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Company Analysis

ON24, Inc. ONTF

A comprehensive view of key metrics, scores, and financial health for ON24, Inc.

Overview of ON24, Inc.

ONTF NYQ
Technology Software - Application Framework: Software & SaaS Small Cap
ON24, Inc. (ONTF), is a Small Cap company, in the Software - Application industry, last closed at $8.10, about 47.7% undervalued vs fair value, +53.1% 1Y return, ranked 456/770 in sector.
Metrics Rev Growth -5.9% ROE -19.3% Gross Margin 74.6%
USD 8.10
0.12%
(Delayed)
• Vol 90d: 55.9%
52-Week Range
Market Cap
$348.25M
Enterprise Value
$316.81M
Overall Score
View breakdown
Overall
Growth
Weak
Profitability
Weak
Health
Weak
Efficiency
Fair
Valuation
Weak
Growth
Weak
Profitability
Weak
Health
Weak
Efficiency
Fair
Valuation
Weak
Completeness: 82%
Confidence: 81%
Updated: Mar 8
Top Beats
No strong beats yet

Quick Facts

Website https://www.on24.com
HQ San Francisco, CA
Fiscal year Dec 31

Next Events

No upcoming events available.

Fair Value Snapshot

Bear Base Bull
$11
$12
$13
Current: $8.10 +48% vs base

Engine Room Money Flow™

Small Cap

Software & SaaS - Where revenue goes and how value is created

Flow Steps
Total Revenue
$139.3M
-5.9%%
Gross Profit
$104.0M
-5.5%%
Operating Income (GAAP)
$-35.8M
29.4%%
Operating Cash Flow
$7.5M
55.1%%
Money Flow Bridge
Flow Direction: Money moves from left to right
Components: Breakdown shows composition of each stage
Industry-Specific: Software & SaaS

Quality & Reliability Indicators

Gross Margin
74.6%
Excellent

Gross Profit / Revenue — pricing power and product moat (SaaS benchmark: >70%)

Locked Metric
-
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Where It Leaks

Cash Flow Health critical
Significant cash flow inefficiencies identified. Multiple high-impact leaks require attention.
Analysis based on partial data. Some metrics unavailable for complete assessment.
2
Active Leaks
1/2
Improving
1
High Impact
1
Critical
Locked Leak
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Moat Analysis Software & SaaS Specialized

Competitive Advantage Assessment

Evaluating ON24, Inc.'s durable competitive advantages across 6 defense dimensions

Overall Moat Strength
41
/100
Developing
Scores based on quantitative metrics and qualitative factors

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Pricing Power

Moderate
51
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For informational purposes only. Not investment advice.

Trade-Off Ledger™

Where management spends the performance budget - Growth, Profitability, or Safety

Software SaaS vs Industry Peers 69% Coverage
Trade-Off Triangle Visualization A ternary plot showing ONTF's balance between Growth (14.5%), Profitability (39.3%), and Safety (46.2%). Growth 15% Safety 46% Profitability 39%

Click axes to expand details. Marker shows current allocation.

3-Year Trend Analysis Locked
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Growth

17th percentile vs peers
17
Key Signals
Rev Growth YoY -5.9% 20p Revenue CAGR 3Y -10.0% 11p
Strengths
  • Strong liquidity position vs peers
Risks
  • Growth in bottom 20% of peers (percentile: 17)
  • Rev Growth YoY in bottom 20% of peers (-5.9%)

Profitability

46th percentile vs peers
46
Key Signals
Strengths
Risks
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Safety

54th percentile vs peers
54
Key Signals
Strengths
Safety drilldowns are available to premium members.

Two Futures

Scenario-based fair value ranges for ON24, Inc..

Loading valuation model...
Unable to Compute Fair Value

This company cannot be valued using standard models.

What this means: The Scenario Theatre requires financial data (revenue, cash flow, shares outstanding) to calculate fair value estimates. This data may be unavailable for:

  • Recently listed companies (IPOs, SPACs)
  • Shell companies or holding companies
  • Companies that haven't filed recent financials
  • Foreign companies with limited data coverage
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Bear
-
- - -
- upside
-
Base
$11.96
- - -
+47.7% vs current
Snapshot base estimate
Bull
-
- - -
- upside
-
Fair Value Range Current: $-
$- $- $-
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