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Side-by-side financial comparison of ESSENTIAL PROPERTIES REALTY TRUST, INC. (EPRT) and OneStream, Inc. (OS). Click either name above to swap in a different company.
OneStream, Inc. is the larger business by last-quarter revenue ($163.7M vs $158.8M, roughly 1.0× ESSENTIAL PROPERTIES REALTY TRUST, INC.). ESSENTIAL PROPERTIES REALTY TRUST, INC. runs the higher net margin — 37.8% vs 0.6%, a 37.1% gap on every dollar of revenue. On growth, OneStream, Inc. posted the faster year-over-year revenue change (23.6% vs 22.8%). Over the past eight quarters, OneStream, Inc.'s revenue compounded faster (21.8% CAGR vs 20.6%).
Essential Properties Realty Trust is a publicly traded real estate investment trust (REIT) that acquires, owns and manages a diversified portfolio of single-tenant net-leased commercial properties across the United States. Its assets primarily cover essential service-oriented sectors including casual dining, automotive services, medical clinics, early childhood education centers and light industrial facilities, with tenants mostly holding robust long-term operating track records.
Blue Stream provides cable television, cable telephone, DVR, and up to 1 GIG Internet speed broadband services to customers in the Florida communities of Coral Springs and Weston.
EPRT vs OS — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $158.8M | $163.7M |
| Net Profit | $60.0M | $999.0K |
| Gross Margin | — | 69.8% |
| Operating Margin | 56.5% | -3.2% |
| Net Margin | 37.8% | 0.6% |
| Revenue YoY | 22.8% | 23.6% |
| Net Profit YoY | 6.5% | — |
| EPS (diluted) | $0.28 | — |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | $158.8M | — | ||
| Q4 25 | $149.9M | $163.7M | ||
| Q3 25 | $144.9M | $154.3M | ||
| Q2 25 | $137.1M | $147.6M | ||
| Q1 25 | $129.4M | $136.3M | ||
| Q4 24 | $119.7M | $132.5M | ||
| Q3 24 | $117.1M | $129.1M | ||
| Q2 24 | $109.3M | $117.5M |
| Q1 26 | $60.0M | — | ||
| Q4 25 | $68.1M | $999.0K | ||
| Q3 25 | $65.6M | $-8.8M | ||
| Q2 25 | $63.2M | $-18.4M | ||
| Q1 25 | $56.1M | $-24.0M | ||
| Q4 24 | $55.4M | — | ||
| Q3 24 | $49.1M | $-171.9M | ||
| Q2 24 | $51.5M | $-7.8M |
| Q1 26 | — | — | ||
| Q4 25 | — | 69.8% | ||
| Q3 25 | — | 68.1% | ||
| Q2 25 | — | 68.6% | ||
| Q1 25 | — | 68.0% | ||
| Q4 24 | — | 66.8% | ||
| Q3 24 | — | 50.1% | ||
| Q2 24 | — | 68.5% |
| Q1 26 | 56.5% | — | ||
| Q4 25 | 65.9% | -3.2% | ||
| Q3 25 | 64.7% | -11.3% | ||
| Q2 25 | 64.1% | -21.8% | ||
| Q1 25 | 61.6% | -29.3% | ||
| Q4 24 | 66.1% | -35.8% | ||
| Q3 24 | 59.7% | -197.6% | ||
| Q2 24 | 61.1% | -9.8% |
| Q1 26 | 37.8% | — | ||
| Q4 25 | 45.4% | 0.6% | ||
| Q3 25 | 45.3% | -5.7% | ||
| Q2 25 | 46.1% | -12.5% | ||
| Q1 25 | 43.4% | -17.6% | ||
| Q4 24 | 46.3% | — | ||
| Q3 24 | 42.0% | -133.1% | ||
| Q2 24 | 47.1% | -6.7% |
| Q1 26 | $0.28 | — | ||
| Q4 25 | $0.34 | — | ||
| Q3 25 | $0.33 | — | ||
| Q2 25 | $0.32 | — | ||
| Q1 25 | $0.29 | — | ||
| Q4 24 | $0.31 | — | ||
