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Makes lidar sensors that let autonomous vehicles, robots and industrial systems see and map their surroundings in 3D.
Makes lidar sensors that let autonomous vehicles, robots and industrial systems see and map their surroundings in 3D.
Sells lidar sensors mainly to industrial, robotics and smart-infrastructure customers in many small deployments, rather than waiting on a single carmaker programme. It merged with rival Velodyne in 2023, combining their patents and customer lists.
In one line: A smaller US peer of China's Hesai in lidar.
Moat: none (IP / patents). Digital lidar patents and merged (with Velodyne) IP base, in a still-unprofitable, competitive lidar market.
Headquarters: San Francisco, California, US · Founded: 2015 · Employees: 320
Size OUST (OUST) is a United States Information Technology company (Semiconductors) with a market value of $2.54B, the 1646th largest of 3,117 United States companies the cockpit tracks. Shares closed at $34.80 on 6 Nov 2026.
Performance Over six months the shares gained 38.1%, against -21.7% for the median peer and -1.1% for the United States market (cap-weighted) — 2nd highest of 21 in its peer set.
Growth Revenue grew 63.7% over the last twelve months (peer median +26.9%); the operating margin is -29.1% (peer median 7.8%).
Valuation It trades at 9.5× enterprise value to sales against a peer median of 5.2× (4th most expensive of 21).
Capital Return on invested capital runs 52.8 points below its cost of capital (19.8% WACC).
Short interest Short interest is 8.8% of the free float (15 Oct 2026).
Next results Next results expected around 25 Mar 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | $225M | $169M | $111M | $83.3M | $41.0M |
| Revenue growth | — | +52% | +33% | +103% | — |
| Gross profit | $108M | $80.6M | $40.5M | $9.68M | $10.9M |
| EBITDA | -$50.0M | -$69.1M | -$89.4M | -$162M | -$133M |
| Net income | -$45.8M | -$60.4M | -$97.0M | -$374M | -$139M |
| Free cash flow | -$97.4M | -$64.8M | -$37.5M | -$141M | -$116M |
| Capital expenditure | $32.6M | $24.9M | $3.76M | $3.01M | $5.42M |
| Total debt | $15.4M | $17.1M | $20.2M | $69.9M | $56.2M |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
| Company | Market cap | 6M return | Revenue growth | Op. margin | EV / Sales | Req g |
|---|---|---|---|---|---|---|
| OUST OUST | $2.54B | +38% | +64% | -29% | 9.5× | n/a |
| Hesai HSAI | $2.06B | -34% | +38% | 1% | 2.5× | n/a |
| Innoviz Technologies INVZ | n/a | -43% | n/a | n/a | n/a | n/a |
| RoboSense Technology Company 2498.HK | $914M | -55% | +32% | -22% | 2.0× | n/a |
| Aeva Technologies AEVA | $767M | -34% | +56% | -611% | 33.4× | n/a |
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | OUST | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -12.0% | -21.5% | 7th highest of 21 |
| 6-month return | +38.1% | -21.7% | 2nd highest of 21 |
| Distance from 52-week high | -45.5% | -55.4% | 7th highest of 21 |
| Revenue growth (TTM) | +63.7% | +26.9% | 3rd highest of 21 |
| Operating margin | -29.1% | 7.8% | lowest of 21 |
| EV / Sales | 9.5× | 5.2× | 4th most expensive of 21 |
| ROIC minus cost of capital | -52.8 pp | -0.3 pp | lowest of 21 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | EV / Sales | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| OUST OUST | United States | $2.54B | +38% | +64% | -29% | 9.5× | n/a | n/a |
| PENG PENG | United States | $2.52B | -5% | +26% | 10% | 1.7× | n/a | n/a |
| StarPower Semiconductor 603290.SS | China | $2.50B | -33% | +4% | 1% | 4.3× | 26.3% | +33.0% |
| Ambarella AMBA | United States | $2.58B | -23% | +20% | -15% | 5.6× | n/a | n/a |
| Asmedia Technology 5269.TW | Taiwan | $2.60B | -14% | +38% | 25% | 5.7× | 12.3% | +14.0% |
| Leeno Industrial 058470.KS | South Korea | $2.60B | -61% | +24% | 49% | 7.3× | 6.3% | +13.1% |
| Great Microwave Technology 688270.SS | China | $2.46B | -41% | +8% | 32% | 33.5× | 48.7% | +23.2% |
| Gpixel Changchun Microelectronics 3277.HK | Hong Kong | $2.45B | -48% | +27% | 33% | 15.8× | 6.9% | +9.7% |
| Wuxi NCE Power 605111.SS | China | $2.45B | -3% | +28% | 19% | 5.7× | 27.2% | +14.5% |
| Hefei Chipmore Technology 688352.SS | China | $2.45B | +7% | -1% | 7% | 7.8× | n/a | n/a |
| DB HiTek 000990.KS | South Korea | $2.41B | -48% | +29% | 21% | 1.6× | 2.3% | +8.3% |
| Topco Scientific 5434.TW | Taiwan | $2.68B | +11% | +21% | 7% | 1.1× | 3.8% | +13.3% |
| Sunrun RUN | United States | $2.40B | -32% | +63% | 2% | 5.2× | n/a | n/a |
| Simmtech 222800.KS | South Korea | $2.69B | +7% | +42% | 9% | 1.9× | n/a | n/a |
| Acter 5536.TWO | Taiwan | $2.39B | -26% | +28% | 16% | 1.5× | -6.0% | +24.3% |
| Holy Stone Enterprise 3026.TW | Taiwan | $2.39B | +91% | +17% | 2% | 5.1× | n/a | n/a |
| Maxio Technology (Hangzhou) 688449.SS | China | $2.71B | -29% | +40% | 5% | 9.9× | n/a | n/a |
| Shanghai Bright Power Semiconductor 688368.SS | China | $2.72B | -20% | +90% | 6% | 6.0× | 54.1% | +7.3% |
| MLS 002745.SZ | China | $2.36B | +11% | +19% | -4% | 0.8× | 2.4% | +0.1% |
| Shanghai Fullhan Microelectronics 300613.SZ | China | $2.35B | +14% | +91% | 26% | 4.8× | n/a | n/a |
| IPG Photonics IPGP | United States | $2.78B | -38% | +15% | 5% | 1.7× | 24.8% | -3.5% |