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Side-by-side financial comparison of Funko, Inc. (FNKO) and OneStream, Inc. (OS). Click either name above to swap in a different company.

Funko, Inc. is the larger business by last-quarter revenue ($273.1M vs $163.7M, roughly 1.7× OneStream, Inc.). OneStream, Inc. runs the higher net margin — 0.6% vs -0.1%, a 0.7% gap on every dollar of revenue. On growth, OneStream, Inc. posted the faster year-over-year revenue change (23.6% vs -7.0%). OneStream, Inc. produced more free cash flow last quarter ($25.6M vs $19.2M). Over the past eight quarters, OneStream, Inc.'s revenue compounded faster (21.8% CAGR vs 12.5%).

Funko Inc. is an American company that manufactures licensed and limited pop culture collectibles, known for its licensed vinyl figurines and bobbleheads. In addition, the company produces licensed plush, action figures, apparel, accessories and games. Founded in 1998 by Mike Becker and Claudia Becker, Funko was originally conceived as a small project to create various low-tech, nostalgia-themed toys. The company's first manufactured bobblehead was of the Big Boy restaurant mascot.

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.

FNKO vs OS — Head-to-Head

Bigger by revenue
FNKO
FNKO
1.7× larger
FNKO
$273.1M
$163.7M
OS
Growing faster (revenue YoY)
OS
OS
+30.6% gap
OS
23.6%
-7.0%
FNKO
Higher net margin
OS
OS
0.7% more per $
OS
0.6%
-0.1%
FNKO
More free cash flow
OS
OS
$6.5M more FCF
OS
$25.6M
$19.2M
FNKO
Faster 2-yr revenue CAGR
OS
OS
Annualised
OS
21.8%
12.5%
FNKO

Income Statement — Q4 FY2025 vs Q4 FY2025

Metric
FNKO
FNKO
OS
OS
Revenue
$273.1M
$163.7M
Net Profit
$-183.0K
$999.0K
Gross Margin
69.8%
Operating Margin
2.2%
-3.2%
Net Margin
-0.1%
0.6%
Revenue YoY
-7.0%
23.6%
Net Profit YoY
87.8%
EPS (diluted)
$0.00

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.

Revenue
FNKO
FNKO
OS
OS
Q4 25
$273.1M
$163.7M
Q3 25
$250.9M
$154.3M
Q2 25
$193.5M
$147.6M
Q1 25
$190.7M
$136.3M
Q4 24
$293.7M
$132.5M
Q3 24
$292.8M
$129.1M
Q2 24
$247.7M
$117.5M
Q1 24
$215.7M
$110.3M
Net Profit
FNKO
FNKO
OS
OS
Q4 25
$-183.0K
$999.0K
Q3 25
$901.0K
$-8.8M
Q2 25
$-40.5M
$-18.4M
Q1 25
$-27.6M
$-24.0M
Q4 24
$-1.5M
Q3 24
$4.3M
$-171.9M
Q2 24
$5.1M
$-7.8M
Q1 24
$-22.7M
$-5.0M
Gross Margin
FNKO
FNKO
OS
OS
Q4 25
69.8%
Q3 25
68.1%
Q2 25
68.6%
Q1 25
68.0%
Q4 24
66.8%
Q3 24
40.9%
50.1%
Q2 24
42.0%
68.5%
Q1 24
40.0%
69.1%
Operating Margin
FNKO
FNKO
OS
OS
Q4 25
2.2%
-3.2%
Q3 25
2.6%
-11.3%
Q2 25
-18.0%
-21.8%
Q1 25
-12.2%
-29.3%
Q4 24
1.8%
-35.8%
Q3 24
4.0%
-197.6%
Q2 24
4.3%
-9.8%
Q1 24
-6.9%
-4.9%
Net Margin
FNKO
FNKO
OS
OS
Q4 25
-0.1%
0.6%
Q3 25
0.4%
-5.7%
Q2 25
-20.9%
-12.5%
Q1 25
-14.5%
-17.6%
Q4 24
-0.5%
Q3 24
1.5%
-133.1%
Q2 24
2.1%
-6.7%
Q1 24
-10.5%
-4.5%
EPS (diluted)
FNKO
FNKO
OS
OS
Q4 25
$0.00
Q3 25
$0.02
Q2 25
$-0.74
Q1 25
$-0.52
Q4 24
$-0.01
Q3 24
$0.08
$-1.06
Q2 24
$0.10
Q1 24
$-0.45

Balance Sheet & Financial Strength

Snapshot of each company's liquidity, leverage and book value from the latest quarter.

