Head-To-Head Survey: OneStream (NASDAQ:OS) and PubMatic (NASDAQ:PUBM)

PubMatic (NASDAQ:PUBM) and OneStream (NASDAQ:OS) are both computer and technology companies, but which is the better business? We will contrast the two businesses based on the strength of their institutional ownership, dividends, analyst recommendations, profitability, earnings, valuation and risk.

Analyst Recommendations

This is a summary of current ratings for PubMatic and OneStream, as provided by MarketBeat.com.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
PubMatic	1	3	5	0	2.44
OneStream	3	16	4	1	2.13

PubMatic presently has a consensus target price of $12.44, suggesting a potential upside of 97.73%. OneStream has a consensus target price of $25.38, suggesting a potential upside of 8.51%. Given PubMatic’s stronger consensus rating and higher possible upside, equities analysts clearly believe PubMatic is more favorable than OneStream.

Earnings & Valuation

This table compares PubMatic and OneStream”s revenue, earnings per share and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
PubMatic	$291.26 million	1.00	$12.50 million	($0.19)	-33.11
OneStream	$489.41 million	11.65	-$216.20 million	($0.48)	-48.73

PubMatic has higher earnings, but lower revenue than OneStream. OneStream is trading at a lower price-to-earnings ratio than PubMatic, indicating that it is currently the more affordable of the two stocks.

Institutional & Insider Ownership

64.3% of PubMatic shares are held by institutional investors. 26.4% of PubMatic shares are held by company insiders. Comparatively, 12.8% of OneStream shares are held by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company is poised for long-term growth.

Profitability

This table compares PubMatic and OneStream’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
PubMatic	-2.51%	-2.78%	-1.05%
OneStream	-14.50%	9.65%	5.74%

Volatility & Risk

PubMatic has a beta of 1.58, suggesting that its share price is 58% more volatile than the S&P 500. Comparatively, OneStream has a beta of 2.05, suggesting that its share price is 105% more volatile than the S&P 500.

Summary

PubMatic beats OneStream on 9 of the 15 factors compared between the two stocks.

About PubMatic

PubMatic, Inc., a technology company, engages in the provision of a cloud infrastructure platform that enables real-time programmatic advertising transactions for digital content creators, advertisers, agencies, agency trading desks, and demand side platforms worldwide. Its PubMatic SSP, a sell-side platform, used for the purchase and sale of digital advertising inventory for publishers and buyers. The company also provides solutions, including OpenWrap, a header bidding solution; Openwrap OTT, a prebid-powered unified bidding solution; Openwrap SDK, an enterprise-grade management tools and analytics; Connect, a solution that provides additional data and insights to publishers and buyers; Activate, which allows buyers to execute direct deals on its platform across publisher inventory; Convert, a commerce media solution; and Identity Hub, an ID management tool for publishers that leverages specialized technology?infrastructure?to simplify the complex alternative identifier marketplace. Its platform supports an array of ad formats and digital device types, including mobile app, mobile web, desktop, display, video, over-the-top (OTT), connected television, and media. The company was incorporated in 2006 and is based in Redwood City, California.

About OneStream

OneStream, Inc. is a holding company, which engages in the development of an artificial intelligence (AI) based enterprise finance platform. The firm offers Digital Finance Cloud, an AI-enabled and extensible software platform that unifies core financial functions and operational data and processes. The company was founded by Craig Colby and Thomas Shea on October 15, 2021 and is headquartered in Birmingham, MI.