OSPN
9/9 ScoreOneSpan Inc.
Analysis Date: February 2, 2026
OneSpan Inc., together with its subsidiaries, designs, develops, and markets digital solutions for identity, security, and business productivity worldwide. The company offers OneSpan Sign, a range of e-signature requirements for occasional agreement to processing tens of thousands of transactions; OneSpan Cloud Authentication, a cloud-based multifactor authentication solution that supports a range of authentication options, including biometrics, push notification, and visual cryptograms for transaction data signing, SMS, and hardware authenticators; and OneSpan Identity Verification, which enables banks and financial institutions identity verification services. It also provides Mobile Security Suite, a software development kit; Mobile Authenticator Studio, a mobile authenticator that operates as a discrete mobile application; and authentication servers, which enables customers to administer a high level of access control. In addition, it offers Trusted Identity Platform, a cloud platform that simplify and secure user journeys; Intelligent Adaptive Authentication; and Risk Analytics, a comprehensive anti-fraud solution. It sells its solutions through its direct sales force, as well as through distributors, resellers, systems integrators, and original equipment manufacturers. The company was formerly known as VASCO Data Security International, Inc. and changed its name to OneSpan Inc. in May 2018. OneSpan Inc. was founded in 1991 and is headquartered in Chicago, Illinois. OneSpan Inc. was a former subsidiary of Guidewire Software, Inc.
Buffettology Criteria
All 9 of 9 criteria passed
High ROE
Return on Equity > 12%
Value: 25.2%
High ROIC
Return on Invested Capital > 9%
Value: 18.7%
Cash Machine
FCF / Assets > 5%
Value: 13.7%
Fair Valuation
Earnings Yield > 3.5%
Value: 13.6%
Share Buybacks
Share Count is Dropping
Value: -4.5%
Defensible Moat
Gross Profit Margin > 40%
Value: 73.9%
Simple Business
Not in a speculative sector (e.g., Biotech)
Value: Technology
Conservative Debt
Debt to Equity < 1.5
Value: 0.04x
Consistent Growth
5-Year Growth is Positive
Value: 657.3%
Analysis Summary
This company, OSPN, has certainly caught my eye. A high ROE and ROIC suggest it's a remarkably efficient operator, turning capital into profits with gusto. The fact that it's a cash-generating machine with a formidable moat, all while keeping debt practically invisible, paints a picture of a robust, well-managed business that I could hold for many years.
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