HealthStream Inc (HSTM)vsVeeva Systems Inc Class A (VEEV)
HSTM
HealthStream Inc
$29.10
+0.80%
HEALTHCARE · Cap: $866.38M
VEEV
Veeva Systems Inc Class A
$280.68
+2.12%
HEALTHCARE · Cap: $42.13B
Smart Verdict
WallStSmart Research — data-driven comparison
Veeva Systems Inc Class A generates 977% more annual revenue ($3.46B vs $321.12M). VEEV leads profitability with a 29.3% profit margin vs 6.6%. VEEV appears more attractively valued with a PEG of 1.16. VEEV earns a higher WallStSmart Score of 66/100 (B-).
HSTM
Buy53
out of 100
Grade: C-
VEEV
Strong Buy66
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for HSTM.
Margin of Safety
+41.1%
Fair Value
$300.79
Current Price
$280.68
$20.11 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Conservative balance sheet, low leverage
Reasonable price relative to book value
Earnings expanding 28.4% YoY
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 5.9% — below average capital efficiency
6.6% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : HSTM
The strongest argument for HSTM centers on Debt/Equity, Price/Book, EPS Growth. Revenue growth of 12.5% demonstrates continued momentum.
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 : HSTM
The primary concerns for HSTM are Market Cap, Return on Equity, Profit Margin. A P/E of 41.1x leaves little room for execution misses.
Bear Case : VEEV
The primary concerns for VEEV are P/E Ratio. A P/E of 42.7x leaves little room for execution misses.
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 0.97 — 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 53/100), backed by strong 29.3% margins and 17.6% revenue growth. Both earn "Strong Buy" and "Buy" 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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