Analyzing Tuya (NYSE:TUYA) & OneStream (NASDAQ:OS)

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

Insider & Institutional Ownership

11.5% of Tuya shares are owned by institutional investors. 2.1% of Tuya shares are owned by company insiders. Comparatively, 12.8% of OneStream shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock is poised for long-term growth.

Analyst Ratings

This is a summary of recent ratings and target prices for Tuya and OneStream, as reported by MarketBeat.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Tuya	0	1	1	0	2.50
OneStream	3	17	0	0	1.85

Tuya currently has a consensus price target of $3.69, indicating a potential upside of 78.69%. OneStream has a consensus price target of $24.24, indicating a potential upside of 0.98%. Given Tuya’s stronger consensus rating and higher possible upside, analysts plainly believe Tuya is more favorable than OneStream.

Earnings and Valuation

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

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Tuya	$321.79 million	3.49	$57.89 million	$0.10	20.65
OneStream	$601.93 million	9.80	-$50.30 million	($0.28)	-85.71

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

Volatility and Risk

Tuya has a beta of 0.45, suggesting that its share price is 55% less volatile than the S&P 500. Comparatively, OneStream has a beta of 1.99, suggesting that its share price is 99% more volatile than the S&P 500.

Profitability

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

	Net Margins	Return on Equity	Return on Assets
Tuya	19.10%	6.20%	5.53%
OneStream	-8.36%	11.28%	6.68%

Summary

Tuya beats OneStream on 8 of the 14 factors compared between the two stocks.

About Tuya

Tuya Inc. offers purpose-built Internet of Things (IoT) cloud development platform in the People's Republic of China and internationally. The company provides platform-as-a-service that enables business, original equipment manufacturers, brands, and developers to develop, launch, manage, and monetize software-enabled smart devices and services; and industry software-as-a-service, which enables businesses to deploy, connect, and manage various types of smart devices. It also offers cloud-based software value-added services that provides end users with smart features, such as cloud storage; and Cube Smart Private Cloud Solution which enables conglomerates to build their own autonomous and controllable IoT platforms; and could-based services to businesses, developers, and end users to develop and manage IoT experiences. In addition, the company provides smart solutions for IoT devices that integrates software capabilities; and enables developers to activate an IoT ecosystem of brands, OEMs, partners, and end users to engage and communicate through a range of smart devices, as well as sells finished smart devices. It offers its solutions to smart home, smart business, renewable energy, education, agriculture, outdoors and sport, and entertainment industries. The company was incorporated in 2014 and is based in Hangzhou, the People's Republic of China.

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.