OSS trades at 6x P/S with 45% margins and EBITDA positive status on deployed Army hardware. Comparable defense peers trade at 50-125x P/S, implying significant upside.
OSS fundamentals: $30M revenue, 45% margins, EBITDA positive, hardware deployed in Army platforms. Trading at 6x P/S vs. 50-125x for comparable defense plays. Edge compute narrative early; fundamentals already established.
The $OSS thesis is straightforward: $30M revenue, 45% margins, EBITDA positive, hardware deployed in Army platforms. Trading at 6x P/S while comparable defense plays trade at 50-125x. $ONDS Edge compute narrative is just starting. Fundamentals were there first.
| Horizon | Raw move | vs SPY |
|---|---|---|
| 1 day | +8.1% | +8.3% |
| 1 week | +3.2% | +5.7% |
| 1 month | -9.6% | -9.1% |
| 3 months | -15.2% | -13.9% |
| 6 months | +24.3% | +16.5% |