| Q3 24 | $0.27 | $-1.06 | ||
| Q2 24 | $0.29 | — |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $15.2M | $693.6M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $4.4B | $504.7M |
| Total Assets | $7.2B | $1.0B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $15.2M | — | ||
| Q4 25 | $60.2M | $693.6M | ||
| Q3 25 | $23.8M | $653.9M | ||
| Q2 25 | $20.8M | $652.1M | ||
| Q1 25 | $47.0M | $593.9M | ||
| Q4 24 | $40.7M | $544.2M | ||
| Q3 24 | $32.7M | $495.5M | ||
| Q2 24 | $23.6M | $140.5M |
| Q1 26 | — | — | ||
| Q4 25 | $2.5B | — | ||
| Q3 25 | $2.6B | — | ||
| Q2 25 | $2.3B | — | ||
| Q1 25 | $2.1B | — | ||
| Q4 24 | $2.1B | — | ||
| Q3 24 | $2.2B | — | ||
| Q2 24 | $1.9B | — |
| Q1 26 | $4.4B | — | ||
| Q4 25 | $4.2B | $504.7M | ||
| Q3 25 | $3.8B | $472.1M | ||
| Q2 25 | $3.8B | $458.2M | ||
| Q1 25 | $3.8B | $412.9M | ||
| Q4 24 | $3.6B | $386.2M | ||
| Q3 24 | $3.2B | $458.2M | ||
| Q2 24 | $3.2B | $97.5M |
| Q1 26 | $7.2B | — | ||
| Q4 25 | $6.9B | $1.0B | ||
| Q3 25 | $6.6B | $949.4M | ||
| Q2 25 | $6.3B | $910.5M | ||
| Q1 25 | $6.1B | $867.3M | ||
| Q4 24 | $5.8B | $823.2M | ||
| Q3 24 | $5.5B | $750.1M | ||
| Q2 24 | $5.3B | $379.7M |
| Q1 26 | — | — | ||
| Q4 25 | 0.60× | — | ||
| Q3 25 | 0.69× | — | ||
| Q2 25 | 0.61× | — | ||
| Q1 25 | 0.56× | — | ||
| Q4 24 | 0.60× | — | ||
| Q3 24 | 0.69× | — | ||
| Q2 24 | 0.59× | — |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | — | $25.8M |
| Free Cash FlowOCF − Capex | — | $25.6M |
| FCF MarginFCF / Revenue | — | 15.7% |
| Capex IntensityCapex / Revenue | — | 0.1% |
| Cash ConversionOCF / Net Profit | — | 25.79× |
| TTM Free Cash FlowTrailing 4 quarters | — | $95.6M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $381.1M | $25.8M | ||
| Q3 25 | $99.0M | $5.0M | ||
| Q2 25 | $99.8M | $29.7M | ||
| Q1 25 | $77.2M | $36.2M | ||
| Q4 24 | $308.5M | — | ||
| Q3 24 | $73.5M | $2.4M | ||
| Q2 24 | $81.1M | $8.1M |
| Q1 26 | — | — | ||
| Q4 25 | — | $25.6M | ||
| Q3 25 | — | $4.8M | ||
| Q2 25 | — | $29.4M | ||
| Q1 25 | — | $35.8M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $1.3M | ||
| Q2 24 | — | $7.7M |
| Q1 26 | — | — | ||
| Q4 25 | — | 15.7% | ||
| Q3 25 | — | 3.1% | ||
| Q2 25 | — | 19.9% | ||
| Q1 25 | — | 26.3% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 1.0% | ||
| Q2 24 | — | 6.6% |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.1% | ||
| Q3 25 | — | 0.1% | ||
| Q2 25 | — | 0.2% | ||
| Q1 25 | — | 0.3% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 0.8% | ||
| Q2 24 | — | 0.3% |
| Q1 26 | — | — | ||
| Q4 25 | 5.60× | 25.79× | ||
| Q3 25 | 1.51× | — | ||
| Q2 25 | 1.58× | — | ||
| Q1 25 | 1.38× | — | ||
| Q4 24 | 5.57× | — | ||
| Q3 24 | 1.50× | — | ||
| Q2 24 | 1.57× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
EPRT
| Rental revenue 1,2 | $149.4M | 94% |
| Other | $8.6M | 5% |
| Other revenue | $779.0K | 0% |
OS
| Subscription And Circulation | $150.3M | 92% |
| Professional Services And Other | $9.4M | 6% |
| License | $4.0M | 2% |
