vs
Side-by-side financial comparison of OneStream, Inc. (OS) and TACTILE SYSTEMS TECHNOLOGY INC (TCMD). Click either name above to swap in a different company.
OneStream, Inc. is the larger business by last-quarter revenue ($163.7M vs $103.6M, roughly 1.6× TACTILE SYSTEMS TECHNOLOGY INC). TACTILE SYSTEMS TECHNOLOGY INC runs the higher net margin — 10.3% vs 0.6%, a 9.7% gap on every dollar of revenue. On growth, OneStream, Inc. posted the faster year-over-year revenue change (23.6% vs 21.0%). OneStream, Inc. produced more free cash flow last quarter ($25.6M vs $16.8M). Over the past eight quarters, TACTILE SYSTEMS TECHNOLOGY INC's revenue compounded faster (30.2% CAGR vs 21.8%).
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.
Dominion Voting Systems Corporation was a North American company that produced and sold electronic voting hardware and software, including voting machines and tabulators, in Canada and the United States.
OS vs TCMD — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $163.7M | $103.6M |
| Net Profit | $999.0K | $10.6M |
| Gross Margin | 69.8% | 78.2% |
| Operating Margin | -3.2% | 18.1% |
| Net Margin | 0.6% | 10.3% |
| Revenue YoY | 23.6% | 21.0% |
| Net Profit YoY | — | 9.4% |
| EPS (diluted) | — | $0.45 |
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 | $103.6M | ||
| Q3 25 | $154.3M | $85.8M | ||
| Q2 25 | $147.6M | $78.9M | ||
| Q1 25 | $136.3M | $61.3M | ||
| Q4 24 | $132.5M | $85.6M | ||
| Q3 24 | $129.1M | $73.1M | ||
| Q2 24 | $117.5M | $73.2M | ||
| Q1 24 | $110.3M | $61.1M |
| Q4 25 | $999.0K | $10.6M | ||
| Q3 25 | $-8.8M | $8.2M | ||
| Q2 25 | $-18.4M | $3.2M | ||
| Q1 25 | $-24.0M | $-3.0M | ||
| Q4 24 | — | $9.7M | ||
| Q3 24 | $-171.9M | $5.2M | ||
| Q2 24 | $-7.8M | $4.3M | ||
| Q1 24 | $-5.0M | $-2.2M |
| Q4 25 | 69.8% | 78.2% | ||
| Q3 25 | 68.1% | 75.8% | ||
| Q2 25 | 68.6% | 74.5% | ||
| Q1 25 | 68.0% | 74.0% | ||
| Q4 24 | 66.8% | 75.2% | ||
| Q3 24 | 50.1% | 75.0% | ||
| Q2 24 | 68.5% | 73.9% | ||
| Q1 24 | 69.1% | 71.1% |
| Q4 25 | -3.2% | 18.1% | ||
| Q3 25 | -11.3% | 12.8% | ||
| Q2 25 | -21.8% | 5.2% | ||
| Q1 25 | -29.3% | -7.4% | ||
| Q4 24 | -35.8% | 14.6% | ||
| Q3 24 | -197.6% | 9.3% | ||
| Q2 24 | -9.8% | 8.0% | ||
| Q1 24 | -4.9% | -4.9% |
| Q4 25 | 0.6% | 10.3% | ||
| Q3 25 | -5.7% | 9.6% | ||
| Q2 25 | -12.5% | 4.1% | ||
| Q1 25 | -17.6% | -4.9% | ||
| Q4 24 | — | 11.4% | ||
| Q3 24 | -133.1% | 7.1% | ||
| Q2 24 | -6.7% | 5.9% | ||
| Q1 24 | -4.5% | -3.6% |
| Q4 25 | — | $0.45 | ||
| Q3 25 | — | $0.36 | ||
| Q2 25 | — | $0.14 | ||
| Q1 25 | — | $-0.13 | ||
| Q4 24 | — | $0.40 | ||
| Q3 24 | $-1.06 | $0.21 | ||
| Q2 24 | — | $0.18 | ||
| Q1 24 | — | $-0.09 |
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 | $83.4M |
| Total DebtLower is stronger | — | $0 |
| Stockholders' EquityBook value | $504.7M | $218.9M |
| Total Assets | $1.0B | $273.9M |
