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Side-by-side financial comparison of OneStream, Inc. (OS) and CVR PARTNERS, LP (UAN). Click either name above to swap in a different company.
CVR PARTNERS, LP is the larger business by last-quarter revenue ($180.0M vs $163.7M, roughly 1.1× OneStream, Inc.). CVR PARTNERS, LP runs the higher net margin — 27.7% vs 0.6%, a 27.1% gap on every dollar of revenue. On growth, CVR PARTNERS, LP posted the faster year-over-year revenue change (26.0% vs 23.6%). Over the past eight quarters, OneStream, Inc.'s revenue compounded faster (21.8% CAGR vs 16.4%).
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.
CVR Partners, LP is a leading North American producer of nitrogen-based fertilizer products, primarily urea ammonium nitrate (UAN) and ammonia. It serves agricultural, industrial and commercial markets across the U.S. and Canada, delivering cost-effective, high-quality nutrient solutions for crop production and diverse industrial use cases.
OS vs UAN — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $163.7M | $180.0M |
| Net Profit | $999.0K | $49.9M |
| Gross Margin | 69.8% | 37.5% |
| Operating Margin | -3.2% | 32.0% |
| Net Margin | 0.6% | 27.7% |
| Revenue YoY | 23.6% | 26.0% |
| Net Profit YoY | — | 84.3% |
| EPS (diluted) | — | — |
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 | — | $180.0M | ||
| Q4 25 | $163.7M | $131.1M | ||
| Q3 25 | $154.3M | $163.5M | ||
| Q2 25 | $147.6M | $168.6M | ||
| Q1 25 | $136.3M | $142.9M | ||
| Q4 24 | $132.5M | $139.6M | ||
| Q3 24 | $129.1M | $125.2M | ||
| Q2 24 | $117.5M | $132.9M |
| Q1 26 | — | $49.9M | ||
| Q4 25 | $999.0K | $-10.3M | ||
| Q3 25 | $-8.8M | $43.1M | ||
| Q2 25 | $-18.4M | $38.8M | ||
| Q1 25 | $-24.0M | $27.1M | ||
| Q4 24 | — | $18.3M | ||
| Q3 24 | $-171.9M | $3.8M | ||
| Q2 24 | $-7.8M | $26.2M |
| Q1 26 | — | 37.5% | ||
| Q4 25 | 69.8% | 4.4% | ||
| Q3 25 | 68.1% | 37.0% | ||
| Q2 25 | 68.6% | 32.4% | ||
| Q1 25 | 68.0% | 29.7% | ||
| Q4 24 | 66.8% | 23.8% | ||
| Q3 24 | 50.1% | 14.7% | ||
| Q2 24 | 68.5% | 30.0% |
| Q1 26 | — | 32.0% | ||
| Q4 25 | -3.2% | -2.2% | ||
| Q3 25 | -11.3% | 31.0% | ||
| Q2 25 | -21.8% | 27.5% | ||
| Q1 25 | -29.3% | 24.2% | ||
| Q4 24 | -35.8% | 18.4% | ||
| Q3 24 | -197.6% | 8.8% | ||
| Q2 24 | -9.8% | 25.3% |
| Q1 26 | — | 27.7% | ||
| Q4 25 | 0.6% | -7.8% | ||
| Q3 25 | -5.7% | 26.3% | ||
| Q2 25 | -12.5% | 23.0% | ||
| Q1 25 | -17.6% | 19.0% | ||
| Q4 24 | — | 13.1% | ||
| Q3 24 | -133.1% | 3.0% | ||
| Q2 24 | -6.7% | 19.7% |
| Q1 26 | — | — | ||
