HealthStream Inc (HSTM)vsVeeva Systems Inc Class A (VEEV)
HSTM
HealthStream Inc
$20.97
-0.76%
HEALTHCARE · Cap: $603.45M
VEEV
Veeva Systems Inc Class A
$178.11
-0.56%
HEALTHCARE · Cap: $29.44B
Smart Verdict
WallStSmart Research — data-driven comparison
Veeva Systems Inc Class A generates 951% more annual revenue ($3.20B vs $304.06M). VEEV leads profitability with a 28.4% profit margin vs 6.0%. VEEV appears more attractively valued with a PEG of 0.86. VEEV earns a higher WallStSmart Score of 69/100 (B-).
HSTM
Hold47
out of 100
Grade: D+
VEEV
Strong Buy69
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-385.8%
Fair Value
$4.15
Current Price
$20.97
$16.82 premium
Margin of Safety
+25.9%
Fair Value
$238.92
Current Price
$178.11
$60.81 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Conservative balance sheet, low leverage
Reasonable price relative to book value
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
Expensive relative to growth rate
Premium valuation, high expectations priced in
Smaller company, higher risk/reward
ROE of 5.1% — below average capital efficiency
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : HSTM
The strongest argument for HSTM centers on Debt/Equity, Price/Book.
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 : HSTM
The primary concerns for HSTM are PEG Ratio, P/E Ratio, Market Cap.
Bear Case : VEEV
The primary concerns for VEEV are P/E Ratio.
Key Dynamics to Monitor
HSTM profiles as a value stock while VEEV is a growth play — different risk/reward profiles.
VEEV carries more volatility with a beta of 1.12 — 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 47/100), backed by strong 28.4% margins and 16.0% 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.
HealthStream Inc
HEALTHCARE · HEALTH INFORMATION SERVICES · USA
HealthStream, Inc. provides provider and staff solutions for healthcare organizations in the United States. The company is headquartered in Nashville, Tennessee.
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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