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Side-by-side financial comparison of OneStream, Inc. (OS) and Smart Sand, Inc. (SND). Click either name above to swap in a different company.
OneStream, Inc. is the larger business by last-quarter revenue ($163.7M vs $86.0M, roughly 1.9× Smart Sand, Inc.). Smart Sand, Inc. runs the higher net margin — 1.4% vs 0.6%, a 0.8% gap on every dollar of revenue. On growth, OneStream, Inc. posted the faster year-over-year revenue change (23.6% vs -5.8%). OneStream, Inc. produced more free cash flow last quarter ($25.6M vs $20.4M). Over the past eight quarters, OneStream, Inc.'s revenue compounded faster (21.8% CAGR vs 1.8%).
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.
Sand 9 is a fabless Micro-electromechanical system (MEMS) company based in Cambridge, Massachusetts. Sand 9 developed a piezoelectric MEMS resonator to serve as an alternative for quartz timing devices in applications such as smart phones, low-power wireless devices, and communications infrastructure equipment.
OS vs SND — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $163.7M | $86.0M |
| Net Profit | $999.0K | $1.2M |
| Gross Margin | 69.8% | 13.0% |
| Operating Margin | -3.2% | -3.1% |
| Net Margin | 0.6% | 1.4% |
| Revenue YoY | 23.6% | -5.8% |
| Net Profit YoY | — | -68.5% |
| EPS (diluted) | — | $0.03 |
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.
| Q4 25 | $163.7M | $86.0M | ||
| Q3 25 | $154.3M | $92.8M | ||
| Q2 25 | $147.6M | $85.8M | ||
| Q1 25 | $136.3M | $65.6M | ||
| Q4 24 | $132.5M | $91.4M | ||
| Q3 24 | $129.1M | $63.2M | ||
| Q2 24 | $117.5M | $73.8M | ||
| Q1 24 | $110.3M | $83.1M |
| Q4 25 | $999.0K | $1.2M | ||
| Q3 25 | $-8.8M | $3.0M | ||
| Q2 25 | $-18.4M | $21.4M | ||
| Q1 25 | $-24.0M | $-24.2M | ||
| Q4 24 | — | $3.7M | ||
| Q3 24 | $-171.9M | $-98.0K | ||
| Q2 24 | $-7.8M | $-430.0K | ||
| Q1 24 | $-5.0M | $-216.0K |
| Q4 25 | 69.8% | 13.0% | ||
| Q3 25 | 68.1% | 16.1% | ||
| Q2 25 | 68.6% | 10.4% | ||
| Q1 25 | 68.0% | 4.2% | ||
| Q4 24 | 66.8% | 14.7% | ||
| Q3 24 | 50.1% | 10.3% | ||
| Q2 24 | 68.5% | 17.7% | ||
| Q1 24 | 69.1% | 14.2% |
| Q4 25 | -3.2% | -3.1% | ||
| Q3 25 | -11.3% | 5.8% | ||
| Q2 25 | -21.8% | -0.1% | ||
| Q1 25 | -29.3% | -10.8% | ||
| Q4 24 | -35.8% | 3.9% | ||
| Q3 24 | -197.6% | -7.8% | ||
| Q2 24 | -9.8% | 4.8% | ||
| Q1 24 | -4.9% | 0.9% |
| Q4 25 | 0.6% | 1.4% | ||
| Q3 25 | -5.7% | 3.2% | ||
| Q2 25 | -12.5% | 24.9% | ||
| Q1 25 | -17.6% | -37.0% | ||
| Q4 24 | — | 4.1% | ||
| Q3 24 | -133.1% | -0.2% | ||
| Q2 24 | -6.7% | -0.6% | ||
| Q1 24 | -4.5% | -0.3% |
| Q4 25 | — | $0.03 | ||
| Q3 25 | — | $0.08 | ||
| Q2 25 | — | $0.54 | ||
| Q1 25 | — | $-0.62 | ||
| Q4 24 | — | $0.10 | ||
| Q3 24 | $-1.06 | $0.00 | ||
| Q2 24 | — | $-0.01 | ||
| Q1 24 | — | $-0.01 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $693.6M | $22.6M |
| Total DebtLower is stronger | — | $15.0M |
| Stockholders' EquityBook value | $504.7M | $239.7M |
