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Side-by-side financial comparison of MGIC INVESTMENT CORP (MTG) and OneStream, Inc. (OS). Click either name above to swap in a different company.
MGIC INVESTMENT CORP is the larger business by last-quarter revenue ($297.1M vs $163.7M, roughly 1.8× OneStream, Inc.). MGIC INVESTMENT CORP runs the higher net margin — 55.6% vs 0.6%, a 55.0% gap on every dollar of revenue. On growth, OneStream, Inc. posted the faster year-over-year revenue change (23.6% vs -3.0%). Over the past eight quarters, OneStream, Inc.'s revenue compounded faster (21.8% CAGR vs -1.4%).
MGIC Investment Corporation NYSE: MTG ("MGIC") is a provider of private mortgage insurance in the United States. The company is headquartered in Milwaukee, Wisconsin.
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.
MTG vs OS — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $297.1M | $163.7M |
| Net Profit | $165.3M | $999.0K |
| Gross Margin | — | 69.8% |
| Operating Margin | — | -3.2% |
| Net Margin | 55.6% | 0.6% |
| Revenue YoY | -3.0% | 23.6% |
| Net Profit YoY | -10.9% | — |
| EPS (diluted) | $0.76 | — |
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 | $297.1M | — | ||
| Q4 25 | $298.7M | $163.7M | ||
| Q3 25 | $304.5M | $154.3M | ||
| Q2 25 | $304.2M | $147.6M | ||
| Q1 25 | $306.2M | $136.3M | ||
| Q4 24 | $301.4M | $132.5M | ||
| Q3 24 | $306.6M | $129.1M | ||
| Q2 24 | $305.3M | $117.5M |
| Q1 26 | $165.3M | — | ||
| Q4 25 | $169.3M | $999.0K | ||
| Q3 25 | $191.1M | $-8.8M | ||
| Q2 25 | $192.5M | $-18.4M | ||
| Q1 25 | $185.5M | $-24.0M | ||
| Q4 24 | $184.7M | — | ||
| Q3 24 | $200.0M | $-171.9M | ||
| Q2 24 | $204.2M | $-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 | — | — | ||
| Q4 25 | 71.2% | -3.2% | ||
| Q3 25 | 77.2% | -11.3% | ||
| Q2 25 | 80.9% | -21.8% | ||
| Q1 25 | 76.6% | -29.3% | ||
| Q4 24 | 77.9% | -35.8% | ||
| Q3 24 | 82.9% | -197.6% | ||
| Q2 24 | 85.1% | -9.8% |
| Q1 26 | 55.6% | — | ||
| Q4 25 | 56.7% | 0.6% | ||
| Q3 25 | 62.8% | -5.7% | ||
| Q2 25 | 63.3% | -12.5% | ||
| Q1 25 | 60.6% | -17.6% | ||
| Q4 24 | 61.3% | — | ||
| Q3 24 | 65.2% | -133.1% | ||
| Q2 24 | 66.9% | -6.7% |
| Q1 26 | $0.76 | — | ||
| Q4 25 | $0.75 | — | ||
| Q3 25 | $0.83 | — | ||
| Q2 25 | $0.81 | — | ||
| Q1 25 | $0.75 | — | ||
| Q4 24 | $0.71 | — | ||
| Q3 24 | $0.77 | $-1.06 | ||
| Q2 24 | $0.77 | — |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $235.1M | $693.6M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $5.0B | $504.7M |
| Total Assets | $6.4B | $1.0B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $235.1M | — | ||
| Q4 25 | $369.0M | $693.6M | ||
| Q3 25 | $266.9M | $653.9M | ||
| Q2 25 | $294.9M | $652.1M | ||
| Q1 25 | $207.0M | $593.9M | ||
| Q4 24 | $229.5M | $544.2M | ||
| Q3 24 | $288.6M | $495.5M | ||
| Q2 24 | $281.8M | $140.5M |
| Q1 26 | $5.0B | — | ||
| Q4 25 | $5.1B | $504.7M | ||
| Q3 25 | $5.2B | $472.1M | ||
| Q2 25 | $5.2B | $458.2M | ||
| Q1 25 | $5.1B | $412.9M | ||
| Q4 24 | $5.2B | $386.2M | ||
| Q3 24 | $5.3B | $458.2M | ||
| Q2 24 | $5.1B | $97.5M |
| Q1 26 | $6.4B | — | ||
| Q4 25 | $6.6B | $1.0B | ||
| Q3 25 | $6.6B | $949.4M | ||
| Q2 25 | $6.5B | $910.5M | ||
| Q1 25 | $6.5B | $867.3M | ||
| Q4 24 | $6.5B | $823.2M | ||
| Q3 24 | $6.7B | $750.1M | ||
| Q2 24 | $6.5B | $379.7M |
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 | $230.8M | $25.8M | ||
| Q3 25 | $215.4M | $5.0M | ||
| Q2 25 | $183.0M | $29.7M | ||
| Q1 25 | $223.7M | $36.2M | ||
| Q4 24 | $182.4M | — | ||
| Q3 24 | $182.9M | $2.4M | ||
| Q2 24 | $169.2M | $8.1M |
| Q1 26 | — | — | ||
| Q4 25 | $230.2M | $25.6M | ||
| Q3 25 | $215.1M | $4.8M | ||
| Q2 25 | $183.0M | $29.4M | ||
| Q1 25 | $223.5M | $35.8M | ||
| Q4 24 | $181.9M | — | ||
| Q3 24 | $182.5M | $1.3M | ||
| Q2 24 | $169.0M | $7.7M |
| Q1 26 | — | — | ||
| Q4 25 | 77.1% | 15.7% | ||
| Q3 25 | 70.6% | 3.1% | ||
| Q2 25 | 60.1% | 19.9% | ||
| Q1 25 | 73.0% | 26.3% | ||
| Q4 24 | 60.3% | — | ||
| Q3 24 | 59.5% | 1.0% | ||
| Q2 24 | 55.3% | 6.6% |
| Q1 26 | — | — | ||
| Q4 25 | 0.2% | 0.1% | ||
| Q3 25 | 0.1% | 0.1% | ||
| Q2 25 | 0.0% | 0.2% | ||
| Q1 25 | 0.0% | 0.3% | ||
| Q4 24 | 0.2% | — | ||
| Q3 24 | 0.1% | 0.8% | ||
| Q2 24 | 0.1% | 0.3% |
| Q1 26 | — | — | ||
| Q4 25 | 1.36× | 25.79× | ||
| Q3 25 | 1.13× | — | ||
| Q2 25 | 0.95× | — | ||
| Q1 25 | 1.21× | — | ||
| Q4 24 | 0.99× | — | ||
| Q3 24 | 0.91× | — | ||
| Q2 24 | 0.83× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
MTG
Segment breakdown not available.
OS
| Subscription And Circulation | $150.3M | 92% |
| Professional Services And Other | $9.4M | 6% |
| License | $4.0M | 2% |