Metric
FNKO
FNKO
OS
OS
Cash + ST InvestmentsLiquidity on hand
$42.1M
$693.6M
Total DebtLower is stronger
$100.3M
Stockholders' EquityBook value
$185.8M
$504.7M
Total Assets
$685.2M
$1.0B
Debt / EquityLower = less leverage
0.54×

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
FNKO
FNKO
OS
OS
Q4 25
$42.1M
$693.6M
Q3 25
$39.2M
$653.9M
Q2 25
$49.2M
$652.1M
Q1 25
$25.9M
$593.9M
Q4 24
$34.7M
$544.2M
Q3 24
$28.5M
$495.5M
Q2 24
$41.6M
$140.5M
Q1 24
$26.1M
Total Debt
FNKO
FNKO
OS
OS
Q4 25
$100.3M
Q3 25
$106.0M
Q2 25
$111.6M
Q1 25
$117.2M
Q4 24
$122.8M
Q3 24
$128.4M
Q2 24
$133.9M
Q1 24
$139.4M
Stockholders' Equity
FNKO
FNKO
OS
OS
Q4 25
$185.8M
$504.7M
Q3 25
$182.7M
$472.1M
Q2 25
$181.2M
$458.2M
Q1 25
$212.8M
$412.9M
Q4 24
$233.0M
$386.2M
Q3 24
$236.5M
$458.2M
Q2 24
$223.5M
$97.5M
Q1 24
$212.5M
$102.5M
Total Assets
FNKO
FNKO
OS
OS
Q4 25
$685.2M
$1.0B
Q3 25
$699.3M
$949.4M
Q2 25
$694.9M
$910.5M
Q1 25
$648.4M
$867.3M
Q4 24
$707.3M
$823.2M
Q3 24
$783.6M
$750.1M
Q2 24
$737.8M
$379.7M
Q1 24
$725.5M
Debt / Equity
FNKO
FNKO
OS
OS
Q4 25
0.54×
Q3 25
0.58×
Q2 25
0.62×
Q1 25
0.55×
Q4 24
0.53×
Q3 24
0.54×
Q2 24
0.60×
Q1 24
0.66×

Cash Flow & Capital Efficiency

How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.

Metric
FNKO
FNKO
OS
OS
Operating Cash FlowLast quarter
$28.1M
$25.8M
Free Cash FlowOCF − Capex
$19.2M
$25.6M
FCF MarginFCF / Revenue
7.0%
15.7%
Capex IntensityCapex / Revenue
3.3%
0.1%
Cash ConversionOCF / Net Profit
25.79×
TTM Free Cash FlowTrailing 4 quarters
$-38.1M
$95.6M

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
FNKO
FNKO
OS
OS
Q4 25
$28.1M
$25.8M
Q3 25
$11.2M
$5.0M
Q2 25
$-22.2M
$29.7M
Q1 25
$-22.3M
$36.2M
Q4 24
$59.8M
Q3 24
$3.3M
$2.4M
Q2 24
$45.9M
$8.1M
Q1 24
$14.5M
$25.5M
Free Cash Flow
FNKO
FNKO
OS
OS
Q4 25
$19.2M
$25.6M
Q3 25
$3.4M
$4.8M
Q2 25
$-31.8M
$29.4M
Q1 25
$-28.8M
$35.8M
Q4 24
$47.8M
Q3 24
$-4.2M
$1.3M
Q2 24
$36.8M
$7.7M
Q1 24
$10.3M
$24.9M
FCF Margin
FNKO
FNKO
OS
OS
Q4 25
7.0%
15.7%
Q3 25
1.3%
3.1%
Q2 25
-16.5%
19.9%
Q1 25
-15.1%
26.3%
Q4 24
16.3%
Q3 24
-1.4%
1.0%
Q2 24
14.9%
6.6%
Q1 24
4.8%
22.5%
Capex Intensity
FNKO
FNKO
OS
OS
Q4 25
3.3%
0.1%
Q3 25
3.1%
0.1%
Q2 25
5.0%
0.2%
Q1 25
3.4%
0.3%
Q4 24
4.1%
Q3 24
2.6%
0.8%
Q2 24
3.7%
0.3%
Q1 24
1.9%
0.6%
Cash Conversion
FNKO
FNKO
OS
OS
Q4 25
25.79×
Q3 25
12.47×
Q2 25
Q1 25
Q4 24
Q3 24
0.77×
Q2 24
8.97×
Q1 24

Financial Flow Comparison

Revenue → gross profit → operating profit → net profit for each company.

Revenue Breakdown by Segment

FNKO
FNKO

Core Collectibles$221.0M81%
Loungefly LLC$43.1M16%
Other Products Excluding Core Collectibles And Loungefly Brands$9.0M3%

OS
OS

Subscription And Circulation$150.3M92%
Professional Services And Other$9.4M6%
License$4.0M2%

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