Jan. 14 at 7:34 AM
$OSS vs
$ONDS — valuation math the market is ignoring
Right now,
$OSS is trading around 8x P/S, while
$ONDS sits near 140x+ P/S.
That’s a massive multiple gap for two companies operating at roughly the same revenue scale.
Even a partial rerating changes the picture fast:
• At 30x P/S (still far below
$ONDS),
$OSS implies ~
$900M market cap → ~3–4x upside
• At 50x P/S (still discounted), valuation pushes toward
$1.5B → ~6x upside
And that’s before assuming any revenue growth. This is purely a multiple expansion thesis driven by re-rating, visibility, and broader discovery.
Risk is always there, but the asymmetry is obvious. Market doesn’t stay this inefficient forever. Not financial advice.
