Comparing OneStream (NASDAQ:OS) and VTEX (NYSE:VTEX)

OneStream (NASDAQ:OS) and VTEX (NYSE:VTEX) are both technology companies, but which is the better investment? We will compare the two businesses based on the strength of their dividends, valuation, profitability, earnings, risk, institutional ownership and analyst recommendations.

Insider and Institutional Ownership

63.7% of VTEX shares are owned by institutional investors. 12.8% of OneStream shares are owned by company insiders. Comparatively, 40.9% of VTEX shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock will outperform the market over the long term.

Volatility & Risk

OneStream has a beta of 1.99, suggesting that its share price is 99% more volatile than the S&P 500. Comparatively, VTEX has a beta of 1.02, suggesting that its share price is 2% more volatile than the S&P 500.

Analyst Recommendations

This is a breakdown of current ratings and price targets for OneStream and VTEX, as reported by MarketBeat.com.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
OneStream	3	17	0	0	1.85
VTEX	0	4	3	0	2.43

OneStream presently has a consensus price target of $24.06, suggesting a potential upside of 0.26%. VTEX has a consensus price target of $5.07, suggesting a potential upside of 43.53%. Given VTEX’s stronger consensus rating and higher possible upside, analysts clearly believe VTEX is more favorable than OneStream.

Valuation & Earnings

This table compares OneStream and VTEX”s gross revenue, earnings per share and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
OneStream	$601.93 million	9.80	-$50.30 million	($0.28)	-85.71
VTEX	$240.52 million	2.50	$20.01 million	$0.16	22.06

VTEX has lower revenue, but higher earnings than OneStream. OneStream is trading at a lower price-to-earnings ratio than VTEX, indicating that it is currently the more affordable of the two stocks.

Profitability

This table compares OneStream and VTEX’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
OneStream	-8.36%	11.28%	6.68%
VTEX	11.98%	12.98%	8.76%

Summary

VTEX beats OneStream on 11 of the 14 factors compared between the two stocks.

About OneStream

OneStream, Inc. is a holding company, which engages in the development of an artificial intelligence (AI) based enterprise finance platform. The firm offers Digital Finance Cloud, an AI-enabled and extensible software platform that unifies core financial functions and operational data and processes. The company was founded by Craig Colby and Thomas Shea on October 15, 2021 and is headquartered in Birmingham, MI.

About VTEX

VTEX provides software-as-a-service digital commerce platform for enterprise brands and retailers. Its platform enables customers to execute their commerce strategy, including building online stores, integrating, and managing orders across channels, and creating marketplaces to sell products from third-party vendors. It has operations in Brazil, Argentina, Chile, Colombia, France, Italy, Mexico, Peru, Portugal, Romania, Singapore, Spain, the United Kingdom, and the United States. VTEX was founded in 2000 and is headquartered in London, the United Kingdom.