Goodrx Holdings Inc (GDRX)vsVeeva Systems Inc Class A (VEEV)
GDRX
Goodrx Holdings Inc
$3.39
+1.19%
HEALTHCARE · Cap: $1.18B
VEEV
Veeva Systems Inc Class A
$262.40
+0.54%
HEALTHCARE · Cap: $42.88B
Smart Verdict
WallStSmart Research — data-driven comparison
Veeva Systems Inc Class A generates 340% more annual revenue ($3.46B vs $785.23M). VEEV leads profitability with a 29.3% profit margin vs 2.1%. VEEV trades at a lower P/E of 43.4x. VEEV earns a higher WallStSmart Score of 66/100 (B-).
GDRX
Hold37
out of 100
Grade: F
VEEV
Strong Buy66
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for GDRX.
Margin of Safety
+41.2%
Fair Value
$301.18
Current Price
$262.40
$38.78 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Keeps 29 of every $100 in revenue as profit
Strong operational efficiency at 29.6%
17.6% revenue growth
Earnings expanding 39.5% YoY
Areas to Watch
Smaller company, higher risk/reward
ROE of 3.3% — below average capital efficiency
2.1% margin — thin
Premium valuation, high expectations priced in
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : GDRX
The strongest argument for GDRX centers on Price/Book.
Bull Case : VEEV
The strongest argument for VEEV centers on Debt/Equity, Altman Z-Score, Profit Margin. Profitability is solid with margins at 29.3% and operating margin at 29.6%. Revenue growth of 17.6% demonstrates continued momentum.
Bear Case : GDRX
The primary concerns for GDRX are Market Cap, Return on Equity, Profit Margin. A P/E of 57.7x leaves little room for execution misses. Thin 2.1% margins leave little buffer for downturns.
Bear Case : VEEV
The primary concerns for VEEV are P/E Ratio. A P/E of 43.4x leaves little room for execution misses.
Key Dynamics to Monitor
GDRX profiles as a value stock while VEEV is a growth play — different risk/reward profiles.
GDRX carries more volatility with a beta of 1.58 — expect wider price swings.
VEEV is growing revenue faster at 17.6% — sustainability is the question.
VEEV generates stronger free cash flow (231M), providing more financial flexibility.
Bottom Line
VEEV scores higher overall (66/100 vs 37/100), backed by strong 29.3% margins and 17.6% revenue growth. Both earn "Strong Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Goodrx Holdings Inc
HEALTHCARE · HEALTH INFORMATION SERVICES · USA
GoodRx Holdings, Inc. provides information and tools that allow consumers to compare prices and save when buying prescription drugs in the United States. The company is headquartered in Santa Monica, California.
Visit Website →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.
Visit Website →Compare with Other HEALTH INFORMATION SERVICES Stocks
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