| Total Assets | $1.0B | $340.0M |
| Debt / EquityLower = less leverage | — | 0.06× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $693.6M | $22.6M | ||
| Q3 25 | $653.9M | $5.1M | ||
| Q2 25 | $652.1M | $4.3M | ||
| Q1 25 | $593.9M | $5.1M | ||
| Q4 24 | $544.2M | $1.6M | ||
| Q3 24 | $495.5M | $7.2M | ||
| Q2 24 | $140.5M | $6.3M | ||
| Q1 24 | — | $4.6M |
| Q4 25 | — | $15.0M | ||
| Q3 25 | — | $14.3M | ||
| Q2 25 | — | $23.5M | ||
| Q1 25 | — | $13.7M | ||
| Q4 24 | — | $14.7M | ||
| Q3 24 | — | $15.7M | ||
| Q2 24 | — | $17.1M | ||
| Q1 24 | — | $25.5M |
| Q4 25 | $504.7M | $239.7M | ||
| Q3 25 | $472.1M | $239.9M | ||
| Q2 25 | $458.2M | $240.5M | ||
| Q1 25 | $412.9M | $219.9M | ||
| Q4 24 | $386.2M | $243.8M | ||
| Q3 24 | $458.2M | $243.6M | ||
| Q2 24 | $97.5M | $242.9M | ||
| Q1 24 | $102.5M | $242.5M |
| Q4 25 | $1.0B | $340.0M | ||
| Q3 25 | $949.4M | $343.1M | ||
| Q2 25 | $910.5M | $345.8M | ||
| Q1 25 | $867.3M | $326.9M | ||
| Q4 24 | $823.2M | $341.5M | ||
| Q3 24 | $750.1M | $335.8M | ||
| Q2 24 | $379.7M | $341.8M | ||
| Q1 24 | — | $349.3M |
| Q4 25 | — | 0.06× | ||
| Q3 25 | — | 0.06× | ||
| Q2 25 | — | 0.10× | ||
| Q1 25 | — | 0.06× | ||
| Q4 24 | — | 0.06× | ||
| Q3 24 | — | 0.06× | ||
| Q2 24 | — | 0.07× | ||
| Q1 24 | — | 0.11× |
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 | $22.4M |
| Free Cash FlowOCF − Capex | $25.6M | $20.4M |
| FCF MarginFCF / Revenue | 15.7% | 23.7% |
| Capex IntensityCapex / Revenue | 0.1% | 2.3% |
| Cash ConversionOCF / Net Profit | 25.79× | 18.99× |
| TTM Free Cash FlowTrailing 4 quarters | $95.6M | $32.5M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $25.8M | $22.4M | ||
| Q3 25 | $5.0M | $18.2M | ||
| Q2 25 | $29.7M | $-5.1M | ||
| Q1 25 | $36.2M | $8.7M | ||
| Q4 24 | — | $1.0M | ||
| Q3 24 | $2.4M | $5.8M | ||
| Q2 24 | $8.1M | $14.9M | ||
| Q1 24 | $25.5M | $-3.9M |
| Q4 25 | $25.6M | $20.4M | ||
| Q3 25 | $4.8M | $14.8M | ||
| Q2 25 | $29.4M | $-7.8M | ||
| Q1 25 | $35.8M | $5.2M | ||
| Q4 24 | — | $-840.0K | ||
| Q3 24 | $1.3M | $3.7M | ||
| Q2 24 | $7.7M | $13.5M | ||
| Q1 24 | $24.9M | $-5.5M |
| Q4 25 | 15.7% | 23.7% | ||
| Q3 25 | 3.1% | 15.9% | ||
| Q2 25 | 19.9% | -9.1% | ||
| Q1 25 | 26.3% | 7.9% | ||
| Q4 24 | — | -0.9% | ||
| Q3 24 | 1.0% | 5.8% | ||
| Q2 24 | 6.6% | 18.3% | ||
| Q1 24 | 22.5% | -6.6% |
| Q4 25 | 0.1% | 2.3% | ||
| Q3 25 | 0.1% | 3.6% | ||
| Q2 25 | 0.2% | 3.1% | ||
| Q1 25 | 0.3% | 5.4% | ||
| Q4 24 | — | 2.1% | ||
| Q3 24 | 0.8% | 3.4% | ||
| Q2 24 | 0.3% | 1.8% | ||
| Q1 24 | 0.6% | 2.0% |
| Q4 25 | 25.79× | 18.99× | ||
| Q3 25 | — | 6.05× | ||
| Q2 25 | — | -0.24× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.28× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
OS
| Subscription And Circulation | $150.3M | 92% |
| Professional Services And Other | $9.4M | 6% |
| License | $4.0M | 2% |
SND
| Sand | $85.1M | 99% |
| Smart Systems Segment | $980.0K | 1% |
