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Side-by-side financial comparison of OneStream, Inc. (OS) and STAG Industrial, Inc. (STAG). Click either name above to swap in a different company.
STAG Industrial, Inc. is the larger business by last-quarter revenue ($224.2M vs $163.7M, roughly 1.4× OneStream, Inc.). STAG Industrial, Inc. runs the higher net margin — 27.6% vs 0.6%, a 27.0% gap on every dollar of revenue. On growth, OneStream, Inc. posted the faster year-over-year revenue change (23.6% vs 9.1%). Over the past eight quarters, OneStream, Inc.'s revenue compounded faster (21.8% CAGR vs 8.7%).
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.
Stag Arms is a firearms manufacturer founded in May 2003 and located in Cheyenne, Wyoming. Stag Arms is a manufacturer of the AR-15 type rifle, marketed as Stag-15 rifles. Stag advertises that all their weapons and accessories are made in the United States. They are best known for their left-handed AR-15 rifles, which use a mirror imaged upper receiver and have the ejection port reversed for left-handed shooters and the safety selector control on the right side of the lower receiver.
OS vs STAG — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $163.7M | $224.2M |
| Net Profit | $999.0K | $62.0M |
| Gross Margin | 69.8% | — |
| Operating Margin | -3.2% | — |
| Net Margin | 0.6% | 27.6% |
| Revenue YoY | 23.6% | 9.1% |
| Net Profit YoY | — | — |
| EPS (diluted) | — | $0.32 |
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 | — | $224.2M | ||
| Q4 25 | $163.7M | $220.9M | ||
| Q3 25 | $154.3M | $211.1M | ||
| Q2 25 | $147.6M | $207.6M | ||
| Q1 25 | $136.3M | $205.6M | ||
| Q4 24 | $132.5M | $199.3M | ||
| Q3 24 | $129.1M | $190.7M | ||
| Q2 24 | $117.5M | $189.8M |
| Q1 26 | — | $62.0M | ||
| Q4 25 | $999.0K | $83.5M | ||
| Q3 25 | $-8.8M | $48.6M | ||
| Q2 25 | $-18.4M | $50.0M | ||
| Q1 25 | $-24.0M | $91.4M | ||
| Q4 24 | — | $51.0M | ||
| Q3 24 | $-171.9M | $41.9M | ||
| Q2 24 | $-7.8M | $59.8M |
| 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 | -3.2% | — | ||
| Q3 25 | -11.3% | — | ||
| Q2 25 | -21.8% | — | ||
| Q1 25 | -29.3% | — | ||
| Q4 24 | -35.8% | — | ||
| Q3 24 | -197.6% | — | ||
| Q2 24 | -9.8% | — |
| Q1 26 | — | 27.6% | ||
| Q4 25 | 0.6% | 37.8% | ||
| Q3 25 | -5.7% | 23.0% | ||
| Q2 25 | -12.5% | 24.1% | ||
| Q1 25 | -17.6% | 44.5% | ||
| Q4 24 | — | 25.6% | ||
| Q3 24 | -133.1% | 21.9% | ||
| Q2 24 | -6.7% | 31.5% |
| Q1 26 | — | $0.32 | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | $-1.06 | — | ||
| Q2 24 | — | — |
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 | $8.9M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $504.7M | $3.6B |
| Total Assets | $1.0B | $7.2B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $8.9M | ||
| Q4 25 | $693.6M | $14.9M | ||
| Q3 25 | $653.9M | $17.3M | ||
| Q2 25 | $652.1M | $15.4M | ||
| Q1 25 | $593.9M | $9.3M | ||
| Q4 24 | $544.2M | $36.3M | ||
| Q3 24 | $495.5M | $70.0M | ||
| Q2 24 | $140.5M | $33.3M |
| Q1 26 | — | — | ||
| Q4 25 | — | $3.3B | ||
| Q3 25 | — | $3.1B | ||
| Q2 25 | — | $3.0B | ||
| Q1 25 | — | $3.0B | ||
| Q4 24 | — | $3.0B | ||
| Q3 24 | — | $2.9B | ||
| Q2 24 | — | $2.8B |
| Q1 26 | — | $3.6B | ||
| Q4 25 | $504.7M | $3.6B | ||
| Q3 25 | $472.1M | $3.4B | ||
| Q2 25 | $458.2M | $3.4B | ||
| Q1 25 | $412.9M | $3.5B | ||
| Q4 24 | $386.2M | $3.5B | ||
| Q3 24 | $458.2M | $3.3B | ||
| Q2 24 | $97.5M | $3.3B |
| Q1 26 | — | $7.2B | ||
| Q4 25 | $1.0B | $7.2B | ||
| Q3 25 | $949.4M | $6.9B | ||
| Q2 25 | $910.5M | $6.8B | ||
| Q1 25 | $867.3M | $6.8B | ||
| Q4 24 | $823.2M | $6.8B | ||
| Q3 24 | $750.1M | $6.6B | ||
| Q2 24 | $379.7M | $6.4B |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.91× | ||
| Q3 25 | — | 0.91× | ||
| Q2 25 | — | 0.88× | ||
| Q1 25 | — | 0.87× | ||
| Q4 24 | — | 0.88× | ||
| Q3 24 | — | 0.89× | ||
| Q2 24 | — | 0.84× |
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% | 3.9% |
| 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 | $25.8M | $104.5M | ||
| Q3 25 | $5.0M | $143.5M | ||
| Q2 25 | $29.7M | $111.9M | ||
| Q1 25 | $36.2M | $103.5M | ||
| Q4 24 | — | $104.9M | ||
| Q3 24 | $2.4M | $128.0M | ||
| Q2 24 | $8.1M | $122.2M |
| Q1 26 | — | — | ||
| Q4 25 | $25.6M | $43.8M | ||
| Q3 25 | $4.8M | $95.5M | ||
| Q2 25 | $29.4M | $62.3M | ||
| Q1 25 | $35.8M | $57.2M | ||
| Q4 24 | — | $37.6M | ||
| Q3 24 | $1.3M | $86.7M | ||
| Q2 24 | $7.7M | $105.0M |
| Q1 26 | — | — | ||
| Q4 25 | 15.7% | 19.8% | ||
| Q3 25 | 3.1% | 45.2% | ||
| Q2 25 | 19.9% | 30.0% | ||
| Q1 25 | 26.3% | 27.8% | ||
| Q4 24 | — | 18.8% | ||
| Q3 24 | 1.0% | 45.5% | ||
| Q2 24 | 6.6% | 55.3% |
| Q1 26 | — | 3.9% | ||
| Q4 25 | 0.1% | 27.4% | ||
| Q3 25 | 0.1% | 22.7% | ||
| Q2 25 | 0.2% | 23.9% | ||
| Q1 25 | 0.3% | 22.5% | ||
| Q4 24 | — | 33.8% | ||
| Q3 24 | 0.8% | 21.6% | ||
| Q2 24 | 0.3% | 9.1% |
| Q1 26 | — | — | ||
| Q4 25 | 25.79× | 1.25× | ||
| Q3 25 | — | 2.95× | ||
| Q2 25 | — | 2.24× | ||
| Q1 25 | — | 1.13× | ||
| Q4 24 | — | 2.06× | ||
| Q3 24 | — | 3.06× | ||
| Q2 24 | — | 2.04× |
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% |
STAG
Segment breakdown not available.
