Common Stock (OS) vs MicroStrategy Incorporated Variable Rate Series A Perpetual Stretch Preferred Stock (STRC) Stock

Analyze side-by-side fundamentals, valuation, growth, and profitability to decide which stock is the better buy.

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Quick Verdict

CategoryWinnerWhy
GrowthOS23.0% revenue growth vs STRC's -6.6%
ValueSTRCLower P/E (1.4x vs 86.3x)
Quality / MarginsSTRC16.7% net margin vs OS's -8.4%
Stability / SafetySTRCBeta 0.57 vs OS's 1.46
DividendsTieNeither pays a meaningful dividend
Momentum (1Y)STRC+19.8% vs OS's +1.2%
Efficiency (ROA)STRC10.8% ROA vs OS's -4.9%
Bottom line: STRC leads in 5 of 7 categories, making it the stronger pick for investors who prioritize valuation and capital efficiency and profitability and margin quality. OneStream, Inc. Class A Common Stock is the better choice for growth and revenue expansion. As direct sector peers, they can serve as alternatives in the same portfolio allocation.

Who Each Stock Is For

Income & stability

Growth exposure

Long-term compounding (10Y)

Sleep-well-at-night portfolio

Defensive / Recession hedge

Business Model

What each company does and how it makes money

OSOneStream, Inc. Class A Common Stock
Technology

OneStream provides a unified AI-enabled financial planning and analysis software platform for enterprises. It generates revenue primarily through subscription fees for its Digital Finance Cloud platform — which handles financial consolidation, planning, and reporting — with additional services revenue. The company's key advantage is its unified platform approach that eliminates the need for multiple point solutions, creating significant switching costs and integration depth for enterprise customers.

STRCMicroStrategy Incorporated Variable Rate Series A Perpetual Stretch Preferred Stock
Technology

MicroStrategy is an enterprise analytics and mobility software company that provides business intelligence platforms to help organizations analyze and visualize their data. It generates revenue primarily through software licensing (~60%) and cloud-based subscription services (~40%), supplemented by related consulting and support services. The company's key advantage is its long-standing expertise in enterprise analytics — particularly its HyperIntelligence platform — and its strategic pivot to become a major corporate holder of Bitcoin, which has created significant brand recognition and financial optionality.

Revenue Breakdown by Segment

How each company's revenue is distributed across its business units

OSOneStream, Inc. Class A Common Stock
FY 2025
Subscription and Circulation
91.4%$550M
Professional Services And Other
5.7%$34M
License
3.0%$18M
STRCMicroStrategy Incorporated Variable Rate Series A Perpetual Stretch Preferred Stock
FY 2024
Product Development Contract Revenue
65.8%$5M
Product Revenue
34.2%$3M

Financial Metrics Comparison

Side-by-side fundamentals across 2 stocks. BestLagging

Financial Scorecard

STRC 3OS 1
Financial MetricsSTRC4/6 metrics
Valuation MetricsTie2/4 metrics
Profitability & EfficiencyOS4/7 metrics
Total ReturnsSTRC5/6 metrics
Risk & VolatilitySTRC2/2 metrics
Analyst Outlook0/0 metrics

STRC leads in 3 of 6 categories (Financial Metrics, Total Returns). OS leads in 1 (Profitability & Efficiency). 1 tied.

Financial Metrics (TTM)

OS and STRC operate at a comparable scale, with $602M and $475M in trailing revenue. STRC is the more profitable business, keeping 16.7% 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.

MetricOSOneStream, Inc. C…STRCMicroStrategy Inc…
RevenueTrailing 12 months$602M$475M
EBITDAEarnings before interest/tax-$92M$11.0B
Net IncomeAfter-tax profit-$50M$7.9B
Free Cash FlowCash after capex$96M-$18.1B
Gross MarginGross profit ÷ Revenue+68.7%+70.1%
Operating MarginEBIT ÷ Revenue-15.7%+23.1%
Net MarginNet income ÷ Revenue-8.4%+16.7%
FCF MarginFCF ÷ Revenue+15.9%-38.2%
Rev. Growth (YoY)Latest quarter vs prior year+23.6%+10.9%
EPS Growth (YoY)Latest quarter vs prior year+104.1%+5.9%
STRC leads this category, winning 4 of 6 comparable metrics.