| Debt / EquityLower = less leverage | — | 0.00× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $693.6M | $83.4M | ||
| Q3 25 | $653.9M | $66.0M | ||
| Q2 25 | $652.1M | $81.5M | ||
| Q1 25 | $593.9M | $83.6M | ||
| Q4 24 | $544.2M | $94.4M | ||
| Q3 24 | $495.5M | $82.1M | ||
| Q2 24 | $140.5M | $73.6M | ||
| Q1 24 | — | $60.7M |
| Q4 25 | — | $0 | ||
| Q3 25 | — | $0 | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $27.0M | ||
| Q2 24 | — | $27.8M | ||
| Q1 24 | — | $28.5M |
| Q4 25 | $504.7M | $218.9M | ||
| Q3 25 | $472.1M | $204.9M | ||
| Q2 25 | $458.2M | $194.9M | ||
| Q1 25 | $412.9M | $205.6M | ||
| Q4 24 | $386.2M | $216.6M | ||
| Q3 24 | $458.2M | $207.9M | ||
| Q2 24 | $97.5M | $200.7M | ||
| Q1 24 | $102.5M | $193.5M |
| Q4 25 | $1.0B | $273.9M | ||
| Q3 25 | $949.4M | $259.2M | ||
| Q2 25 | $910.5M | $273.0M | ||
| Q1 25 | $867.3M | $280.2M | ||
| Q4 24 | $823.2M | $297.9M | ||
| Q3 24 | $750.1M | $287.7M | ||
| Q2 24 | $379.7M | $278.8M | ||
| Q1 24 | — | $272.0M |
| Q4 25 | — | 0.00× | ||
| Q3 25 | — | 0.00× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 0.13× | ||
| Q2 24 | — | 0.14× | ||
| Q1 24 | — | 0.15× |
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 | $17.3M |
| Free Cash FlowOCF − Capex | $25.6M | $16.8M |
| FCF MarginFCF / Revenue | 15.7% | 16.2% |
| Capex IntensityCapex / Revenue | 0.1% | 0.5% |
| Cash ConversionOCF / Net Profit | 25.79× | 1.63× |
| TTM Free Cash FlowTrailing 4 quarters | $95.6M | $40.4M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $25.8M | $17.3M | ||
| Q3 25 | $5.0M | $10.3M | ||
| Q2 25 | $29.7M | $14.8M | ||
| Q1 25 | $36.2M | $417.0K | ||
| Q4 24 | — | $16.3M | ||
| Q3 24 | $2.4M | $10.3M | ||
| Q2 24 | $8.1M | $13.1M | ||
| Q1 24 | $25.5M | $924.0K |
| Q4 25 | $25.6M | $16.8M | ||
| Q3 25 | $4.8M | $9.2M | ||
| Q2 25 | $29.4M | $14.4M | ||
| Q1 25 | $35.8M | $38.0K | ||
| Q4 24 | — | $15.9M | ||
| Q3 24 | $1.3M | $9.3M | ||
| Q2 24 | $7.7M | $12.6M | ||
| Q1 24 | $24.9M | $442.0K |
| Q4 25 | 15.7% | 16.2% | ||
| Q3 25 | 3.1% | 10.8% | ||
| Q2 25 | 19.9% | 18.2% | ||
| Q1 25 | 26.3% | 0.1% | ||
| Q4 24 | — | 18.5% | ||
| Q3 24 | 1.0% | 12.7% | ||
| Q2 24 | 6.6% | 17.3% | ||
| Q1 24 | 22.5% | 0.7% |
| Q4 25 | 0.1% | 0.5% | ||
| Q3 25 | 0.1% | 1.3% | ||
| Q2 25 | 0.2% | 0.5% | ||
| Q1 25 | 0.3% | 0.6% | ||
| Q4 24 | — | 0.5% | ||
| Q3 24 | 0.8% | 1.3% | ||
| Q2 24 | 0.3% | 0.7% | ||
| Q1 24 | 0.6% | 0.8% |
| Q4 25 | 25.79× | 1.63× | ||
| Q3 25 | — | 1.26× | ||
| Q2 25 | — | 4.59× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 1.68× | ||
| Q3 24 | — | 1.99× | ||
| Q2 24 | — | 3.06× | ||
| 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% |
TCMD
| Private Insurers | $57.6M | 56% |
| Medicare | $24.6M | 24% |
| Durable Medical Equipment Distributors | $14.1M | 14% |
| Veterans Administration | $7.3M | 7% |