| Q4 25 | — | $-0.98 | ||
| Q3 25 | — | $4.08 | ||
| Q2 25 | — | $3.67 | ||
| Q1 25 | — | $2.56 | ||
| Q4 24 | — | $1.73 | ||
| Q3 24 | $-1.06 | $0.36 | ||
| Q2 24 | — | $2.48 |
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 | $128.1M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $504.7M | — |
| Total Assets | $1.0B | $1.0B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $128.1M | ||
| Q4 25 | $693.6M | $69.2M | ||
| Q3 25 | $653.9M | $156.2M | ||
| Q2 25 | $652.1M | $114.4M | ||
| Q1 25 | $593.9M | $121.8M | ||
| Q4 24 | $544.2M | $90.9M | ||
| Q3 24 | $495.5M | $110.5M | ||
| Q2 24 | $140.5M | $47.5M |
| Q1 26 | — | — | ||
| Q4 25 | — | $569.1M | ||
| Q3 25 | — | $569.1M | ||
| Q2 25 | — | $569.2M | ||
| Q1 25 | — | $569.3M | ||
| Q4 24 | — | $568.0M | ||
| Q3 24 | — | $547.7M | ||
| Q2 24 | — | $547.6M |
| Q1 26 | — | — | ||
| Q4 25 | $504.7M | — | ||
| Q3 25 | $472.1M | — | ||
| Q2 25 | $458.2M | — | ||
| Q1 25 | $412.9M | — | ||
| Q4 24 | $386.2M | — | ||
| Q3 24 | $458.2M | — | ||
| Q2 24 | $97.5M | — |
| Q1 26 | — | $1.0B | ||
| Q4 25 | $1.0B | $969.5M | ||
| Q3 25 | $949.4M | $1.0B | ||
| Q2 25 | $910.5M | $998.0M | ||
| Q1 25 | $867.3M | $1.0B | ||
| Q4 24 | $823.2M | $1.0B | ||
| Q3 24 | $750.1M | $986.6M | ||
| Q2 24 | $379.7M | $959.4M |
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% | 7.6% |
| 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 | $-21.6M | ||
| Q3 25 | $5.0M | $91.7M | ||
| Q2 25 | $29.7M | $24.1M | ||
| Q1 25 | $36.2M | $55.4M | ||
| Q4 24 | — | $12.8M | ||
| Q3 24 | $2.4M | $86.7M | ||
| Q2 24 | $8.1M | $8.6M |
| Q1 26 | — | — | ||
| Q4 25 | $25.6M | $-45.2M | ||
| Q3 25 | $4.8M | $80.1M | ||
| Q2 25 | $29.4M | $18.4M | ||
| Q1 25 | $35.8M | $45.5M | ||
| Q4 24 | — | $-5.6M | ||
| Q3 24 | $1.3M | $82.3M | ||
| Q2 24 | $7.7M | $2.4M |
| Q1 26 | — | — | ||
| Q4 25 | 15.7% | -34.5% | ||
| Q3 25 | 3.1% | 49.0% | ||
| Q2 25 | 19.9% | 10.9% | ||
| Q1 25 | 26.3% | 31.9% | ||
| Q4 24 | — | -4.0% | ||
| Q3 24 | 1.0% | 65.7% | ||
| Q2 24 | 6.6% | 1.8% |
| Q1 26 | — | 7.6% | ||
| Q4 25 | 0.1% | 18.0% | ||
| Q3 25 | 0.1% | 7.1% | ||
| Q2 25 | 0.2% | 3.4% | ||
| Q1 25 | 0.3% | 6.9% | ||
| Q4 24 | — | 13.1% | ||
| Q3 24 | 0.8% | 3.6% | ||
| Q2 24 | 0.3% | 4.6% |
| Q1 26 | — | — | ||
| Q4 25 | 25.79× | — | ||
| Q3 25 | — | 2.13× | ||
| Q2 25 | — | 0.62× | ||
| Q1 25 | — | 2.04× | ||
| Q4 24 | — | 0.70× | ||
| Q3 24 | — | 22.78× | ||
| Q2 24 | — | 0.33× |
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% |
UAN
| Fertilizer sales | $166.1M | 92% |
| Other | $14.0M | 8% |
