American Well Corp (AMWL)vsVeeva Systems Inc Class A (VEEV)
AMWL
American Well Corp
$7.97
+2.84%
HEALTHCARE · Cap: $133.17M
VEEV
Veeva Systems Inc Class A
$166.34
-1.14%
HEALTHCARE · Cap: $27.46B
Smart Verdict
WallStSmart Research — data-driven comparison
Veeva Systems Inc Class A generates 1246% more annual revenue ($3.20B vs $237.38M). VEEV leads profitability with a 28.4% profit margin vs -37.0%. VEEV earns a higher WallStSmart Score of 69/100 (B-).
AMWL
Avoid34
out of 100
Grade: F
VEEV
Strong Buy69
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+86.0%
Fair Value
$30.83
Current Price
$7.97
$22.86 discount
Margin of Safety
+39.9%
Fair Value
$294.53
Current Price
$166.34
$128.19 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Conservative balance sheet, low leverage
Conservative balance sheet, low leverage
Keeps 28 of every $100 in revenue as profit
Growing faster than its price suggests
Strong operational efficiency at 29.4%
16.0% revenue growth
Earnings expanding 23.2% YoY
Areas to Watch
0.0% earnings growth
Smaller company, higher risk/reward
ROE of -31.8% — below average capital efficiency
Revenue declined 17.9%
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : AMWL
The strongest argument for AMWL centers on Price/Book, Debt/Equity.
Bull Case : VEEV
The strongest argument for VEEV centers on Debt/Equity, Profit Margin, PEG Ratio. Profitability is solid with margins at 28.4% and operating margin at 29.4%. Revenue growth of 16.0% demonstrates continued momentum.
Bear Case : AMWL
The primary concerns for AMWL are EPS Growth, Market Cap, Return on Equity.
Bear Case : VEEV
The primary concerns for VEEV are P/E Ratio.
Key Dynamics to Monitor
AMWL profiles as a turnaround stock while VEEV is a growth play — different risk/reward profiles.
AMWL carries more volatility with a beta of 1.53 — expect wider price swings.
VEEV is growing revenue faster at 16.0% — sustainability is the question.
VEEV generates stronger free cash flow (100M), providing more financial flexibility.
Bottom Line
VEEV scores higher overall (69/100 vs 34/100), backed by strong 28.4% margins and 16.0% revenue growth. AMWL offers better value entry with a 86.0% margin of safety. Both earn "Strong Buy" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
American Well Corp
HEALTHCARE · HEALTH INFORMATION SERVICES · USA
American Well Corporation is a telehealth business enabling digital healthcare delivery. The company is headquartered in Boston, Massachusetts.
Veeva Systems Inc Class A
HEALTHCARE · HEALTH INFORMATION SERVICES · USA
Veeva Systems Inc. provides cloud-based software for the life sciences industry in North America, Europe, Asia Pacific, the Middle East, Africa, and Latin America. The company is headquartered in Pleasanton, California.
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