Valuation Metrics

MetricOSOneStream, Inc. C…STRCMicroStrategy Inc…
Market CapShares × price$1.9B$3.4B
Enterprise ValueMkt cap + debt − cash$1.2B$10.6B
Trailing P/EPrice ÷ TTM EPS-84.25x-16.50x
Forward P/EPrice ÷ next-FY EPS est.86.32x1.38x
PEG RatioP/E ÷ EPS growth rate
EV / EBITDAEnterprise value multiple
Price / SalesMarket cap ÷ Revenue3.15x7.31x
Price / BookPrice ÷ Book value/share7.16x1.06x
Price / FCFMarket cap ÷ FCF19.81x
Evenly matched — OS and STRC each lead in 2 of 4 comparable metrics.

Profitability & Efficiency

STRC delivers a 13.6% return on equity — every $100 of shareholder capital generates $14 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 STRC's 0.40x. On the Piotroski fundamental quality scale (0–9), OS scores 5/9 vs STRC's 2/9, reflecting solid financial health.

MetricOSOneStream, Inc. C…STRCMicroStrategy Inc…
ROE (TTM)Return on equity-8.4%+13.6%
ROA (TTM)Return on assets-4.9%+10.8%
ROICReturn on invested capital-9.3%
ROCEReturn on capital employed-16.8%-12.4%
Piotroski ScoreFundamental quality 0–952
Debt / EquityFinancial leverage0.02x0.40x
Net DebtTotal debt minus cash-$679M$7.2B
Cash & Equiv.Liquid assets$694M$38M
Total DebtShort + long-term debt$15M$7.3B
Interest CoverageEBIT ÷ Interest expense156.03x
OS leads this category, winning 4 of 7 comparable metrics.

Total Returns (with DRIP)

A $10,000 investment in STRC five years ago would be worth $11,977 today (with dividends reinvested), compared to $8,786 for OS. Over the past 12 months, STRC leads with a +19.8% total return vs OS's +1.2%. The 3-year compound annual growth rate (CAGR) favors STRC at 6.2% vs OS's -4.2% — a key indicator of consistent wealth creation.

MetricOSOneStream, Inc. C…STRCMicroStrategy Inc…
YTD ReturnYear-to-date+33.1%+2.2%
1-Year ReturnPast 12 months+1.2%+19.8%
3-Year ReturnCumulative with dividends-12.1%+19.8%
5-Year ReturnCumulative with dividends-12.1%+19.8%
10-Year ReturnCumulative with dividends-12.1%+19.8%
CAGR (3Y)Annualised 3-year return-4.2%+6.2%
STRC leads this category, winning 5 of 6 comparable metrics.

Risk & Volatility

STRC is the less volatile stock with a 0.57 beta — it tends to amplify market swings less than OS's 1.46 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. STRC currently trades 99.6% from its 52-week high vs OS's 79.5% drawdown — a narrower gap to the peak suggests stronger recent price momentum.

MetricOSOneStream, Inc. C…STRCMicroStrategy Inc…
Beta (5Y)Sensitivity to S&P 5001.46x0.57x
52-Week HighHighest price in past year$29.66$100.42
52-Week LowLowest price in past year$16.51$88.00
% of 52W HighCurrent price vs 52-week peak+79.5%+99.6%
RSI (14)Momentum oscillator 0–10063.555.2
Avg Volume (50D)Average daily shares traded4.5M971K
STRC leads this category, winning 2 of 2 comparable metrics.

Analyst Outlook

Wall Street rates OS as "Hold" and STRC as "Hold". Consensus price targets imply 152.0% upside for STRC (target: $252) vs 2.1% for OS (target: $24).

MetricOSOneStream, Inc. C…STRCMicroStrategy Inc…
Analyst RatingConsensus buy/hold/sellHoldHold
Price TargetConsensus 12-month target$24.08$252.00
# AnalystsCovering analysts211
Dividend YieldAnnual dividend ÷ price
Dividend StreakConsecutive years of raises0
Dividend / ShareAnnual DPS
Buyback YieldShare repurchases ÷ mkt cap0.0%0.0%
Insufficient data to determine a leader in this category.

