Cerence vs Ooma
Cerence and Ooma are similar in size: $252m and $274m of revenue in their latest fiscal years. Ooma grew faster (6.5% against -24.0%). Ooma kept more of each dollar of sales as profit: a net margin of 2.4% against -7.4%. Ooma carries less debt relative to equity (62.3% against 139.4%).
| Latest fiscal year | CerenceCRNC, 2025 | OomaOOMA, 2026 |
|---|---|---|
| Revenue | $252m | $274m |
| Revenue growth | -24.0% | 6.5% |
| Net income | −$18.7m | $6.5m |
| Operating margin | -0.9% | 1.6% |
| Net margin | -7.4% | 2.4% |
| Return on equity | -12.8% | 7.2% |
| Free cash flow | $46.8m | $22.1m |
| Cash | — | $20.1m |
| Total debt | $210m | $57.9m |
| Debt to equity | 139.4% | 62.3% |
| Dividend per share | — | — |
| Dividend yield | — | — |
| Share buybacks | $2.4m | $11.6m |
| Employees | 1,300 | — |
| Market value | $376m | $518m |
| Price vs our value range | Within our value range | Above our value range |
| Moat score | 34 (Weak) | 47 (Moderate) |
| Insider trades, 12 months | 1 buys, 7 sales | 0 buys, 27 sales |