Historical Charts

Charts are rendered on first load. Hover for details.

Chart 1Revenue Growth — 10 Years

Stock20162025Change
OneStream, Inc. Cla… (OS)$279M$602M+115.5%
MicroStrategy Incor… (STRC)$514M$463M-9.8%

Chart 2Net Margin Trend — 10 Years

Stock20162025Change
OneStream, Inc. Cla… (OS)-23.4%-8.4%+64.3%
MicroStrategy Incor… (STRC)18.0%-2.5%-114.0%

Chart 3EPS Growth — 10 Years

Stock20162025Change
OneStream, Inc. Cla… (OS)-0.28-0.28+0.0%
MicroStrategy Incor… (STRC)0.8-6.06-857.5%

Chart 4Free Cash Flow — 5 Years

2021
$-3B
2022
$-38M
$-287M
2023
$19M
$-2B
2024
$59M
$-22B
2025
$96M
OneStream, Inc. Cla… (OS)MicroStrategy Incor… (STRC)

OneStream, Inc. Class A Common Stock generated $96M FCF in 2025 (+352% vs 2022). MicroStrategy Incorporated Variable Rate Series A Perpetual Stretch Preferred Stock generated $-22B FCF in 2024 (-773% vs 2021).

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OS vs STRC: Frequently Asked Questions

8 questions · data-driven answers · updated daily

01

Is OS or STRC a better buy right now?

Analysts rate OneStream, Inc. Class A Common Stock (OS) a "Hold" — based on 21 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.

02

Which is the better long-term investment — OS or STRC?

Over the past 5 years, MicroStrategy Incorporated Variable Rate Series A Perpetual Stretch Preferred Stock (STRC) delivered a total return of +19.8%, compared to -12.1% for OneStream, Inc. Class A Common Stock (OS). A $10,000 investment in STRC five years ago would be worth approximately $12K today (assuming dividends reinvested). Over 10 years, the gap is even starker: STRC returned +19.8% versus OS's -12.1%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.

03

Which is safer — OS or STRC?

By beta (market sensitivity over 5 years), MicroStrategy Incorporated Variable Rate Series A Perpetual Stretch Preferred Stock (STRC) is the lower-risk stock at 0.57β versus OneStream, Inc. Class A Common Stock's 1.46β — meaning OS is approximately 158% more volatile than STRC 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 40% for MicroStrategy Incorporated Variable Rate Series A Perpetual Stretch Preferred Stock — giving it more financial flexibility in a downturn.

04

Which has better profit margins — OS or STRC?

OneStream, Inc. Class A Common Stock (OS) is the more profitable company, earning -8.4% net margin versus -251.7% for MicroStrategy Incorporated Variable Rate Series A Perpetual Stretch Preferred Stock — meaning it keeps -8.4% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: OS leads at -15.7% versus -399.8% for STRC. At the gross margin level — before operating expenses — STRC leads at 72.1%, 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.

05

Is OS or STRC more undervalued right now?

On forward earnings alone, MicroStrategy Incorporated Variable Rate Series A Perpetual Stretch Preferred Stock (STRC) trades at 1.4x forward P/E versus 86.3x for OneStream, Inc. Class A Common Stock — 84.9x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for STRC: 152.0% to $252.00.

06

Which pays a better dividend — OS or STRC?

None of the stocks in this comparison currently pay a material dividend. All are effectively zero-yield and should be held for capital appreciation rather than income.

07

Is OS or STRC better for a retirement portfolio?

For long-horizon retirement investors, MicroStrategy Incorporated Variable Rate Series A Perpetual Stretch Preferred Stock (STRC) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0.57)). Both have compounded well over 10 years (STRC: +19.8%, OS: -12.1%), 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.

08

What are the main differences between OS and STRC?

Both stocks operate in the Technology sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both. 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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OS

High-Growth Disruptor

  • Sector: Technology
  • Market Cap > $100B
  • Revenue Growth > 11%
  • Gross Margin > 41%
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STRC

Quality Mega-Cap Compounder

  • Sector: Technology
  • Market Cap > $100B
  • Revenue Growth > 5%
  • Net Margin > 1000%
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Revenue Growth>
%
(OS: 23.6% · STRC: 10.9%)